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

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\n\u64da\u5e02\u5834\u8abf\u67e5\u6a5f\u69cbCounterpoint Research\u6578\u64da\uff0c\u4eca\u5e74\u7b2c\u4e00\u5b63\u5168\u7403DRAM\u7684\u5e02\u5360\u7387\uff0c\u6392\u5e8f\u70ba\u97d3\u570b\u4e09\u661f\u96fb\u5b5038\uff05\u3001SK\u6d77\u529b\u58eb29\uff05\u3001\u7f8e\u514922\uff05\uff0c\u9577\u946b\u79d1\u6280\u70ba8\uff05\uff0c\u8f03\u53bb\u5e74\u7b2c\u4e00\u5b63\u7d043\uff05\u7684\u5e02\u5360\u7387\u5927\u5e45\u64f4\u5927\u3002<\/p>\n\n\n

\n\u64da\u300a\u65e5\u672c\u7d93\u6fdf\u65b0\u805e\u300b\u5831\u5c0e\uff0c\u6469\u6839\u58eb\u4e39\u5229\u57286\u6708\u7684\u5831\u544a\u4e2d\u9810\u6e2c\u7a31\uff0c\u9577\u946b\u5b58\u5132\u5c07\u57282023\uff5e2028\u5e74\u76845\u5e74\u9593\uff0c\u589e\u5f37\u6bcf\u6708\u70ba38\u842c8000\u5f35\u7684DRAM\u7522\u80fd\uff08\u6bcf\u500b\u6708\u53ef\u6295\u5165\u751f\u7522\u5de5\u5e8f\u7684\u6676\u5713\u6578\u91cf\uff09\uff0c\u5927\u9678\u4f01\u696d\u5360\u6574\u500b\u7522\u696d\u7684\u5e02\u5360\u7387\u5c07\u5f9e2023\u5e74\u7684\u7d0418\uff05\uff0c\u63d0\u9ad8\u81f32028\u5e74\u7684\u7d0423\uff05\u3002<\/p>\n\n\n

\nCounterpoint Research\u5206\u6790\u5e2b\u9ec3\u660e\u751f\uff08MS Hwang\uff0c\u97f3\u8b6f\uff09\u65bc7\u670816\u65e5\u8868\u793a\uff1a\u300c\u9577\u946b\u5b58\u5132\u7684\u6708\u7522\u80fd\u5230\u5e74\u672b\u5c07\u8d85\u904e30\u842c\u5f35\uff0c\u63a5\u8fd1\u7f8e\u5149\u7684\u6c34\u6e96\u300d\u3002<\/p>\n\n\n

\n\u53e6\u4e00\u65b9\u9762\uff0c\u300a\u65e5\u672c\u7d93\u6fdf\u65b0\u805e\u300b\u8aaa\uff0c\u9577\u946b\u5b58\u5132\u5728\u6280\u8853\u65b9\u9762\u8207\u7f8e\u5149\u7b49\u5927\u578b\u4f01\u696d\u4ecd\u5b58\u5728\u5dee\u8ddd\u3002\u534a\u5c0e\u9ad4\u6676\u7247\u7684\u96fb\u8def\u8d8a\u7cbe\u7d30\uff0c\u8d8a\u80fd\u4ee5\u540c\u6a23\u5927\u5c0f\u7684\u6676\u5713\u751f\u7522\u66f4\u591a\u7684\u5b58\u5132\u6676\u7247\u3002\u56e0\u6b64\uff0c\u8981\u8861\u91cf\u7af6\u722d\u529b\uff0c\u4e0d\u50c5\u8981\u770b\u7522\u80fd\uff0c\u986f\u793a1\u5f35\u6676\u5713\u80fd\u751f\u7522\u7684\u5b58\u5132\u5bb9\u91cf\u7684\u300c\u6bd4\u7279\u8f38\u51fa\u91cf\u300d\u4e5f\u6210\u70ba\u91cd\u8981\u6307\u6a19\u3002<\/p>\n\n\n

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\n\u827e\u53f8\u6469\u723e\u7684EUV\u5149\u523b\u8a2d\u5099\u5c0d\u5927\u9678\u7684\u51fa\u53e3\u7ba1\u5236\u6b63\u5728\u52a0\u5f37\uff0c\u539f\u56e0\u662f\u7f8e\u570b\u653f\u5e9c\u91dd\u5c0d\u534a\u5c0e\u9ad4\u5c16\u7aef\u6280\u8853\u6240\u5be6\u65bd\u7684\u5c0d\u83ef\u51fa\u53e3\u7ba1\u5236\u3002\u5728\u7ba1\u5236\u52a0\u5f37\u7684\u60c5\u6cc1\u4e0b\uff0c\u5927\u9678\u534a\u5c0e\u9ad4\u88fd\u9020\u5546\u5c07\u900f\u904e\u88fd\u9020\u8a2d\u5099\u7684\u570b\u7522\u5316\u4f86\u6297\u8861\u3002<\/p>\n\n\n

\n\u534a\u5c0e\u9ad4\u5206\u6790\u5e2b\u5409\u59c6\uff0e\u6f22\u8fea \uff08Jim Handy\uff09\u6ce8\u610f\u5230\u7684\u4e00\u9ede\u662f\uff0c\u9577\u946b\u5b58\u5132\u6709\u4f86\u81ea\u5fb7\u570b\u7684\u539fDRAM\u88fd\u9020\u5546\u5947\u5922\u9054\uff08Qimonda\uff09\u7684\u6280\u8853\u4eba\u54e1\uff0c\u4ed6\u5011\u64c1\u6709\u8a2d\u8a08\u548c\u91cf\u7522\u7684\u7d93\u9a57\u3002\u6f22\u8fea\u8868\u793a\uff1a\u300c\u64c1\u6709\u5be6\u969b\u8a2d\u8a08\u6676\u7247\u4e26\u9032\u884c\u91cf\u7522\u7684\u7d93\u9a57\u662f\u512a\u52e2\u300d\uff0c\u4e26\u6307\u51fa\u9577\u946b\u5b58\u5132\u4eca\u5f8c\u6709\u53ef\u80fd\u5728\u57fa\u65bc\u570b\u7522\u88fd\u9020\u8a2d\u5099\u7684\u5fae\u7d30\u5316\u6280\u8853\u65b9\u9762\u8ffd\u8d95\u4e0a\u4f86\u3002<\/p>\n\n\n

\n\u5728AI\u6295\u8cc7\u589e\u52a0\u7684\u80cc\u666f\u4e0b\uff0c\u5168\u7403DRAM\u50f9\u683c\u5728\u904e\u53bb\u4e00\u5e74\u4e2d\u6f32\u81f3\u7d046\u500d\uff0c\u63a8\u9ad8\u4e86\u7f8e\u5149\u7b49\u7f8e\u570b\u534a\u5c0e\u9ad4\u5927\u4f01\u696d\u7684\u7372\u5229\u3002\u300a\u65e5\u672c\u7d93\u6fdf\u65b0\u805e\u300b\u6307\u51fa\uff0c\u5982\u679c\u9577\u946b\u5b58\u5132\u4eca\u5f8c\u900f\u904e\u64f4\u5927\u751f\u7522\u898f\u6a21\u5f15\u767cDRAM\u50f9\u683c\u4e0b\u964d\uff0c\u6216\u8005\u5728\u6280\u8853\u65b9\u9762\u596e\u8d77\u76f4\u8ffd\uff0c\u9019\u4e9b\u90fd\u5c07\u5c0d\u7f8e\u570b\u534a\u5c0e\u9ad4\u7522\u696d\u5f62\u6210\u885d\u64ca\u3002<\/p>\n\n\n

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

\n2026\/07\/27 22:16<\/p>\n\n\n

\n\u8f49\u8f09\u81ea\u4e2d\u6642\u65b0\u805e\u7db2: https:\/\/www.chinatimes.com\/realtimenews\/20260727003992-260408<\/p>\n\n<\/div>\n\n\n

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