{"id":49427,"date":"2024-01-30T22:44:46","date_gmt":"2024-01-30T14:44:46","guid":{"rendered":"https:\/\/www.ibnews.com\/cn\/?p=49427"},"modified":"2024-01-30T22:44:46","modified_gmt":"2024-01-30T14:44:46","slug":"sk%e6%b5%b7%e5%8a%9b%e5%a3%ab%e5%85%ac%e5%b8%83%e5%87%ba%e4%ba%ba%e6%84%8f%e6%96%99%e7%9a%84%e7%ac%ac%e5%9b%9b%e5%ad%a3%e5%ba%a6%e5%88%a9%e6%b6%a6","status":"publish","type":"post","link":"https:\/\/www.ibnews.com\/cn\/2024\/01\/30\/49427.html","title":{"rendered":"SK\u6d77\u529b\u58eb\u516c\u5e03\u51fa\u4eba\u610f\u6599\u7684\u7b2c\u56db\u5b63\u5ea6\u5229\u6da6"},"content":{"rendered":"

\u97e9\u56fdSK\u6d77\u529b\u58eb(000660.KS:\u884c\u60c5)\u5468\u56db\u8868\u793a\uff0c\u4eca\u5e74\u5c06\u628a\u91cd\u70b9\u653e\u5728\u7528\u4e8e\u4eba\u5de5\u667a\u80fd\u82af\u7247\u7ec4\u7684\u9ad8\u7aef\u5b58\u50a8\u534a\u5bfc\u4f53\u4e0a\u3002\u6b64\u524d\uff0c\u5f3a\u52b2\u7684\u9700\u6c42\u63a8\u52a8\u8be5\u516c\u53f8\u7b2c\u56db\u5b63\u610f\u5916\u83b7\u5229\u3002
\n\u4e09\u661f\u7535\u5b50\u662f\u5168\u7403\u7b2c\u4e8c\u5927\u5185\u5b58\u82af\u7247\u5236\u9020\u5546\uff0c\u5176\u4e3b\u8981\u5ba2\u6237\u662f\u4eba\u5de5\u667a\u80fd\u82af\u7247\u9886\u5bfc\u8005\u82f1\u4f1f\u8fbe(Nvidia)\uff0c\u8be5\u516c\u53f8\u62a5\u544a\u79f0\uff0c\u53bb\u5e7410\u6708\u81f312\u6708\u7684\u5b63\u5ea6\u8425\u4e1a\u5229\u6da6\u4e3a3460\u4ebf\u97e9\u5143(\u54082.598\u4ebf\u7f8e\u5143)\u3002\u8425\u6536\u98d9\u534747%\u3002
\n\u8fd9\u8d85\u8fc7\u4e861920\u4ebf\u97e9\u5143\u7684\u8425\u4e1a\u4e8f\u635f\u9884\u671f\uff0c\u81ea2022\u5e74\u7b2c\u4e09\u5b63\u5ea6(7 ~ 9\u6708)\u4ee5\u6765\u9996\u6b21\u5b9e\u73b0\u4e86\u8425\u4e1a\u76c8\u5229\u3002\u8be5\u516c\u53f8\u53bb\u5e74\u4e8f\u635f1.9\u4e07\u4ebf\u97e9\u5143\u3002
\n\u9996\u5e2d\u8d22\u52a1\u5b98Kim Woohyun\u5728\u4e00\u4efd\u58f0\u660e\u4e2d\u8868\u793a:\u201c\u7531\u4e8e\u6211\u4eec\u5728\u4eba\u5de5\u667a\u80fd\u5185\u5b58\u9886\u57df\u7684\u6280\u672f\u9886\u5148\u5730\u4f4d\uff0c\u5728\u957f\u671f\u4f4e\u8ff7\u4e4b\u540e\uff0c\u6211\u4eec\u5b9e\u73b0\u4e86\u8f6c\u673a\u3002\u201d\u4ed6\u8865\u5145\u8bf4\uff0c\u8be5\u516c\u53f8\u5c06\u52aa\u529b\u201c\u6210\u957f\u4e3a\u4e00\u5bb6\u5168\u9762\u7684\u4eba\u5de5\u667a\u80fd\u5185\u5b58\u63d0\u4f9b\u5546\u201d\u3002
\nSK\u6d77\u529b\u58eb\u7684\u9ad8\u5e26\u5bbd\u5b58\u50a8\u5668(HBM)\u7b49\u5148\u8fdb\u7684DRAM\u82af\u7247\u5728\u82f1\u4f1f\u8fbe\u7b49\u516c\u53f8\u751f\u4ea7\u7684\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u4e2d\u5904\u7406\u5927\u91cf\u6570\u636e\u7684\u56fe\u5f62\u5904\u7406\u5668(gpu)\u4e2d\u9700\u6c42\u91cf\u5f88\u5927\u3002
\n\u8be5\u516c\u53f8\u8868\u793a\uff0c\u5176\u9886\u5148\u4e8e\u7ade\u4e89\u5bf9\u624b\u5f00\u53d1\u7684HBM3\u82af\u7247\u7684\u9500\u91cf\u57282023\u5e74\u540c\u6bd4\u589e\u957f\u4e865\u500d\u4ee5\u4e0a\u3002
\n\u5206\u6790\u5e08\u8868\u793a\uff0c\u968f\u7740\u4eba\u5de5\u667a\u80fd\u529f\u80fd\u8d8a\u6765\u8d8a\u591a\u5730\u878d\u5165\u8bbe\u5907\uff0c\u82f1\u4f1f\u8fbe\u3001\u4e91\u670d\u52a1\u63d0\u4f9b\u5546\u548c\u5176\u4ed6\u5927\u578b\u79d1\u6280\u516c\u53f8\u7b49\u5ba2\u6237\u7684\u9700\u6c42\u5c06\u4f1a\u589e\u957f\uff0cSK\u6d77\u529b\u58eb\u5728HBM\u82af\u7247\u5f00\u53d1\u65b9\u9762\u7684\u9886\u5148\u5730\u4f4d\u5c06\u5e2e\u52a9\u5176\u63d0\u9ad8\u76c8\u5229\u80fd\u529b\uff0c\u5e76\u5728\u4eca\u5e74\u8868\u73b0\u4f18\u4e8e\u5e02\u573a\u3002
\n\u201c\u5bf9\u4e8e\u70ed\u95e8(\u4eba\u5de5\u667a\u80fd)\u4ea7\u54c1\uff0c\u9700\u6c42\u975e\u5e38\u5f3a\u52b2\uff0c\u4ee5\u81f3\u4e8e\u5ba2\u6237\u62b1\u6028\u4f9b\u5e94\u4e0d\u8db3\u3002\u73b0\u4ee3\u6c7d\u8f66\u8bc1\u5238(Hyundai Motor Securities)\u7814\u7a76\u4e3b\u7ba1\u683c\u96f7\u683c\u2022\u5362(Greg Roh)\u8868\u793a:\u201c\u5bf9\u4e8e\u5176\u4ed6\u6b63\u5728\u4ece\u9700\u6c42\u75b2\u8f6f\u4e2d\u7f13\u6162\u590d\u82cf\u7684\u5185\u5b58\u884c\u4e1a\u6765\u8bf4\uff0c\u60c5\u51b5\u5b8c\u5168\u4e0d\u540c\u3002\u201d
\nRoh\u4f30\u8ba1\uff0cHBM\u82af\u7247\u4eca\u5e74\u5c06\u5360\u5168\u884c\u4e1aDRAM\u9500\u552e\u989d\u768415%\uff0c\u9ad8\u4e8e2023\u5e74\u76848%\u3002
\nSK\u6d77\u529b\u58eb\u8ba1\u5212\u5728\u4eca\u5e74\u4e0a\u534a\u5e74(1 ~ 6\u6708)\u6279\u91cf\u751f\u4ea7\u4e0b\u4e00\u4ee3HBM\u4ea7\u54c1HBM3E\u3002\u8be5\u516c\u53f8\u8fd8\u5728\u5f00\u53d1\u4e0b\u4e00\u4ee3\u82af\u7247HBM4\u3002
\n\u5206\u6790\u5e08\u8868\u793a\uff0c\u7531\u4e8e\u4eba\u5de5\u667a\u80fd\u5b58\u50a8\u82af\u7247\u7684\u4e50\u89c2\u524d\u666f\uff0c\u81ea\u4e0a\u4e2a\u5b63\u5ea6\u8d22\u62a5\u53d1\u5e03\u4ee5\u6765\uff0c\u8be5\u516c\u53f8\u80a1\u4ef7\u4e0a\u6da8\u4e8618%\uff0c\u4f46\u7531\u4e8e\u83b7\u5229\u4e86\u7ed3\uff0c\u8be5\u516c\u53f8\u80a1\u4ef7\u5728\u4e0b\u5348\u7684\u4ea4\u6613\u4e2d\u4e0b\u8dcc\u4e862.6%\u3002
\n\u5bf9\u4e8e\u66f4\u5e7f\u6cdb\u7684\u5e02\u573a\uff0cSK\u6d77\u529b\u58eb\u8868\u793a\uff0c\u968f\u7740\u5ba2\u6237\u9700\u8981\u8865\u5145\u5e93\u5b58\uff0c\u5236\u9020\u5546\u5c06\u7ee7\u7eed\u524a\u51cf\u4f20\u7edf\u82af\u7247\u4ea7\u91cf\uff0c\u82af\u7247\u4ef7\u683c\u4eca\u5e74\u5c06\u6709\u6240\u6539\u5584\u3002\u5176\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u5f97\u76ca\u4e8e\u4e2d\u56fd\u624b\u673a\u5236\u9020\u5546\u7684\u8865\u8d27\u9700\u6c42\u3002
\n\u89c4\u6a21\u66f4\u5927\u7684\u7ade\u4e89\u5bf9\u624b\u4e09\u661f\u7535\u5b50(Samsung Electronics)\u57281\u670831\u65e5\u516c\u5e03\u8be6\u7ec6\u7684\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u65f6\uff0c\u9884\u8ba1\u4e5f\u5c06\u663e\u793a\u5185\u5b58\u82af\u7247\u9700\u6c42\u6709\u6240\u6539\u5584\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u97e9\u56fdSK\u6d77\u529b\u58eb(000660.KS:\u884c\u60c5)\u5468\u56db\u8868\u793a\uff0c\u4eca\u5e74\u5c06\u628a\u91cd\u70b9\u653e\u5728\u7528\u4e8e\u4eba\u5de5\u667a\u80fd\u82af\u7247\u7ec4\u7684\u9ad8\u7aef\u5b58\u50a8\u534a\u5bfc\u4f53\u4e0a\u3002\u6b64\u524d\uff0c\u5f3a\u52b2\u7684\u9700\u6c42\u63a8\u52a8\u8be5\u516c\u53f8\u7b2c\u56db\u5b63\u610f\u5916\u83b7\u5229\u3002 \u4e09\u661f\u7535\u5b50\u662f […]<\/a><\/p>\n<\/div>","protected":false},"author":27,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[84],"tags":[],"class_list":{"0":"post-49427","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\/49427","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\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/comments?post=49427"}],"version-history":[{"count":0,"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/posts\/49427\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/media?parent=49427"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/categories?post=49427"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/tags?post=49427"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}