{"id":822362,"date":"2026-08-04T11:52:56","date_gmt":"2026-08-04T03:52:56","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=822362"},"modified":"2026-08-04T11:52:56","modified_gmt":"2026-08-04T03:52:56","slug":"%e6%8a%a5%e5%91%8a%e6%8f%ad%e7%a7%98dram%e6%96%b0%e6%a0%bc%e5%b1%80%ef%bc%9a%e4%b8%89%e6%98%9f%e5%a4%ba%e5%9b%9e%e7%ac%ac%e4%b8%80%ef%bc%8c%e9%95%bf%e9%91%ab%e7%9e%84%e5%87%86%e5%85%a8%e7%90%83","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=822362","title":{"rendered":"\u62a5\u544a\u63ed\u79d8DRAM\u65b0\u683c\u5c40\uff1a\u4e09\u661f\u593a\u56de\u7b2c\u4e00\uff0c\u957f\u946b\u7784\u51c6\u5168\u7403\u524d\u4e09"},"content":{"rendered":"<p>\u51e4\u51f0\u7f51\u79d1\u6280\u8baf\uff08\u4f5c\u8005\/\u6bdb\u5174\u7814\uff09 8\u67084\u65e5\uff0cCounterpoint Research\u53d1\u5e032026\u5e74\u7b2c\u4e8c\u5b63\u5ea6DRAM\u5e02\u5360\u6392\u540d\uff0c\u4e09\u661f\u7535\u5b50\u4ee539%\u9886\u5148\u699c\u5355\uff0c\u8f83\u4e0a\u5b63\u5ea6\u589e\u52a01%\uff1bSK\u6d77\u529b\u58eb\u540c\u6bd4\u4e0b\u6ed1\u660e\u663e\uff0c\u5e02\u5360\u7387\u4ece\u53bb\u5e74\u540c\u671f39%\u964d\u81f326%\uff1b\u5176\u540e\u7684\u7f8e\u5149\u7d27\u8ffd\u5176\u540e\uff0c\u62ff\u4e0b25%\uff1b\u957f\u946b\u5b58\u50a8\u4f5c\u4e3a\u5168\u7403\u589e\u957f\u6700\u5feb\u7684DRAM\u4f9b\u5e94\u5546\uff0c\u5e02\u5360\u7387\u5df2\u8fbe7%\u3002<\/p>\n<\/p>\n<p>\u5206\u6790\u8ba4\u4e3a\uff0c\u672c\u8f6e\u5e02\u573a\u53d8\u5316\u4e3b\u8981\u53d7AI\u9700\u6c42\u6301\u7eed\u589e\u957f\u63a8\u52a8\u3002\u968f\u7740AI\u57fa\u7840\u8bbe\u65bd\u52a0\u901f\u5efa\u8bbe\uff0c\u4f20\u7edfDRAM\u53caGPU\u6240\u9700\u7684\u9ad8\u5e26\u5bbd\u5185\u5b58\uff08HBM\uff09\u9700\u6c42\u6301\u7eed\u63d0\u5347\uff0c\u6574\u4f53DRAM\u5e02\u573a\u4ecd\u5904\u4e8e\u4f9b\u4e0d\u5e94\u6c42\u72b6\u6001\u3002<\/p>\n<p>\u62a5\u544a\u6307\u51fa\uff0c\u4e09\u661f\u53d7\u76ca\u4e8e\u4f20\u7edfDRAM\u4ef7\u683c\u4e0a\u6da8\u53caHBM\u4e1a\u52a1\u4efd\u989d\u6269\u5927\uff0c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%b8%9a%e7%bb%a9\" title=\"View all posts in \u4e1a\u7ee9\" target=\"_blank\" class=\"tag_link\">\u4e1a\u7ee9<\/a>\u5b9e\u73b0\u660e\u663e\u53cd\u5f39\uff0c\u5e76\u6709\u671b\u5728\u7b2c\u4e09\u5b63\u5ea6\u7ee7\u7eed\u53d7\u76ca\u4e8e\u5b58\u50a8\u4ef7\u683c\u4e0a\u6da8\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0cSK\u6d77\u529b\u58eb\u867d\u7136\u8425\u6536\u521b\u5386\u53f2\u65b0\u9ad8\uff0c\u4f46\u7531\u4e8eHBM\u4ea7\u54c1\u4ef7\u683c\u4e0b\u6ed1\u53ca\u957f\u671f\u4f9b\u8d27\u534f\u8bae\u5f71\u54cd\uff0c\u5e02\u573a\u4efd\u989d\u88ab\u4e09\u661f\u548c\u7f8e\u5149\u8fdb\u4e00\u6b65\u6324\u538b\u3002<\/p>\n<p>\u6b64\u5916\uff0c\u957f\u946b\u5b58\u50a8\u8425\u6536\u540c\u6bd4\u589e\u957f716%\u3002Counterpoint\u8ba4\u4e3a\uff0c\u968f\u7740<a href=\"https:\/\/www.alphaseek.cn\/?tag=ipo\" title=\"View all posts in IPO\" target=\"_blank\" class=\"tag_link\">IPO<\/a><a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%9e%8d%e8%b5%84\" title=\"View all posts in \u878d\u8d44\" target=\"_blank\" class=\"tag_link\">\u878d\u8d44<\/a>\u63a8\u8fdb\u53ca\u4ea7\u80fd\u6301\u7eed\u6269\u5f20\uff0c\u957f\u946b\u5b58\u50a8\u672a\u6765\u6709\u671b\u8fdb\u4e00\u6b65\u63d0\u5347\u5168\u7403\u5e02\u573a\u4efd\u989d\uff0c\u5e76\u5411\u5168\u7403\u4e09\u5927\u5b58\u50a8\u5382\u5546\u53d1\u8d77\u51b2\u51fb\u3002<\/p>\n<p>(\u6765\u6e90\uff1a\u65b0\u6d6a\u79d1\u6280)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u51e4\u51f0\u7f51\u79d1\u6280\u8baf\uff08\u4f5c\u8005\/\u6bdb\u5174\u7814\uff09 8\u67084\u65e5\uff0cCounterpoint Research\u53d1\u5e032026\u5e74\u7b2c\u4e8c\u5b63\u5ea6DRA [&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":[57,266,144],"views":4,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/822362"}],"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=822362"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/822362\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=822362"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=822362"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=822362"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}