{"id":778,"date":"2024-02-07T00:00:37","date_gmt":"2024-02-07T00:00:37","guid":{"rendered":"http:\/\/localhost:8080\/top-team-insights-ai-infra-head-justin-kim-strategy-in-the-ai-era\/"},"modified":"2026-06-15T06:54:33","modified_gmt":"2026-06-15T06:54:33","slug":"top-team-insights-ai-infra-head-justin-kim-strategy-in-the-ai-era","status":"publish","type":"post","link":"https:\/\/news.skhynix.com\/cn\/top-team-insights-ai-infra-head-justin-kim-strategy-in-the-ai-era\/","title":{"rendered":"[\u9ad8\u5c42\u56e2\u961f\u8bbf\u8c08] \u201c\u6253\u7834\u60ef\u6027 \u52c7\u4e8e\u521b\u65b0\u201d\uff0c AI Infra\u62c5\u5f53\u91d1\u67f1\u5584\u793e\u957f\u7684\u4eba\u5de5\u667a\u80fd\u65f6\u4ee3\u6218\u7565"},"content":{"rendered":"
SK\u6d77\u529b\u58eb\u9ad8\u5c42\u56e2\u961f\uff08Top Team\uff09\u662f\u6307\u8d1f\u8d23\u516c\u53f8\u4e3b\u8981\u4e1a\u52a1\u90e8\u95e8\u7684\u7ba1\u7406\u5c42\u3002\u516c\u53f8\u5c06\u63a8\u51fa\u9ad8\u5c42\u56e2\u961f\u9886\u5bfc\u7684\u7cfb\u5217\u8bbf\u8c08\uff0c\u76ee\u7684\u662f\u8ba9\u8bfb\u8005\u4ee5\u5173\u952e\u5b57\u4e3a\u5bfc\u5411\uff0c\u4e86\u89e3\u9886\u5bfc\u8005\u4eec\u4e3a\u5b9e\u73b0\u516c\u53f8\u613f\u666f\u800c\u5f3a\u8c03\u7684\u4f01\u4e1a\u7b56\u7565\u3001\u7ec4\u7ec7\u6587\u5316\u7b49\uff1b\u6b64\u5916\uff0c\u672c\u7cfb\u5217\u62a5\u9053\u4f20\u8fbe\u4e86\u7ba1\u7406\u5c42\u7684\u58f0\u97f3\uff0c\u8bfb\u8005\u4ea6\u53ef\u4ee5\u4ece\u4e2d\u83b7\u53d6\u7a33\u5065\u4e14\u5bcc\u6709\u4ef7\u503c\u7684\u4fe1\u606f\u30022024\u5e74\uff0cSK\u6d77\u529b\u58eb\u65b0\u8bbe\u7acbAI Infra\u7ec4\u7ec7\uff0c\u9ad8\u5c42\u56e2\u961f\u7cfb\u5217\u8bbf\u8c08\u7684\u7b2c\u4e00\u4f4d\u4e3b\u4eba\u516c\uff0c\u4fbf\u662fSK\u6d77\u529b\u58ebAI Infra\u62c5\u5f53\u91d1\u67f1\u5584\u793e\u957f\u3002<\/div>\n

\"SK\u6d77\u529b\u58eb\u65b0\u8bbe\u7acbAI<\/p>\n

SK\u6d77\u529b\u58eb\u7684HBM\u4ea7\u54c1\u5e02\u573a\u5360\u6709\u7387\u4f4d\u5217\u7b2c\u4e00\u3002\u867d\u7136\u53ea\u662f\u7b80\u77ed\u7684\u4e00\u53e5\u8bdd\uff0c\u4f46\u516c\u53f8\u80fd\u8fbe\u5230\u76ee\u524d\u7684\u9886\u5148\u5730\u4f4d\uff0c\u5374\u662f\u7531\u8d85\u4e4e\u60f3\u8c61\u7684\u3001\u65e0\u6570\u4eba\u7684\u52aa\u529b\u51dd\u7ed3\u800c\u6210\u3002\u4e3a\u4e86\u5f00\u53d1\u9ad8\u6027\u80fd\u4ea7\u54c1\u800c\u5b64\u519b\u594b\u6218\u7684\u6280\u672f\u56e2\u961f\u3001\u4e3a\u63d0\u9ad8\u826f\u54c1\u7387\u591c\u4ee5\u7ee7\u65e5\u8f9b\u52b3\u7684\u5de5\u7a0b\u5e08\u3001\u4e3a\u63d0\u9ad8\u6536\u76ca\u800c\u52aa\u529b\u7684\u4e1a\u52a1\u90e8\u95e8\uff0c\u6b63\u662f\u4f17\u4eba\u7684\u9f50\u5fc3\u534f\u529b\uff0c\u624d\u94f8\u5c31\u4e86\u201c\u5e02\u573a\u5360\u6709\u7387\u7b2c\u4e00\u201d\u8fd9\u53e5\u8bdd\u3002<\/p>\n

\u5728\u8fd9\u4e2a\u8fc7\u7a0b\u4e2d\uff0c\u91d1\u67f1\u5584\u793e\u957f\u4ee5\u6218\u7565\u5bb6\u601d\u7ef4\uff0c\u654f\u6377\u5730\u6d1e\u5bdf\u5168\u7403\u5e02\u573a\u53d8\u5316\uff0c\u4e0e\u5ba2\u6237\u7d27\u5bc6\u5408\u4f5c\uff0c\u6210\u529f\u5f15\u9886SK\u6d77\u529b\u58eb\u5728AI\u5b58\u50a8\u82af\u7247\u9886\u57df\u83b7\u5f97\u5168\u7403\u5e02\u573a\u9886\u5bfc\u5730\u4f4d\u3002\u4eca\u5e74\uff0c\u4ed6\u6b63\u5f0f\u664b\u5347\u4e3a\u793e\u957f\uff0c\u62c5\u4efb\u5168\u65b0AI Infra\u7ec4\u7ec7\u7684\u8d1f\u8d23\u4eba\u3002<\/p>\n

\u540c\u65f6\uff0c\u91d1\u793e\u957f\u8fd8\u517c\u4efb\u5168\u7403\u9500\u552e\u4e0e\u8425\u9500\u90e8\uff08GSM, Global Sales & Marketing\uff09\u8d1f\u8d23\u4eba\u3002\u4f5c\u4e3a\u6838\u5fc3\u90e8\u95e8\u7684\u9886\u5bfc\u8005\uff0c\u4ed6\u5df2\u7ad9\u5728\u8d77\u8dd1\u7ebf\u4e0a\uff0c\u968f\u65f6\u51c6\u5907\u5f15\u9886\u5168\u7403\u4eba\u5de5\u667a\u80fd\u5e02\u573a\u3002<\/p>\n

\u00a0<\/p>\n

\n
\n
<\/div>\n

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<\/div>\n<\/div>\n<\/div>\n

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* <\/sup>\u9ad8\u5e26\u5bbd\u5b58\u50a8\u5668(HBM, High Bandwidth Memory): \u4e00\u79cd\u9ad8\u9644\u52a0\u503c\u3001\u9ad8\u6027\u80fd\u5b58\u50a8\u5668\uff0c\u53ef\u5c06\u591a\u4e2aDRAM\u82af\u7247\u5782\u76f4\u4e92\u8054\u3002\u4e0e\u73b0\u6709\u7684DRAM\u4ea7\u54c1\u76f8\u6bd4\uff0c\u6570\u636e\u5904\u7406\u901f\u5ea6\u663e\u8457\u63d0\u9ad8\u3002\u8be5\u4ea7\u54c1\u6309\u7167HBM\u7b2c1\u4ee3\uff08HBM\uff09-\u7b2c2\u4ee3\uff08HBM2\uff09-\u7b2c3\u4ee3\uff08HBM2E\uff09-\u7b2c4\u4ee3\uff08HBM3\uff09-\u7b2c5\u4ee3\uff08HBM3E\uff09\u7684\u987a\u5e8f\u5f00\u53d1\uff0cHBM3E\u662fHBM3\u7684\u6269\u5c55\u7248\u3002<\/p>\n

\"\u91d1\u67f1\u5584\u793e\u957f\u5f3a\u8c03\u521b\u65b0\u7684\u91cd\u8981\u6027\uff0c\u786e\u4fddSK\u6d77\u529b\u58eb\u7ee7\u7eed\u5f15\u9886AI\u5b58\u50a8\u5668\u5e02\u573a\"<\/p>\n

\u25b2 \u91d1\u67f1\u5584\u793e\u957f\u5f3a\u8c03\u521b\u65b0\u7684\u91cd\u8981\u6027\uff0c\u786e\u4fddSK\u6d77\u529b\u58eb\u7ee7\u7eed\u5f15\u9886AI\u5b58\u50a8\u5668\u5e02\u573a<\/p>\n

\u201c\u4e3a\u4e86\u5de9\u56fa\u5e76\u62d3\u5c55<\/strong>SK<\/strong>\u6d77\u529b\u58eb\u5728<\/strong>AI<\/strong>\u57fa\u7840\u8bbe<\/strong>\u65bd<\/strong>* <\/sup>\u5e02\u573a\u7684\u9886\u5148\u5730\u4f4d\uff0c\u6211\u4eec\u6210\u7acb\u4e86\u4e00\u4e2a\u5168\u65b0\u7ec4\u7ec7\u3002\u8be5\u7ec4\u7ec7\u65d7\u4e0b\u62e5\u6709\u4e09\u5927\u4e1a\u52a1\u90e8\u95e8\uff0c\u5206\u522b\u662f\u8d1f\u8d23\u5168\u7403\u4e1a\u52a1\u7684\u5168\u7403\u9500\u552e\u4e0e\u8425\u9500\u90e8\uff08<\/strong>GSM<\/strong>\uff09\u3001\u6574\u5408\u5168\u516c\u53f8<\/strong>HBM<\/strong>\u8d44\u6e90\u7684<\/strong>HBM<\/strong>\u4e1a\u52a1\u90e8\uff08<\/strong>HBM Business<\/strong>\uff09\u3001\u4ee5\u53ca\u63a2\u7d22\u540e<\/strong>HBM<\/strong>\u65f6\u4ee3\u4ea7\u54c1\u4e0e\u5e02\u573a\u7684\u5185\u5b58\u7cfb\u7edf\u7814\u7a76\u90e8\uff08<\/strong>MSR, Memory System Research<\/strong>\uff09\u3002\u201d<\/strong><\/p>\n

AI Infra\u7ec4\u7ec7\u7684\u9886\u5bfc\u5c42\u53ca\u6210\u5458\u4eec\u4e0e\u6574\u4e2a\u516c\u53f8\u7d27\u5bc6\u534f\u4f5c\uff0c\u5171\u540c\u7814\u53d1AI\u5b58\u50a8\u5668\u65b0\u4e00\u4ee3\u4ea7\u54c1\uff0c\u81f4\u529b\u4e8e\u63d0\u4f9b\u4ee4\u5ba2\u6237\u6ee1\u610f\u7684\u670d\u52a1\uff0c\u79ef\u6781\u62d3\u5c55AI\u5e02\u573a\u3002\u5177\u4f53\u800c\u8a00\uff0c\u5c31\u662f\u6839\u636e\u4e0d\u540c\u5ba2\u6237\u7684\u9700\u6c42\uff0c\u63d0\u4f9b\u91cf\u8eab\u5b9a\u5236\u7684\u4e13\u4e1a\u4ea7\u54c1\uff1b\u540c\u65f6\uff0c\u901a\u8fc7\u6df1\u5165\u5206\u6790\u5927\u578b\u8bed\u8a00\u6a21\u578b* <\/sup>\uff0c\u5f00\u53d1\u51fa\u6700\u4f73\u5b58\u50a8\u5668\u4ea7\u54c1\uff1b\u843d\u5b9e\u5b9a\u5236\u578bHBM\u4ea7\u54c1\u6982\u5ff5\uff0c\u4ee5\u63d0\u51fa\u4e0b\u4e00\u4ee3\u5b58\u50a8\u5668\u89e3\u51b3\u65b9\u6848\u7b49\u3002<\/p>\n

\u201c\u516c\u53f8\u7ad9\u5728\u4eba\u5de5\u667a\u80fd\u4e1a\u52a1\u9886\u57df\u7684\u6700\u524d\u6cbf\uff0c\u8ba9\u6211\u6709\u4e86\u66f4\u5f3a\u7684\u8d23\u4efb\u611f\u3002\u56e0\u6b64\u6211\u5e0c\u671b\u4ece\u4e0d\u540c\u7684\u89d2\u5ea6\u5ba1\u89c6\u5546\u4e1a\u73af\u5883\uff0c\u4e3a\u5458\u5de5\u63d0\u4f9b\u6e05\u6670\u7684\u76ee\u6807\u548c\u613f\u666f\uff0c\u4ee5\u4fbf\u505a\u51fa\u6700\u597d\u7684\u51b3\u7b56\u3002\u201d<\/strong><\/p>\n

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* <\/sup>AI\u57fa\u7840\u8bbe\u65bd\uff08AI Infrastructure\uff09\uff1a\u5728\u6784\u5efa\u3001\u6d4b\u8bd5\u3001\u8bad\u7ec3\u548c\u90e8\u7f72\u57fa\u4e8e\u4eba\u5de5\u667a\u80fd\u7684\u5e94\u7528\u6216\u670d\u52a1\u65f6\uff0c\u6240\u9700\u7684\u786c\u4ef6\u3001\u8f6f\u4ef6\uff0c\u53ca\u7ec4\u4ef6\u7b49\u914d\u5957\u8bbe\u65bd\u3002
\n* <\/sup>\u5927\u578b\u8bed\u8a00\u6a21\u578b (LLM, Large Language Model):\u00a0\u4e00\u79cd\u901a\u8fc7\u4f7f\u7528\u5927\u6570\u636e\u8bad\u7ec3\uff0c\u8fbe\u5230\u7406\u89e3\u53ca\u751f\u6210\u81ea\u7136\u8bed\u8a00\u7684\u6df1\u5ea6\u5b66\u4e60\u7b97\u6cd5\u3002<\/p>\n

\u00a0<\/p>\n

\n
\n
<\/div>\n

33\u5e74\u7684\u5353\u8d8a\u6210\u5c31\uff0c\u5c06\u5728AI Infra\u7ec4\u7ec7\u5f97\u4ee5\u5ef6\u7eed<\/h3>\n
<\/div>\n<\/div>\n<\/div>\n

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\"\u91d1\u67f1\u5584\u793e\u957f\u5f00\u53d1\u7684\u5e02\u573a\u9884\u6d4b\u5de5\u5177\uff0c\u5728\u5e2e\u52a9SK\u6d77\u529b\u58eb\u5b9e\u73b0HBM\u5e02\u573a\u4e3b\u5bfc\u5730\u4f4d\u65b9\u9762\u53d1\u6325\u4e86\u5173\u952e\u4f5c\u7528\"<\/p>\n

\u25b2 \u91d1\u67f1\u5584\u793e\u957f\u5f00\u53d1\u7684\u5e02\u573a\u9884\u6d4b\u5de5\u5177\uff0c\u5728\u5e2e\u52a9SK\u6d77\u529b\u58eb\u5b9e\u73b0HBM\u5e02\u573a\u4e3b\u5bfc\u5730\u4f4d\u65b9\u9762\u53d1\u6325\u4e86\u5173\u952e\u4f5c\u7528<\/p>\n

\u201c\u6b64\u524d\u5e02\u573a\u9884\u6d4b\u662f\u5728\u5f00\u53d1\u3001\u751f\u4ea7\u3001\u91c7\u8d2d\u3001\u9500\u552e\u548c\u5e02\u573a\u8425\u9500\u7b49\u591a\u4e2a\u90e8\u95e8\u4e2d\u5206\u6563\u8fdb\u884c\u7684\uff0c\u6574\u4f53\u9884\u6d4b\u6548\u7387\u5e76\u4e0d\u7406\u60f3\u3002<\/strong>\u6211<\/strong>\u53d1\u73b0\u91cd\u590d\u540c\u6837\u7684\u6a21\u5f0f\u4e0d\u4f1a\u6539\u53d8\u73b0\u72b6<\/strong>\uff0c\u56e0\u6b64\u6211\u91c7\u53d6\u4e86\u884c\u52a8\uff0c\u7ec4\u5efa\u4e86\u201c\u4e00\u4e2a\u56e2\u961f\u201d\uff08<\/strong>One-team<\/strong>\uff09\u4f53\u7cfb\u3002\u901a\u8fc7\u8fd9\u4e00\u4f53\u7cfb\uff0c\u6211\u4eec\u53ef\u4ee5\u9ad8\u6548\u7684\u8fdb\u884c\u8d44\u6e90\u914d\u7f6e\uff0c\u4e0d\u65ad\u589e\u5f3a\u54cd\u5e94\u5e02\u573a\u53d8\u5316\u548c\u89e3\u51b3\u8fd0\u8425\u95ee\u9898\u7684\u80fd\u529b\u3002\u5f97\u76ca\u4e8e\u6b64\uff0c\u6211\u4eec\u505a\u5230\u4e86\u63d0\u524d\u516d\u4e2a\u6708\u4ee5\u4e0a\u638c\u63e1\u5173\u952e\u4fe1\u606f\uff0c\u4ee5\u53ca\u65f6\u5e94\u5bf9<\/strong>HBM<\/strong>\u4ea7\u54c1\u7684\u5e02\u573a\u9700\u6c42\u3002\u201d<\/strong><\/p>\n

\u5f53\u7136\uff0c\u53d6\u5f97HBM\u5e02\u573a\u7b2c\u4e00\u7684\u6210\u7ee9\u5173\u952e\uff0c\u5e76\u975e\u53ea\u4f9d\u9760MMI\u5de5\u5177\uff0c\u800c\u662f\u91d1\u793e\u957f\u51fa\u8272\u7684\u6218\u7565\u6027\u8425\u9500\u80fd\u529b\uff0c\u4ee5\u53ca\u4e0e\u6574\u4e2a\u56e2\u961f\u901a\u529b\u5408\u4f5c\u7684\u6210\u679c\u3002<\/p>\n

\u201c\u6211\u4eec\u4e0e\u4eba\u5de5\u667a\u80fd\u5e02\u573a\u4e2d\u6709\u5f71\u54cd\u529b\u7684\u4f01\u4e1a\u5efa\u7acb\u4e86\u826f\u597d\u7684\u5408\u4f5c\u5173\u7cfb\u3002\u5ba2\u6237\u7684\u9ad8\u5ea6\u4fe1\u4efb\u548c\u901a\u529b\u5408\u4f5c\u662f\u6211\u4eec\u6210\u4e3a\u5176\u7a33\u5b9a<\/strong>HBM<\/strong>\u4f9b\u5e94\u5546\u7684\u5173\u952e\u56e0\u7d20\u3002\u518d\u52a0\u4e0a<\/strong>HBM<\/strong>\u76f8\u5173\u4e1a\u52a1\u90e8\u95e8\u7684\u7d27\u5bc6\u534f\u4f5c\uff0c\u6211\u4eec\u624d\u80fd\u63d0\u4f9b\u6ee1\u8db3\u5ba2\u6237\u9700\u6c42\u7684\u6700\u4f73\u4ea7\u54c1\uff0c\u786e\u4fdd\u5e02\u573a\u5360\u6709\u7387\u7b2c\u4e00\u3002\u201d<\/strong><\/p>\n

\u91d1\u793e\u957f\u654f\u9510\u7684\u6d1e\u5bdf\u529b\uff0c\u5728DDR5\u53ca\u5176\u5b83\u4ea7\u54c1\u4e1a\u52a1\u4e0a\u4e5f\u5f97\u5230\u5370\u8bc1\u3002\u901a\u8fc7\u4e0e\u670d\u52a1\u5668\u5ba2\u6237\u63d0\u524d\u5efa\u7acb\u5408\u4f5c\uff0c\u91d1\u793e\u957f\u4e3aSK\u6d77\u529b\u58eb\u5728\u9ad8\u6027\u80fdDDR5\u5e02\u573a\u4e0a\u5360\u636e\u9996\u4f4d\u94fa\u5e73\u4e86\u9053\u8def\u3002\u6b63\u662f\u51ed\u501fDRAM\u5728\u5e73\u5747\u552e\u4ef7\uff08ASP, Average Selling Price\uff09\u65b9\u9762\u7684\u663e\u8457\u4f18\u52bf\uff0c\u4ed6\u4e3a\u516c\u53f8\u53bb\u5e74\u7b2c\u56db\u5b63\u5ea6\u5728\u884c\u4e1a\u9996\u6b21\u626d\u4e8f\u4e3a\u76c8\u5960\u5b9a\u4e86\u57fa\u7840\u3002<\/p>\n

\u6709\u4e86\u8fd9\u4e9b\u4e13\u4e1a\u7ecf\u9a8c\uff0c\u91d1\u793e\u957f\u5c06\u5e26\u9886AI Infra\u56e2\u961f\uff0c\u52a0\u5feb\u516c\u53f8\u6210\u4e3a\u5168\u7403<\/strong>\u9876\u7ea7<\/strong>\u4eba\u5de5\u667a\u80fd\u5b58<\/strong>\u50a8<\/strong>\u5668\u4f9b<\/strong>\u5e94<\/strong>\u5546<\/strong>\u7684\u6b65\u4f10\u3002\u76ee\u524d\uff0c\u76f8\u5173\u53d1\u5c55\u84dd\u56fe\u5df2\u7ed8\u5236\u5b8c\u6bd5\u3002<\/p>\n

\u201c\u5e94\u5bf9\u672a\u6765\u5e02\u573a\u7684\u6311\u6218\uff0c\u5efa\u7acb\u4ee5\u4fe1\u4efb\u4e3a\u57fa\u7840\u7684\u6218\u7565\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u81f3\u5173\u91cd\u8981\u3002\u57fa\u4e8e\u7262\u56fa\u7684\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u6211\u4eec\u5fc5\u987b\u53ca\u65f6\u4e3a\u5ba2\u6237\u63d0\u4f9b\u6240\u9700\u4ea7\u54c1\u3002\u77ed\u671f\u5185\uff0c\u6211\u4eec\u5c06\u51ed\u501f\u538b\u5012\u6027\u7684\u6280\u672f\u548c\u8d28\u91cf\u4f18\u52bf\uff0c\u5145\u5206\u5360\u636e\u5e02\u573a\u4e3b\u5bfc\u5730\u4f4d\uff0c\u5e76\u4e14\u4e0e\u5ba2\u6237\uff0c\u5c24\u5176\u662f\u5e02\u573a\u4e2d\u6210\u957f\u578b\u5ba2\u6237\u8fdb\u884c\u79ef\u6781\u6c9f\u901a\uff0c\u53d1\u73b0\u5e76\u89e3\u51b3\u5176\u75db\u70b9\uff0c\u901a\u8fc7\u8fd9\u79cd\u65b9\u5f0f\uff0c\u5b9e\u73b0\u6536\u76ca\u6700\u5927\u5316\uff1b\u5728\u4e2d\u957f\u671f\u5185\uff0c\u5f15\u5bfc\u4e0b\u4e00\u4ee3\u5b58\u50a8\u5668\u89e3\u51b3\u65b9\u6848\u7684\u53d1\u5c55\uff0c\u5f15\u9886\u6211\u4eec\u7684\u6280\u672f\u548c\u4ea7\u54c1\u6210\u4e3a\u5e02\u573a\u6807\u6746\u3002\u201d<\/strong><\/p>\n

\u00a0<\/p>\n

\n
\n
<\/div>\n

\u503c\u5f97\u4fe1\u8d56\u7684\u6218\u7565\u5bb6\uff0c\u201c\u5de9\u56fa\u201d\u4eba\u5de5\u667a\u80fd\u9886\u57df\u7684\u9886\u5bfc\u5730\u4f4d<\/h3>\n
<\/div>\n<\/div>\n<\/div>\n

\u5728\u6574\u4e2a\u91c7\u8bbf\u8fc7\u7a0b\u4e2d\uff0c\u91d1\u67f1\u5584\u793e\u957f\u53d1\u8a00\u575a\u5b9a\u4e14\u5145\u6ee1\u81ea\u4fe1\u3002\u4e0d\u4ec5\u5982\u6b64\uff0c\u4ed6\u5728\u4e13\u4e1a\u9886\u57df\u957f\u8fbe33\u5e74\u7684\u7ecf\u9a8c\u79ef\u7d2f\uff0c\u4ee5\u53ca\u8eab\u4e3a\u9886\u5bfc\u8005\u6240\u5c55\u73b0\u51fa\u7684\u6218\u7565\u601d\u7ef4\uff0c\u4e5f\u4f7f\u5927\u5bb6\u5bf9\u4ed6\u89c4\u5212\u7684\u84dd\u56fe\u5145\u6ee1\u671f\u5f85\u3002<\/p>\n

\u81ea1991\u5e742\u6708\u52a0\u5165\u534a\u5bfc\u4f53FAB\u751f\u4ea7\u56e2\u961f\u4ee5\u6765\uff0c\u91d1\u793e\u957f\u5148\u540e\u5728\u591a\u4e2a\u90e8\u95e8\u4efb\u804c\uff0c\u79ef\u7d2f\u4e86\u4e30\u5bcc\u7684\u4e13\u4e1a\u77e5\u8bc6\u3002\u81ea2017\u5e74\u8d77\uff0c\u4ed6\u5f00\u59cb\u62c5\u4efb\u5168\u7403\u9500\u552e\u4e0e\u8425\u9500\u90e8\u90e8\u957f\u4e00\u804c\uff0c\u81f4\u529b\u4e8e\u6269\u5927\u516c\u53f8\u5728\u5168\u7403\u5e02\u573a\u7684\u5360\u6709\u7387\uff0c\u5c24\u5176\u662f\u5728\u5de9\u56fa\u5927\u4e2d\u534e\u533a\u591a\u82af\u7247\u5c01\u88c5\uff08MCP\uff09* <\/sup>\u4ea7\u54c1\u7684\u5e02\u573a\u4efd\u989d\u65b9\u9762\uff0c\u4ed6\u7684\u8d21\u732e\u5c24\u4e3a\u7a81\u51fa\u3002\u4ece2021\u5e74\u5f00\u59cb\uff0c\u4ed6\u540c\u65f6\u517c\u4efb\u5168\u7403\u9500\u552e\u4e0e\u8425\u4e1a\u90e8\u8d1f\u8d23\u4eba\u548c\u7f8e\u56fd\u5206\u516c\u53f8\u8d1f\u8d23\u4eba\uff0c\u5728\u62d3\u5c55\u7f8e\u56fd\u5e02\u573a\u65b9\u9762\u53d1\u6325\u4e86\u51b3\u5b9a\u6027\u4f5c\u7528\uff0c\u4e5f\u56e0\u6b64\u88ab\u8a89\u4e3a\u201c\u5546\u4e1a\u5947\u624d\u201d\u3002\u51ed\u501f\u654f\u9510\u7684\u5224\u65ad\u529b\u548c\u679c\u65ad\u7684\u884c\u52a8\u529b\uff0c\u4ed6\u6210\u529f\u5730\u786e\u4fdd\u4e86DRAM\u548cNAND\u5728\u5e02\u573a\u4e0a\u7684\u5f3a\u52b2\u7ade\u4e89\u529b\u3002\u5f53\u88ab\u95ee\u53ca\u5176\u4e2d\u7684\u79d8\u8bc0\u65f6\uff0c\u91d1\u793e\u957f\u8ba4\u4e3a\u5173\u952e\u5728\u4e8e\u201c\u6c9f\u901a\u548c\u7406\u89e3\u201d\u3002<\/p>\n

* <\/sup>\u591a\u82af\u7247\u5c01\u88c5 (MCP, Multi Chip Package): \u5c06\u4e24\u4e2a\u53ca\u4ee5\u4e0a\u7684\u534a\u5bfc\u4f53\u5b58\u50a8\u5668\u5782\u76f4\u5806\u53e0\u5728\u4e00\u4e2a\u5c01\u88c5\u5185\u7684\u4ea7\u54c1\u3002\u5176\u4e2d\uff0c\u6700\u4e3a\u5178\u578b\u7684\u4f8b\u5b50\u662f\u5e94\u7528\u4e8e\u667a\u80fd\u624b\u673a\u7684DRAM\u548cNAND\u95ea\u5b58\u4ea7\u54c1\u3002<\/p>\n

\"\u91d1\u67f1\u5584\u793e\u957f\u8868\u793a\uff0c\u6c9f\u901a\u3001\u6c14\u9b44\u53ca\u6bc5\u529b\u662f\u5546\u4e1a\u6210\u529f\u7684\u5173\u952e\"<\/p>\n

\u25b2 \u91d1\u67f1\u5584\u793e\u957f\u8868\u793a\uff0c\u6c9f\u901a\u3001\u6c14\u9b44\u53ca\u6bc5\u529b\u662f\u5546\u4e1a\u6210\u529f\u7684\u5173\u952e<\/p>\n

\u201c\u6df1\u5165\u4e86\u89e3\u516c\u53f8\u72b6\u51b5\uff0c\u4e0e\u5ba2\u6237\u4fdd\u6301\u7d27\u5bc6\u6c9f\u901a\uff0c\u662f\u6211\u4eec\u80fd\u591f\u6bd4\u522b\u4eba\u66f4\u5feb\u5730\u505a\u51fa\u51b3\u7b56\u548c\u884c\u52a8\u7684\u91cd\u70b9\uff0c\u8fd9\u79cd\u654f\u9510\u7684\u5e02\u573a\u6d1e\u5bdf\u529b\u662f\u6211\u4eec\u53d6\u5f97\u4f18\u5f02\u6210\u679c\u7684\u5173\u952e\u3002\u201d<\/strong><\/p>\n

\u91d1\u793e\u957f\u5f3a\u8c03\uff0c\u8eab\u4e3a\u9886\u5bfc\u8005\u8981\u4ee5\u8eab\u4f5c\u5219\uff0c\u5e76\u5c06\u6240\u6709\u5458\u5de5\u51dd\u805a\u6210\u4e00\u4e2a\u7d27\u5bc6\u7684\u56e2\u961f\uff0c\u624d\u80fd\u53d6\u5f97\u4f18\u5f02\u6210\u679c\u3002\u6b64\u5916\uff0c\u4ed6\u8fd8\u63d0\u5230\u4e86\u201c\u6c14\u9b44\u548c\u6bc5\u529b\u201d\u3002\u5728\u53d1\u6398\u65b0\u5ba2\u6237\u3001\u7b7e\u8ba2\u6218\u7565\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u4ee5\u53ca\u5de9\u56fa\u4e0e\u5ba2\u6237\u7684\u5173\u7cfb\u7b49\u65b9\u9762\uff0c\u6c14\u9b44\u4e0e\u6bc5\u529b\u53d1\u6325\u4e86\u81f3\u5173\u91cd\u8981\u7684\u4f5c\u7528\u3002\u91d1\u793e\u957f\u5e0c\u671bSK\u6d77\u529b\u58eb\u7684\u5458\u5de5\u4eec\u90fd\u80fd\u5177\u5907\u8fd9\u4e9b\u54c1\u8d28\u3002<\/p>\n

\u201c<\/strong>\u9762\u5bf9\u4efb\u4f55\u6311\u6218\uff0c\u90fd\u9700\u8981\u6c14\u9b44\u548c\u6bc5\u529b\uff0c\u6c38\u4e0d\u653e\u5f03\uff0c\u8fd9\u6837\u624d\u80fd\u8d62\u5f97\u5ba2\u6237\u7684\u4fe1\u4efb\uff0c\u53d6\u5f97\u6709\u4ef7\u503c\u7684\u6210\u679c\u3002\u5e0c\u671b\u5927\u5bb6\u94ed\u8bb0\u4e8e\u5fc3\uff0c\u7aed\u5c3d\u5168\u529b\u5b9e\u73b0\u81ea\u5df1\u7684\u76ee\u6807\u3002<\/strong>\u201c<\/strong><\/p>\n

\u6700\u540e\uff0c\u4ed6\u5bf9\u672a\u6765\u53d1\u5c55\u4f5c\u51fa\u4e86\u575a\u5b9a\u627f\u8bfa\u3002<\/p>\n

\"\u91d1\u67f1\u5584\u793e\u957f\u8868\u793a\uff0cAI<\/p>\n

\u25b2 \u91d1\u67f1\u5584\u793e\u957f\u8868\u793a\uff0cAI Infra\u5c06\u5728\u672a\u6765\u5de9\u56faSK\u6d77\u529b\u58eb\u7684\u5e02\u573a\u9886\u5bfc\u5730\u4f4d\u65b9\u9762\u53d1\u6325\u5173\u952e\u4f5c\u7528<\/p>\n

\u201c<\/strong>\u4eca\u540e\uff0c\u6211\u4eec\u5c06\u7ee7\u7eed\u575a\u5b9a\u4e0d\u79fb\u5730\u52a0\u5f3a\u6c9f\u901a\u4e0e\u534f\u4f5c\u6765\u6700\u5927\u5316\u4ea7\u54c1\u4ef7\u503c\uff0c\u8ba9\u201c<\/strong>SK<\/strong>\u6d77\u529b\u58eb\u662f<\/strong>AI<\/strong>\u5b58\u50a8\u82af\u7247\u9886\u519b\u8005\u201d\u6210\u4e3a\u4e1a\u754c\u516c\u8ba4\u7684\u4e8b\u5b9e\u3002 \u540c\u65f6\uff0c\u6211\u4eec\u8fd8\u5c06\u4f5c\u4e3a\u4e00\u4e2a\u6709\u4ef7\u503c\u7684\u7ec4\u7ec7\uff0c\u4e3a<\/strong>SK<\/strong>\u6d77\u529b\u58eb\u6210\u4e3a\u201c<\/strong>\u5168\u7403<\/strong>\u9876\u7ea7<\/strong>\u4eba\u5de5\u667a\u80fd\u5b58<\/strong>\u50a8<\/strong>\u5668\u4f9b<\/strong>\u5e94<\/strong>\u5546<\/strong>\u201d\u63d0\u4f9b\u5f3a\u6709\u529b\u7684\u652f\u6301\u3002<\/strong>\u201c<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

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