{"id":12258,"date":"2025-11-12T23:23:06","date_gmt":"2025-11-12T15:23:06","guid":{"rendered":"https:\/\/vcai.cn\/?p=12258"},"modified":"2025-11-12T23:23:27","modified_gmt":"2025-11-12T15:23:27","slug":"zhutifupan-20251112","status":"publish","type":"post","link":"https:\/\/vcai.cn\/index.php\/zhutifupan-20251112\/","title":{"rendered":"11\u670812\u65e5\u4e3b\u9898\u590d\u76d8\uff1a\u7ec6\u80de\u514d\u75ab\u6cbb\u7597\u65b9\u5411\u8d70\u5f3a\uff0c\u6cb9\u6c14\u8d44\u6e90\u76f8\u5bf9\u5f3a\u52bf"},"content":{"rendered":"\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_81 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><i class=\"ez-toc-toggle-el\"><\/i><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/vcai.cn\/index.php\/zhutifupan-20251112\/#25E425B8258025E32580258125E825A1258C25E62583258525E5259B259E25E925A125BE\" >\u4e00\u3001\u884c\u60c5\u56de\u987e<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/vcai.cn\/index.php\/zhutifupan-20251112\/#25E425BA258C25E32580258125E525BD259325E6259725A525E7258325AD25E7258225B9\" >\u4e8c\u3001\u5f53\u65e5\u70ed\u70b9<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/vcai.cn\/index.php\/zhutifupan-20251112\/#1_25E9259325B625E825A1258C\" >1. \u94f6\u884c<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/vcai.cn\/index.php\/zhutifupan-20251112\/#2_25E625B225B925E6259C258D\" >2. \u6cb9\u670d<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/vcai.cn\/index.php\/zhutifupan-20251112\/#3_25E525AD259825E5258225A8\" >3. \u5b58\u50a8<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E425B8258025E32580258125E825A1258C25E62583258525E5259B259E25E925A125BE\"><\/span>\u4e00\u3001\u884c\u60c5\u56de\u987e<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u4e0a\u8bc1\u6307\u6570\u9707\u8361\uff0c\u521b\u4e1a\u677f\u6307\u63a2\u5e95\u56de\u5347\uff0c\u5e02\u573a\u5168\u5929\u5f31\u52bf\u76d8\u6574\u3002\u76d8\u9762\u4e0a\uff1a<\/p>\n\n\n\n<p>\u533b\u836f\u76f8\u5bf9\u5f3a\u52bf\uff0c<strong>\u7ec6\u80de\u514d\u75ab\u6cbb\u7597<\/strong>\u65b9\u5411\u9886\u6da8\uff0c\u5357\u4eac\u65b0\u767e\u3001\u6d4e\u6c11\u5065\u5eb7\u3001\u4e2d\u6e90\u534f\u548c\u3001\u5f00\u80fd\u5065\u5eb7\uff0820CM\uff09\u5148\u540e\u6da8\u505c\uff0c\u51a0\u660a\u751f\u7269\u3001\u8bda\u8fbe\u836f\u4e1a\u3001\u4e5d\u829d\u5802\u3001\u548c\u5143\u751f\u7269\u7b49\u96c6\u4f53\u53d1\u529b\u3002<\/p>\n\n\n\n<p><strong>\u6cb9\u670d<\/strong>\u677f\u5757\u5f00\u76d8\u53d1\u529b\uff0c\u51c6\u6cb9\u80a1\u4efd\u3001\u5c71\u4e1c\u58a8\u9f99\u3001\u77f3\u5316\u6cb9\u670d\u5148\u540e\u6da8\u505c\uff0c\u795e\u5f00\u80a1\u4efd\u3001\u60e0\u535a\u666e\u3001\u8d1d\u80af\u80fd\u6e90\u7b49\u96c6\u4f53\u8d70\u5f3a\u3002<\/p>\n\n\n\n<p>\u94f6\u884c\u677f\u5757\u51b2\u9ad8\u56de\u843d\uff0c\u519c\u4e1a\u94f6\u884c\u3001\u5de5\u5546\u94f6\u884c\u9f50\u521b\u5386\u53f2\u65b0\u9ad8\u3002<\/p>\n\n\n\n<p>\u5927\u6d88\u8d39\u677f\u5757\u5c40\u90e8\u6d3b\u8dc3\uff0c\u4e09\u5143\u80a1\u4efd\u3001\u4e2d\u9510\u80a1\u4efd3\u8fde\u677f\u3002<\/p>\n\n\n\n<p>\u4e0b\u8dcc\u65b9\u9762\uff0c\u8d85\u786c\u6750\u6599\/\u57f9\u80b2\u94bb\u77f3\u6982\u5ff5\u8d70\u4f4e\uff0c\u6c83\u5c14\u5fb7\u8dcc\u8d8510%\uff1b\u6838\u805a\u53d8\u3001\u79d1\u6280\u80a1\u7b49\u8dcc\u5e45\u5c45\u524d\u3002<\/p>\n\n\n\n<p>\u4e2a\u80a1\u8dcc\u591a\u6da8\u5c11\uff0c\u6caa\u6df1\u4eac\u4e09\u5e02\u8d853500\u80a1\u98d8\u7eff\uff0c\u5e02\u573a\u6210\u4ea41.95\u4e07\u4ebf\uff0c\u4e2d\u4f4d\u6570-0.69%\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E425BA258C25E32580258125E525BD259325E6259725A525E7258325AD25E7258225B9\"><\/span>\u4e8c\u3001\u5f53\u65e5\u70ed\u70b9<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_25E9259325B625E825A1258C\"><\/span><strong>1. <\/strong>\u94f6\u884c<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u4e0a\u5348\u6307\u6570\u9707\u8361\u96c6\u4f53\u4e0b\u8dcc\uff0c\u4f34\u968f\u7740\u79d1\u6280\u80a1\u7684\u56de\u843d\uff0c\u94f6\u884c\u80a1\u53c8\u5f00\u59cb\u201c\u6258\u5e95\u201d\u3002\u56db\u5927\u884c\u3001\u4ee5\u53ca\u5730\u65b9\u94f6\u884c\u96c6\u4f53\u8d70\u5f3a\uff0c\u677f\u5757\u65e9\u76d8\u4e00\u5ea6\u9006\u52bf\u6da8\u8d851%\u3002<\/p>\n\n\n\n<p>\u519c\u4e1a\u94f6\u884c\u4eca\u65e5\u5927\u6da83.49%\uff0c\u53c8\u53c8\u53c8\u5237\u65b0\u4e86<strong>\u5386\u53f2\u65b0\u9ad8<\/strong>\uff0c\u5e02\u503c\u8d85\u8d8a<strong>3\u4e07\u4ebf<\/strong>\uff0c\u5750\u7a33\u4e86<strong>\u5168\u7403\u5e02\u503c\u7b2c\u4e8c<\/strong>\u5927\u7684\u94f6\u884c\uff0c\u4ec5\u6b21\u4e8e\u6469\u6839\u5927\u901a\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_25E625B225B925E6259C258D\"><\/span><strong>2. \u6cb9\u670d<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u6cb9\u670d\u677f\u5757\u4eca\u65e5\u8d70\u5f3a\uff0c\u51c6\u6cb9\u80a1\u4efd\u3001\u5c71\u4e1c\u58a8\u9f99\u3001\u77f3\u5316\u6cb9\u670d\u7b49\u591a\u80a1\u6da8\u505c\u3002<\/p>\n\n\n\n<p>\u6839\u636e\u56fd\u6cf0\u6d77\u901a\u7814\u62a5\uff0c\u6839\u636eOPEC\u4f1a\u8bae\uff0c12\u6708\u4efd\u5c06\u5982\u671f\u589e\u4ea713.7\u4e07\u6876\/\u5929\uff0c\u4f46OPEC\u53eb\u505c2026Q1\u589e\u4ea7\u8ba1\u5212\u3002\u6b64\u5916OPEC\u81ea4\u6708\u521d\u6301\u7eed\u589e\u4ea7\uff0c\u4f46\u589e\u4ea7\u8fdb\u5ea6\u4e0d\u53ca\u9884\u671f\uff0c\u771f\u5b9e\u4ea7\u91cf\u5e76\u672a\u8fbe\u5230\u671f\u671b\u6c34\u5e73\u3002<\/p>\n\n\n\n<p>\u7533\u4e07\u5b8f\u6e90\u8868\u793a\uff0c\u5728OPEC\u8054\u76df\u51cf\u4ea7\u548c\u9875\u5ca9\u6cb9\u6210\u672c\u652f\u6491\u4e0b\uff0c\u539f\u6cb9\u672a\u6765\u4ecd\u5c06\u7ef4\u6301\u4e2d\u9ad8\u4f4d\u9707\u8361\u8d70\u52bf\uff1b\u4e0a\u6e38\u6cb9\u670d\u677f\u5757\u5df2\u7ecf\u5448\u73b0\u6bd4\u8f83\u660e\u663e\u7684\u56de\u6696\u8d8b\u52bf\uff0c\u4f46\u76ee\u524d\u65e5\u8d39\u6c34\u5e73\u4ecd\u5904\u4e8e\u8f83\u4f4e\u6c34\u5e73\uff0c\u9884\u671f\u672a\u6765\u968f\u7740\u5168\u7403\u8d44\u672c\u5f00\u652f\u7684\u4e0a\u884c\uff0c\u94bb\u4e95\u65e5\u8d39\u5177\u6709\u8f83\u5927\u7684\u63d0\u5347\u7a7a\u95f4\u3002<\/p>\n\n\n\n<p>\u53e6\u5916\u4e1c\u5434\u8bc1\u5238\u6307\u51fa\uff0c\u8fd1\u5e74\u6765\u56fd\u5185\u6cb9\u670d\u8bbe\u5907\u9f99\u5934\u4e2d\u4e1c\u5730\u533a\u8ba2\u5355\u5747\u5b9e\u73b0\u7206\u53d1\u5f0f\u589e\u957f\uff0c\u8fce\u6765\u5bc6\u96c6\u4e1a\u7ee9\u5151\u73b0\u671f\uff0c\u5c55\u671b\u672a\u6765\uff0c\u4e2d\u4e1c\u6cb9\u670d\u5e02\u573a\u89c4\u6a21\u4e3a\u5343\u4ebf\u7f8e\u5143\u7ea7\uff0c\u5176\u4e2d\u6cb9\u670d\u8bbe\u5907\u5e02\u573a\u81f3\u5c11\u4e3a\u767e\u4ebf\u7f8e\u5143\u7ea7\u3002\u4e2d\u56fd\u6cb9\u670d\u8bbe\u5907\u516c\u53f8\u76ee\u524d\u5728\u4e2d\u4e1c\u5c1a\u5904\u4e8e\u8d77\u6b65\u9636\u6bb5\uff0c\u5e02\u573a\u4efd\u989d\u5360\u6bd4\u8f83\u4f4e\uff0c\u6210\u957f\u7a7a\u95f4\u5927\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_25E525AD259825E5258225A8\"><\/span><strong>3. \u5b58\u50a8<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u5b58\u50a8\u6982\u5ff5\u4eca\u65e5\u518d\u5ea6\u5927\u6da8\uff0c\u597d\u4e0a\u597d\u3001\u79d1\u7fd4\u80a1\u4efd\u3001\u5927\u6e2f\u80a1\u4efd\u7b49\u6da8\u505c\uff0c\u9999\u519c\u82af\u521b\u53cd\u5305\uff0c\u5fb7\u660e\u5229\u518d\u521b\u5386\u53f2\u65b0\u9ad8\u3002<\/p>\n\n\n\n<p>\u636e\u53f0\u6e7e\u7ecf\u6d4e\u65e5\u62a5\u62a5\u9053\uff0c\u968f\u7740AI\u670d\u52a1\u5668\u642d\u8f7d\u7684HBM\u89c4\u683c\u4eceHBM3E\u8d70\u5411HBM4\uff0c\u5806\u53e0\u5c42\u6570\u589e\u52a0\u7684\u8d8b\u52bf\u4e0b\uff0cNOR Flash\u7528\u91cf\u63d0\u5347\u7ea650%\uff0c\u5b58\u50a8\u65fa\u5b8f\u8ba2\u5355\u6ee1\u624b\uff0c\u5c06\u5728\u660e\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8c03\u6da8NOR Flash\u62a5\u4ef7\uff0c\u6da8\u5e45\u4e0a\u770b\u4e09\u6210\u3002<\/p>\n\n\n\n<p>\u6b64\u5916\uff0c\u636e\u754c\u9762\u65b0\u95fb11\u670812\u65e5\u62a5\u9053\uff0c\u5b58\u50a8\u5382\u65fa\u5b8f\u8ba2\u5355\u6ee1\u624b\uff0c\u5c06\u5728\u660e\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8c03\u6da8NOR Flash\u62a5\u4ef7\uff0c\u6da8\u5e45\u4e0a\u770b\u4e09\u6210\u3002<\/p>\n\n\n\n<p>\u6d77\u901a\u8bc1\u5238\u8ba4\u4e3a\uff0cNOR Flash\u662f\u9664DRAM \u548c NAND Flash\u4e4b\u5916\u5e02\u573a\u89c4\u6a21\u6700\u5927\u7684<span class=\"wpcom_keyword_link\"><a href=\"https:\/\/vcai.cn\/index.php\/zhuti20230330-cunchu\/\" title=\"\u5b58\u50a8\u82af\u7247\">\u5b58\u50a8\u82af\u7247<\/a><\/span>\u3002\u968f\u7740\u667a\u80fd\u624b\u673a\u3001\u7269\u8054\u7f51\u3001TWS\u8033\u673a\u30015G\u53ca\u6c7d\u8f66\u7535\u5b50\u7b49\u4e0b\u6e38\u5e94\u7528\u9700\u6c42\u7684\u589e\u957f\uff0cNOR Flash\u5e02\u573a\u89c4\u6a21\u9010\u6b65\u589e\u957f\u3002<\/p>\n\n\n\n<p>\u62db\u5546\u8bc1\u5238\u8868\u793a\uff0c\u5c55\u671b25\u5e74\u56db\u5b63\u5ea6\uff0cTrendforce\u9884\u8ba1DRAM\u6da8\u5e45\u9884\u671f\u53ef\u89c2\uff0c\u4e1425\u5e7410\u6708\u7531\u4e8e\u4f9b\u5e94\u5546\u6536\u5230CSP\u5382\u5546\u52a0\u5355\u540e\u660e\u663e\u63d0\u9ad8\u8c03\u5347\u62a5\u4ef7\u7684\u610f\u613f\uff0cTrendforce\u4e0a\u8c0325Q4 DRAM\u4ef7\u683c\u9884\u6d4b\uff0c\u4e00\u822c\u578bDRAM\u4ef7\u683c\u9884\u4f30\u6da8\u5e45\u4ece8-13%\u4e0a\u4fee\u81f318-23%\uff0c\u5e76\u4e14\u5f88\u6709\u53ef\u80fd\u518d\u5ea6\u4e0a\u4fee\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u4e00\u3001\u884c\u60c5\u56de\u987e \u4e0a\u8bc1\u6307\u6570\u9707\u8361\uff0c\u521b\u4e1a\u677f\u6307\u63a2\u5e95\u56de\u5347\uff0c\u5e02\u573a\u5168\u5929\u5f31\u52bf\u76d8\u6574\u3002\u76d8\u9762\u4e0a\uff1a \u533b\u836f\u76f8\u5bf9\u5f3a\u52bf\uff0c\u7ec6\u80de\u514d\u75ab\u6cbb\u7597\u65b9\u5411\u9886\u6da8\uff0c\u5357\u4eac\u65b0\u767e\u3001\u6d4e\u6c11\u5065\u5eb7\u3001\u4e2d\u6e90\u534f\u548c\u3001\u5f00\u80fd\u5065\u5eb7\uff0820CM\uff09\u5148\u540e\u6da8\u505c\uff0c\u51a0\u660a\u751f\u7269\u3001\u8bda\u8fbe\u836f\u4e1a\u3001\u4e5d\u829d\u5802\u3001\u548c\u5143\u751f\u7269\u7b49\u96c6\u4f53\u53d1\u529b\u3002 \u6cb9\u670d\u677f\u5757\u5f00\u76d8\u53d1\u529b\uff0c\u51c6\u6cb9\u80a1\u4efd\u3001\u5c71\u4e1c\u58a8\u9f99\u3001\u77f3\u5316\u6cb9\u670d\u5148\u540e\u6da8\u505c\uff0c\u795e\u5f00\u80a1\u4efd\u3001\u60e0\u535a\u666e\u3001\u8d1d\u80af\u80fd\u6e90\u7b49\u96c6\u4f53\u8d70\u5f3a\u3002 \u94f6\u884c\u677f\u5757\u51b2\u9ad8\u56de\u843d\uff0c\u519c\u4e1a\u94f6\u884c\u3001\u5de5\u5546\u94f6\u884c\u9f50\u521b\u5386\u53f2\u2026<\/p>\n","protected":false},"author":1,"featured_media":12259,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[35],"tags":[],"special":[165],"attr":[],"class_list":["post-12258","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-jingxuan","special-zhuti","entry"],"views":189,"_links":{"self":[{"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/posts\/12258","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/comments?post=12258"}],"version-history":[{"count":0,"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/posts\/12258\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/media\/12259"}],"wp:attachment":[{"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/media?parent=12258"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/categories?post=12258"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/tags?post=12258"},{"taxonomy":"special","embeddable":true,"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/special?post=12258"},{"taxonomy":"attr","embeddable":true,"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/attr?post=12258"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}