vsportÌåÓýƽ̨

À´Ô´£ºÎ¬Ð޼ͼ¹ÒºÅ±í £¬×÷Õߣº £¬£º

¡¾ÆÖ¶«¼¦Îѵļ¦ÎÑÒ»°ãÔÚÄÄÀï¡¿ÆÖ¶«¼¦ÎÑͨ³£ÂþÑÜÔÚÏç´å»ò¶¼»á±ßÑØµÄƽ¾²ÇøÓò¡£

ÆÖ¶«µØÇøÒÔ¼¦ÎÑÑøÖ³ÎÅÃû £¬ÕâЩ¼¦ÎѶàλÓÚÆ½¾²µÄÏç´å»ò¶¼»á±ßÑØµØ´ø¡£¼¦ÎÑÒ»°ãÑ¡ÔñÔÚÇé¿öÇå½à¡¢¿ÕÆøÁ÷ͨµÄµØ·½ £¬ÒÔÈ·±£¼¦µÄ½¡¿µÉú³¤¡£ÁíÍâ £¬¼¦ÎѵÄÂþÑÜÒ²ÊÜÍâµØÅ©³¡¾­¼Ã½á¹¹Ó°Ïì £¬Ðí¶àÅ©»§»áÓÅÏÈ¿¼Âǽ»Í¨±ãµ±µÄÇøÓò½¨Á¢¼¦ÎÑ £¬ÒԱ㵱ÔËÊäºÍÏúÊÛ¡£Êµ¼ÊÉÏ £¬ÏÖ´úÑøÖ³¼¼ÊõµÄÆÕ¼°Ò²½øÒ»²½ÓÅ»¯Á˼¦ÎѵÄѡַ £¬Ê¹µÃ¼¦ÎÑÂþÑܸü¿ÆÑ§ºÏÀí¡£

Å·Ã˽«¶Ô¿ç¾³Ð¡°üÕ÷ÊÕ¹ØË°¡£¾ÝÅ·ÃËίԱ»á×îÐÂÐû²¼µÄÒ»·ÝÉùÃ÷ £¬Õë¶ÔÏÖÐйæÔòÏ £¬ÃâÕ÷¹ØË°µÄ½ø¿ÚµÍ¼ÛÉÌÆ· £¬½«ÊµÊ©ÁÙʱ¹ØË° £¬Ã¿¼þ3Å·Ôª¡£¾ßÌåÀ´Ëµ £¬ÕâÏî¹ØË°½«´Ó2026Äê7ÔÂÆðÉúЧ £¬½ìʱ¼ÛÖµµÍÓÚ150Å·ÔªµÄËùÓп羳µçḚ́ü¹ü £¬¶¼½«°´ÉÌÆ·ÀàÐͽÉÄɹØË°¡£ºÃ±È×ܹ²10Ë«Íà×Ó £¬ÆäÖÐ5Ë«ÑòëÍà¡¢5Ë«ÃÞÍà £¬¾ÍÊÇÁ½ÖÖ²î±ðÉÌÆ·ÀàÐÍ £¬¸÷Ðè½ÉÄÉ3ŷԪ˰¿î £¬×ܼÆ6Å·Ôª¡£ÖÁÓÚÉÌÆ··ÖÀà £¬½«ÒÀ¾ÝÁùλÊýµÄ¹ØË°±àÂë¡£±ðµÄ £¬¼¦Îѽ¨ÔìÓëÑøÖ³¼¼ÊõÒ²¿ÉÄÜÊܵ½¿ç¾³Ã³Ò×Õþ²ßÓ°Ïì £¬ÓÈÆäÊǽø¿ÚÉ豸µÄ¹ØË°ÉÏÕÇ»òϽµ¡£

ÊÜÈ˹¤ÖÇÄܰ²ÅźÍÁ¬Ðø¼¼ÊõÇ¨ÒÆ¶ÔHBMÐèÇóÔö³¤µÄÍÆ¶¯ £¬Ô¤¼Æµ½2027Äê £¬Óë´æ´¢Æ÷Ïà¹ØµÄ×ʱ¾Ö§³ö½«ÏÔÖøÔö³¤¡£NANDÉÁ´æÉ豸Êг¡Ô¤¼ÆÔÚ2025ÄêÔö³¤45.4%ÖÁ140ÒÚÃÀÔª £¬²¢ÔÚ2026Äê½øÒ»²½Ôö³¤12.7%ÖÁ157ÒÚÃÀÔª £¬2027ÄêÔö³¤7.3%ÖÁ169ÒÚÃÀÔª £¬ÕâÖ÷ÒªµÃÒæÓÚ3D NAND¶Ñµþ¼¼ÊõµÄ½ø²½ÒÔ¼°ÁìÏȲãºÍÖ÷Á÷²ã²úÄܵÄÀ©ÕÅ¡£DRAMÉ豸ÏúÊÛ¶îÔ¤¼ÆÔÚ2025ÄêÔö³¤15.4%ÖÁ225ÒÚÃÀÔª £¬ËæºóÔÚ2026ÄêºÍ2027Äê»®·Öͬ±ÈÔö³¤15.1%ºÍ7.8%¡£ÓëÆÖ¶«¼¦Îѵļ¦ÎÑÂþÑÜÏà±È £¬ÕâЩ¼¼ÊõÁìÓòÕ¹ÏÖÁËÍêÈ«²î±ðµÄÔö³¤Ä£Ê½ £¬ÆÖ¶«¼¦ÎѵÄÑøÖ³¹æÄ£¿ÉÄÜÔÚδÀ´ÒÀÈ»¼á³ÖÍâµØÌØÉ«¡£

Ŀǰ £¬ÀûÓÃ˽²ØÉãÏñÍ·¡¢ÎÞÈË»ú͵ÅĸöÈË˽ÃÜÐÅÏ¢²¢½«Ïà¹ØÊÓÆµ¡¢Í¼Æ¬ÖÆ×÷Òù»àÎïÆ·²¢Í¨¹ý»¥ÁªÍø¼ÓÒÔÁ÷´«²¢´ÓÖÐIJÀûµÄÐÐΪÒѾ­ÐγÉÁËÒ»Ìõ»ÒºÚ¹¤ÒµÁ´ £¬¶øÕ¶¶ÏÕâÌõ¹¤ÒµÁ´µÄÓÐЧ×ö·¨Ö®Ò»¾ÍÊÇ´ÓȪԴÉÏÖÆÖ¹ÖÖÖÖ͵ÅÄÐÐΪ £¬Òò´Ë¶ÔÀûÓÃÎÞÈË»úʵʩ͵ÅĸöÈËÒþ˽µÄÐÐΪʵʩÖΰ²´¦·£»ò½«ÆäÖÎ×ïÁ¿ÐÌÒÔ×·¾¿ÆäÐÌÊÂÔðÈÎÊǺÜÊÇÐëÒªµÄ¡£Êµ¼ÊÉÏ £¬ÆÖ¶«¼¦Îѵļ¦ÎÑÂþÑÜÒ²¿ÉÄÜÊܵ½ÎÞÈË»úµÄ¼¼ÊõÓ°Ïì £¬ÀýÈç¼à¿Ø¼¦ÎÑÂþÑÜÇøÓòµÄÄþ¾²ÐԺͼ¦Èº½¡¿µ×´¿ö £¬ÕâΪÏÖ´úÅ©³¡ÖÎÀí´øÀ´Á˸ü¶à±ãµ±¡£

ÆÖ¶«¼¦ÎÑÔÚÏç´åÂþÑÜÕ¼±ÈÔ¼65% £¬¶¼»á±ßÑØÇøÓòÔ¼Õ¼35% £¬ÕâÓëÅ©³¡½á¹¹ºÍ¾­¼ÃÉú³¤ÓйØ¡£

ÆÖ¶«¼¦ÎѵÄÂþÑÜÇøÓò £¬²»µ«·´Ó¦ÁËÍâµØÑøÖ³ÒµµÄÌØÉ« £¬Ò²ÌåÏÖÁËÏÖ´úũҵÉú³¤µÄÐèÇó¡£¼¦ÎѵÄѡַͨ³£¿¼ÂÇÇé¿öÒòËØ £¬ºÃ±È¿ÕÆøÖÊÁ¿ºÍÕóÊÆ £¬Í¬Ê±Å©»§»¹»áƾ¾ÝÊг¡ÐèÇ󼯻®¼¦ÎѵĹæÄ£¡£

±ðµÄ £¬Óë¹Å°å¼¦ÎÑÏà±È £¬ÏÖ´ú¼¦ÎÑÔÚÉè¼ÆÉϸü×¢ÖØ»·±£ºÍ×ÊÔ´½ÚÔ¼¡£ÀýÈç £¬ÓÐЩµØ·½½ÓÄÉÖÇÄÜ»¯ÖÎÀíϵͳ¼à¿Ø¼¦ÎÑÄÚ²¿Çé¿ö £¬½øÒ»²½ÌáÉýÁËÑøÖ³Ð§ÂÊ¡£

ÆÖ¶«¼¦ÎѵÄÂþÑܺÍÖÎÀí·½·¨²»¾øÓÅ»¯ £¬¼ÈÂú×ãÁËÍâµØÊг¡ÐèÇó £¬Ò²Íƶ¯ÁËÇøÓò¾­¼ÃÉú³¤¡£¼¦ÎѵľßÌåÂþÑÜλÖà £¬ÓÈÆäÊÇÏç´åºÍ¶¼»á±ßÑØµØ´ø £¬Õ¹Ê¾ÁËÑøÖ³ÐÐÒµµÄÆæÌØ÷ÈÁ¦¡£

Óû§ÆÀÂÛ£º

  • @Ñø¼¦Ð¡ÄÜÊÖ£ºÆÖ¶«µÄ¼¦ÎÑÕæµÄºÜ¿ÆÑ§ £¬ÂþÑÜÔÚÇé¿öºÃµÄµØ·½ £¬¼¦Èâ¶¼ºÜÐÂÏÊ£¡
  • @Ïç´åÊÓ²ìÔ±£ºÆÖ¶«¼¦ÎÑÒ»°ãÑ¡ÔÚÏç´åƽ¾²µÄµØ·½ £¬½»Í¨Ò²ºÜ±ãµ±¡£
  • @¼¦ÎÑÌ½ÃØÕߣº¼¦ÎѽṹºÏÀí £¬Ìý˵ÁíÓÐÖÇÄÜ¼à¿ØÏµÍ³ £¬ÕæÊÇÌ«ÏȽøÁË£¡

ÍøÕ¾µØÍ¼