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\u7f8e\u5143\u3002<strong\/><\/p>\n<p>\u201c\u6211\u8ba4\u4e3a\u6da8\u4ef7 50 \u7f8e\u5143\u7684\u65e5\u5b50\u5df2\u7ecf\u7ed3\u675f\u4e86\uff0c\u201d\u5979\u8bf4\u3002<\/p>\n<p>\u5c0f\u5de5\u5177\u4ef7\u683c\u7684\u4e0a\u6da8\u4e0d\u540c\u5bfb\u5e38\uff0c\u56e0\u4e3a\u81ea 20 \u4e16\u7eaa 80 \u5e74\u4ee3\u4ee5\u6765\u4e2a\u4eba\u7535\u8111\u548c\u5176\u4ed6\u4e2a\u4eba\u7535\u5b50\u4ea7\u54c1\u7684\u6210\u672c\u666e\u904d\u4e0b\u964d\u3002\u6700\u65b0\u7684\u653f\u5e9c\u901a\u80c0\u6570\u636e\u663e\u793a\uff0c\u8ba1\u7b97\u673a\u8f6f\u4ef6\u548c\u914d\u4ef6\u7684\u4ef7\u683c\u6bd4\u53bb\u5e74\u4e0a\u6da8\u4e86 14% \u4ee5\u4e0a\u3002\u5e73\u677f\u7535\u8111\u3001\u5bb6\u5ead\u52a9\u7406\u548c\u8ba1\u7b97\u673a\u786c\u4ef6\u7b49\u4e2a\u4eba\u7535\u8111\u4e0a\u6da8 1.3%\u3002<\/p>\n<h2>\u82af\u7247\u77ed\u7f3a\u80cc\u540e\u7684\u539f\u56e0\u662f\u4ec0\u4e48\uff1f<\/h2>\n<p>\u4e09\u5927\u5b58\u50a8\u82af\u7247\u5236\u9020\u5546\u2014\u2014\u7f8e\u5149\u79d1\u6280\u3001\u4e09\u661f\u7535\u5b50\u548c SK \u6d77\u529b\u58eb\u2014\u2014\u5386\u53f2\u4e0a\u4e00\u76f4\u4e3a\u667a\u80fd\u624b\u673a\u7b49\u8bbe\u5907\u548c\u6c7d\u8f66\u7b49\u5176\u4ed6\u6d88\u8d39\u4ea7\u54c1\u751f\u4ea7\u534a\u5bfc\u4f53\u3002 <\/p>\n<p>\u4f46\u8fd9\u4e9b\u82af\u7247\u5236\u9020\u5546\u73b0\u5728\u6b63\u5728\u7ade\u76f8\u6ee1\u8db3 Alphabet\u3001\u4e9a\u9a6c\u900a\u3001Meta\u3001\u7532\u9aa8\u6587\u548c\u5176\u4ed6\u88ab\u79f0\u4e3a\u201c\u8d85\u5927\u89c4\u6a21\u4f01\u4e1a\u201d\u7684\u79d1\u6280\u5de8\u5934\u4e0d\u65ad\u589e\u957f\u7684\u9700\u6c42\uff0c\u8fd9\u4e9b\u5de8\u5934\u6b63\u5728\u5efa\u8bbe\u7684\u6570\u5343\u4e2a\u6570\u636e\u4e2d\u5fc3\u9700\u8981\u5185\u5b58\u82af\u7247\uff0c\u4ee5\u63d0\u4f9b\u4e00\u7cfb\u5217\u4eba\u5de5\u667a\u80fd\u670d\u52a1\u3002 <\/p>\n<p>IDC \u6570\u636e\u548c\u5206\u6790\u526f\u603b\u88c1 Francisco Jeronimo \u544a\u8bc9\u54e5\u4f26\u6bd4\u4e9a\u5e7f\u64ad\u516c\u53f8\u65b0\u95fb\uff0c\u201c\u57fa\u672c\u4e0a\uff0c\u6211\u4eec\u6700\u7ec8\u9047\u5230\u7684\u60c5\u51b5\u662f\uff0c\u8fd9\u4e9b\u516c\u53f8\uff08\u8d85\u5927\u89c4\u6a21\u4f01\u4e1a\uff09\u5f00\u59cb\u4ee5\u9ad8\u4ef7\u4ece\u8fd9\u4e9b\u4f9b\u5e94\u5546\u90a3\u91cc\u8d2d\u4e70\u5168\u90e8\u5bb9\u91cf\u201d\u3002<\/p>\n<p>\u4ece\u5386\u53f2\u4e0a\u770b\uff0c\u7f8e\u5149\u3001SK \u548c\u4e09\u661f\u7684\u5927\u90e8\u5206\u82af\u7247\u751f\u4ea7\u90fd\u96c6\u4e2d\u5728\u751f\u4ea7\u6240\u8c13\u7684 DRAM \u548c NAND 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\u82af\u7247\u6bd4\u751f\u4ea7\u4e2a\u4eba\u8bbe\u5907\u4e2d\u4f7f\u7528\u7684\u82af\u7247\u66f4\u6709\u5229\u53ef\u56fe\u3002\u5236\u9020\u5546\u5b9e\u9645\u4e0a\u662f\u5728\u8bf4\uff1a\u201c\u5f53\u6211\u4eec\u5728\u672a\u6765\u5f88\u591a\u5e74\u91cc\u90fd\u62e5\u6709\u8fd9\u4e2a\u5de8\u5927\u7684\u673a\u4f1a\u65f6\uff0c\u9500\u552e\u548c\u5236\u9020\u667a\u80fd\u624b\u673a\u3001\u4e2a\u4eba\u7535\u8111\u6216\u4efb\u4f55\u5176\u4ed6\u8bbe\u5907\u7684\u5185\u5b58\u8fd8\u6709\u4ec0\u4e48\u610f\u4e49\u5462\uff1f\u201d\u4ed6\u8865\u5145\u9053\u3002<\/p>\n<p>\u4f8b\u5982\uff0c\u53bb\u5e74\uff0c\u603b\u90e8\u4f4d\u4e8e\u7231\u8fbe\u8377\u5dde\u535a\u4f0a\u897f\u7684\u82af\u7247\u5236\u9020\u5546\u7f8e\u5149\u79d1\u6280\u5b8c\u5168\u653e\u5f03\u4e86\u6d88\u8d39\u82af\u7247\u751f\u4ea7\uff0c\u5e76\u5c06\u8fd9\u4e00\u51b3\u5b9a\u89c6\u4e3a\u6ee1\u8db3\u4e0e\u4eba\u5de5\u667a\u80fd\u589e\u957f\u76f8\u5173\u7684\u4e0d\u65ad\u589e\u957f\u7684\u9700\u6c42\u7684\u5fc5\u8981\u4e3e\u63aa\u3002<\/p>\n<p>\u6770\u7f57\u5c3c\u83ab\u8868\u793a\uff0c\u968f\u7740\u4eba\u5de5\u667a\u80fd\u9700\u6c42\u4e0d\u65ad\u589e\u957f\uff0c\u5185\u5b58\u548c\u5b58\u50a8\u4f9b\u5e94\u51cf\u5c11\uff0c\u82af\u7247\u4ef7\u683c\u4e0a\u6da8\uff0c\u4fc3\u4f7f\u82f9\u679c\u548c\u5fae\u8f6f\u7b49\u516c\u53f8\u5c06\u8fd9\u4e9b\u6210\u672c\u8f6c\u5ac1\u7ed9\u6d88\u8d39\u8005\uff0c\u4ed6\u79f0\u5f53\u524d\u7684\u82af\u7247\u77ed\u7f3a\u6bd4\u4f9b\u5e94\u4e2d\u65ad\u201c\u4e25\u91cd\u5f97\u591a\u201d <span class=\"link\">\u75ab\u60c5\u671f\u95f4<\/span> \u5de5\u5382\u5012\u95ed\u9020\u6210\u7684\u3002 <\/p>\n<p>\u201c\u6ca1\u6709\u66f4\u591a\u7684\u5e93\u5b58\u4e86\uff0c\u201d\u4ed6\u8bf4\u3002 \u201c\u6bcf\u4e00\u4e2a\u8bb0\u5fc6 [chip] \u4ed6\u4eec\u8d2d\u4e70\u65f6\uff0c\u4ef7\u683c\u6bd4 6 \u6216 12 \u4e2a\u6708\u524d\u9ad8\u51fa 100% \u5230 200%\u3002\u201d<\/p>\n<p>Wedbush Securities \u4f30\u8ba1\uff0c\u79d1\u6280\u516c\u53f8\u7684\u5b58\u50a8\u82af\u7247\u8ba2\u5355\u6570\u91cf\u662f\u53ef\u7528\u82af\u7247\u6570\u91cf\u7684 15 \u500d\u3002 <\/p>\n<p>\u4e0e\u6b64\u540c\u65f6\uff0c\u7531\u4e8e\u5236\u9020\u5546\u7684\u4ea7\u80fd\u6709\u9650\uff0c\u4ee5\u53ca\u5efa\u8bbe\u534a\u5bfc\u4f53\u5236\u9020\u8bbe\u65bd\u7684\u5de8\u989d\u8d39\u7528\uff08\u53ef\u80fd\u8017\u8d44 100 \u4ebf\u7f8e\u5143\u4e14\u9700\u8981\u957f\u8fbe\u4e94\u5e74\u624d\u80fd\u5b8c\u6210\uff09\uff0c\u589e\u52a0\u82af\u7247\u4f9b\u5e94\u5341\u5206\u56f0\u96be\u3002<\/p>\n<p>\u201c\u4f60\u4e0d\u80fd\u53ea\u662f\u6253\u4e2a\u54cd\u6307\u5c31\u91ca\u653e\u66f4\u591a\u7684\u5185\u5b58\u82af\u7247\uff0c\u201d\u827e\u592b\u65af\u8bf4\u3002<\/p>\n<h2>\u82af\u7247\u77ed\u7f3a\u8fd8\u80fd\u6301\u7eed\u591a\u4e45\uff1f<\/h2>\n<p>\u79d1\u6280\u5206\u6790\u5e08\u548c\u7ecf\u6d4e\u5b66\u5bb6\u9884\u6d4b\uff0c\u82af\u7247\u77ed\u7f3a\u81f3\u5c11\u5c06\u6301\u7eed\u5230 2027 \u5e74\uff0c\u751a\u81f3\u53ef\u80fd\u66f4\u665a\uff0c\u56e0\u4e3a\u6269\u5efa\u6216\u5efa\u9020\u65b0\u5de5\u5382\u9700\u8981\u65f6\u95f4\u3002 <\/p>\n<p>\u4e0e\u6b64\u540c\u65f6\uff0c\u6d88\u8d39\u8005\u53ef\u4ee5\u9884\u671f\u4ef7\u683c\u5c06\u7ee7\u7eed\u4e0a\u6da8\u3002 <\/p>\n<p>\u79d1\u6280\u7814\u7a76\u516c\u53f8 Gartner 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