{"id":819297,"date":"2026-07-29T17:48:53","date_gmt":"2026-07-29T09:48:53","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=819297"},"modified":"2026-07-29T17:48:53","modified_gmt":"2026-07-29T09:48:53","slug":"%e5%b8%8c%e6%8d%b7ceo%e7%9b%b4%e8%a8%80%ef%bc%9a%e7%a1%ac%e7%9b%98%e4%ba%a7%e8%83%bd%e5%b7%b2%e9%a2%84%e8%ae%a2%e4%b8%80%e7%a9%ba","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=819297","title":{"rendered":"\u5e0c\u6377CEO\u76f4\u8a00\uff1a\u786c\u76d8\u4ea7\u80fd\u201c\u5df2\u9884\u8ba2\u4e00\u7a7a\u201d"},"content":{"rendered":"<blockquote>\n<p>\u6587 | 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class=\"tag_link\">\u82af\u7247<\/a>\u5bf9\u5b58\u50a8\u4ea7\u80fd\u7684&ldquo;\u8679\u5438\u6548\u5e94&rdquo;\u3002\u5355\u9897HBM\u6240\u5360\u7528\u7684\u6676\u5706\u9762\u79ef\u662f\u5e38\u89c4\u5185\u5b58\u82af\u7247\u7684\u4e24\u5230\u4e09\u500d\uff0c\u4e00\u53f0AI\u670d\u52a1\u5668\u6240\u9700\u7684DRAM\u5bb9\u91cf\u662f\u666e\u901a\u670d\u52a1\u5668\u7684\u516b\u5230\u5341\u500d\u3002\u4e09\u661f\u3001SK\u6d77\u529b\u58eb\u3001\u7f8e\u5149\u5c06\u4e03\u81f3\u516b\u6210\u5148\u8fdb\u5236\u7a0b\u4ea7\u80fd\u8f6c\u5411HBM\u751f\u4ea7\uff0c\u901a\u7528\u578bDRAM\u53caNAND\u95ea\u5b58\u7684\u4f9b\u5e94\u88ab\u6301\u7eed\u6324\u538b\u3002<\/p>\n<p>\u96c6\u90a6\u54a8\u8be2\u6570\u636e\u663e\u793a\uff0c2026\u5e74Q1 DRAM\u5408\u7ea6\u4ef7\u73af\u6bd4\u4e0a\u6da890-95%\uff0cQ2\u518d\u6da858-63%\uff0c\u4e0a\u4e00\u6b21\u89c1\u5230\u8fd9\u79cd\u6da8\u5e45\u8fd8\u8981\u8ffd\u6eaf\u52302008\u5e74<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%87%91%e8%9e%8d%e5%8d%b1%e6%9c%ba\" title=\"View all posts in \u91d1\u878d\u5371\u673a\" target=\"_blank\" 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href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%ad%96%e7%95%a5\" title=\"View all posts in \u7b56\u7565\" target=\"_blank\" class=\"tag_link\">\u7b56\u7565<\/a>\u4e00\u76f4\u662f\u4fdd\u6301\u786c\u76d8\u603b\u51fa\u8d27\u91cf\u7a33\u5b9a\uff0c\u76ee\u524d\u4ecd\u7136\u575a\u6301\u8fd9\u4e00\u7b56\u7565\u3002&rdquo;\u8fc7\u53bb\u4e00\u5e74\u6bcf\u5757\u786c\u76d8\u91cc\u7684\u78c1\u789f\u548c\u78c1\u5934\u603b\u6570\u589e\u957f\u4e8615%\u81f320%\uff0c\u4f46\u786c\u76d8\u603b\u51fa\u8d27\u91cf\u5b8c\u5168\u6301\u5e73\u3002<\/p>\n<p>\u5e0c\u6377CFO 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14\u7f8e\u5143\u523030\u7f8e\u5143\uff1a\u5b9a\u4ef7\u6743\u5df2\u7ecf\u6613\u624b<\/h2>\n<p>\u4ea7\u80fd\u88ab\u9501\u5b9a\u3001\u9700\u6c42\u8fd8\u5728\u6da8\uff0c\u5b9a\u4ef7\u6743\u5f7b\u5e95\u8f6c\u79fb\u3002<\/p>\n<p>\u76ee\u524d\u8fd1\u7ebfHDD\u4ef7\u683c\u5927\u7ea6\u6bcfTB 14-15\u7f8e\u5143\u3002<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%91%a9%e6%a0%b9%e5%a3%ab%e4%b8%b9%e5%88%a9\" title=\"View all posts in \u6469\u6839\u58eb\u4e39\u5229\" target=\"_blank\" class=\"tag_link\">\u6469\u6839\u58eb\u4e39\u5229<\/a>\u4ea7\u4e1a\u94fe\u8c03\u7814\u663e\u793a\uff0c\u4f9b\u5e94\u5546\u672a\u6765\u4e24\u5230\u4e09\u5e74\u7684\u76ee\u6807\u4ef7\u683c\u5df2\u63d0\u9ad8\u523025-30\u7f8e\u5143\/TB\u3002<\/p>\n<p>\u5e0c\u6377CEO\u57287\u670828\u65e5\u7684\u7535\u8bdd\u4f1a\u4e0a\u900f\u9732\u4e86\u4e00\u4e2a\u5173\u952e\u673a\u5236\uff1a\u5408\u540c\u901a\u5e38\u9501\u5b9a\u4e00\u5e74\uff0c\u4f46\u4ea7\u54c1\u826f\u7387\u63d0\u5347\u540e\u4f1a\u6709\u989d\u5916\u4ea7\u80fd\u91ca\u653e\u3002&ldquo;\u8fd9\u4e9b\u989d\u5916\u4ea7\u80fd\uff0c\u5ba2\u6237\u613f\u610f\u652f\u4ed8\u9ad8\u4e8e\u5408\u540c\u4ef7\u7684\u4ef7\u683c\u6765\u62a2\u3002\u8fd9\u5c31\u662f\u4e3a\u4ec0\u4e48\u4f60\u4f1a\u770b\u5230\u8fd9\u79cd\u9636\u68af\u5f0f\u4e0a\u6da8\u3002&rdquo;<\/p>\n<p>\u4e00\u5bb6\u65e9\u671fHAMR\u5ba2\u6237\u66fe\u4eab\u6709\u4f18\u60e0\u5b9a\u4ef7\uff0cCFO Romano\u660e\u786e\u8868\u793a\uff0c&ldquo;6\u6708\u5b63\u5ea6\u4ee5\u4f18\u60e0\u4ef7\u683c\u51fa\u552e\u7684\u91cf\u5df2\u7ecf\u6781\u5c11\uff0c9\u6708\u5b63\u5ea6\u5c06\u5b8c\u5168\u6ca1\u6709&rdquo;\u3002\u5b9a\u4ef7\u6743\u5728\u8c01\u624b\u91cc\uff0c\u4e00\u76ee\u4e86\u7136\u3002<\/p>\n<p>\u5e0c\u6377Q4\u975eGAAP\u6bdb\u5229\u7387\u8fbe52.7%\uff0c\u8fde\u7eed13\u4e2a\u5b63\u5ea6\u6269\u5f20\u30029\u6708\u5b63\u5ea6\u6307\u5f15\u9690\u542b\u6bdb\u5229\u7387\u7ea657%\uff0c\u8fd0\u8425\u5229\u6da6\u7387\u7ea650%\u3002CFO Romano\u8bf4\uff1a&ldquo;\u6211\u4eec\u7684\u589e\u91cf\u6bdb\u5229\u7387\u8fdc\u8d8560%&hellip;&hellip;\u8d8b\u52bf\u5f53\u7136\u662f\u6bdb\u5229\u7387\u8d8a\u6765\u8d8a\u5f3a\uff0c\u800c\u6211\u4eec\u57289\u6708\u5b63\u5ea6\u7684\u6307\u5f15\u5df2\u7ecf\u79bb\u90a3\u4e2a\u6570\u5b57\u4e0d\u8fdc\u4e86\u3002&rdquo;<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%ab%98%e7%9b%9b\" title=\"View all posts in \u9ad8\u76db\" target=\"_blank\" class=\"tag_link\">\u9ad8\u76db<\/a>\u5728\u7814\u62a5\u4e2d\u786e\u8ba4\uff0cHDD\u5236\u9020\u5546\u57282026\u5e74\u7684\u7b56\u7565\u663e\u793a\u884c\u4e1a\u6b63\u66f4\u4e3b\u52a8\u5730\u63d0\u5347\u5355\u4f4d\u5bb9\u91cf\u4ef7\u683c\uff0c\u800c\u975e\u5355\u7eaf\u589e\u52a0\u4ea7\u91cf\u3002<\/p>\n<h2>HAMR\uff1a\u4e00\u9879\u7814\u53d120\u5e74\u7684\u6280\u672f\u5982\u4f55\u6491\u8d77\u5b9a\u4ef7\u6743<\/h2>\n<p>\u4ef7\u683c\u80fd\u6301\u7eed\u4e0a\u6da8\uff0c\u6280\u672f\u662f\u80cc\u540e\u7684\u5e95\u6c14\u3002<\/p>\n<p>\u5e0c\u6377\u7814\u53d1\u4e86\u8d85\u8fc720\u5e74\u7684HAMR\uff08\u70ed\u8f85\u52a9\u78c1\u8bb0\u5f55\uff09\u6280\u672f\uff0c\u8ba9\u5355\u789f\u5bb9\u91cf\u4ece3TB\u8dc3\u5347\u81f34TB\u30015TB\u3002Mozaic 4\uff08\u6700\u9ad844TB\/\u76d8\uff09\u6b63\u5728\u5168\u7403\u6700\u5927\u7684\u4e24\u5bb6<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%ba%91%e6%9c%8d%e5%8a%a1\" title=\"View all posts in \u4e91\u670d\u52a1\" target=\"_blank\" class=\"tag_link\">\u4e91\u670d\u52a1<\/a>\u5546\u5904\u52a0\u901f\u653e\u91cf\u3002\u622a\u81f32026\u8d22\u5e74\u672b\uff0cHAMR\u4ea7\u54c1\u5df2\u5360\u8fd1\u7ebf\u786c\u76d8EB\u51fa\u8d27\u768440%\uff0c\u9884\u8ba12026\u5e74\u672b\u63d0\u5347\u81f350%\u3002Mozaic 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4+\u7684\u786c\u76d8\u6570\u91cf\u51cf\u5c11\u7ea632%\uff0c\u6570\u636e\u4e2d\u5fc3\u5360\u5730\u51cf\u5c11\u7ea632%\uff0c\u57fa\u7840\u8bbe\u65bd\u6548\u7387\u63d0\u5347\u7ea647%\uff0c\u6bcf\u5e74\u51cf\u5c11\u8fd10.8GWh<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%83%bd%e6%ba%90\" title=\"View all posts in \u80fd\u6e90\" target=\"_blank\" class=\"tag_link\">\u80fd\u6e90<\/a>\u6d88\u8017\u3002\u8fd9\u6b63\u662f\u8d85\u5927\u89c4\u6a21\u5ba2\u6237\u6700\u5728\u610f\u7684\u6307\u6807<\/p>\n<h2>HDD\u6b63\u5728\u4ece&ldquo;\u5468\u671f\u54c1&rdquo;\u53d8\u6210&ldquo;AI\u57fa\u7840\u8bbe\u65bd&rdquo;<\/h2>\n<p>7\u670828\u65e5\uff0c\u5f53\u6574\u4e2a\u5b58\u50a8\u677f\u5757\u66b4\u8dcc\u65f6\uff0c\u5e0c\u6377\u51ed\u501f\u4e00\u4efd&ldquo;\u4ea7\u80fd\u5356\u5149\u3001\u5ba2\u6237\u62a2\u52302029\u5e74&rdquo;\u7684\u8d22\u62a5\uff0c\u76d8\u540e\u6da8\u903e6%\u3002\u7535\u8bdd\u4f1a\u4e0a\u7ba1\u7406\u5c42\u660e\u786e\u627f\u8bfa&ldquo;2027\u8d22\u5e74\u589e\u901f\u5c06\u8d85\u8d8a2026\u8d22\u5e74&rdquo;\u3002<\/p>\n<p>\u5b58\u50a8\u884c\u4e1a\u7684\u53d9\u4e8b\u6b63\u5728\u88ab\u91cd\u5199\u3002<\/p>\n<p>\u8fc7\u53bb\u4e8c\u5341\u5e74\uff0cHDD\u884c\u4e1a\u9075\u5faa&ldquo;\u6da8\u4ef7&mdash;\u6269\u4ea7&mdash;\u8fc7\u5269&mdash;\u66b4\u8dcc&rdquo;\u7684\u5468\u671f\u5faa\u73af\u3002\u4f46\u8fd9\u4e00\u6b21\uff0c\u5e0c\u6377CEO\u5728\u7535\u8bdd\u4f1a\u4e0a\u8bf4\u7684&ldquo;\u4ea7\u80fd\u9501\u5b9a\u52302028\u5e74&rdquo;\uff0c\u63ed\u793a\u4e86\u4e00\u4e2a\u6839\u672c\u53d8\u5316\uff1a\u4f9b\u7ed9\u88ab\u9501\u6b7b\uff0c\u9700\u6c42\u88abAI\u6258\u4e3e\u3002\u5e0c\u6377CEO\u5c06\u5f53\u524d\u9636\u6bb5\u5b9a\u4e49\u4e3a&ldquo;\u7ed3\u6784\u6027\u589e\u957f\u65b0\u65f6\u4ee3&rdquo;\uff0c\u9ad8\u76db\u3001\u96c6\u90a6\u54a8\u8be2\u7b49\u673a\u6784\u5224\u65ad\u4f9b\u9700\u7d27\u5f20\u81f3\u5c11\u5ef6\u7eed\u81f32027\u5e74\u4e0b\u534a\u5e74\u3002<\/p>\n<p>\u8fd9\u8f6e\u6da8\u4ef7\u4e5f\u5728\u5411\u6d88\u8d39\u7aef\u4f20\u5bfc\u3002\u636e\u300a\u79d1\u521b\u677f\u65e5\u62a5\u300b\u8fd1\u671f\u8d70\u8bbf\u6df1\u5733\u534e\u5f3a\u5317\uff0c1TB\u56fa\u6001\u786c\u76d8\u4ece\u53bb\u5e74\u7ea6410\u5143\u6da8\u81f3950\u5143\uff0c32GB 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[&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":[62,142,280,161,88,29,339,41,38],"views":5,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/819297"}],"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=819297"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/819297\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=819297"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=819297"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=819297"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}