{"id":769247,"date":"2026-04-26T10:24:05","date_gmt":"2026-04-26T02:24:05","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=769247"},"modified":"2026-04-26T10:24:05","modified_gmt":"2026-04-26T02:24:05","slug":"%e4%b8%89%e6%98%9f%e5%86%85%e5%ad%98%e9%93%81%e9%9d%a2%e6%97%a0%e7%a7%81%ef%bc%8c%e4%b8%89%e6%98%9f%e6%89%8b%e6%9c%ba%e8%a2%ab%e8%bf%ab%e4%ba%8f%e6%8d%9f","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=769247","title":{"rendered":"\u4e09\u661f\u5185\u5b58\u94c1\u9762\u65e0\u79c1\uff0c\u4e09\u661f\u624b\u673a\u88ab\u8feb\u4e8f\u635f"},"content":{"rendered":"<p>\u4e09\u661f MX \u4e8b\u4e1a\u90e8\u2014\u2014\u4e5f\u5c31\u662f\u79fb\u52a8\u4e8b\u4e1a\u90e8\uff0c\u53ef\u80fd\u4f1a\u8fce\u6765\u5386\u53f2\u4e0a\u9996\u6b21\u5e74\u5ea6\u4e8f\u635f\u3002<\/p>\n<p>\u6839\u636e<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%9f%a9%e5%9b%bd\" title=\"View all posts in \u97e9\u56fd\" target=\"_blank\" class=\"tag_link\">\u97e9\u56fd<\/a>\u300aMoney Today\u300b\u62a5\u9053\uff0cMX \u90e8\u95e8\u7684\u4e00\u628a\u624b\u5362\u6cf0\u6587\uff08TM Roh\uff09\u6700\u8fd1\u5411\u96c6\u56e2\u9ad8\u5c42\u8868\u8fbe\u4e86\u8fd9\u4e00\u62c5\u5fe7\u3002<\/p>\n<p>\u4eca\u5e74 3 \u6708\u5916\u90e8\u5c31\u5df2\u7ecf\u6709\u4f20\u95fb\uff0c\u8ba4\u4e3a\u4e09\u661f MX \u53ef\u80fd\u4f1a\u4e3a\u4e86\u907f\u514d\u51fa\u73b0\u4e8f\u635f\u60c5\u51b5\u800c\u901a\u8fc7\u5404\u79cd\u65b9\u6cd5\u6765\u524a\u51cf\u652f\u51fa\u3002<\/p>\n<p>\u800c\u53e6\u4e00\u8fb9\u7684 DS \u534a\u5bfc\u4f53\u90e8\u95e8\u5462\uff1a2026 \u5e74\u4e00\u5b63\u5ea6\u8425\u4e1a\u5229\u6da6\u7ea6 38 \u4ebf\u7f8e\u5143\uff0857.2 \u4e07\u4ebf\u97e9\u5143\uff09\uff0c\u662f\u53bb\u5e74\u540c\u671f\u7684 7 \u500d\u591a\u3002<\/p>\n<p>\u5de7\u7684\u662f\uff0cMX \u7684\u4e8f\u635f\u5f88\u5927\u7a0b\u5ea6\u4e0a\u5c31\u662f\u56e0\u4e3a\u534a\u5bfc\u4f53\u90e8\u95e8\u4e0d\u4ec5\u8d5a\u5f97\u76c6\u6ee1\u94b5\u6ee1\uff0c\u8fd8\u5bf9\u81ea\u5bb6\u5144\u5f1f\u300c\u94c1\u9762\u65e0\u79c1\u300d\u300c\u6b63\u6c14\u51db\u7136\u300d\u2026\u2026<\/p>\n<p>\u8fd9\uff0c\u5c31\u662f<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%b8%89%e6%98%9f%e9%9b%86%e5%9b%a2\" title=\"View all posts in \u4e09\u661f\u96c6\u56e2\" target=\"_blank\" class=\"tag_link\">\u4e09\u661f\u96c6\u56e2<\/a>\u300c\u5185\u6218\u300d\u7684\u6700\u65b0\u6218\u51b5\u3002<\/p>\n<p><img data-lazyload=\"https:\/\/x0.ifengimg.com\/res\/2026\/D77528DEA7E13E4468623FD2D84F2D461723285A_size76_w640_h419.png\" src=\"https:\/\/tech.ifeng.com\/c\/data:image\/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\" style=\"display:block; margin-left:auto; margin-right:auto\" alt=\"\u4e09\u661f\u5185\u5b58\u94c1\u9762\u65e0\u79c1\uff0c\u4e09\u661f\u624b\u673a\u88ab\u8feb\u4e8f\u635f\"  \/><\/p>\n<p>\u4eb2\u5144\u5f1f\u660e\u7b97\u8d26<\/p>\n<p>\u53bb\u5e74 11 \u6708\u97e9\u56fd<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%aa%92%e4%bd%93\" title=\"View all posts in \u5a92\u4f53\" target=\"_blank\" class=\"tag_link\">\u5a92\u4f53<\/a>\u300a\u9996\u5c14\u7ecf\u6d4e\u300b\u62ab\u9732\uff0c\u5728 25 \u5e74\u4e0b\u534a\u5e74\u7684\u67d0\u4e2a\u65f6\u95f4\u70b9\uff0c\u8003\u8651\u5230 S26 \u7cfb\u5217\u65b0\u673a\u5c06\u5728\u65b0\u5e74\u53d1\u5e03\uff0cMX \u5e0c\u671b\u80fd\u591f\u9501\u5b9a DRAM \u7684\u4ef7\u683c\u548c\u4f9b\u5e94\u91cf\uff0c\u4e8e\u662f\u627e\u5230\u81ea\u5bb6\u5144\u5f1f DS\uff0c\u5e0c\u671b\u80fd\u591f\u7b7e\u8ba2\u4e00\u4efd\u81f3\u5c11 12 \u4e2a\u6708\u7684\u957f\u671f\u4f9b\u8d27\u5408\u7ea6\u3002<\/p>\n<p>\u6ca1\u60f3\u5230\uff0c\u8fd9\u4e00\u8bf7\u6c42\u5c45\u7136\u88ab\u62d2\u7edd\u4e86\uff0cDS \u7ed9\u51fa\u7684\u65b9\u6848\u662f\u6bcf\u4e09\u4e2a\u6708\u4e00\u8c08\uff0c\u4ef7\u683c\u968f\u884c\u5c31\u5e02\u3002\u5373\u4fbf MX \u6d3e\u51fa\u6838\u5fc3\u9ad8\u7ba1\u5728\u96c6\u56e2\u5c42\u9762\u53bb\u8c08\uff0c\u6700\u540e\u4ecd\u7136\u4e5f\u53ea\u80fd\u62ff\u5230\u622a\u81f3 25Q4 \u7684\u627f\u8bfa\u3002\u4e4b\u540e\u6bcf\u4e2a\u5b63\u5ea6\u90fd\u9700\u8981\u91cd\u65b0\u8c08\u4e00\u6b21\u4ef7\u3002<\/p>\n<p>DS \u7684\u7406\u7531\u975e\u5e38\u76f4\u767d\uff1a\u5168\u4e16\u754c\u90fd\u5728\u62a2 LPDDR \u5185\u5b58\u4ea7\u80fd\uff0c\u5916\u9762\u7684\u5ba2\u6237\u51fa\u4ef7\u66f4\u9ad8\uff0c\u54b1\u4eec\u4eb2\u5144\u5f1f\u660e\u7b97\u8d26\uff0c\u8981\u6309\u5e02\u573a\u903b\u8f91\u529e\u4e8b\u513f\u554a\u2026\u2026<\/p>\n<p>\u5c31\u8fd9\u6837\uff0c\u5404\u4e8b\u4e1a\u90e8\u72ec\u7acb\u6838\u7b97\uff0c\u8c01\u4e5f\u4e0d\u6b20\u8c01\u7684\u2014\u2014\u56f4\u7ed5\u5185\u5b58\u7684\u8fd9\u573a\u5185\u6218\uff0c\u5728\u4e09\u661f\u7684\u624b\u673a\u548c\u5185\u5b58\u90e8\u95e8\u4e4b\u95f4\u5f00\u6253\u4e86\u3002<\/p>\n<p>\u5f53\u65f6\uff0c\u4e09\u661f\u5b98\u65b9\u662f\u51fa\u9762\u5426\u8ba4\u8fc7\u7684\uff0c\u79f0\u76f8\u5173\u62a5\u9053\u6beb\u65e0\u6839\u636e\u3002\u4f46\u662f\u5e02\u573a\u4e0a\u53d1\u751f\u7684\u4e8b\u60c5\u5927\u5bb6\u90fd\u80fd\u770b\u5230\uff0c\u518d\u52a0\u4e0a\u8fd9\u6b21\u5362\u6cf0\u6587\u7684\u5185\u90e8\u8868\u6001\uff0c\u770b\u6765\u8fd9\u573a\u5185\u6218\u786e\u6709\u6765\u5934\u3002<\/p>\n<p>\u628a\u5185\u5b58\u5403\u6389\u7684\u53c8\u662f\u8c01\u5462\uff1f\u7b54\u6848\u5927\u5bb6\u90fd\u77e5\u9053\u4e86\uff0c\u662f AI\u3002<\/p>\n<p>\u76ee\u524d\u5e02\u9762\u4e0a\u6700\u5927\u5ba2\u6237\u662f\u82f1\u4f1f\u8fbe\u3002\u4ee5\u5176\u76ee\u524d\u670d\u5f79\u4e2d\u7684 Vera Rubin NVL72 \u673a\u7ec4\u4e3a\u4f8b\uff0cVera CPU \u5355\u9897\u5c31\u9700\u8981 1.5 TB LPDDR5x \u5185\u5b58\uff0c\u7531 8 \u9897 192GB SOCAMM \u6a21\u7ec4\u7ec4\u6210\uff0c\u6574\u4e2a\u673a\u7ec4 36 \u9897 Vera CPU\uff0c\u8ba1 54TB\uff1bGPU \u90a3\u8fb9\u7684 HBM4 \u5185\u5b58\u9700\u6c42\u4e5f\u9ad8\u8fbe 288GB \u6bcf\u7247\uff0c\u8ba1 20.7TB\u2014\u2014\u6574\u4e2a\u673a\u7ec4\u5408\u8ba1 75TB \u7684 LPDDR+HBM \u5185\u5b58\u9700\u6c42\u3002<\/p>\n<p><img data-lazyload=\"https:\/\/x0.ifengimg.com\/res\/2026\/1402A787F942AEA10BD8BAC2383D47F2FD85AF98_size23_w640_h328.jpg\" src=\"https:\/\/tech.ifeng.com\/c\/data:image\/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\" style=\"display:block; margin-left:auto; margin-right:auto\" alt=\"\u4e09\u661f\u5185\u5b58\u94c1\u9762\u65e0\u79c1\uff0c\u4e09\u661f\u624b\u673a\u88ab\u8feb\u4e8f\u635f\"  \/><\/p>\n<p>\u4e00\u53f0 2026 \u5e74\u7684\u65d7\u8230\u624b\u673a\u901a\u5e38\u914d\u5907\u81f3\u5c11 12GB LPDDR5x \u5185\u5b58\uff0c2025 \u5e74\u521d\u7684\u6210\u672c\u4ef7\u662f 33 \u7f8e\u5143\u5de6\u53f3\uff0c\u5230\u53bb\u5e74 11 \u6708\u98de\u6da8\u5230 70 \u7f8e\u5143\u3002<\/p>\n<p>\u5230\u4e86 26Q1\uff0c\u6574\u4e2a LPDDR \u5185\u5b58\u54c1\u7c7b\u7684\u4ef7\u683c\u73af\u6bd4\u6da8\u5e45\u63a5\u8fd1\u4e00\u500d\uff0c\u4e1a\u5185\u4f30\u8ba1 Q2 \u7ed3\u675f\u8fd8\u4f1a\u518d\u6da8 80% \u4ee5\u4e0a\u3002<\/p>\n<p>\u5185\u5b58\u72c2\u98d9\u7684\u540e\u679c\u5df2\u7ecf\u5f00\u59cb\u5728\u9500\u91cf\u4e0a\u6709\u6240\u53cd\u5e94\u4e86\u3002IDC \u62a5\u544a\u663e\u793a\uff0c\u4eca\u5e74 Q1 \u5168\u7403\u667a\u80fd\u624b\u673a\u51fa\u8d27\u91cf\u540c\u6bd4\u4e0b\u964d 4.1%\uff0cCounterpoint \u6570\u636e\u6307\u51fa\u5230\u4eca\u5e74 Q2 \u65d7\u8230\u624b\u673a\u7684\u7269\u6599\u6210\u672c\u4e2d DRAM \u5360\u6bd4\u5c06\u9ad8\u8fbe 20%\uff0c\u662f\u53bb\u5e74 Q4 \u7684\u4e24\u500d\u3002<\/p>\n<p>\u518d\u53e0\u52a0 NAND \u95ea\u5b58\u6da8\u4ef7\uff0c\u65d7\u8230\u673a\u578b\u6700\u7ec8\u96f6\u552e\u4ef7\u7684\u5408\u7406\u4e0a\u6da8\u5e45\u5ea6\u5728 150 \u5230 200 \u7f8e\u5143\u4e4b\u95f4\u3002<\/p>\n<p>\uff08\u8fd9\u91cc\u987a\u5634\u4e00\u63d0\uff0c\u522b\u518d\u770b\u8c01\u6da8\u4ef7\u8c01\u6ca1\u6da8\u4ef7\u4e86\uff0c\u592a\u5e7c\u7a1a\u4e86\u3002\u8fd9\u6210\u672c\u8c01\u90fd\u5f97\u60f3\u65b9\u8bbe\u6cd5\u5403\u4e0b\u6765\uff0c\u5982\u679c\u6ca1\u6da8\u4ef7\u90a3\u80af\u5b9a\u4f1a\u5728\u5176\u4ed6\u5730\u65b9\u6709\u6240\u4f53\u73b0\u3002\uff09<\/p>\n<p>\u4e3a\u4e86\u62a2\u5185\u5b58\uff0c\u8fde<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%ab%98%e9%80%9a\" title=\"View all posts in \u9ad8\u901a\" target=\"_blank\" class=\"tag_link\">\u9ad8\u901a<\/a> CEO \u8fd1\u671f\u90fd\u4eb2\u81ea\u98de\u4e86\u4e00\u8d9f\u9996\u5c14\u53bb\u8ddf\u4e09\u661f\u3001SK \u6d77\u529b\u58eb\u9ad8\u7ba1\u5f00\u4f1a\u3002\u800c\u6b64\u524d\u8fd8\u6709\u4f20\u95fb\uff0c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%8b%b9%e6%9e%9c\" title=\"View all posts in \u82f9\u679c\" target=\"_blank\" class=\"tag_link\">\u82f9\u679c<\/a>\u5728\u5b58\u50a8\u5e02\u573a\u4e0a\u75af\u72c2\u91c7\u8d2d\uff0c\u4e00\u51fa\u624b\u5c31\u662f\u7edd\u6740\uff0c\u4f60\u6709\u591a\u5c11\u4ed6\u8981\u591a\u5c11\uff0c\u4ef7\u683c\u968f\u4fbf\u5f00\uff0c\u6839\u672c\u4e0d\u8fd8\u4ef7\u2026\u2026<\/p>\n<p><img data-lazyload=\"https:\/\/x0.ifengimg.com\/res\/2026\/0627871A02669D8EC0C87E8A01919F7B57BDAEC9_size57_w1080_h720.jpg\" src=\"https:\/\/tech.ifeng.com\/c\/data:image\/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\" style=\"display:block; margin-left:auto; margin-right:auto\" alt=\"\u4e09\u661f\u5185\u5b58\u94c1\u9762\u65e0\u79c1\uff0c\u4e09\u661f\u624b\u673a\u88ab\u8feb\u4e8f\u635f\"  \/><\/p>\n<p>\u300c\u5144\u5f1f\u960b\u5899\u300d<\/p>\n<p>\u4e09\u661f\u8fd9\u5957\u5404\u4e8b\u4e1a\u90e8\u72ec\u7acb\u6838\u7b97\u7684\u903b\u8f91\uff0c\u5e73\u65f6\u662f\u7ec4\u7ec7\u6548\u7387\u7684\u6765\u6e90\u3002<\/p>\n<p>\u4e09\u661f\u96c6\u56e2\u662f\u4e00\u4e2a\u5185\u90e8\u88c5\u7740\u534a\u5bfc\u4f53\u3001\u663e\u793a\u9762\u677f\u3001\u624b\u673a\u3001\u5bb6\u7535\u3001\u9020\u8239\u3001\u751f\u547d\u79d1\u5b66\u7b49\u7b49\u8bf8\u591a\u4e1a\u52a1\u7684\u5e9e\u7136\u5927\u7269\u3002\u6bcf\u4e2a\u4e8b\u4e1a\u90e8\u90fd\u6709\u81ea\u5df1\u7684\u635f\u76ca\u8868\uff0c\u90fd\u5f53\u6210\u4e00\u5bb6\u72ec\u7acb\u516c\u53f8\u6765\u7ecf\u8425\uff0c\u662f\u8fd9\u5957\u7ed3\u6784\u80fd\u8dd1\u8d77\u6765\u7684\u524d\u63d0\u3002<\/p>\n<p>\u7a76\u5176\u6839\u672c\uff0cMX \u65e2\u4e0d\u662f DS \u7684\u300c\u5185\u90e8\u5ba2\u6237\u300d\uff0cDS \u4e5f\u4e0d\u662f MX \u7684\u300c\u96f6\u90e8\u4ef6\u8f66\u95f4\u300d\uff0c\u5b83\u4eec\u662f\u4e24\u5bb6\u5728\u96c6\u56e2\u62a5\u8868\u4e0a\u5e76\u5217\u7684\u516c\u53f8\u3002<\/p>\n<p>\u8fd9\u5957\u673a\u5236\u7684\u597d\u5904\uff0c\u5728\u5e02\u573a\u7406\u6027\u7684\u65f6\u5019\u662f\u660e\u663e\u7684\u3002\u534a\u5bfc\u4f53\u90e8\u95e8\u4e0d\u4f1a\u56e0\u4e3a\u300c\u81ea\u5df1\u4eba\u4f18\u5148\u300d\u800c\u628a\u9ad8\u5229\u6da6\u8ba2\u5355\u8ba9\u7ed9\u624b\u673a\u90e8\u95e8\uff0c\u4ece\u800c\u5728\u534a\u5bfc\u4f53\u5468\u671f\u91cc\u9519\u8fc7\u8d5a\u94b1\u7684\u7a97\u53e3\u3002MX \u4e5f\u4e0d\u4f1a\u4e3a\u4e86\u7167\u987e\u5144\u5f1f\u90e8\u95e8\u7684\u5229\u6da6\u7387\uff0c\u800c\u62d2\u7edd\u7f8e\u5149\u3001SK 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class=\"tag_link\">\u57fa\u5efa<\/a>\u9879\u76ee\uff09\u3002<\/p>\n<p>\u8d2a\u591a\u5acc\u5c11\uff0c\u6293\u5927\u653e\u5c0f\u3002\u4e09\u661f\u534a\u5bfc\u4f53\u7684\u6700\u4f18\u89e3\u5c31\u662f\u628a\u8d27\u5356\u7ed9\u82f1\u4f1f\u8fbe\u4eec\uff0c\u800c\u4e0d\u662f\u6309\u4e4b\u524d\u7684\u957f\u7ea6\u4ef7\u5356\u7ed9 MX\u3002<\/p>\n<p>\u8fd9\u662f\u5b57\u9762\u610f\u4e49\u4e0a\u7684\u300c\u5144\u5f1f\u960b\u5899\u300d\uff0c\u7528\u6765\u5f62\u5bb9\u5982\u4eca\u7684 DS \u548c MX \u6beb\u4e0d\u4e3a\u8fc7\u3002<\/p>\n<p>\u7206\u6599\u4eba Ice Universe \u66fe\u6307\u51fa\uff0c\u4e09\u661f\u534a\u5bfc\u4f53\u628a AI 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MX \u4e8b\u4e1a\u90e8\u2014\u2014\u4e5f\u5c31\u662f\u79fb\u52a8\u4e8b\u4e1a\u90e8\uff0c\u53ef\u80fd\u4f1a\u8fce\u6765\u5386\u53f2\u4e0a\u9996\u6b21\u5e74\u5ea6\u4e8f\u635f\u3002 \u6839\u636e\u97e9\u56fd\u300aMoney Today\u300b\u62a5\u9053 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[378,187,82,280,63,231,303],"views":15,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/769247"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=769247"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/769247\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=769247"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=769247"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=769247"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}