{"id":819877,"date":"2026-07-30T14:18:24","date_gmt":"2026-07-30T06:18:24","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=819877"},"modified":"2026-07-30T14:18:24","modified_gmt":"2026-07-30T06:18:24","slug":"%e4%b8%89%e6%98%9f%e7%94%b5%e5%ad%90%ef%bc%9alta%e5%90%88%e5%90%8c%e5%8f%af%e8%bd%bb%e6%9d%be%e5%8d%a0%e6%8d%aedram-nand%e4%ba%a7%e5%87%ba%e7%9a%846070","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=819877","title":{"rendered":"\u4e09\u661f\u7535\u5b50\uff1aLTA\u5408\u540c\u53ef\u8f7b\u677e\u5360\u636eDRAM \/ NAND\u4ea7\u51fa\u768460~70%"},"content":{"rendered":"<p>IT\u4e4b\u5bb6 7 \u6708 30 \u65e5\u6d88\u606f\uff0c\u4e09\u661f\u7535\u5b50\u5b98\u65b9\u4eba\u58eb\u5728\u4eca\u65e5\u7684 2026Q2 \u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u4e0a\u8868\u793a\uff0c\u4e00\u65e6\u6572\u5b9a\u5f53\u524d\u5f85\u5ba1\u5408\u540c\uff0c<strong>\u6240\u6709\u957f\u671f\u534f\u8bae (LTA) \u5c06\u53ef\u8f7b\u677e\u5360\u636e\u5176 DRAM \/ NAND \u4ea7\u51fa\u5bb9\u91cf\u7684 60~70%<\/strong>\u3002<\/p>\n<p>\u8d8a\u6765\u8d8a\u591a\u7684\u5ba2\u6237\u9009\u62e9\u4e0e\u4e09\u661f\u7535\u5b50\u7b7e\u7f72 LTA\uff0c\u8fd9\u5bb6\u5b58\u50a8\u534a\u5bfc\u4f53\u5de8\u5934\u5df2\u4e0e\u5168\u7403\u4e94\u5927\u6570\u636e\u4e2d\u5fc3\u5ba2\u6237\u6572\u5b9a\u534f\u8bae\uff0c\u4e5f\u6b63\u4e0e\u53e6\u5916\u4e94\u4e2a\u4e3b\u8981\u5ba2\u6237\u6d3d\u8c08\u3002\u800c\u4e09\u661f\u7535\u5b50\u7684 5 \u5e74\u671f LTA \u62e5\u6709\u6bcf\u5e74\u53ef\u534f\u5546\u7eed\u671f 1 \u5e74\u7684\u6761\u6b3e\uff0c<strong>\u4ece\u800c\u5b9e\u9645\u4e0a\u5f62\u6210\u6eda\u52a8\u5f0f\u5408\u540c\u7ed3\u6784<\/strong>\u3002<\/p>\n<\/p>\n<p>\u4e09\u661f\u7535\u5b50 2026Q2 \u7684 DRAM \u5bb9\u91cf\u4ea7\u51fa\u73af\u6bd4\u589e\u957f\u5341\u51e0\u4e2a\u767e\u5206\u70b9\uff0cASP\uff08\u5e73\u5747\u552e\u4ef7\uff09\u73af\u6bd4\u4e0a\u6da8 40% \u4e2d\u6bb5\uff1bNAND \u4ea7\u51fa\u589e\u957f\u4e2a\u4f4d\u6570\u767e\u5206\u70b9\uff0cASP \u4e0a\u6da8\u8d85 60%\u3002\u8be5\u4f01\u4e1a\u9884\u8ba1 2026Q3 \u7684 DRAM \u4e0e NAND \u5bb9\u91cf\u4ea7\u51fa\u5c06\u5206\u522b\u73af\u6bd4\u589e\u957f\u4e2d\u4e2a\u4f4d\u6570\u767e\u5206\u6bd4\u548c\u9ad8\u4e2a\u4f4d\u6570\u767e\u5206\u6bd4\u3002<\/p>\n<p>\u5b58\u50a8<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%8a%af%e7%89%87\" title=\"View all posts in \u82af\u7247\" target=\"_blank\" class=\"tag_link\">\u82af\u7247<\/a>\u7684\u65b0\u589e\u4f9b\u5e94\u91cf\u5230 2028 \u5e74\u4ecd\u4e0d\u4f1a\u51fa\u73b0\u663e\u8457\u589e\u957f\uff0c\u540c\u65f6 2026 \u5e74\u5185\u672a\u88ab\u6ee1\u8db3\u7684\u9700\u6c42\u4e5f\u5c06\u5806\u79ef\u5230 2027 \u5e74\uff0c\u8fd9\u4f7f\u5f97<strong>\u4e09\u661f\u7535\u5b50\u8ba4\u4e3a\u660e\u5e74\u7684\u4f9b\u9700\u7f3a\u53e3\u4f1a\u8fdb\u4e00\u6b65\u6269\u5927<\/strong>\uff0c<strong>\u5e26\u6765\u66f4\u52a0\u4e25\u5cfb\u7684\u4f9b\u5e94\u9650\u5236<\/strong>\u3002<\/p>\n<p>\u6b64\u5916\uff0c\u670d\u52a1\u5668\u56fa\u6001\u786c\u76d8\u4eca\u5e74\u5c06\u5360\u636e\u4e09\u661f\u7535\u5b50\u6574\u4f53 NAND \u9500\u552e\u7ec4\u5408\u7684 60%\uff0c\u76f8\u8f83 2025 \u5e74\u63d0\u5347\u8d85 20 \u4e2a\u767e\u5206\u70b9\u3002\u57fa\u4e8e\u952e\u5408\u5de5\u827a\u548c\u4e09\u5806\u6808\u7ed3\u6784\u7684<strong>\u7b2c 10 \u4ee3 V-NAND \u8ba1\u5212\u4e8e 8 \u6708\u91cf\u4ea7<\/strong>\u3002<\/p>\n<p>(\u6765\u6e90\uff1a\u65b0\u6d6a\u79d1\u6280)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>IT\u4e4b\u5bb6 7 \u6708 30 \u65e5\u6d88\u606f\uff0c\u4e09\u661f\u7535\u5b50\u5b98\u65b9\u4eba\u58eb\u5728\u4eca\u65e5\u7684 2026Q2 \u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u4e0a\u8868\u793a\uff0c\u4e00\u65e6\u6572\u5b9a\u5f53\u524d\u5f85\u5ba1\u5408 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"aside","meta":[],"categories":[6],"tags":[339],"views":5,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/819877"}],"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=819877"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/819877\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=819877"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=819877"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=819877"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}