{"id":1948,"date":"2021-06-18T07:00:28","date_gmt":"2021-06-18T07:00:28","guid":{"rendered":"http:\/\/localhost:8080\/the-density-cost-and-marketing-of-semiconductor-memory\/"},"modified":"2026-07-18T00:26:44","modified_gmt":"2026-07-17T16:26:44","slug":"the-density-cost-and-marketing-of-semiconductor-memory","status":"publish","type":"post","link":"https:\/\/news.skhynix.com\/cn\/the-density-cost-and-marketing-of-semiconductor-memory\/","title":{"rendered":"\u5b58\u50a8\u82af\u7247\u5e02\u573a\u8425\u9500\uff1a\u5b58\u50a8\u5bc6\u5ea6\u4e0e\u6210\u672c"},"content":{"rendered":"<p>\u5b58\u50a8\u82af\u7247\u6280\u672f\u548c\u4e1a\u52a1\u7684\u6838\u5fc3\u5728\u4e8e\u201c\u5b58\u50a8\u5bc6\u5ea6\u6269\u5c55\u201d\u3002\u8fd9\u610f\u5473\u7740\u5185\u5728\u5305\u542b\u591a\u4e2a\u53ef\u4ee5\u4f20\u8f93\u5e76\u4fdd\u7559\u4fe1\u606f\u7684\u5355\u5143\uff08bit\uff09 \u3002\u5b58\u50a8\u82af\u7247\u9700\u6c42\u65b9\u9488\u5bf9\u5b58\u50a8\u82af\u7247\u7684\u8981\u6c42\u662f\u5404\u79cd\u5404\u6837\u7684\uff0c\u5305\u62ec\u901f\u5ea6\u548c\u53ef\u9760\u6027\u7b49\uff0c\u5176\u4e2d\u5bf9\u5b58\u50a8\u7a7a\u95f4\u7684\u6e34\u671b\u6700\u5927\u3002<\/p>\n<p>\u60a8\u53ef\u80fd\u4f1a\u8ba4\u4e3a\uff0c\u589e\u52a0\u5b58\u50a8\u5bc6\u5ea6\u53ef\u4ee5\u63d0\u5347\u5b58\u50a8\u5bb9\u91cf\uff0c\u56e0\u6b64\u534a\u5bfc\u4f53\u4ef7\u683c\u4e5f\u4f1a\u66f4\u52a0\u6602\u8d35\u3002\u4f46\u662f\u5b58\u50a8\u82af\u7247\u7684\u4ef7\u683c\u4e0e\u5b58\u50a8\u5bc6\u5ea6\u5e76\u4e0d\u6210\u6b63\u6bd4\u3002\u5b9e\u9645\u4e0a\uff0c\u4ef7\u683c\u4e0e\u5b58\u50a8\u5bc6\u5ea6\u65e0\u5173\u751a\u81f3\u4e5f\u4f1a\u6210\u53cd\u6bd4\uff0c\u4e00\u822c\u4f1a\u57281\u52308\u7f8e\u5143\u8303\u56f4\u5185\u968f\u65f6\u53d8\u52a8\u3002\u4ece\u800c\u5bfc\u81f4\u5168\u7403\u7ea640\u5bb6\u516c\u53f8\u672a\u80fd\u9002\u5e94\u5176\u53d8\u5316\u88ab\u6dd8\u6c70\u3002\u6700\u8fd1\u5341\u5e74\u7684\u65f6\u95f4\uff0c\u751f\u4ea7DRAM\u548cNAND\u7684\u516c\u53f8\u5404\u53ea\u6709\u4e09\u5230\u56db\u5bb6\u5e78\u5b58\u4e86\u4e0b\u6765\uff0c\u5e76\u5176\u5728\u5168\u7403\u5e02\u573a\u4e0a\u5360\u6709\u4e00\u5e2d\u4e4b\u5730\u3002<\/p>\n<p>\u00a0<\/p>\n<div style=\"text-align: center;\">\n<div style=\"display: inline-block; max-width: 748px; width: 100%; text-align: left;\">\n<div style=\"height: 2px; background: #666666; margin-bottom: 6px;\"><\/div>\n<h3 class=\"sub-title\" style=\"margin: 0; line-height: 1.4;\">1. \u5b58\u50a8\u82af\u7247\u5b58\u50a8\u5bc6\u5ea6\u589e\u52a0\u7684\u89c4\u5f8b\u4e3a\u6bcf\u5341\u5e74\u589e\u52a0\u7ea61000\u500d\uff082<sup style=\"color: #ff0000;\">* <\/sup>\uff09<\/h3>\n<div style=\"height: 2px; background: #666666; margin-top: 6px;\"><\/div>\n<\/div>\n<\/div>\n<p><img decoding=\"async\" class=\"size-full wp-image-4330 aligncenter\" src=\"https:\/\/d3kr8rj3cmzqzl.cloudfront.net\/wp-content\/uploads\/2026\/05\/29175622\/Yearly-comparison-of-density-increase-trends-between-DRAM-and-NAND.png\" alt=\"\" width=\"800\" \/><\/p>\n<p class=\"caption\">\u25b2 \u56fe1. DRAM\u4e0eNAND\u5b58\u50a8\u5bc6\u5ea6\u589e\u957f\u8d8b\u52bf\u7684\u5e74\u5ea6\u6bd4\u8f83<\/p>\n<p>\u5b58\u50a8\u82af\u7247\u7684\u5b58\u50a8\u5bc6\u5ea6\u6700\u521d\u8981\u4ece20\u4e16\u7eaa70\u5e74\u4ee3\u76841Kbit DRAM\u5f00\u59cb\u7b97\u8d77\uff0c\u5e76\u5448\u73b0\u51fa\u6bcf\u5341\u5e74\u589e\u52a0\u7ea61000\u500d\uff082<sup style=\"color: #ff0000;\">* <\/sup>\uff09\u7684\u8d8b\u52bf\u300220\u4e16\u7eaa80\u5e74\u4ee3\u5c5e\u4e8e\u5146\u6bd4\u7279\u65f6\u4ee3\uff0c20\u4e16\u7eaa90\u5e74\u4ee3\u548c21\u4e16\u7eaa\u5219\u5c5e\u4e8e\u5146\u6bd4\u7279\u589e\u957f\u5230\u5343\u5146\u6bd4\u7279\u7684\u65f6\u4ee3\u3002<\/p>\n<p>\u7136\u800c\uff0c\u5b58\u50a8\u5668\u5b9e\u9645\u5b58\u50a8\u5bc6\u5ea6\u7684\u771f\u6b63\u8d62\u5bb6\u662f\u5f53\u5c5e21\u4e16\u7eaa\u521d\u51fa\u73b0\u7684NAND\u3002\u6700\u521d\uff0c\u5728NAND\u53d1\u5c55\u521d\u59cb\u9636\u6bb5\uff0c\u5e02\u573a\u4e0a\u51fa\u73b0\u4e86\u5bb9\u91cf\u4e3a128Mbit\uff08Mega:2<sup style=\"color: #ff0000;\">* <\/sup>\uff09\u548c256Mbit\uff0c\u5c0f\u4e8e1Gbit\u7684SLC\u4ea7\u54c1\uff0c\u7ecf\u8fc7\u5341\u5e74\u7684\u53d1\u5c55\uff0c\u5bb9\u91cf\u4e3a64Gbit\uff08Giga:2<sup style=\"color: #ff0000;\">* <\/sup>\uff09\u548c128Gbit\uff0c\u8ddf\u4e4b\u524d\u76f8\u6bd4\u589e\u52a0\u7ea61000\u500d\u7684MLC\u4ea7\u54c1\u51fa\u73b0\u5e76\u6210\u4e3a\u4e3b\u6d41\u3002\u5728\u672c\u4e16\u7eaa20\u5e74\u4ee3\u521d\uff0c\u5b58\u50a8\u5bc6\u5ea6\u8fbe\u5230\u6bd4Gbit \u5927 1000\u500d\u7684 1\u592a\u6bd4\u7279\uff082<sup style=\"color: #ff0000;\">* <\/sup>\uff09\uff0c\u5373TLC\u4ea7\u54c1\u5f00\u59cb\u6210\u4e3a\u4e3b\u6d41\u4ea7\u54c1\u3002<\/p>\n<p>\u8fd9\u8868\u660eNAND\u7684\u5b58\u50a8\u5bc6\u5ea6\u5728\u6bcf10\u81f315\u5e74\u95f4\u589e\u52a0\u4e86\u5927\u7ea61000\u500d\u3002\u5728\u8fd9\u79cd\u8d8b\u52bf\u4e0b\uff0c\u9884\u8ba1\u572821\u4e16\u7eaa30\u5e74\u4ee3\u521d\uff0c\u5b58\u50a8\u5bc6\u5ea6\u662f\u592a\u6bd4\u72791000\u500d\u7684\u8d1d\u8131\u6bd4\u7279\uff082<sup style=\"color: #ff0000;\">* <\/sup>\uff09\uff08QLC-NAND\uff09\u65f6\u4ee3\u5c06\u4f1a\u5230\u6765\u3002\u4e00\u672c\u4e66\u5360\u7528\u7684\u5185\u5b58\u4e0d\u8db310Mbit\uff0c\u4e00\u90e8\u7535\u5f71\u5360\u7528\u7684\u5185\u5b58\u7ea6\u4e3a20Gbit\u3002\u8fd9\u610f\u5473\u77401Tbit\u53ef\u50a8\u5b5810\u4e07\u591a\u672c\u4e66\uff0c\u76f8\u5f53\u4e8e\u4e00\u4e2a\u4eba\u8981\u82b1\u4e00\u8f88\u5b50\u624d\u80fd\u8bfb\u5b8c\u6570\u91cf\uff0c\u6216\u8005\u50a8\u5b58\u6570\u5341\u90e8\u7535\u5f71\u3002<\/p>\n<p>\u5728DRAM\u65b9\u9762\uff0c\u57282020\u5e74\u5b58\u50a8\u5bc6\u5ea6\u7ef4\u6301\u5728NAND\u5b58\u50a8\u5bc6\u5ea6\u76841\/100\u500d\uff0c\u5bb9\u91cf\u4e3a64Gbit\u81f3128Gbit\u7684\u4ea7\u54c1\uff08DDR5\uff09\u5df2\u4e8e\u8fd1\u671f\u63a8\u51fa\u3002\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\u8fd9\u4e00\u5dee\u8ddd\u5c06\u4f1a\u8d8a\u6765\u8d8a\u6269\u5927\uff0c\u9884\u8ba1\u52302030\u5e74\u5c06\u8fbe\u52301000\u500d\uff0c\u52302040\u5e74\u5c06\u8d85\u8fc710000\u500d\u3002<\/p>\n<p>\u00a0<\/p>\n<div style=\"text-align: center;\">\n<div style=\"display: inline-block; max-width: 748px; width: 100%; text-align: left;\">\n<div style=\"height: 2px; background: #666666; margin-bottom: 6px;\"><\/div>\n<h3 class=\"sub-title\" style=\"margin: 0; line-height: 1.4;\">2. \u5b58\u50a8\u5bc6\u5ea6\u6700\u5927\u5316\u548c\u82af\u7247\u8868\u9762\u79ef\u6700\u5c0f\u5316\u2192\u4e3b\u5bfc\u4ef7\u683c<\/h3>\n<div style=\"height: 2px; background: #666666; margin-top: 6px;\"><\/div>\n<\/div>\n<\/div>\n<p><img decoding=\"async\" class=\"size-full wp-image-4330 aligncenter\" src=\"https:\/\/d3kr8rj3cmzqzl.cloudfront.net\/wp-content\/uploads\/2026\/05\/29175625\/Pricing-structure-of-semiconductors.png\" alt=\"\" width=\"800\" \/><\/p>\n<p class=\"caption\">\u25b2 \u56fe2. \u534a\u5bfc\u4f53\u5b9a\u4ef7\u7ed3\u6784<\/p>\n<p>\u4f9b\u5e94\u5546\u81f4\u529b\u4e8e\u6700\u5927\u9650\u5ea6\u5730\u589e\u52a0\u6bcf\u4e2a\u82af\u7247\u7684\u5b58\u50a8\u5bc6\u5ea6\u6216\u6676\u5706\u4e2d\u82af\u7247\u7684\u6570\u91cf\uff0c\u4ece\u800c\u964d\u4f4e\u534a\u5bfc\u4f53\u7684\u9500\u552e\u4ef7\u683c\u6216\u5355\u4f4d\u6210\u672c\u3002\u589e\u52a0\u6bcf\u4e2a\u82af\u7247\u5b58\u50a8\u5bc6\u5ea6\u7684\u76ee\u7684\u4e0d\u4ec5\u662f\u56e0\u4e3a\u9700\u8981\u5728\u82af\u7247\u4e2d\u5b58\u50a8\u5c3d\u53ef\u80fd\u591a\u7684\u6570\u636e\uff0c\u540c\u65f6\u4e5f\u662f\u56e0\u4e3a\u5ba2\u6237\u4e0d\u65ad\u5bfb\u6c42\u964d\u4f4e\u534a\u5bfc\u4f53\u7684\u6210\u672c\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u4e4b\u6240\u4ee5\u589e\u52a0\u6676\u5706\u6216\u51c0\u82af\u7247\u4e2d\u7684\u82af\u7247\u6570\u91cf\uff0c\u662f\u56e0\u4e3a\u4f9b\u5e94\u5546\u4e0d\u7ba1\u5e02\u573a\u9700\u6c42\u5982\u4f55\u90fd\u5e0c\u671b\u80fd\u591f\u5b9e\u73b0\u6210\u672c\u8282\u7ea6\u3002\u6362\u53e5\u8bdd\u8bf4\uff0c\u66f4\u9ad8\u89c4\u683c\u7684\u5b58\u50a8\u5bc6\u5ea6\u7b26\u5408\u4f9b\u9700\u53cc\u65b9\u7684\u5171\u540c\u5229\u76ca\uff0c\u800c\u82af\u7247\u6216\u51c0\u82af\u7247\u6570\u91cf\u7684\u589e\u52a0\u7eaf\u7cb9\u6709\u5229\u4e8e\u4f9b\u5e94\u5546\u63d0\u9ad8\u5229\u6da6\u3002<\/p>\n<p>\u5728\u8fd9\u65b9\u9762\uff0c\u4f9b\u5e94\u5546\u589e\u52a0\u6bcf\u4e2a\u82af\u7247\u7684\u5b58\u50a8\u5bc6\u5ea6\u548c\u6bcf\u4e2a\u6676\u5706\u7684\u51c0\u82af\u7247\u6570\uff0c\u65e8\u5728\u540c\u65f6\u6ee1\u8db3\u63d0\u9ad8\u5bc6\u5ea6\u548c\u8282\u7701\u6210\u672c\u8fd9\u4e24\u65b9\u9762\u7684\u9700\u6c42\uff0c\u540c\u65f6\u53c8\u964d\u4f4e\u5229\u6da6\u3002\u8fd9\u4f53\u73b0\u4e86\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u201c\u5c0f\u9e21\u535a\u5f08\u201d\uff0c\u5373\u8bd5\u56fe\u901a\u8fc7\u964d\u4f4e\u76c8\u5229\u80fd\u529b\u3001\u63d0\u9ad8\u5e02\u573a\u4efd\u989d\u7684\u7b56\u7565\u6765\u6218\u80dc\u5e02\u573a\u4e0a\u7684\u7ade\u4e89\u5bf9\u624b\u3002\u5728\u8fd9\u79cd\u60c5\u51b5\u4e0b\uff0c\u4f9b\u5e94\u5546\u5fc5\u987b\u521b\u9020\u4e00\u4e2a\u4f7f\u81ea\u8eab\u83b7\u5f97\u5229\u6da6\uff0c\u540c\u65f6\u4f7f\u7ade\u4e89\u5bf9\u624b\u906d\u53d7\u635f\u5931\u7684\u73af\u5883\u3002\u8fd9\u53ea\u6709\u5728\u4f9b\u5e94\u5546\u7684\u6210\u672c\u4e0e\u5176\u7ade\u4e89\u5bf9\u624b\u7684\u6210\u672c\u4e4b\u95f4\u5b58\u5728\u663e\u7740\u5dee\u8ddd\u65f6\u624d\u6709\u53ef\u80fd\u3002<\/p>\n<p>\u5728\u6210\u672c\u7ade\u4e89\u4e2d\u83b7\u80dc\u7684\u4f9b\u5e94\u5546\u80fd\u591f\u5728\u4ef7\u683c\u4e0a\u83b7\u5f97\u4e3b\u5bfc\u5730\u4f4d\u3002\u56e0\u6b64\uff0c\u4f9b\u5e94\u5546\u8c03\u52a8\u4e00\u5207\u80fd\u529b\uff08\u5305\u62ec\u6280\u672f\u548c\u9500\u552e\u6761\u4ef6\u7b49\uff09\uff0c\u5949\u884c\u4f4e\u6210\u672c\u7b56\u7565\u4ece\u800c\u589e\u52a0\u5168\u7403\u5e02\u573a\u4efd\u989d\u3002\u5982\u679c\u8fd9\u79cd\u60c5\u51b5\u6301\u7eed\u4e0b\u53bb\uff0c\u7ade\u4e89\u5bf9\u624b\u5c06\u65e0\u6cd5\u6539\u5584\u5229\u6da6\u7ed3\u6784\uff0c\u4e0d\u53ef\u907f\u514d\u5730\u4f1a\u88ab\u5e02\u573a\u6dd8\u6c70\u3002\u4f8b\u5982\uff0c\u524d\u5168\u7403DRAM\u534a\u5bfc\u4f53\u516c\u53f8\u5c14\u5fc5\u8fbe\uff08Elpida Memory\uff09\u548c\u5fb7\u56fd\u82f1\u98de\u51cc\u516c\u53f8\uff08Infineon\uff09\u4fbf\u662f\u5728\u8fd9\u6837\u7684\u201c\u5c0f\u9e21\u535a\u5f08\u201d\u4e2d\u8d25\u4e0b\u9635\u6765\u3002\u4ed6\u4eec\u8981\u4e48\u51fa\u552eDRAM\u4e1a\u52a1\uff0c\u8981\u4e48\u9000\u51fa\u5e02\u573a\uff0c\u5373\u4fbf\u56fd\u5bb6\u5c42\u9762\u4e0a\u505a\u51fa\u4e86\u8bb8\u591a\u52aa\u529b\u6765\u91cd\u632f\u8fd9\u4e9b\u516c\u53f8\u4e5f\u65e0\u6d4e\u4e8e\u4e8b\u3002<\/p>\n<p>\u00a0<\/p>\n<div style=\"text-align: center;\">\n<div style=\"display: inline-block; max-width: 748px; width: 100%; text-align: left;\">\n<div style=\"height: 2px; background: #666666; margin-bottom: 6px;\"><\/div>\n<h3 class=\"sub-title\" style=\"margin: 0; line-height: 1.4;\">2-1. \u5b58\u50a8\u5bc6\u5ea6\u6700\u5927\u5316\u2192\u964d\u4f4e\u4f4d\u5143\u751f\u4ea7\u6210\u672c<\/h3>\n<div style=\"height: 2px; background: #666666; margin-top: 6px;\"><\/div>\n<\/div>\n<\/div>\n<p><img decoding=\"async\" class=\"size-full wp-image-4330 aligncenter\" src=\"https:\/\/d3kr8rj3cmzqzl.cloudfront.net\/wp-content\/uploads\/2026\/05\/29175627\/Lowering-production-cost-of-bit-by-increasing-chip-density-%40-chip-price-set-arbitrarily.png\" alt=\"\" width=\"800\" \/><\/p>\n<p class=\"caption\">\u25b2 \u56fe3. \u5728\u4efb\u610f\u8bbe\u5b9a\u7684\u82af\u7247\u4ef7\u683c\u4e0b\uff0c\u901a\u8fc7\u589e\u52a0\u82af\u7247\u5b58\u50a8\u5bc6\u5ea6\u6765\u964d\u4f4e\u4f4d\u5143\u751f\u4ea7\u6210\u672c<\/p>\n<p>\u4e00\u822c\u800c\u8a00\uff0c\u589e\u52a0\u5b58\u50a8\u5bc6\u5ea6\u4f1a\u6d89\u53ca\u5230\u65b0\u4ea7\u54c1\u89c4\u5212\uff0c\u57fa\u4e8e\u8bbe\u5907\u6280\u672f\u8fdb\u884c\u7684\u8bbe\u8ba1\uff0c\u4ee5\u53ca\u5bf9\u529f\u80fd\u548c\u53ef\u9760\u6027\u8fdb\u884c\u76f8\u5e94\u7684\u5b8c\u5584\u3002\u8981\u589e\u52a0\u5b58\u50a8\u5bc6\u5ea6\uff0c\u5c31\u9700\u8981\u901a\u8fc7\u589e\u52a0\u5355\u5143\u7684\u6570\u91cf\uff0c\u5373\u4fbf\u8fd9\u6837\u505a\u4f1a\u7a0d\u5fae\u589e\u5927\u82af\u7247\u7684\u5c3a\u5bf8\uff0c\u6216\u662f\u901a\u8fc7\u7535\u5b50\u65b9\u6cd5\u589e\u52a0\u4f4d\u5143\u7684\u6570\u91cf\u3002\u5728\u534a\u5bfc\u4f53\u4e2d\uff0c\u7269\u7406\u5355\u5143\u6307\u7684\u662f\u6676\u4f53\u7ba1\uff08Transistor\uff0cTR\uff09\u3002\u6240\u4ee5\uff0c\u5fc5\u987b\u4f7f\u6676\u4f53\u7ba1\u66f4\u5c0f\u6216\u5c3d\u91cf\u7f29\u77ed\u8fde\u63a5\u6676\u4f53\u7ba1\u7535\u8def\u7684\u5bbd\u5ea6\u3002\u8fd9\u662f\u91c7\u7528\u4f20\u7edf\u65b9\u5f0f\u7f29\u5c0f\u5b58\u50a8\u82af\u7247\u7684\u4e00\u4e9b\u793a\u4f8b\uff0c\u9002\u7528\u4e8e\u5305\u62ecDRAM\u548cNAND\u5728\u5185\u7684\u6240\u6709\u5b58\u50a8\u5668\u3002<\/p>\n<p>\u589e\u52a0\u4f4d\u5143\u6570\u7684\u4ea7\u54c1\u5316\u65b9\u6cd5\u4e0e\u5176\u4ed6\u65b9\u6cd5\u7684\u4e0d\u540c\u5728\u4e8e\uff0c\u662f\u6839\u636e\u4e00\u5b9a\u5c3a\u5bf8\u7684\u5355\u5143\u5185\u7535\u5b50\u5b58\u50a8\u5bb9\u91cf\u6c34\u5e73\u7684\u533a\u5206\u3002\u5b83\u4e0d\u662f\u4e00\u79cd\u7269\u7406\u65b9\u6cd5\uff0c\u56e0\u6b64\u4e0e\u6676\u4f53\u7ba1\u7684\u5927\u5c0f\u6216\u7535\u8def\u7ebf\u5bbd\u65e0\u5173\u3002\u589e\u52a0\u7269\u7406\u5355\u5143\u4e2d\u7684\u4f4d\u5143\u6570\u53ea\u9002\u7528\u4e8eNAND\u7684\u9009\u9879\u4e4b\u4e00\u3002\u76ee\u524d\uff0c\u4e3b\u8981\u7684NAND\u4ea7\u54c1\u53ef\u4ee5\u5728\u6bcf\u4e2a\u5355\u5143\u5b58\u50a8\u4e09\u4f4d\u4fe1\u606f\uff08\u4e09\u5c42\u5355\u5143\uff0cTLC\uff09\u3002DRAM\u4ea7\u54c1\u6bcf\u4e2a\u5355\u5143\u53ef\u5b58\u50a81\u4f4d\u4fe1\u606f\uff0c\u5fc5\u987b\u901a\u8fc7\u7269\u7406\u65b9\u6cd5\u964d\u4f4e\u6bcf\u4f4d\u7684\u6210\u672c\u3002\u7136\u800cNAND\u4ea7\u54c1\u6bcf\u5355\u5143\u53ef\u5b58\u50a83\u4f4d\u4fe1\u606f\uff0c\u53ef\u4ee5\u540c\u65f6\u4f7f\u7528\u7269\u7406\u65b9\u6cd5\u548c\u7535\u5b50\u65b9\u6cd5\uff0c\u56e0\u800c\u66f4\u5177\u4f18\u52bf\u3002\u56e0\u6b64\uff0c\u5b58\u50a8\u5bc6\u5ea6\u53d1\u5c55\u7684\u4e3b\u5bfc\u5730\u4f4d\u5df2\u7ecf\u4eceDRAM\u8f6c\u79fb\u5230NAND\u3002\u7531\u4e8e\u5404\u79cd\u539f\u56e0\uff0c\u5c31\u6bcf\u4e2a\u4f4d\u5143\u7684\u6210\u672c\u800c\u8a00\uff0cDRAM\u7684\u6210\u672c\u662fNAND\u768410\u500d\u4ee5\u4e0a\u3002<\/p>\n<p>\u5f53\u4ea7\u54c1\u5b58\u50a8\u5bc6\u5ea6\u589e\u52a0\u65f6\uff0c\u8be5\u4ea7\u54c1\u7684\u4ef7\u683c\u4e5f\u4f1a\u968f\u4e4b\u4e0a\u6da8\u3002\u7136\u800c\uff0c\u4ef7\u683c\u7684\u4e0a\u6da8\u5e45\u5ea6\u5c0f\u4e8e\u5b58\u50a8\u5bc6\u5ea6\u7684\u589e\u957f\u5e45\u5ea6\u3002\u56e0\u6b64\uff0c\u5373\u4f7f\u4ef7\u683c\u4e0a\u6da81.5\u500d\uff0c\u5b58\u50a8\u5bc6\u5ea6\u6700\u591a\u4f1a\u589e\u52a04\u500d\uff082~4\u500d\uff09\u3002\u4e5f\u5c31\u662f\u8bf4\uff0c\u9700\u6c42\u65b9\u53ef\u4ee5\u83b7\u5f972.5\u500d\u4ee5\u4e0a\u7684\u6536\u76ca\u3002\u6362\u53e5\u8bdd\u8bf4\uff0c\u5373\u4fbf\u65b0\u534a\u5bfc\u4f53\u4ea7\u54c1\u4ef7\u683c\u9ad8\u6602\uff0c\u5b58\u50a8\u5bc6\u5ea6\u7684\u589e\u52a0\u5e45\u5ea6\u4f1a\u8d85\u8fc7\u4ef7\u683c\u7684\u4e0a\u6da8\u5e45\u5ea6\uff0c\u4f7f\u5176\u6709\u5229\u4e8e\u9700\u6c42\u65b9\uff0c\u540c\u65f6\u901a\u8fc7\u964d\u4f4e\u6bcf\u4f4d\u7684\u4ef7\u683c\u4e5f\u4e3a\u4f9b\u5e94\u5546\u521b\u9020\u6709\u5229\u7ed3\u6784\u3002\u7136\u800c\u5728\u73b0\u5b9e\u4e2d\uff0c\u5b58\u50a8\u5bc6\u5ea6\u7684\u589e\u52a0\u4f1a\u4f7f\u82af\u7247\u5c3a\u5bf8\u548c\u5176\u4ed6\u53d8\u91cf\u4e5f\u968f\u4e4b\u589e\u52a0\u3002\u800c\u4e0e\u89c4\u5212\u9636\u6bb5\u4e0d\u540c\u7684\u662f\uff0c\u4ea7\u54c1\u53d1\u5e03\u7684\u4ef7\u683c\u53ef\u80fd\u4f1a\u6839\u636e\u53d1\u5e03\u65f6\u95f4\u7b49\u5e02\u573a\u53d8\u91cf\u800c\u6709\u6240\u4e0d\u540c\u3002<\/p>\n<p>\u00a0<\/p>\n<div style=\"text-align: center;\">\n<div style=\"display: inline-block; max-width: 748px; width: 100%; text-align: left;\">\n<div style=\"height: 2px; background: #666666; margin-bottom: 6px;\"><\/div>\n<h3 class=\"sub-title\" style=\"margin: 0; line-height: 1.4;\">2-2. \u82af\u7247\u5c3a\u5bf8\u6700\u5c0f\u5316\u2192\u964d\u4f4e\u4f4d\u5143\u751f\u4ea7\u6210\u672c<\/h3>\n<div style=\"height: 2px; background: #666666; margin-top: 6px;\"><\/div>\n<\/div>\n<\/div>\n<p><img decoding=\"async\" class=\"size-full wp-image-4330 aligncenter\" src=\"https:\/\/d3kr8rj3cmzqzl.cloudfront.net\/wp-content\/uploads\/2026\/05\/29175629\/Lowering-cost-per-chip-by-increasing-number-of-chips-per-wafer-%40-number-of-chips-and-price-set-arbitrarily.png\" alt=\"\" width=\"800\" \/><\/p>\n<p class=\"caption\">\u25b2 \u56fe4. \u5728\u4efb\u610f\u8bbe\u5b9a\u7684\u82af\u7247\u4ef7\u683c\u4e0b\uff0c\u901a\u8fc7\u589e\u52a0\u6bcf\u4e2a\u6676\u5706\u7684\u82af\u7247\u6570\u91cf\u6765\u964d\u4f4e\u6bcf\u4e2a\u82af\u7247\u7684\u6210\u672c<\/p>\n<p>\u589e\u52a0\u6bcf\u4e2a\u6676\u5706\u7684\u82af\u7247\u6570\u91cf\u9700\u8981\u901a\u8fc7\u7269\u7406\u65b9\u6cd5\u6765\u5c3d\u91cf\u51cf\u5c11\u82af\u7247\u7684\u8868\u9762\u79ef\u3002\u8fd9\u9700\u8981\u7f29\u5c0f\u7535\u8def\u7ebf\u5bbd\u6216\u4f7f\u5355\u5143\u6548\u7387\u8fbe\u5230\u6700\u5927\u6765\u51cf\u5c0f\u82af\u7247\u5c3a\u5bf8\u3002\u4f46\u662f\uff0c\u7f29\u5c0f\u7535\u8def\u7ebf\u5bbd\u4f1a\u4f7f\u5668\u4ef6\uff08\u6676\u4f53\u7ba1\uff09\u7684\u53ef\u9760\u6027\u548c\u529f\u80fd\u53d7\u5230\u5f71\u54cd\u3002\u56e0\u4e3a\u5355\u5143\u5c3a\u5bf8\u53d8\u5c0f\u4f1a\u6709\u4e00\u4e9b\u9650\u5236\uff0c\u6240\u4ee5\u9700\u8981\u901a\u8fc7\u8bbe\u8ba1\u89c4\u5219\u5bfb\u627e\u6700\u4f73\u8bbe\u8ba1\u6761\u4ef6\u6765\u589e\u52a0\u82af\u7247\u7684\u6570\u91cf\u3002<\/p>\n<p>\u72ed\u4e49\u7684\u8bbe\u8ba1\u89c4\u5219\u662f\u6307\u5728\u4fdd\u8bc1\u8bbe\u8ba1\u7535\u6c14\u7279\u6027\u7684\u524d\u63d0\u4e0b\uff0c\u5e03\u7f6e\u5bfc\u7ebf\u5bbd\u5ea6\u548c\u5bfc\u7ebf\u95f4\u7269\u7406\u7a7a\u95f4\u7684\u6700\u4f73\u6761\u4ef6\u3002\u800c\u4ece\u5e7f\u4e49\u4e0a\u8bb2\uff0c\u8bbe\u8ba1\u89c4\u5219\u662f\u6307\u4e3a\u5de5\u827a\u72b6\u6001\u3001\u5c01\u88c5\u7684\u7269\u7406\u5f62\u5f0f\u548c\u5141\u8bb8\u7684\u7535\u6c14\u6761\u4ef6\u7b49\u5404\u79cd\u56e0\u7d20\u5efa\u7acb\u6700\u4f18\u6761\u4ef6\u3002\u6700\u5927\u9650\u5ea6\u7684\u589e\u52a0\u6bcf\u4e2a\u82af\u7247\u7684\u6570\u91cf\u53ef\u4ee5\u63d0\u9ad8\u6bcf\u4e2a\u82af\u7247\u7684\u4ef7\u683c\uff0c\u6700\u7ec8\u5e2e\u52a9\u4f9b\u5e94\u5546\u964d\u4f4e\u6bcf\u4e2a\u82af\u7247\u7684\u6210\u672c\u3002<\/p>\n<p>\u00a0<\/p>\n<div style=\"text-align: center;\">\n<div style=\"display: inline-block; max-width: 748px; width: 100%; text-align: left;\">\n<div style=\"height: 2px; background: #666666; margin-bottom: 6px;\"><\/div>\n<h3 class=\"sub-title\" style=\"margin: 0; line-height: 1.4;\">3. IDM\u516c\u53f8\u7684\u5174\u8870<\/h3>\n<div style=\"height: 2px; background: #666666; margin-top: 6px;\"><\/div>\n<\/div>\n<\/div>\n<p><img decoding=\"async\" class=\"size-full wp-image-4330 aligncenter\" src=\"https:\/\/d3kr8rj3cmzqzl.cloudfront.net\/wp-content\/uploads\/2026\/05\/29175631\/Yearly-changes-in-the-number-of-global-DRAM-IDM-companies-%40-excluding-companies-with-less-than-3-market-share-in-global-DRAM-market.png\" alt=\"\" width=\"800\" \/><\/p>\n<p class=\"caption\">\u25b2 \u56fe5. \u5168\u7403DRAM IDM\u516c\u53f8\u6570\u91cf\u7684\u5e74\u5ea6\u53d8\u5316\uff08\u4e0d\u5305\u62ec\u5728\u5168\u7403DRAM\u5e02\u573a\u5360\u6709\u7387\u4f4e\u4e8e3%\u7684\u516c\u53f8\uff09<\/p>\n<p>\u4ece1970\u5e74\u7684\u82f1\u7279\u5c14\u5f00\u59cb\uff0c\u5b58\u50a8\u82af\u7247\u4e1a\u52a1\u88ab\u8ba4\u4e3a\u662f\u4e00\u9879\u5229\u6da6\u4e30\u539a\u7684\u4e1a\u52a1\u3002\u968f\u774020\u591a\u5bb6\u7f8e\u56fd\u7535\u5b50\u516c\u53f8\u8fdb\u5165\u8be5\u884c\u4e1a\uff0c\u4f7f\u5176\u6210\u4e3a\u4e86\u4ee5\u7f8e\u56fd\u4e3a\u4e3b\u5bfc\u7684\u884c\u4e1a\u3002\u5230\u4e86\u4e0a\u4e16\u7eaa80\u5e74\u4ee3\uff0c\u4ee5\u65e5\u7acb\u4e3a\u9996\u7684\u7ea610\u5bb6\u5728\u65e5\u672c\u7684\u5168\u7403\u7535\u5b50\u516c\u53f8\u4e5f\u8fdb\u5165\u5e02\u573a\uff0c\u7f14\u9020\u4e86\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u84ec\u52c3\u53d1\u5c55\u3002\u6b64\u540e\uff0c\u534a\u5bfc\u4f53\u70ed\u8513\u5ef6\u5230\u97e9\u56fd\uff0c\u5f62\u6210\u4e86\u4e09\u661f\u7535\u5b50\u3001SK\u6d77\u529b\u58eb\uff08\u539f\u73b0\u4ee3\u7535\u5b50\uff09\u548cLG\u534a\u5bfc\u4f53\u201c\u4e09\u8db3\u9f0e\u7acb\u201d\u7684\u6001\u52bf\u3002\u6b27\u6d32\u8fd110\u5bb6ITC\u516c\u53f8\u4e5f\u5c06\u534a\u5bfc\u4f53\u89c6\u4e3a\u6781\u5177\u83b7\u5229\u524d\u666f\u7684\u4e1a\u52a1\uff0c\u5176\u4e2d\u5305\u62ecSGS\u6c64\u59c6\u68ee\u5fae\u7535\u5b50\u516c\u53f8\u3002\u56e0\u6b64\uff0c\u4ece\u4e0a\u4e16\u7eaa70\u5e74\u4ee3\u523090\u5e74\u4ee3\uff0c\u5168\u7403\u5927\u7ea6\u670940\u5bb6\u516c\u53f8\u8fdb\u5165\u8be5\u5e02\u573a\u3002\u4f46\u7531\u4e8e\u6210\u672c\u4e89\u593a\u6218\uff0c\u6bcf\u5341\u5e74\u5c31\u6709\u5927\u7ea610\u5bb6\u516c\u53f8\u6d88\u5931\u3002\u5728\u7ecf\u5386\u4e24\u573a\u6fc0\u70c8\u7684\u201c\u5c0f\u9e21\u535a\u5f08\u201d\u4e4b\u540e\uff0c\u90a3\u4e9b\u66fe\u7ecf\u51ed\u501f\u975e\u51e1\u6280\u672f\u51fa\u7c7b\u62d4\u8403\u7684\u6770\u51fa\u516c\u53f8\u9010\u6e10\u4ece\u5e02\u573a\u4e0a\u6d88\u5931\u3002\u76ee\u524d\uff0c\u4e09\u5bb6DRAM IDM\u516c\u53f8\uff08\u4e09\u661f\u7535\u5b50\u3001SK\u6d77\u529b\u58eb\u548c\u7f8e\u5149\uff09\u548c\u56db\u5bb6NAND 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