当AI 应用逐步从「训练」转向「推理」，对于高速资料储存与即时存取的需求大幅提升，必须仰 赖HBM 等记忆体，将资料持续供应给GPU 进行运算。 即便通用记忆体的效能不及HBM，市场对高效能通用记忆体的需求仍快速成长。在推理初期阶 段，工作负载多由GDDR7、LPDDR5X 等通用DRAM 处理，而HBM 则主要保留给更密集的推理 任务。 NVIDIA 在以推理为主的AI 加速器中采用GDDR7，便是一项代表性案例。 记忆体业者也计划透过开发AI 导向的高效能产品，延续「记忆体为核心」的产业趋势。举例来 说，记忆体内运算（Processing-In-Memory，PIM）技术，让记忆体可承担部分原本由GPU 执行 的运算工作。报导也指出，垂直通道电晶体（VCT）DRAM 与3D DRAM 等新技术，透过在更小 面积中储存更多资料来提升密度，预期将陆续导入市场。 如果您希望可以时常见面，欢迎标星收藏哦~ 随着人工智能需求快速攀升，记忆体价格大幅上涨，半导体产业的获利结构正出现变化。根据《韩 国经济新闻》报导，三星电子的记忆体部门，以及SK 海力士，预期在2025 年第四季的毛利率将 超越台积电，这将是自2018 ...

一份SK海力士内部分析文件意外曝光，揭示了全球存储芯片市场面临的严峻供需失衡。该文件显示，除HBM和SOCAMM外， 标准DRAM的供应紧张将持续到2028年，这一预测比瑞银此前预计的2027年一季度更为严峻。 据社交平台X用户@BullsLab上周分享的截图，SK海力士认为标准DRAM的产能增长将受到严重制约。供应商库存正被消耗至最 低水平，而生产产能相比以往上升周期预计增长有限。 这一供需格局将对全球科技产业链产生深远影响。据华尔街见闻此前文章，瑞银预测今年四季度DDR合约价将环比上涨35%， 2026年一季度将进一步上涨30%。苹果等科技巨头也将面临成本压力，其与三星、SK海力士的长期供应协议将于2026年1月到 期。 人工智能需求激增成为推动这轮"超级周期"的核心动力。SK海力士预计，AI服务器市场份额将从2025年的38%飙升至2030年的 53%，带动DRAM需求实现24%的强劲增长。 即便利用现有厂房进行技术转换也面临挑战。无论是DDR4停产转向DDR5，还是NAND制程转换为DRAM生产，都需要相当长 的调整周期。这使得短期内通过产能调配缓解供需矛盾变得困难。 与此同时，供应商库存水平正急剧下 ...

Group 1 - The core report from OpenAI indicates that ChatGPT has surpassed 800 million weekly active users, with over 1 million businesses paying for OpenAI's enterprise AI products, and paid seats for workplace products reaching 7 million [1] - AI is penetrating various industries, with technology, healthcare, and manufacturing identified as the fastest-growing sectors [1] - The Financial Times notes that while technological advancements may occur rapidly, the transformation of the economy and society will proceed at a human pace, suggesting that the widespread adoption of new technologies, including AI, may be slow [1] Group 2 - As the pace of core technology advancements slows, the application of technology is becoming a key differentiator among AI companies, leading to competition in customized chatbot services [4] - The operational costs of high-end models are decreasing, making them more accessible, and it is expected that most activities will focus on new applications of existing models to maintain novelty [4] - According to the Semiconductor Industry Association (SIA), global semiconductor sales surged by 33% year-on-year in October, totaling $71.3 billion (approximately 504 billion RMB), with DRAM sales skyrocketing by 90% [4] - Analysts attribute the surge in demand for semiconductors to AI, as many industries are shifting production capacity towards high-bandwidth memory (HBM) for AI accelerators, resulting in reduced wafer output for standard DRAM and 3D NAND [4]