{"id":824803,"date":"2026-08-07T19:28:39","date_gmt":"2026-08-07T11:28:39","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=824803"},"modified":"2026-08-07T19:28:39","modified_gmt":"2026-08-07T11:28:39","slug":"%e9%9c%80%e6%b1%82%e6%8c%81%e7%bb%ad%e9%ab%98%e6%b6%a8%ef%bc%8csk%e6%b5%b7%e5%8a%9b%e5%a3%ab%e6%8b%9f%e6%8a%95%e5%85%a5381%e4%ba%bf%e7%be%8e%e5%85%83%e6%96%b0%e5%bb%ba%e5%ad%98%e5%82%a8%e8%8a%af","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=824803","title":{"rendered":"\u9700\u6c42\u6301\u7eed\u9ad8\u6da8\uff0cSK\u6d77\u529b\u58eb\u62df\u6295\u5165381\u4ebf\u7f8e\u5143\u65b0\u5efa\u5b58\u50a8\u82af\u7247\u5de5\u5382"},"content":{"rendered":"

\u6838\u5fc3\u8981\u70b9<\/strong><\/p>\n

    \n
  1. SK \u6d77\u529b\u58eb\u5468\u4e94\u5ba3\u5e03\uff0c\u5c06\u6295\u5165 54 \u4e07\u4ebf\u97e9\u5143\uff08\u6298\u5408 381 \u4ebf\u7f8e\u5143\uff09\u5efa\u8bbe\u4e24\u5ea7\u5168\u65b0\u5b58\u50a8\u82af\u7247<\/a>\u5236\u9020\u5de5\u5382\u3002<\/li>\n
  2. \u53d7\u4f9b\u9700\u5931\u8861\u5f71\u54cd\uff0c\u5b58\u50a8\u82af\u7247\u4ef7\u683c\u5927\u5e45\u4e0a\u6da8\uff0c\u6295\u8d44<\/a>\u8005\u5bc6\u5207\u5173\u6ce8\u4f9b\u9700\u683c\u5c40\u4f55\u65f6\u51fa\u73b0\u8f6c\u53d8\u3002<\/li>\n
  3. \u4e24\u5ea7\u65b0\u5de5\u5382\u5206\u522b\u8bbe\u4e8e\u9f99\u4ec1\uff08\u4ee3\u53f7 Y2\uff09\u4e0e\u6e05\u5dde\uff08\u4ee3\u53f7 M17\uff09\u3002<\/li>\n<\/ol>\n

    SK \u6d77\u529b\u58eb\u5468\u4e94\u516c\u5e03\uff0c\u968f\u7740\u4eba\u5de5\u667a\u80fd<\/a>\u6838\u5fc3\u5143\u5668\u4ef6 \u2014\u2014 \u5b58\u50a8\u82af\u7247\u9700\u6c42\u6301\u7eed\u6500\u5347\uff0c\u516c\u53f8\u8ba1\u5212\u6295\u5165 54 \u4e07\u4ebf\u97e9\u5143\uff08381 \u4ebf\u7f8e\u5143\uff09\u5174\u5efa\u4e24\u5ea7\u5b58\u50a8\u82af\u7247\u5236\u9020\u5382\u3002<\/p>\n

    \u8fd9\u5bb6\u97e9\u56fd<\/a>\u79d1\u6280\u5de8\u5934\u89c4\u5212\u5411\u9f99\u4ec1\u6676\u5706\u5382\u9879\u76ee \u201cY2\u201d \u6295\u5165 35.2 \u4e07\u4ebf\u97e9\u5143\uff1b\u53e6\u5916\u5212\u62e8 19.1 \u4e07\u4ebf\u97e9\u5143\u7528\u4e8e\u6e05\u5dde\u5de5\u5382 \u201cM17\u201d \u9879\u76ee\u3002<\/p>\n

    \u5f53\u524d\u5404\u5927\u4f01\u4e1a\u5927\u529b\u5efa\u8bbe\u6570\u636e\u4e2d\u5fc3\u7b49 AI \u57fa\u7840\u8bbe\u65bd\uff0c\u53e0\u52a0\u82f1\u4f1f\u8fbe\u7b49\u82af\u7247\u5382\u5546\u9700\u8981\u6d77\u91cf\u9ad8\u5e26\u5bbd\u663e\u5b58\uff08HBM\uff09\uff0c\u5e02\u573a\u4f9b\u4e0d\u5e94\u6c42\uff0c\u63a8\u52a8\u5b58\u50a8\u82af\u7247\u4ef7\u683c\u4e00\u8def\u8d70\u9ad8\u3002<\/p>\n

    \u5b58\u50a8\u82af\u7247\u6da8\u4ef7\u884c\u60c5\uff0c\u5e26\u52a8 SK \u6d77\u529b\u58eb\u3001\u4e09\u661f\u3001\u7f8e\u5149<\/a><\/span><\/span>\u4e09\u5927\u5b58\u50a8\u5382\u5546\u80a1\u4ef7\u5927\u5e45\u4e0a\u6da8\uff0c\u6295\u8d44\u8005\u62bc\u6ce8\u4f9b\u9700\u7d27\u5f20\u5c40\u9762\u4ecd\u5c06\u6301\u7eed\u4e00\u6bb5\u65f6\u95f4\u3002<\/p>\n

    \u5e02\u573a\u7814\u7a76\u673a\u6784 Counterpoint \u7684\u6570\u636e\u663e\u793a\uff0cSK \u6d77\u529b\u58eb\u9762\u4e34\u4e09\u661f\u65e5\u8d8b\u6fc0\u70c8\u7684\u7ade\u4e89\u3002\u4eca\u5e74\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u4e09\u661f\u91cd\u65b0\u593a\u56de DRAM\uff08\u52a8\u6001\u968f\u673a\u5b58\u53d6\u5b58\u50a8\u5668\uff09\u5e02\u573a\u4efd\u989d\u7b2c\u4e00\u540d\uff0cDRAM \u4e5f\u662f\u5f53\u4e0b\u9700\u6c42\u6700\u4e3a\u65fa\u76db\u7684\u4e00\u7c7b\u5b58\u50a8\u4ea7\u54c1\u3002<\/p>\n

    Counterpoint \u7814\u7a76\u526f\u603b\u88c1\u3001\u8054\u5408\u521b\u59cb\u4eba\u5c3c\u5c14\u30fb\u6c99\u963f\u63a5\u53d7 \u91c7\u8bbf\u8868\u793a\uff1a\u201c\u5f62\u52bf\u5012\u903c SK \u6d77\u529b\u58eb\u52a0\u5927\u8d44\u672c\u5f00\u652f\u6269\u5145\u4ea7\u80fd\u3002\u77ed\u671f\u65b0\u589e\u6295\u8d44\u65e0\u6cd5\u7acb\u523b\u63d0\u5347\u51fa\u8d27\u91cf\uff0c\u672c\u6b21\u4ea7\u80fd\u5e03\u5c40\u7784\u51c6 2029 \u5e74\u53ca\u4ee5\u540e\u7684\u5e02\u573a\u3002\u201d<\/p>\n

    \u201c\u653e\u773c\u5168\u7403\u5e02\u573a\uff0c\u4e09\u661f\u3001SK \u6d77\u529b\u58eb\u3001\u7f8e\u5149\u6301\u7eed\u6269\u4ea7\uff0c2028 \u5e74\u524d\u5168\u7403\u5b58\u50a8\u82af\u7247\u4f9b\u7ed9\u5c06\u4f1a\u663e\u8457\u589e\u52a0\u3002\u4f46\u9700\u6c42\u589e\u901f\u9ad8\u4e8e\u65b0\u589e\u4ea7\u80fd\u6295\u653e\u8282\u594f\uff0c2028 \u5e74\u5e95\u4e4b\u524d\uff0c\u5b58\u50a8\u82af\u7247\u4ef7\u683c\u5f88\u96be\u56de\u843d\u3002\u201d<\/p>\n

    SK \u6d77\u529b\u58eb\u5efa\u5382\u89c4\u5212<\/strong><\/p>\n

    \u9f99\u4ec1 Y2 \u5de5\u5382<\/strong> \u8fd9\u662f SK \u6d77\u529b\u58eb\u5728\u9f99\u4ec1\u534a\u5bfc\u4f53\u4ea7\u4e1a\u56ed\u89c4\u5212\u56db\u5ea7\u6676\u5706\u5382\u4e2d\u7684\u7b2c\u4e8c\u5ea7\uff0c\u5b9a\u4f4d DRAM \u751f\u4ea7\u57fa\u5730\u3002 \u9879\u76ee\u5c06\u4e8e 2027 \u5e74 7 \u6708\u52a8\u5de5\uff1b\u9996\u5ea7\u6d01\u51c0\u8f66\u95f4 2029 \u5e74 6 \u6708\u6295\u4ea7\uff0c\u91cf\u4ea7 HBM \u4ee5\u53ca\u65b0\u4e00\u4ee3 DRAM \u4ea7\u54c1\u3002 \u6d01\u51c0\u5ba4\u662f\u82af\u7247\u5236\u9020\u6240\u9700\u7684\u7cbe\u5bc6\u65e0\u5c18\u53d7\u63a7\u751f\u4ea7\u73af\u5883\u3002<\/p>\n

    \u6e05\u5dde M17 \u5de5\u5382<\/strong> \u4e3b\u6253 NAND \u95ea\u5b58\u82af\u7247\u751f\u4ea7\uff0c\u4f01\u4e1a\u79f0 NAND \u95ea\u5b58\u6b63\u8fce\u6765 \u201c\u9700\u6c42\u7206\u53d1\u5f0f\u589e\u957f\u201d\u3002 2027 \u5e74 2 \u6708\u542f\u52a8\u5efa\u8bbe\uff0c\u9996\u5ea7\u6d01\u51c0\u8f66\u95f4 2028 \u5e74 12 \u6708\u6295\u4ea7\u3002<\/p>\n

    SK \u6d77\u529b\u58eb\u5728\u65b0\u95fb\u7a3f\u4e2d\u8868\u793a\uff1a\u201c\u4eba\u5de5\u667a\u80fd\u65f6\u4ee3\uff0c\u4ec5\u4ec5\u62e5\u6709\u6280\u672f\u4f18\u52bf\u8fdc\u8fdc\u4e0d\u591f\u3002\u80fd\u5426\u7cbe\u51c6\u5339\u914d\u5ba2\u6237\u4ea4\u4ed8\u8282\u594f\u3001\u7a33\u5b9a\u8db3\u989d\u4f9b\u8d27\uff0c\u624d\u662f\u7ec8\u6781\u6838\u5fc3\u7ade\u4e89\u529b\u3002\u6211\u4eec\u5728\u5168\u9762\u7814\u5224\u5e02\u573a\u9700\u6c42\u540e\uff0c\u6572\u5b9a\u4e86\u672c\u6b21\u5927\u89c4\u6a21\u6295\u8d44\u65b9\u6848\u3002\u201d<\/p>\n

    \u672c\u6b21\u6295\u8d44\u662f SK \u6d77\u529b\u58eb\u53bb\u5e74\u516c\u5e03\u7684\u957f\u671f\u603b\u4f53\u89c4\u5212\u7684\u843d\u5730\u73af\u8282\u3002\u6309\u7167\u603b\u4f53\u89c4\u5212\uff0c\u4f01\u4e1a\u8ba1\u5212\u5411\u9f99\u4ec1\u534a\u5bfc\u4f53\u4ea7\u4e1a\u56ed\u6295\u5165 600 \u4e07\u4ebf\u97e9\u5143\uff0c\u5e76\u62ff\u51fa 100 \u4e07\u4ebf\u97e9\u5143\u6269\u5efa\u6e05\u5dde\u751f\u4ea7\u57fa\u5730\u3002<\/p>\n

    \u8d23\u4efb\u7f16\u8f91\uff1a\u90ed\u660e\u715c <\/p>\n","protected":false},"excerpt":{"rendered":"

    \u6838\u5fc3\u8981\u70b9 SK \u6d77\u529b\u58eb\u5468\u4e94\u5ba3\u5e03\uff0c\u5c06\u6295\u5165 54 \u4e07\u4ebf\u97e9\u5143\uff08\u6298\u5408 381 \u4ebf\u7f8e\u5143\uff09\u5efa\u8bbe\u4e24\u5ea7\u5168\u65b0\u5b58\u50a8\u82af\u7247\u5236\u9020\u5de5\u5382\u3002 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"aside","meta":[],"categories":[4],"tags":[148,241,339,231],"views":9,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/824803"}],"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=824803"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/824803\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=824803"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=824803"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=824803"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}