{"id":10221979,"date":"2026-06-01T15:29:28","date_gmt":"2026-06-01T07:29:28","guid":{"rendered":"https:\/\/twkeypoint.com\/?p=10221979"},"modified":"2026-06-01T15:29:28","modified_gmt":"2026-06-01T07:29:28","slug":"%e5%8f%b0%e7%81%a3%e6%96%b0%e8%81%9e%e9%80%9a%e8%a8%8a%e7%a4%be-trendforce%ef%bc%9a%e5%90%88%e7%b4%84%e5%83%b9%e5%bf%ab%e9%80%9f%e4%b8%8a%e6%bc%b2-%e4%bb%8a%e5%b9%b4%e9%a6%96%e5%ad%a3-dram-%e7%94%a2","status":"publish","type":"post","link":"https:\/\/twkeypoint.com\/index.php\/2026\/06\/01\/%e5%8f%b0%e7%81%a3%e6%96%b0%e8%81%9e%e9%80%9a%e8%a8%8a%e7%a4%be-trendforce%ef%bc%9a%e5%90%88%e7%b4%84%e5%83%b9%e5%bf%ab%e9%80%9f%e4%b8%8a%e6%bc%b2-%e4%bb%8a%e5%b9%b4%e9%a6%96%e5%ad%a3-dram-%e7%94%a2\/","title":{"rendered":"\u53f0\u7063\u65b0\u805e\u901a\u8a0a\u793e-TrendForce\uff1a\u5408\u7d04\u50f9\u5feb\u901f\u4e0a\u6f32 \u4eca\u5e74\u9996\u5b63 DRAM \u7522\u696d\u71df\u6536\u5b63\u589e81%"},"content":{"rendered":"\n
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\n\u7814\u8abf\u6a5f\u69cbTrendForce\u6700\u65b0\u8a18\u61b6\u9ad4\u7522\u696d\u8abf\u67e5\uff0c\u4eca\u5e74\u7b2c1\u5b63\u56e0\u4e00\u822c\u578bDRAM\uff08conventional DRAM\uff09\u5408\u7d04\u50f9\u52a0\u901f\u4e0a\u6f32\uff0c\u5b63\u589e\u5e45\u5ea6\u9ad8\u905493-98%\uff0c\u6fc0\u52f5\u7522\u696d\u6574\u9ad4\u71df\u6536\u5b63\u6210\u957781%\uff0c\u9054970\u5104\u7f8e\u5143\u3002\u96a8\u8457AI\u61c9\u7528\u7531\u5927\u578b\u8a9e\u8a00\u6a21\u578b\uff08LLM\uff09\u8a13\u7df4\u9010\u6b65\u8f49\u81f3AI\u63a8\u8ad6\uff0c\u96f2\u7aef\u670d\u52d9\u4f9b\u61c9\u5546\uff08CSP\uff09\u8cc7\u6599\u4e2d\u5fc3\u5efa\u7f6e\u91cd\u9ede\u4e5f\u5f9eAI server\u5ef6\u4f38\u81f3\u901a\u7528\u578bserver\uff0c\u5e36\u52d5\u8a18\u61b6\u9ad4\u63a1\u8cfc\u9700\u6c42\u7531HBM3e\u3001LPDDR5X\u53ca\u9ad8\u5bb9\u91cfRDIMM\uff0c\u64f4\u5927\u81f3\u5404\u5bb9\u91cf\u898f\u683c\u7684RDIMM\u7522\u54c1\u3002<\/p>\n\n\n

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\n\n<\/p>\n\n\n

\n\u5206\u6790\u7b2c1\u5b63\u4e3b\u8981DRAM\u4f9b\u61c9\u5546\u71df\u6536\u8868\u73fe\uff0c\u7b2c\u4e00\u540dSamsung\u7522\u54c1\u7684\u5e73\u5747\u92b7\u552e\u55ae\u50f9(ASP)\u5927\u5e45\u6210\u9577\u3001\u5c45\u4e09\u5927\u539f\u5ee0\u4e4b\u9996\uff0c\u4e14server DRAM\u71df\u6536\u5360\u6bd4\u4e5f\u662f\u6700\u9ad8\uff0c\u63a8\u5347\u5176\u7b2c1\u5b63\u71df\u6536\u5b63\u589e\u9ad8\u905493.4%\uff0c\u70ba373.2\u5104\u7f8e\u5143\uff0c\u5e02\u5360\u4e0a\u5347\u81f338.5%\u3002<\/p>\n\n\n

\n<\/p>\n\n\n

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\n\n<\/p>\n\n\n

\nSK hynix\u7684HBM\u4f4d\u5143\u51fa\u8ca8\u6bd4\u91cd\u70ba\u4e09\u5927\u539f\u5ee0\u6700\u9ad8\uff0c\u71362026\u5e74HBM\u5408\u7d04\u50f9\u4e0b\u6ed1\uff0c\u6291\u5236\u5176\u6574\u9ad4\u7522\u54c1\u552e\u50f9\u6f32\u5e45\uff0c\u7b2c1\u5b63\u71df\u6536\u9054279.8\u5104\u7f8e\u5143\uff0c\u5b63\u589e62.5%\uff0c\u6392\u540d\u7b2c\u4e8c\uff0c\u5e02\u5360\u7387\u8abf\u6574\u81f328.8%\u3002\u7b2c\u4e09\u540dMicron\u71df\u6536\u5b63\u589e\u905481.6%\uff0c\u4e0a\u5347\u81f3217.5\u5104\u7f8e\u5143\uff0c\u5e02\u5360\u738722.4%\u6301\u5e73\u524d\u4e00\u5b63\u3002<\/p>\n\n\n

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\n<\/p>\n\n\n

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\n<\/p>\n\n\n

\n\n<\/p>\n\n\n

\nTrendForce\u8868\u793a\uff0c\u7b2c1\u5b63conventional DRAM\u5408\u7d04\u50f9\u683c\u6f32\u52e2\u5ef6\u7e8c\uff0c\u4e09\u5927\u539f\u5ee0\u7684\u751f\u7522\u548c\u51fa\u8ca8\u7686\u50be\u5411\u9ad8\u55ae\u50f9\u3001\u9ad8\u5229\u6f64\u7387\u7684server\u61c9\u7528\u7522\u54c1\u3002\u5728\u4f9b\u4e0d\u61c9\u6c42\u614b\u52e2\u78ba\u7acb\u3001\u7121\u5875\u5ba4\u5efa\u8a2d\u5c1a\u9700\u6642\u9593\u7684\u60c5\u6cc1\u4e0b\uff0c\u539f\u5ee02026\u5e74\u4e3b\u8981\u5c07\u85c9\u7531\u88fd\u7a0b\u5347\u7d1a\u64f4\u5f35\u4f4d\u5143\u4f9b\u7d66\uff0c\u800c\u6295\u7247\u898f\u6a21\u50c5\u80fd\u900f\u904e\u751f\u7522\u6d41\u7a0b\u512a\u5316\u5c0f\u5e45\u4e0a\u4fee\u3002<\/p>\n\n\n

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\n\n<\/p>\n\n\n

\nNanya\u3001Winbond\u3001PSMC\u4e3b\u653b\u6210\u719f\u88fd\u7a0b\u7522\u54c1\uff0c\u4ee5\u586b\u88dc\u524d\u4e09\u5927\u696d\u8005\u8f49\u63db\u88fd\u7a0b\u5f8c\u7121\u6cd5\u6eff\u8db3\u7684\u5e02\u5834\u9700\u6c42\u3002\u7b2c1\u5b63Nanya\u81ea\u8eab\u5eab\u5b58\u5df2\u5927\u5e45\u53bb\u5316\uff0cDDR4\u3001DDR3\u5408\u7d04\u50f9\u683c\u986f\u8457\u4e0a\u6f32\uff0c\u5e36\u52d5\u55ae\u5b63\u71df\u6536\u5b63\u589e60%\uff0c\u905415.5\u5104\u7f8e\u5143\u3002<\/p>\n\n\n

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\n\n<\/p>\n\n\n

\nWinbond\u7b2c1\u5b63DDR4\u3001LPDDR4\u51fa\u8ca8\u898f\u6a21\u64f4\u5f35\uff0c\u71df\u6536\u5b63\u589e\u9ad8\u905491.4%\uff0c\u4e0a\u5347\u81f3\u8fd15.7\u5104\u7f8e\u5143\u3002PSMC\u71df\u6536\u82e5\u4ee5\u81ea\u5bb6\u751f\u7522\u7684consumer DRAM\u7522\u54c1\u8a08\u7b97\uff0c\u5b63\u589e29.9%\uff0c\u70ba4,300\u842c\u7f8e\u5143\uff0c\u52a0\u8a08\u4ee3\u5de5\u71df\u6536\u5247\u5b63\u589e19.3%\u3002\u9810\u8a08\u8a72\u516c\u53f8\u53d6\u5f97Micron\u88fd\u7a0b\u6280\u8853\u6388\u6b0a\u5f8c\uff0c\u5c07\u7a4d\u6975\u64f4\u5927\u4f9b\u7d66\u3002<\/p>\n\n\n

\n<\/p>\n\n\n

\n<\/p>\n\n\n

\n2026\/06\/01 15:29<\/p>\n\n\n

\n\u8f49\u8f09\u81ea\u806f\u5408\u65b0\u805e\u7db2: https:\/\/udn.com\/news\/story\/7240\/9538541?from=udn-ch1_breaknews-1-99-news<\/p>\n\n<\/div>\n\n\n

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\u6700\u65b0\u6587\u7ae0<\/span><\/h2><\/div><\/div><\/div>

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