{"id":824658,"date":"2026-08-07T17:04:42","date_gmt":"2026-08-07T09:04:42","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=824658"},"modified":"2026-08-07T17:04:42","modified_gmt":"2026-08-07T09:04:42","slug":"%e9%97%aa%e8%bf%aa%e6%af%94%e8%8b%b1%e4%bc%9f%e8%be%be%e8%bf%98%e8%b5%9a%e9%92%b1","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=824658","title":{"rendered":"\u95ea\u8fea\u6bd4\u82f1\u4f1f\u8fbe\u8fd8\u8d5a\u94b1"},"content":{"rendered":"<div><\/div>\n<blockquote>\n<p>\u6587 I\u4e0b\u6d77fallsea\uff0c\u64b0\u6587I\u80e1\u4e0d\u77e5<\/p>\n<\/blockquote>\n<p>\u7f8e\u4e1c\u65f6\u95f48\u67085\u65e5\u76d8\u540e\uff0c\u95ea\u8fea\uff08NASDAQ: 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href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%b8%b8%e6%88%8f\" title=\"View all posts in \u6e38\u620f\" target=\"_blank\" 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class=\"tag_link\">\u82f9\u679c<\/a>\u3001\u82f1\u4f1f\u8fbe\u3001AMD\u6392\u961f\u7b49\u4ea7\u80fd\u3002\u4f46\u53f0\u79ef\u7535\u768460%\u662f\u53ef\u6301\u7eed\u7684\uff0c\u56e0\u4e3a\u5b83\u6709\u4e09\u4e2a\u652f\u6491\u3002\u6280\u672f\u4ee3\u5dee\uff0c3\u7eb3\u7c73\u53ea\u6709\u53f0\u79ef\u7535\u80fd\u505a\u3002\u5ba2\u6237\u9501\u5b9a\uff0c<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>\u8bbe\u8ba1\u4e00\u65e6\u6d41\u7247\uff0c\u5207\u6362\u6210\u672c\u6781\u9ad8\u3002\u8d44\u672c\u58c1\u5792\uff0c\u4e00\u5ea7\u5148\u8fdb\u5236\u7a0b\u6676\u5706\u5382<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%8a%95%e8%b5%84\" title=\"View all posts in \u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u6295\u8d44<\/a>\u8d85\u8fc7\u4e24\u767e\u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u95ea\u8fea\u768484.6%\u7f3a\u4e4f\u8fd9\u4e09\u4e2a\u6761\u4ef6\u4e2d\u7684\u4efb\u4f55\u4e00\u4e2a\u3002NAND\u6ca1\u6709\"\u53ea\u6709\u6211\u80fd\u505a\"\u7684\u6280\u672f\u4ee3\u5dee\u3002\u5ba2\u6237\u53ef\u4ee5\u968f\u65f6\u5207\u6362\u4f9b\u5e94\u5546\u3002NAND\u4ea7\u7ebf\u7684\u6295\u8d44\u5f3a\u5ea6\u8fdc\u4f4e\u4e8e\u5148\u8fdb\u5236\u7a0b\u3002<\/p>\n<p>\u82f1\u4f1f\u8fbe\u768475%\u662f\"\u751f\u6001\u7a0e\"\u3002\u53ea\u8981CUDA\u8fd8\u5728\uff0c75%\u5c31\u5728\u3002\u95ea\u8fea\u768484.6%\u662f\"\u7a00\u7f3a\u7a0e\"\u3002\u53ea\u8981\u4f9b\u9700\u7f3a\u53e3\u8fd8\u5728\uff0c84.6%\u5c31\u5728\u3002\u4f46\u4f9b\u9700\u7f3a\u53e3\u662f\u6709\u671f\u9650\u7684\u3002<\/p>\n<h2><strong>03<\/strong><\/h2>\n<p>\u90a3\u4e48\uff0c\u8fd9\u4e2a\"\u671f\u9650\"\u662f\u4ec0\u4e48\u65f6\u5019\u3002<\/p>\n<p>\u56de\u7b54\u8fd9\u4e2a\u95ee\u9898\uff0c\u9700\u8981\u770b\u4f9b\u7ed9\u7aef\u7684\u53cd\u5e94\u3002<\/p>\n<p>84.6%\u7684\u6bdb\u5229\u7387\u662f\u4e00\u4e2a\u4fe1\u53f7\u3002\u5b83\u6b63\u5728\u5411\u6574\u4e2a\u884c\u4e1a\u53d1\u51fa\u4e00\u4e2a\u660e\u786e\u7684\u9080\u8bf7\uff0c\u6269\u4ea7\u3002\u5f53NAND\u7684\u6bdb\u5229\u7387\u4ece40%\u6da8\u523084.6%\u65f6\uff0c\u4e09\u661f\u3001SK\u6d77\u529b\u58eb\u3001\u7f8e\u5149\u4f1a\u505a\u4ec0\u4e48\u3002\u8fd9\u662f\u8d44\u672c\u7684\u672c\u80fd\u3002<\/p>\n<p>\u4f46NAND\u6269\u4ea7\u6709\"\u65f6\u6ede\"\u3002\u65b0\u5efa\u4ea7\u7ebf\u9700\u8981\u4e24\u5230\u4e09\u5e74\u3002\u73b0\u6709\u4ea7\u7ebf\u4eceHBM\u8f6c\u56deNAND\u9700\u8981\u516d\u5230\u5341\u4e8c\u4e2a\u6708\u3002\u6280\u672f\u5347\u7ea7\u4ece232\u5c42\u5230300\u5c42\u4ee5\u4e0a\u9700\u8981\u4e00\u5230\u4e24\u5e74\u3002\u8fd9\u610f\u5473\u7740\uff0c\u5373\u4fbf\u6240\u6709\u5382\u5546\u4eca\u5929\u540c\u65f6\u6309\u4e0b\"\u6269\u4ea7\"\u6309\u94ae\uff0c\u65b0\u589e\u4f9b\u7ed9\u4e5f\u8981\u52302027\u5e74\u4e0b\u534a\u5e74\u81f32028\u5e74\u624d\u80fd\u96c6\u4e2d\u91ca\u653e\u3002<\/p>\n<p>\u4f46\"\u65f6\u6ede\"\u4e0d\u7b49\u4e8e\"\u4e0d\u4f1a\u6765\"\u3002\u5b83\u53ea\u662f\u63a8\u8fdf\u4e86\u5230\u6765\u7684\u65f6\u95f4\u3002<\/p>\n<p>\u66f4\u503c\u5f97\u5173\u6ce8\u7684\u662f\uff0c\u95ea\u8fea\u81ea\u5df1\u7684\u6307\u5f15\u5df2\u7ecf\u900f\u9732\u4e86\u7b2c\u4e00\u4e2a\u4fe1\u53f7\u3002<\/p>\n<p>\u4e0b\u5b63\u5ea6\u6307\u5f15\uff0c\u8425\u6536103\u4ebf\u5230108\u4ebf\u7f8e\u5143\uff0c\u4e2d\u503c105.5\u4ebf\u3002\u5e02\u573a\u9884\u671f\u662f111.6\u4ebf\u3002\u5dee\u8ddd\u7ea66\u4ebf\u7f8e\u5143\uff0c\u7ea65.5%\u3002EPS\u6307\u5f1544\u523046\u7f8e\u5143\uff0c\u5e02\u573a\u9884\u671f45.58\u7f8e\u5143\uff0c\u57fa\u672c\u7b26\u5408\u3002\u6bdb\u5229\u7387\u6307\u5f1583%\u523085%\uff0c\u8f83\u672c\u5b63\u5ea6\u768484.6%\u57fa\u672c\u6301\u5e73\u6216\u5fae\u964d\u3002<\/p>\n<p>\u8425\u6536\u6307\u5f15\u4f4e\u4e8e\u9884\u671f\u3002\u8fd9\u4e2a\"\u4f4e\u4e8e\"\u672c\u8eab\u4e0d\u4e25\u91cd\uff0c5%\u7684\u5dee\u8ddd\u5728\u6b63\u5e38\u6ce2\u52a8\u8303\u56f4\u5185\u3002\u4f46\u5b83\u4f20\u9012\u7684\u4fe1\u53f7\u662f\uff0c\u589e\u957f\u7684\u659c\u7387\u53ef\u80fd\u6b63\u5728\u653e\u7f13\u3002\u672c\u5b63\u5ea6\u8425\u6536\u73af\u6bd4\u589e\u957f51%\uff0c\u4e0b\u5b63\u5ea6\u6307\u5f15\u7684\u73af\u6bd4\u589e\u957f\u4e2d\u503c\u7ea6\u4e3a17.6%\u3002\u4ece51%\u523017.6%\uff0c\u51cf\u901f\u662f\u660e\u663e\u7684\u3002<\/p>\n<p>\u5f53\u7136\uff0c\u8fd9\u91cc\u6709\u5b63\u8282\u6027\u56e0\u7d20\uff0c\u4e5f\u6709\u5ba2\u6237\u91c7\u8d2d\u8282\u594f\u8c03\u6574\u7684\u56e0\u7d20\u3002\u4e0d\u80fd\u4ec5\u51ed\u4e00\u4e2a\u5b63\u5ea6\u7684\u6307\u5f15\u5c31\u5224\u65ad\"\u62d0\u70b9\u5df2\u81f3\"\u3002\u4f46\u5e02\u573a\u5df2\u7ecf\u5728\u5b9a\u4ef7\u8fd9\u79cd\u53ef\u80fd\u6027\u3002<\/p>\n<p>7\u6708\uff0c\u95ea\u8fea\u80a1\u4ef7\u5355\u6708\u66b4\u8dcc47%\u3002SK\u6d77\u529b\u58eb\u6700\u5927\u56de\u64a454%\u3002\u4e09\u661f\u7535\u5b5042%\u3002\u7f8e\u514933%\u3002\u6574\u4e2a\u5b58\u50a8\u677f\u5757\u5728\u4e00\u4e2a\u6708\u5185\u7ecf\u5386\u4e86\u96c6\u4f53\u6027\u7684\u4f30\u503c\u538b\u7f29\u3002\u8fd9\u4e0d\u662f\u4e2a\u522b\u516c\u53f8\u7684\u95ee\u9898\uff0c\u662f\u5e02\u573a\u5bf9\"\u5b58\u50a8\u8d85\u7ea7\u5468\u671f\"\u7684\u5b9a\u4ef7\u903b\u8f91\u5728\u677e\u52a8\u3002<\/p>\n<p>8\u67085\u65e5\u76d8\u540e\uff0c\u95ea\u8fea\u4e00\u5ea6\u8dcc\u4e868%\u3002\u4f46\u6b21\u65e5\u5f00\u76d8\u540e\u80a1\u4ef7\u8f6c\u6da8\uff0c\u6700\u7ec8\u6536\u6da8\u8d85\u8fc75%\u3002\u8fd9\u4e2a\"\u5148\u8dcc\u540e\u6da8\"\u7684\u8d70\u52bf\u672c\u8eab\u8bf4\u660e\uff0c\u5e02\u573a\u7684\u5206\u6b67\u662f\u5de8\u5927\u7684\u3002\u4e00\u90e8\u5206\u4eba\u5728\"\u5151\u73b0\"\uff0c\u53e6\u4e00\u90e8\u5206\u4eba\u5728\"\u63a5\u8d27\"\u3002<\/p>\n<p>\u5982\u679c\u505a\u4e00\u4e2a\u60c5\u666f\u63a8\u6f14\u3002\u4e50\u89c2\u60c5\u666f\u4e0b\uff0cAI\u9700\u6c42\u6301\u7eed\u8d85\u9884\u671f\uff0c\u4f9b\u7ed9\u7aef\u4ea7\u80fd\u7eaa\u5f8b\u7ef4\u6301\uff0c\u6bdb\u5229\u7387\u4ece84.6%\u7f13\u6162\u56de\u843d\u81f380%\u300175%\u3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