\u82f1\u7279\u5c14\u516c\u53f8(Intel Co., INTC)\u5373\u5c06\u4e0e\u97e9\u56fd\u6d77\u529b\u58eb\u534a\u5bfc\u4f53(SK Hynix Inc., 000660.SE)\u8fbe\u6210\u4e00\u9879\u4ee5\u5927\u7ea6100\u4ebf\u7f8e\u5143\u5411\u540e\u8005\u51fa\u552e\u5185\u5b58\u82af\u7247\u4e1a\u52a1\u7684\u534f\u8bae\uff0c\u6b64\u4e3e\u5c06\u4f7f\u8fd9\u5bb6\u534a\u5bfc\u4f53\u5de8\u5934\u91cd\u65b0\u8c03\u6574\u81ea\u5df1\u7684\u65b9\u5411\uff0c\u9000\u51fa\u8fd9\u4e2a\u5177\u6709\u5386\u53f2\u91cd\u8981\u6027\u3001\u6b63\u9762\u4e34\u8d8a\u6765\u8d8a\u5927\u6311\u6218\u7684\u9886\u57df\u3002<\/p>\n
\u636e\u77e5\u60c5\u4eba\u58eb\u900f\u9732\uff0c\u4e24\u5bb6\u516c\u53f8\u6b63\u5728\u8ba8\u8bba\u4e00\u9879\u4ea4\u6613\uff0c\u6700\u5feb\u53ef\u80fd\u5728\u5468\u4e00\u5ba3\u5e03\uff0c\u524d\u63d0\u662f\u8c08\u5224\u4e0d\u4f1a\u5728\u6700\u540e\u4e00\u523b\u7834\u88c2\u3002\u5305\u62ec\u6d77\u529b\u58eb\u5177\u4f53\u5c06\u6536\u8d2d\u7684\u4e1a\u52a1\u5185\u5bb9\u5728\u5185\u7684\u4ea4\u6613\u7ec6\u8282\uff0c\u76ee\u524d\u5c1a\u4e0d\u6e05\u695a\u3002<\/p>\n
\u8be5\u90e8\u95e8\u751f\u4ea7\u4e3b\u8981\u7528\u4e8e\u786c\u76d8\u3001U\u76d8\u548c\u76f8\u673a\u7b49\u8bbe\u5907NAND\u95ea\u5b58\u4ea7\u54c1\u3002\u53d7\u95ea\u5b58\u4ef7\u683c\u4e0b\u8dcc\u5f71\u54cd\uff0c\u82f1\u7279\u5c14\u4e00\u6bb5\u65f6\u95f4\u4ee5\u6765\u4e00\u76f4\u5728\u8003\u8651\u9000\u51fa\u8fd9\u4e00\u4e1a\u52a1\u3002<\/p>\n
\u867d\u7136\u82f1\u7279\u5c14\u4ee5\u751f\u4ea7\u4e2a\u4eba\u7535\u8111\u6838\u5fc3\u7684\u4e2d\u592e\u5904\u7406\u5668\u800c\u95fb\u540d\uff0c\u4f46\u8be5\u516c\u53f8\u5728\u5185\u5b58\u4e1a\u52a1\u65b9\u9762\u6709\u8457\u6df1\u539a\u7684\u6839\u57fa\u300220\u4e16\u7eaa60\u5e74\u4ee3\u672b\uff0c\u8be5\u516c\u53f8\u4ee5\u4e00\u5bb6\u5185\u5b58\u5236\u9020\u5546\u8d77\u5bb6\uff0c\u800c80\u5e74\u4ee3\u6765\u81ea\u65e5\u672c\u84ec\u52c3\u53d1\u5c55\u7535\u5b50\u4ea7\u4e1a\u7684\u6fc0\u70c8\u7ade\u4e89\u4fc3\u4f7f\u5176\u6539\u53d8\u4e86\u53d1\u5c55\u65b9\u5411\u3002<\/p>\n
\u5728\u4f9b\u8fc7\u4e8e\u6c42\u7684\u73af\u5883\u4e0b\u4e0b\uff0c\u5185\u5b58\u82af\u7247\u5e02\u573a2018\u5e74\u51fa\u73b0\u5927\u5e45\u4e0b\u6ed1\uff0c\u4e0d\u8fc7\u53bb\u5e74\u5e74\u5e95\u5f00\u59cb\u590d\u82cf\u3002\u5206\u6790\u5e08\u9884\u8ba1\uff0c\u968f\u8457\u6570\u636e\u5b58\u50a8\u4e1a\u52a1\u7684\u6fc0\u589e\uff0cNAND\u82af\u7247\u5e02\u573a\u5728\u672a\u6765\u51e0\u5e74\u5c06\u4fdd\u6301\u5f3a\u52b2\u3002<\/p>\n
\u5c3d\u7ba1\u5982\u6b64\uff0c\u82f1\u7279\u5c14\u9996\u5e2d\u6267\u884c\u5b98Bob Swan 4\u6708\u4efd\u65f6\u8868\u793a\uff0c\u8be5\u516c\u53f8\u5fc5\u987b\u4eceNAND\u4e1a\u52a1\u4e2d\u521b\u9020\u66f4\u6709\u5438\u5f15\u529b\u7684\u56de\u62a5\uff0c\u5e76\u6697\u793a\u53ef\u80fd\u4f1a\u901a\u8fc7\u201c\u5408\u4f5c\u201d\u6765\u5b9e\u73b0\u8fd9\u4e00\u76ee\u6807\u3002<\/p>\n
\u82f1\u7279\u5c14\u9996\u5e2d\u8d22\u52a1\u5b98George Davis 3\u6708\u4efd\u8868\u793a\uff0c\u5c3d\u7ba1\u5305\u62ec\u5927\u578b\u6570\u636e\u4e2d\u5fc3\u5728\u5185\u7684\u95ea\u5b58\u5e02\u573a\u6b63\u5728\u589e\u957f\uff0c\u4f46\u201c\u6211\u4eec\u8fd8\u672a\u80fd\u4ece\u4e2d\u4ea7\u751f\u5229\u6da6\uff0c\u4ee5\u83b7\u5f97\u6211\u4eec\u5e0c\u671b\u770b\u5230\u7684\u90a3\u79cd\u56de\u62a5\u201d\u3002<\/p>\n
\u82f1\u7279\u5c14\u5df2\u7ecf\u57281\u6708\u4efd\u51cf\u5c11\u4e86\u5728\u5185\u5b58\u5236\u9020\u9886\u57df\u7684\u53c2\u4e0e\uff0c\u5f53\u65f6\u7f8e\u5149\u79d1\u6280\u516c\u53f8(Micron Technology Inc., MU)\u4ee5\u5927\u7ea615\u4ebf\u7f8e\u5143\u7684\u4ef7\u683c\u6536\u8d2d\u4e86\u82f1\u7279\u5c14\u5728\u4e00\u5bb6\u5408\u8d44\u4f01\u4e1a\u4e2d\u7684\u6301\u80a1\u3002\u8be5\u5408\u8d44\u4f01\u4e1a\u4e3b\u8981\u805a\u7126\u4e8e\u4e00\u79cd\u540d\u4e3a3D XPoint\u7684\u5148\u8fdb\u5b58\u50a8\u6280\u672f\u3002<\/p>\n
\u82f1\u7279\u5c14\u76ee\u524d\u7684\u5e02\u503c\u7ea6\u4e3a2,300\u4ebf\u7f8e\u5143\u3002\u968f\u8457\u89c4\u6a21\u8f83\u5c0f\u7684\u7ade\u4e89\u5bf9\u624b\u4e0d\u65ad\u6269\u5927\u5e02\u573a\u4efd\u989d\uff0c\u82f1\u7279\u5c14\u627f\u53d7\u7684\u538b\u529b\u8d8a\u6765\u8d8a\u5927\u3002\u4eca\u5e74\u5e74\u521d\u4ee5\u6765\uff0c\u8be5\u516c\u53f8\u80a1\u4ef7\u4e0b\u8dcc\u4e86\u7ea610%\uff0c\u800c\u8d39\u57ce\u534a\u5bfc\u4f53\u6307\u6570\u4e0a\u6da8\u4e86\u7ea630%\u3002\u4eca\u5e747\u6708\uff0c\u82f1\u7279\u5c14\u8868\u793a\u4e0b\u534a\u5e74\u7684\u4e1a\u7ee9\u5c06\u900a\u4e8e\u9884\u671f\uff0c\u5e76\u8fdb\u4e00\u6b65\u63a8\u8fdf\u4e86\u4f5c\u4e3a\u4e0b\u4e00\u4ee3\u4e2d\u592e\u5904\u7406\u5668\u57fa\u7840\u7684\u8d85\u5feb7\u7eb3\u7c73\u82af\u7247\u6280\u672f\u7684\u63a8\u51fa\uff0c\u82f1\u7279\u5c14\u80a1\u4ef7\u5e94\u58f0\u4e0b\u8dcc\u4e86\u903e15%\u3002<\/p>\n
\u636eMercury Research\uff0c\u5c31\u5728\u82f1\u7279\u5c14\u96be\u4ee5\u8ba9\u5176\u6700\u5148\u8fdb\u82af\u7247\u5b9e\u73b0\u91cf\u4ea7\u4e4b\u9645\uff0c\u5176\u7ade\u4e89\u5bf9\u624bAdvanced Micro Devices Inc. (AMD, \u7b80\u79f0AMD)\u4eca\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5728\u4e2a\u4eba\u7535\u8111CPU\u5e02\u573a\u7684\u4efd\u989d\u6500\u5347\u81f317%\u4ee5\u4e0a\uff0c\u8f83\u4e94\u5e74\u524d\u7ffb\u4e86\u4e00\u500d\u591a\u3002\u8be5\u5e02\u573a\u7684\u5176\u9980\u4efd\u989d\u51e0\u4e4e\u90fd\u5728\u82f1\u7279\u5c14\u624b\u4e2d\u3002<\/p>\n
\u82f1\u7279\u5c14\u5c06\u4e8e\u5468\u56db\u4e0b\u5348\u516c\u5e03\u7b2c\u4e09\u8d22\u5b63\u4e1a\u7ee9\u3002<\/p>\n
\u7f8e\u56fd\u904f\u5236\u4e2d\u56fd\u79d1\u6280\u884c\u4e1a\u5d1b\u8d77\u3001\u9650\u5236\u5411\u534e\u4e3a\u6280\u672f\u6709\u9650\u516c\u53f8(Huawei Technologies Co.)\u7b49\u4e2d\u56fd\u516c\u53f8\u51fa\u53e3\u7684\u4e3e\u63aa\u6405\u52a8\u4e86\u5b58\u50a8\u82af\u7247\u5e02\u573a\u3002\u534e\u4e3a\u662f\u4e2d\u56fd\u9886\u5148\u7684\u7535\u4fe1\u8bbe\u5907\u5236\u9020\u5546\u3002\u5728\u8fd9\u4e00\u80cc\u666f\u4e0b\uff0c\u65e5\u672c\u5185\u5b58\u82af\u7247\u751f\u4ea7\u5546Kioxia Holdings Corp.\u4e0a\u4e2a\u6708\u63a8\u8fdf\u4e86\u9996\u6b21\u516c\u5f00\u52df\u80a1(IPO)\uff0c\u8fd9\u662f\u4eca\u5e74\u6700\u53d7\u671f\u5f85\u7684IPO\u4e4b\u4e00\u3002Kioxia Holdings\u7531\u79c1\u52df\u80a1\u6743\u6295\u8d44\u516c\u53f8\u8d1d\u6069\u8d44\u672c(Bain Capital)\u7275\u5934\u7684\u4e00\u4e2a\u8d22\u56e2\u6240\u6709\u3002<\/p>\n
\u82f1\u7279\u5c14\u7684\u5148\u8fdb\u95ea\u5b583D NAND\uff08\u5c06\u5185\u5b58\u5355\u5143\u8fdb\u884c\u5806\u53e0\uff09\u662f\u5728\u4e2d\u56fd\u5927\u8fde\u751f\u4ea7\u7684\uff0c\u5927\u8fde\u662f\u4e00\u4e2a\u6e2f\u53e3\u57ce\u5e02\uff0c\u4f4d\u4e8e\u671d\u9c9c\u534a\u5c9b\u4ee5\u897f\u7684\u8fbd\u4e1c\u534a\u5c9b\u3002<\/p>\n
\u8fd9\u5bb6\u5de5\u5382\u662f\u82f1\u7279\u5c14\u5728\u4e2d\u56fd\u552f\u4e00\u7684\u4e3b\u8981\u82af\u7247\u5236\u9020\u5382\uff0c\u5982\u679c\u8be5\u5382\u4e5f\u5728\u6b64\u6b21\u51fa\u552e\u8303\u56f4\u5185\uff0c\u8fd9\u5c06\u6807\u5fd7\u8457\u82f1\u7279\u5c14\u5728\u4e2d\u56fd\u7684\u4e1a\u52a1\u5927\u5e45\u7f29\u51cf\u3002<\/p>\n
\u7f8e\u56fd\u653f\u5e9c\u6700\u8fd1\u8981\u6c42\u4f01\u4e1a\u5728\u5411\u4e2d\u56fd\u6700\u5148\u8fdb\u82af\u7247\u5236\u9020\u5546\u4e2d\u82af\u56fd\u9645\u96c6\u6210\u7535\u8def\u5236\u9020\u6709\u9650\u516c\u53f8(Semiconductor Manufacturing International Co., 0981.HK, 688981.SH, SMICY, \u7b80\u79f0\uff1a\u4e2d\u82af\u56fd\u9645)\u51fa\u53e3\u4e00\u4e9b\u6280\u672f\u4e4b\u524d\u5fc5\u987b\u5148\u83b7\u5f97\u8bb8\u53ef\u8bc1\u3002<\/p>\n
\u968f\u8457\u4e1a\u5185\u516c\u53f8\u8ffd\u6c42\u89c4\u6a21\u6548\u5e94\u5e76\u6269\u5927\u4ea7\u54c1\u7ec4\u5408\uff0c\u4ee5\u652f\u6301\u8d8a\u6765\u8d8a\u591a\u7684\u65e5\u5e38\u7528\u54c1\u8fde\u63a5\u5230\u4e92\u8054\u7f51\uff0c\u6574\u5408\u5df2\u5e2d\u5377\u6574\u4e2a\u534a\u5bfc\u4f53\u884c\u4e1a\u3002<\/p>\n
7\u6708\u4efd\uff0cAnalog Devices Inc. (ADI)\u540c\u610f\u4ee5\u8d85\u8fc7200\u4ebf\u7f8e\u5143\u6536\u8d2dMaxim Integrated Products Inc. (MXIM)\uff1b9\u6708\u4efd\uff0c\u82f1\u4f1f\u8fbe(Nvidia co., NVDA)\u540c\u610f\u65a5\u8d44400\u4ebf\u7f8e\u5143\u6536\u8d2d\u8f6f\u94f6\u96c6\u56e2\u80a1\u4efd\u6709\u9650\u516c\u53f8(SoftBank Group Corp., 9984.TO)\u652f\u6301\u7684\u82f1\u56fd\u82af\u7247\u8bbe\u8ba1\u516c\u53f8Arm Holdings (ARMH)\u3002<\/p>\n
\u636e(The Wall Street Journal)\u672c\u6708\u65e9\u4e9b\u65f6\u5019\u62a5\u9053\uff0cAMD\u6b63\u5c31\u6536\u8d2d\u7ade\u4e89\u5bf9\u624b\u82af\u7247\u5236\u9020\u5546\u8d5b\u7075\u601d(Xilinx Inc., XLNX)\u8fdb\u884c\u8c08\u5224\u3002\u636e\u77e5\u60c5\u4eba\u58eb\u900f\u9732\uff0c\u53cc\u65b9\u6b63\u5728\u8ba8\u8bba\u4e00\u9879\u53ef\u80fd\u5728\u672c\u5468\u6216\u4e0b\u5468\u8fbe\u6210\u7684\u4ea4\u6613\uff0c\u524d\u63d0\u662f\u8c08\u5224\u4e0d\u4f1a\u7834\u88c2\u3002<\/p>\n
\u4e00\u4e9b\u516c\u53f8\u6b63\u5728\u5bfb\u6c42\u7cbe\u7b80\u89c4\u6a21\u548c\u6536\u7a84\u4e1a\u52a1\u4fa7\u91cd\u70b9\u3002\u535a\u901a(Broadcom Inc., AVGO)\u53bb\u5e74\u66fe\u7814\u7a76\u51fa\u552e\u5176\u5c04\u9891\u90e8\u95e8\uff0c\u4f46\u540e\u6765\u51b3\u5b9a\u4e0d\u51fa\u552e\u3002\u8be5\u90e8\u95e8\u662f\u535a\u901a\u65e0\u7ebf\u82af\u7247\u4e1a\u52a1\u7684\u4e00\u4e2a\u90e8\u95e8\uff0c\u751f\u4ea7\u7528\u4e8e\u6ee4\u51fa\u624b\u673a\u4e0d\u9700\u8981\u4fe1\u53f7\u7684\u6ee4\u6ce2\u5668\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
\u82f1\u7279\u5c14\u516c\u53f8(Intel Co., INTC)\u5373\u5c06\u4e0e\u97e9\u56fd\u6d77\u529b\u58eb\u534a\u5bfc\u4f53(SK Hynix Inc., 000660.SE)\u8fbe\u6210\u4e00\u9879\u4ee5\u5927\u7ea6100\u4ebf\u7f8e\u5143\u5411\u540e\u8005\u51fa\u552e\u5185\u5b58\u82af […]<\/a><\/p>\n<\/div>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[84],"tags":[],"class_list":{"0":"post-22459","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-technology"},"_links":{"self":[{"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/posts\/22459","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/comments?post=22459"}],"version-history":[{"count":0,"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/posts\/22459\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/media?parent=22459"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/categories?post=22459"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/tags?post=22459"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}