\u4e94\u540d\u77e5\u60c5\u4eba\u58eb\u8868\u793a\uff0c\u4e09\u661f\u7535\u5b50(Samsung Electronics)\u8ba1\u5212\u4f7f\u7528\u7ade\u4e89\u5bf9\u624bSK\u6d77\u529b\u58eb(SK Hynix)\u5021\u5bfc\u7684\u4e00\u9879\u82af\u7247\u5236\u9020\u6280\u672f\u3002\u8fd9\u5bb6\u5168\u7403\u9876\u7ea7\u5185\u5b58\u82af\u7247\u5236\u9020\u5546\u6b63\u52aa\u529b\u5728\u751f\u4ea7\u7528\u4e8e\u4eba\u5de5\u667a\u80fd\u7684\u9ad8\u7aef\u82af\u7247\u7684\u7ade\u4e89\u4e2d\u8fce\u5934\u8d76\u4e0a\u3002<\/p>\n
\u968f\u7740\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u7684\u65e5\u76ca\u666e\u53ca\uff0c\u5bf9\u9ad8\u5e26\u5bbd\u5b58\u50a8\u5668(HBM)\u82af\u7247\u7684\u9700\u6c42\u6fc0\u589e\u3002\u4f46\u4e0e\u540c\u884cSK\u6d77\u529b\u58eb(SK Hynix)\u548c\u7f8e\u5149\u79d1\u6280(Micron Technology)\u4e0d\u540c\uff0c\u4e09\u661f\u5f15\u4eba\u6ce8\u76ee\u7684\u662f\uff0c\u5b83\u6ca1\u6709\u4e0e\u4eba\u5de5\u667a\u80fd\u82af\u7247\u9886\u5bfc\u8005\u82f1\u4f1f\u8fbe(Nvidia)\u8fbe\u6210\u4efb\u4f55\u4f9b\u5e94\u6700\u65b0HBM\u82af\u7247\u7684\u4ea4\u6613\u3002<\/p>\n
\u5206\u6790\u4eba\u58eb\u548c\u4e1a\u5185\u89c2\u5bdf\u4eba\u58eb\u8ba4\u4e3a\uff0c\u4e09\u661f\u7535\u5b50\u843d\u540e\u7684\u539f\u56e0\u4e4b\u4e00\u662f\uff0c\u5b83\u51b3\u5b9a\u575a\u6301\u4f7f\u7528\u4f1a\u5bfc\u81f4\u4e00\u4e9b\u751f\u4ea7\u95ee\u9898\u7684\u975e\u5bfc\u7535\u8584\u819c(NCF)\u82af\u7247\u5236\u9020\u6280\u672f\uff0c\u800c\u6d77\u529b\u58eb\u5219\u8f6c\u5411\u5927\u89c4\u6a21\u56de\u6d41\u6a21\u538b\u4e0b\u586b\u5145(mrm – muf)\u65b9\u6cd5\u6765\u89e3\u51b3NCF\u7684\u5f31\u70b9\u3002<\/p>\n
\u4e0d\u8fc7\uff0c\u636e\u4e09\u540d\u76f4\u63a5\u77e5\u60c5\u4eba\u58eb\u900f\u9732\uff0c\u4e09\u661f\u6700\u8fd1\u5df2\u7ecf\u4e0b\u8fbe\u4e86\u7528\u4e8eMUF\u6280\u672f\u7684\u82af\u7247\u5236\u9020\u8bbe\u5907\u7684\u91c7\u8d2d\u8ba2\u5355\u3002<\/p>\n
\u5176\u4e2d\u4e00\u540d\u6d88\u606f\u4eba\u58eb\u79f0:\u201c\u4e09\u661f\u5fc5\u987b\u91c7\u53d6\u63aa\u65bd\u63d0\u9ad8\u5176HBM(\u751f\u4ea7)\u4ea7\u91cf\u3002\u5bf9\u4e09\u661f\u6765\u8bf4\uff0c\u91c7\u7528MUF\u6280\u672f\u6709\u70b9\u8ba9\u4eba\u4e0d\u6562\u9a84\u50b2\uff0c\u56e0\u4e3a\u5b83\u6700\u7ec8\u91c7\u7528\u7684\u662fSK\u6d77\u529b\u58eb\u6700\u521d\u4f7f\u7528\u7684\u6280\u672f\u3002”<\/p>\n
\u4e09\u661f\u8868\u793a\u5176NCF\u6280\u672f\u662fHBM\u4ea7\u54c1\u7684\u6700\u4f73\u89e3\u51b3\u65b9\u6848\uff0c\u5c06\u7528\u4e8e\u5176\u65b0\u7684HBM3E\u82af\u7247\u3002\u6211\u4eec\u6b63\u5728\u6309\u8ba1\u5212\u5f00\u5c55\u6211\u4eec\u7684HBM3E\u4ea7\u54c1\u4e1a\u52a1\u3002<\/p>\n
\u6587\u7ae0\u53d1\u8868\u540e\uff0c\u4e09\u661f\u53d1\u8868\u4e86\u4e00\u4efd\u58f0\u660e\uff0c\u79f0\u6709\u5173\u4e09\u661f\u5c06\u628aMR-MUF\u5e94\u7528\u4e8e\u5176HBM\u751f\u4ea7\u7684\u4f20\u8a00\u662f\u4e0d\u771f\u5b9e\u7684\u3002<\/p>\n
HBM3\u548cHBM3E\u662f\u6700\u65b0\u7248\u672c\u7684\u9ad8\u5e26\u5bbd\u5b58\u50a8\u82af\u7247\uff0c\u4e0e\u6838\u5fc3\u5fae\u5904\u7406\u5668\u82af\u7247\u6346\u7ed1\u5728\u4e00\u8d77\uff0c\u53ef\u4ee5\u5e2e\u52a9\u5904\u7406\u751f\u6210\u4eba\u5de5\u667a\u80fd\u4e2d\u7684\u5927\u91cf\u6570\u636e\u3002<\/p>\n
\u636e\u51e0\u4f4d\u5206\u6790\u5e08\u79f0\uff0c\u4e09\u661f\u7684HBM3\u82af\u7247\u751f\u4ea7\u6536\u76ca\u7387\u7ea6\u4e3a10-20%\uff0c\u843d\u540e\u4e8eSK\u6d77\u529b\u58eb(SK Hynix)\uff0c\u540e\u8005\u7684HBM3\u751f\u4ea7\u6536\u76ca\u7387\u7ea6\u4e3a60-70%\u3002<\/p>\n
\u636e\u4e00\u4f4d\u6d88\u606f\u4eba\u58eb\u900f\u9732\uff0c\u4e09\u661f\u5df2\u7ecf\u5728\u4e0e\u5305\u62ec\u65e5\u672cNagase\u5728\u5185\u7684\u6750\u6599\u5236\u9020\u5546\u5c31\u91c7\u8d2dMUF\u6750\u6599\u8fdb\u884c\u8c08\u5224\u3002\u4f46\u8fd9\u4f4d\u77e5\u60c5\u4eba\u58eb\u8865\u5145\u8bf4\uff0c\u4f7f\u7528MUF\u7684\u9ad8\u7aef\u82af\u7247\u7684\u5927\u89c4\u6a21\u751f\u4ea7\u6700\u65e9\u53ef\u80fd\u8981\u5230\u660e\u5e74\u624d\u80fd\u51c6\u5907\u597d\uff0c\u56e0\u4e3a\u4e09\u661f\u9700\u8981\u8fdb\u884c\u66f4\u591a\u7684\u6d4b\u8bd5\u3002<\/p>\n
\u4e0a\u8ff0\u4e09\u4f4d\u6d88\u606f\u4eba\u58eb\u8fd8\u8868\u793a\uff0c\u4e09\u661f\u8ba1\u5212\u5728\u5176\u6700\u65b0\u7684HBM\u82af\u7247\u4e2d\u540c\u65f6\u4f7f\u7528NCF\u548cMUF\u6280\u672f\u3002<\/p>\n
\u82f1\u4f1f\u8fbe(Nvidia) \u548cNagase\u62d2\u7edd\u53d1\u8868\u8bc4\u8bba\u3002<\/p>\n
\u4e09\u661f\u4f7f\u7528MUF\u7684\u4efb\u4f55\u4e3e\u52a8\u90fd\u5c06\u51f8\u663e\u5176\u5728\u4eba\u5de5\u667a\u80fd\u82af\u7247\u7ade\u4e89\u4e2d\u9762\u4e34\u7684\u8d8a\u6765\u8d8a\u5927\u7684\u538b\u529b\u3002\u6839\u636e\u7814\u7a76\u516c\u53f8TrendForce\u7684\u6570\u636e\uff0c\u5728\u4eba\u5de5\u667a\u80fd\u76f8\u5173\u9700\u6c42\u7684\u63a8\u52a8\u4e0b\uff0cHBM\u82af\u7247\u5e02\u573a\u9884\u8ba1\u4eca\u5e74\u5c06\u589e\u957f\u4e00\u500d\u4ee5\u4e0a\uff0c\u8fbe\u5230\u8fd190\u4ebf\u7f8e\u5143\u3002<\/p>\n
\u5468\u4e09\uff0cSK\u6d77\u529b\u58eb\u80a1\u4ef7\u4e0b\u8dcc2%\uff0c\u800c\u4e09\u661f\u80a1\u4ef7\u4e0a\u6da81%\uff0c\u8d85\u8fc7\u4e86\u5927\u76d80.4%\u7684\u6da8\u5e45\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
\u4e94\u540d\u77e5\u60c5\u4eba\u58eb\u8868\u793a\uff0c\u4e09\u661f\u7535\u5b50(Samsung Electronics)\u8ba1\u5212\u4f7f\u7528\u7ade\u4e89\u5bf9\u624bSK\u6d77\u529b\u58eb(SK Hynix)\u5021\u5bfc\u7684\u4e00\u9879\u82af\u7247\u5236\u9020\u6280\u672f\u3002\u8fd9\u5bb6\u5168\u7403\u9876\u7ea7\u5185\u5b58\u82af\u7247\u5236 […]<\/a><\/p>\n<\/div>","protected":false},"author":38,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[],"class_list":{"0":"post-49649","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-sme"},"_links":{"self":[{"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/posts\/49649","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\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/comments?post=49649"}],"version-history":[{"count":0,"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/posts\/49649\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/media?parent=49649"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/categories?post=49649"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/tags?post=49649"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}