{"id":7636,"date":"2024-12-16T23:35:40","date_gmt":"2024-12-16T15:35:40","guid":{"rendered":"https:\/\/tenten.co\/blog\/?p=7636"},"modified":"2024-12-16T23:42:45","modified_gmt":"2024-12-16T15:42:45","slug":"micron-stock-hbm-investment","status":"publish","type":"post","link":"https:\/\/tenten.co\/blog\/investment\/micron-stock-hbm-investment\/","title":{"rendered":"\u7f8e\u5149 HBM \u5e02\u5834\u4f48\u5c40\uff1a\u5f37\u70c8\u8cb7\u5165\u8a0a\u865f"},"content":{"rendered":"

\u7f8e\u5149 HBM \u5e02\u5834\u4f48\u5c40\uff1a\u5f37\u70c8\u8cb7\u5165\u8a0a\u865f<\/h1>\n
\n

\u6df1\u5165\u5206\u6790\u7f8e\u5149\u5982\u4f55\u7a4d\u6975\u6436\u4f54\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\uff08HBM\uff09\u5e02\u5834\uff0c\u63ed\u793a\u5176\u6295\u8cc7\u50f9\u503c\u53ca\u5f37\u70c8\u8cb7\u5165\u7684\u6a5f\u6703\u3002<\/p>\n<\/blockquote>\n

\u6458\u8981<\/h2>\n
    \n
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    \u6295\u8cc7\u8ad6\u9ede<\/h2>\n

    \u534a\u5c0e\u9ad4\u8a18\u61b6\u9ad4\u5e02\u5834\u6b63\u5728\u898b\u8b49\u4e00\u4e9b\u80af\u5b9a\u6703\u6539\u8b8a\u6574\u500b\u884c\u696d\u9032\u7a0b\u7684\u6b77\u53f2\u6027\u6642\u523b\u3002\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u6167\u5df2\u7d93\u767c\u63ee\u4e86\u5b83\u7684\u4f5c\u7528\uff0c\u8db3\u4ee5\u64bc\u52d5\u5e02\u5834\uff0c\u4e26\u70ba\u534a\u5c0e\u9ad4\u8a18\u61b6\u9ad4\u5275\u5efa\u4e86\u4e00\u500b\u5168\u65b0\u7684\u589e\u9577\u5e02\u5834\u2014\u2014\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\uff08HBM\uff09\uff0c\u9810\u8a08\u5728\u672a\u4f86\u5341\u4e8c\u500b\u6708\u5167\u5c07\u5be6\u73fe\u986f\u8457\u589e\u9577\u3002<\/p>\n

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    \u9019\u4f7f\u5f97\u53e6\u4e00\u5bb6\u5e02\u5834\u7af6\u722d\u8005\u7f8e\u5149 (NASDAQ:MU) \u8655\u65bc\u6230\u7565\u5730\u4f4d\uff0c\u53ef\u4ee5\u5728\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\u5e02\u5834\u4e2d\u6436\u4f54\u5e02\u5834\u4efd\u984d\u3002\u7f8e\u5149\u7ba1\u7406\u5c64\u591a\u6b21\u8868\u793a\u4ed6\u5011\u7684\u96c4\u5fc3\u58ef\u5fd7\uff0c\u8981\u5229\u7528\u4ed6\u5011\u9762\u524d\u553e\u624b\u53ef\u5f97\u7684\u679c\u5be6\u3002\u7f8e\u5149\u7ba1\u7406\u5c64\u4e5f\u8868\u793a\uff0c\u5176\u8cc7\u672c\u6295\u8cc7\u5c07\u5728\u660e\u5e74\u589e\u52a0\uff0c\u4ee5\u652f\u6301\u5176\u64f4\u5f35\u8a08\u5283\u3002<\/p>\n

    \u4e0d\u5e78\u7684\u662f\uff0c\u5f9e\u8a72\u516c\u53f8\u80a1\u50f9\u7684\u6ce2\u52d5\u4f86\u770b\uff0c\u5e02\u5834\u5c0d\u7f8e\u5149 2025 \u5e74\u7684\u524d\u666f\u4ecd\u7136\u4e0d\u78ba\u5b9a\u3002<\/p>\n

    \"\u7f8e\u5149\u7684\u80a1\u50f9\u5df2\u7d93\u6ce2\u52d5\uff0c\u5f88\u53ef\u80fd\u6703\u8207\u66f4\u5ee3\u6cdb\u7684\u5e02\u5834\u6307\u6578\u6301\u5e73\u3002\"<\/p>\n

    \u5716\u8868 A\uff1a\u7f8e\u5149\u7684\u80a1\u50f9\u5df2\u7d93\u6ce2\u52d5\uff0c\u5f88\u53ef\u80fd\u6703\u8207\u66f4\u5ee3\u6cdb\u7684\u5e02\u5834\u6307\u6578\u6301\u5e73\u3002(Seeking Alpha)<\/p>\n

    \u6211\u76f8\u4fe1\u7f8e\u5149\u6b63\u8655\u65bc 2025 \u5e74\u5f37\u52c1\u7a81\u7834\u7684\u98a8\u53e3\u6d6a\u5c16\uff0c\u4e26\u6e96\u5099\u5728\u672a\u4f86\u8d70\u9ad8\u3002\u6211\u6b63\u5728\u4ee5\u5f37\u70c8\u8cb7\u5165\u7684\u5efa\u8b70\u958b\u59cb\u6211\u5c0d\u7f8e\u5149\u7684\u63a8\u85a6\u3002<\/p>\n

    \u76f8\u4fe1\u7ba1\u7406\u5c64\u52a0\u500d\u6295\u5165\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\u6ef2\u900f\u7684\u8a08\u5283<\/h3>\n

    \u5728\u4eba\u5de5\u667a\u6167\u6642\u4ee3\uff0c\u5c0d\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\u6676\u7247\u7684\u9700\u6c42\u6fc0\u589e\uff0c\u61c9\u7528\u7bc4\u570d\u904d\u53ca\u5ee3\u6cdb\u7684\u7d42\u7aef\u5e02\u5834\uff0c\u7279\u5225\u662f\u7528\u65bc\u70ba\u4eba\u5de5\u667a\u6167\u5de5\u4f5c\u8ca0\u8f09\u63d0\u4f9b\u52d5\u529b\u7684 GPU\u3002\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\u662f DRAM \u8a18\u61b6\u9ad4\u7522\u54c1\u7d44\u5408\u7684\u4e00\u90e8\u5206\uff0c\u4f46\u5728\u4eba\u5de5\u667a\u6167\u6578\u64da\u4e2d\u5fc3\u90e8\u7f72\u4e2d\u8b8a\u5f97\u6d41\u884c\uff0c\u76ee\u524d\u6b63\u8655\u65bc\u7b2c\u4e94\u4ee3\u8fed\u4ee3 HBM3e\uff0c\u9810\u8a08\u5230 2025 \u5e74\u5c07\u4f54 DRAM \u7e3d\u4f4d\u5143\u8f38\u51fa\u7684 10%\uff0c\u6839\u64da TrendForce \u7684\u6578\u64da\u30022024 \u5e74\uff0c\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\u6676\u7247\u4f54 DRAM \u4f4d\u5143\u8f38\u51fa\u7684\u7d04 5%\u3002<\/p>\n

    \u5c31 DRAM \u7e3d\u6536\u5165\u800c\u8a00\uff0c\u7531\u65bc\u66f4\u9ad8\u7684\u5e73\u5747\u552e\u50f9\uff0c\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\u5c0d\u6574\u9ad4 DRAM \u5e02\u5834\u7684\u8ca2\u737b\u9810\u8a08\u4e5f\u5c07\u8d85\u904e 30% \u7684\u5e02\u5834\uff0c\u9ad8\u65bc 2024 \u5e74\u7684 21% \u6536\u5165\u8ca2\u737b\u3002<\/p>\n

    \"\u5716\u8868<\/p>\n

    \u5716\u8868 B\uff1a\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\u5728 2025 \u5e74\u5c0d DRAM \u7e3d\u5e02\u5834\u7684\u8ca2\u737b\u9810\u8a08\u5c07\u5728 2025 \u5e74\u8d85\u904e 30%\u3002(TrendForce via Statista)<\/p>\n

    \u81ea\u7136\u5730\uff0c\u96a8\u8457 DRAM \u5e02\u5834\u7684\u5feb\u901f\u589e\u9577\uff0c\u9818\u5148\u7684\u53c3\u8207\u8005\u6703\u5e0c\u671b\u8fc5\u901f\u63a1\u53d6\u884c\u52d5\uff0c\u4ee5\u978f\u56fa\u6216\u64f4\u5927\u5176\u4efd\u984d\u3002\u5c0d\u65bc\u50cf\u7f8e\u5149\u9019\u6a23\u7684\u53c3\u8207\u8005\u4f86\u8aaa\uff0c\u9019\u8b8a\u5f97\u66f4\u52a0\u6709\u8da3\uff0c\u56e0\u70ba\u8f03\u5927\u7684\u65e2\u6709\u4f01\u696d\u5df2\u7d93\u843d\u5f8c\u4e26\u5931\u53bb\u4e86\u9663\u5730\u3002\u76ee\u524d\uff0c\u6839\u64da\u6700\u65b0\u7684\u5831\u544a\uff0cSK \u6d77\u529b\u58eb\u5728\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\u5e02\u5834\u4e2d\u8655\u65bc\u9818\u5148\u5730\u4f4d\uff0c\u4f54\u64da\u7d04 50% \u7684\u4efd\u984d\u3002<\/p>\n

    \u5728\u7f8e\u5149\u53bb\u5e74\u7b2c\u56db\u5b63 23 \u8ca1\u5e74\u8ca1\u5831\u96fb\u8a71\u6703\u8b70\u4e0a\uff0c\u7ba1\u7406\u5c64\u70ba\u4ed6\u5011\u901a\u904e\u5168\u5e74\u63d0\u9ad8 HBM3e \u7522\u91cf\u4f86\u6253\u5165\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\u5e02\u5834\u7684\u96c4\u5fc3\u52c3\u52c3\u7684\u8a08\u5283\u5960\u5b9a\u4e86\u57fa\u790e\uff1a<\/p>\n

    \n

    \u6211\u5011\u7684\u76ee\u6a19\u662f\u78ba\u4fdd\u6211\u5011\u7684\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\u4efd\u984d\u8207\u6211\u5011\u7684 DRAM \u4f9b\u61c9\u4efd\u984d\u76f8\u4f3c\u3002\u4e26\u76e1\u5feb\u5be6\u73fe\u9019\u4e00\u76ee\u6a19\u3002\u9019\u5c31\u662f\u6211\u5011\u95dc\u6ce8\u7684\u91cd\u9ede\u3002\u6211\u5011\u5c0d\u57f7\u884c\u8a72\u8a08\u5283\u6709\u4fe1\u5fc3\u3002<\/em><\/p>\n<\/blockquote>\n

    \u5728\u53bb\u5e74\u7b2c\u56db\u5b63\u96fb\u8a71\u6703\u8b70\u5341\u4e8c\u500b\u6708\u5f8c\uff0c\u7f8e\u5149\u7684\u5e02\u5834\u4efd\u984d\u5be6\u969b\u4e0a\u64f4\u5927\u4e86 260 \u500b\u57fa\u9ede\uff0c\u9019\u662f\u6839\u64da\u53e6\u4e00\u4efd\u5831\u544a\u4efb\u4f55 DRAM \u88fd\u9020\u5546\u6240\u80fd\u505a\u5230\u7684\u6700\u5927\u589e\u5e45\uff0c\u800c\u9019\u4e00\u5207\u90fd\u662f\u56e0\u70ba\u7f8e\u5149\u5728\u4f3a\u670d\u5668 DRAM \u548c HBM3e \u51fa\u8ca8\u91cf\u65b9\u9762\u7684\u5353\u8d8a\u8868\u73fe\u3002\u9019\u4e5f\u4f7f\u5f97\u8a72\u516c\u53f8\u5728 \u7b2c\u56db\u5b63\u696d\u7e3e\u4e2d\u4ee5\u5f37\u52c1\u7684\u8868\u73fe\u7d50\u675f\u4e86\u4ed6\u5011\u7684 24 \u8ca1\u5e74\u3002<\/p>\n

    \"\u7f8e\u5149\u7b2c\u56db\u5b63\u7684\u6536\u5165\u589e\u9577\u662f<\/p>\n

    \u5716\u8868 C\uff1a\u7f8e\u5149\u7b2c\u56db\u5b63\u7684\u6536\u5165\u589e\u9577\u662f 8 \u5e74\u591a\u4f86\u6700\u5f37\u52c1\u7684\uff0c\u9019\u6b78\u529f\u65bc\u5f37\u52c1\u7684 HBM3e \u548c DRAM \u51fa\u8ca8\u91cf\u3002(\u516c\u53f8\u8cc7\u6599)<\/p>\n

    \u50cf\u8a31\u591a\u4f5c\u70ba\u534a\u5c0e\u9ad4\u50f9\u503c\u93c8\u95dc\u9375\u88fd\u9020\u5546\u7684\u4e0a\u6e38\u534a\u5c0e\u9ad4\u516c\u53f8\u4e00\u6a23\uff0c\u7f8e\u5149\u901a\u904e\u6295\u5165\u8cc7\u6e90\u4e26\u5c07\u9810\u7b97\u5206\u914d\u7d66\u5347\u7d1a\u8a2d\u5099\u548c\u90e8\u7f72\u9818\u5148\u7684\u7bc0\u9ede\u534a\u5c0e\u9ad4\u751f\u7522\u5de5\u85dd\u4f86\u898f\u5283\u5176\u672a\u4f86\u7684\u589e\u9577\u3002<\/p>\n

    \u6191\u85c9\u5176\u5f37\u52c1\u7684 24 \u8ca1\u5e74\u696d\u7e3e\uff0c\u7f8e\u5149\u5690\u5230\u4e86\u751c\u982d\uff0c\u4ecd\u7136\u8a8d\u70ba DRAM \u5e02\u5834\u6709\u8db3\u5920\u7684\u589e\u9577\u7a7a\u9593\uff0c\u4e26\u6e34\u671b\u50cf\u8fc4\u4eca\u70ba\u6b62\u6240\u5c55\u793a\u7684\u90a3\u6a23\u7e7c\u7e8c\u6ef2\u900f\u5e02\u5834\u3002\u8a72\u516c\u53f8\u7684\u6295\u8cc7\u8005\u4ecb\u7d39\u63d0\u4f9b\u4e86\u4e00\u4e9b\u95dc\u65bc\u4ed6\u5011\u660e\u5e74\u8a08\u5283\u7684\u898b\u89e3\uff1a<\/p>\n

    \n

    \u6211\u5011\u9810\u8a08\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4 TAM \u5c07\u5f9e 2023 \u5e74\u66c6\u5e74\u7684\u7d04 40 \u5104\u7f8e\u5143\u589e\u9577\u5230 2025 \u5e74\u66c6\u5e74\u7684\u8d85\u904e 250 \u5104\u7f8e\u5143\u3002\u5c31\u6574\u9ad4\u7522\u696d DRAM \u4f4d\u5143\u6578\u7684\u767e\u5206\u6bd4\u800c\u8a00\uff0c\u6211\u5011\u9810\u8a08\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\u5c07\u5f9e 2023 \u5e74\u66c6\u5e74\u7684 1.5% \u589e\u9577\u5230 2025 \u5e74\u66c6\u5e74\u7684\u7d04 6%\u3002<\/em><\/p>\n<\/blockquote>\n

    \u9019\u4e9b\u662f TAM \u64f4\u5f35\u7684\u975e\u5e38\u986f\u8457\u7684\u8907\u5408\u5e74\u589e\u9577\u7387\uff0c\u8868\u660e\u7f8e\u5149\u70ba\u9032\u4e00\u6b65\u6ef2\u900f\u5e02\u5834\u505a\u51fa\u4e86\u96c4\u5fc3\u52c3\u52c3\u7684\u52aa\u529b\uff0c\u4e0d\u61c9\u6389\u4ee5\u8f15\u5fc3\u3002<\/p>\n

    \u7f8e\u5149\u5df2\u5c07\u8cc7\u672c\u652f\u51fa\u6307\u5c0e\u70ba \u300c\u986f\u8457\u63d0\u9ad8\u300d<\/em>\uff0c\u6839\u64da\u6211\u5011\u76ee\u524d\u7684\u8cc7\u672c\u652f\u51fa\u548c\u6536\u5165\u9810\u671f\uff0c\u300c\u5927\u7d04\u5728\u6536\u5165\u7684 30% \u7684\u4e2d\u9593\u7bc4\u570d\u5167\u300d<\/em>\u3002\u7f8e\u5149\u9810\u8a08\u5176\u8cc7\u672c\u652f\u51fa\u7684\u5927\u90e8\u5206\u8cc7\u91d1\u5c07\u7528\u65bc\u652f\u6301\u5176\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\u7684\u96c4\u5fc3\u58ef\u5fd7\u3002<\/p>\n

    \u6b77\u53f2\u8868\u660e\uff0c\u64f4\u5f35\u6027\u8cc7\u672c\u652f\u51fa\u8a08\u5283\uff0c\u7279\u5225\u662f\u7576\u8cc7\u672c\u652f\u51fa\u7528\u65bc\u6280\u8853\u8f49\u578b\u6642\uff0c\u4e00\u76f4\u5c0d\u7f8e\u5149\u672a\u4f86\u7684\u6536\u5165\u53ca\u5176\u80a1\u50f9\u6709\u5229\u3002<\/p>\n

    \"\u7f8e\u5149\u7684\u8cc7\u672c\u652f\u51fa\u8a08\u5283\u4e00\u76f4\u662f\u5176\u6536\u5165\u548c\u80a1\u50f9\u8d70\u52e2\u7684\u6709\u529b\u6307\u6a19\u3002\"<\/p>\n

    \u5716\u8868 D\uff1a\u7f8e\u5149\u7684\u8cc7\u672c\u652f\u51fa\u8a08\u5283\u4e00\u76f4\u662f\u5176\u6536\u5165\u548c\u80a1\u50f9\u8d70\u52e2\u7684\u6709\u529b\u6307\u6a19\u3002(YCharts)<\/p>\n

    \u76ee\u524d\uff0c\u7f8e\u5149\u5df2\u5c07\u5176 24 \u8ca1\u5e74 251 \u5104\u7f8e\u5143\u7684\u6536\u5165\u4e2d\u7d04 33% \u7528\u65bc\u8cc7\u672c\u652f\u51fa\u3002\u5176 2025 \u5e74\u7684\u5c55\u671b\u8868\u660e\uff0c\u8a72\u516c\u53f8\u5c07\u628a\u5176 2025 \u5e74\u6536\u5165\u7684\u7d04 35% \u7528\u65bc\u8cc7\u672c\u652f\u51fa\u3002\u5982\u679c DRAM \u7684\u4f4d\u5143\u9700\u6c42\u9810\u8a08\u5728\u660e\u5e74\u6301\u7e8c\u5728 \u300c\u5341\u5e7e\u6b72\u7684\u767e\u5206\u6bd4\u7bc4\u570d\u5167\u300d<\/em>\uff0c\u6b63\u5982\u7ba1\u7406\u5c64\u9810\u8a08\u7684\u90a3\u6a23\uff0c\u6211\u76f8\u4fe1\u7ba1\u7406\u5c64\u5c07\u8655\u65bc\u6709\u5229\u5730\u4f4d\uff0c\u5f9e\u9019\u4e9b\u65e9\u671f\u6295\u8cc7\u4e2d\u7372\u76ca\u4e26\u9032\u4e00\u6b65\u6ef2\u900f\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\u5e02\u5834\u3002<\/p>\n

    \u7f8e\u5149\u5728 2025 \u5e74\u770b\u8d77\u4f86\u88ab\u56b4\u91cd\u4f4e\u4f30<\/h3>\n

    \u6c92\u6709\u6bd4\u76f4\u63a5\u5217\u51fa\u5e02\u5834\u5c0d\u7f8e\u5149 2025 \u5e74\u9060\u671f\u6536\u76ca\u7684\u4f30\u503c\u66f4\u597d\u7684\u65b9\u6cd5\u4e86\uff0c\u76ee\u524d\u8a72\u4f30\u503c\u7d04\u70ba 2025 \u5e74\u6536\u76ca\u7684 12 \u500d\u3002<\/p>\n

    \u9019\u5f88\u4fbf\u5b9c\u3002\u53e5\u865f\u3002<\/p>\n

    \u5e02\u5834\u672c\u8eab\u9810\u8a08\u6536\u5165\u5c07\u5be6\u73fe\u5f37\u52c1\u7684\u5169\u4f4d\u6578\u589e\u9577\uff0c\u6bcf\u80a1\u6536\u76ca\u5c07\u8d85\u904e\u6574\u9ad4\u6536\u5165\u589e\u9577\u3002\u5229\u6f64\u7387\u5728\u672c\u5e74\u5ea6\u5927\u5e45\u63d0\u9ad8\uff0c\u7b26\u5408\u7ba1\u7406\u5c64\u5148\u524d\u95dc\u65bc\u5728 DRAM \u548c NAND \u90e8\u9580\u5be6\u73fe\u6210\u672c\u524a\u6e1b\u7684\u627f\u8afe\u3002<\/p>\n

    \"\u7f8e\u5149\u7684\u5229\u6f64\u7387\u5927\u5e45\u63d0\u9ad8\uff0c\u9810\u8a08\u5728<\/p>\n

    \u5716\u8868 E\uff1a\u7f8e\u5149\u7684\u5229\u6f64\u7387\u5927\u5e45\u63d0\u9ad8\uff0c\u9810\u8a08\u5728 2025 \u5e74\u5c07\u9032\u4e00\u6b65\u64f4\u5927\u3002(YCharts)<\/p>\n

    \u5047\u8a2d\u5f37\u52c1\u7684\u9700\u6c42\u74b0\u5883\u548c\u6301\u7e8c\u7684\u6210\u672c\u524a\u6e1b\uff0c\u7f8e\u5149\u61c9\u8a72\u80fd\u5920\u81f3\u5c11\u5be6\u73fe 50 \u500b\u57fa\u9ede\u7684 GAAP \u71df\u696d\u5229\u6f64\u7387\u3002\u8003\u616e\u5230\u9019 50 \u500b\u57fa\u9ede\u7684 2025 \u5e74\u5229\u6f64\u7387\u64f4\u5f35\u548c\u7d04 6 \u5104\u7f8e\u5143\u7684\u5e74\u5ea6\u5229\u606f\u652f\u51fa\uff0c\u6211\u76f8\u4fe1\u7f8e\u5149\u7684\u4f30\u503c\u81f3\u5c11\u61c9\u70ba 2025 \u5e74\u6536\u76ca\u7684\u7d04 15 \u500d\u3002\u9019\u610f\u5473\u8457\u672a\u4f86\u4e00\u5e74\u8a72\u80a1\u81f3\u5c11\u6709\u7d04 32% \u7684\u4e0a\u6f32\u7a7a\u9593\u3002<\/p>\n

    \u98a8\u96aa\u548c\u5176\u4ed6\u9700\u8981\u6ce8\u610f\u7684\u56e0\u7d20<\/h3>\n

    \u4e0a\u8ff0\u5229\u6f64\u7387\u64f4\u5f35\u5047\u8a2d\u7684\u5f88\u5927\u4e00\u90e8\u5206\u662f\u57fa\u65bc\u8a72\u516c\u53f8\u5728\u5f37\u52c1\u7684\u4f4d\u5143\u9700\u6c42\u74b0\u5883\u4e2d\u92b7\u552e\uff0c\u5c0e\u81f4\u5176\u6536\u5165\u589e\u9577\u7684\u96d9\u4f4d\u6578\u5171\u8b58\u4e3b\u5c0e\u9810\u6e2c\u3002\u5982\u679c\u9700\u6c42\u74b0\u5883\u9006\u8f49\u8d70\u4f4e\uff0c\u5c07\u56b4\u91cd\u5f71\u97ff\u7f8e\u5149\u7684\u524d\u666f\u3002\u4e00\u4e9b\u5206\u6790\u5e2b\u547c\u7c72\u53ef\u80fd\u6703\u51fa\u73fe \u300cDRAM \u5bd2\u51ac\u300d<\/em>\uff0c\u9019\u53ef\u80fd\u662f\u7531\u65bc DRAM \u4f9b\u61c9\u904e\u5269\u9020\u6210\u7684\u3002\u4f46\u7531\u65bc\u5e73\u5747\u552e\u50f9\u53ef\u80fd\u8d70\u9ad8\uff0c\u9700\u6c42\u74b0\u5883\u5c0d\u7f8e\u5149\u7b49\u53c3\u8207\u8005\u4ecd\u7136\u6709\u5229\u3002<\/p>\n

    \u7f8e\u5149\u5c07\u65bc\u4e0b\u9031 12 \u6708 18 \u65e5\u516c\u4f48\u5176 25 \u8ca1\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u696d\u7e3e\u3002\u7531\u65bc\u5e7e\u500b\u56e0\u7d20\uff0c\u7f8e\u5149\u7684\u7b2c\u4e00\u5b63\u5ea6\u696d\u7e3e\u6709\u6642\u6703\u51fa\u73fe\u8d85\u51fa\u9810\u671f\u7684\u6ce2\u52d5\u3002\u4e00\u500b\u662f\u5047\u671f\u524d\u5f8c\u7684\u4ea4\u6613\u91cf\u4f4e\u65bc\u5e73\u5e38\u3002\u7b2c\u4e8c\u500b\u662f\u7f8e\u5149\u7684\u7b2c\u4e8c\u5b63\u5ea6\u6307\u5c0e\u6709\u6642\u53ef\u80fd\u6703\u4f4e\u65bc\u9810\u671f\uff0c\u56e0\u70ba\u7f8e\u5149\u7684\u8ca1\u653f\u7b2c\u4e8c\u5b63\u5ea6\u662f\u5b83\u7d93\u6b77\u5b63\u7bc0\u6027\u75b2\u8edf\u7684\u6642\u5019\u3002<\/p>\n

    \u7d50\u8ad6<\/h2>\n

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