AI·??? ??, ?? ??? ‘????’…??? 50% ‘??’
... ???? ??? 20~50%? ???? ???. ??? ??? ... ??. ??? ???? ?? ??? ????. ??? ???? ... ?? ????? “HBM ??? ??? ??? ??? ...
- 2025-01-16
- ??? ?
- ??? ?
??879?
????
中 ????? D? ???? ???… “??? ?? ?? ??”
... ?? ??? ??? ??????????(CXMT)? ????JHICC) ?? ?? ?? ???? ?? D? ??? ?? ... ????. AI ??? ?? ???? HBM ??? ?? ?? ?? ...
- 2025-01-09
- ??? ?
- ??? ?
???? “???? ?? ?? ??? ??…AI? ?? ????”
... ???? ????? 3.07％ ??? 5?7100?? ???? ??. ... ?? ??? ??? ?? ???? ??? ?? ??. ... ??? ???? AI ???? ??? ??? ??? ...
- 2025-01-08
- ??? ?
- ??? ?
“?? 1?? D? ?? ?? 13% ??…?? ??·中 ?? ??”
... AI) ??? ??? ???????(HBM)? ??? ?? D? ??? 4?? 0~8% ???, ?? ... D?? ?? 4??? ?? 5% ?????, ?? 1???? 5~10% ???? ??? ??? ...
- 2024-12-30
- ??? ?
- ??? ?
![[??]???? “???? ??, ???? 9? ?? ??”](https://dimg.donga.com/a/284/160/95/2/wps/NEWS/IMAGE/2024/12/18/130667563.1.jpg)
[??]???? “???? ??, ???? 9? ?? ??”
... ????. ????? ?? ??? ?? ??? ??”? ... ???? ?????? ????? ?? ???? ????. ?? ??? ????? ???? ??? ?? ? ?? ? ...
- 2024-12-18
- ??? ?
- ??? ?
???113?
????
?? ?? ?? ?? SK????, AI ??? ?? ???? ??
... 0~5%? ??? ??, HBM? ?? ???? 20% ??? ?? ??? ... ??”??? “AI ?? ??? ??? ??? ???? ???? ??? ????, ???? ??? ???? ? ...
- 2024-10-25
![[??] ??? “SK???? HBM ?? ???, ????? ??? ??? ?”](https://dimg.donga.com/a/284/160/95/2/ugc/CDB/WEEKLY/Article/67/18/97/5e/6718975e1132d2738250.jpg)
[??] ??? “SK???? HBM ?? ???, ????? ??? ??? ?”
... ?? ??? ??? ?? ??? ??? ??? ? ???. ... D? ?????? ??????(ASP)??. D? ?????? 40% ... ?? ???? ?? ?? ??? ???. ???? AI ...
- 2024-10-25
??? “?? ? ?? ????, ??? ?? ??”
... ??? ?? ??, D? DDR4 ??? ???? ???? ?? ??? ???. ?? HBM(???????) ??? ??? ???? ?? ??? ?? ???? ???? ??? ???. ...
- 2024-10-18
???? ‘????’?? ‘?? ??’ ??? ?? ????
... ??? ?? D?? ???? ?? ??? ???? ????, ????(AI) ???? ?? ??? ???? HBM ????? ??? ?? ?? ?? ??? ???. ????? 3?? ...
- 2024-10-11
?? ??? ???? ??? ?? ? ???
... ??? ?? D?? ???? ?? ??? ???? ????, ????(AI) ??? ?? ??? ???? ???????(HBM)??? ??? ?? ?? ?? ??? ???. ????? ...
- 2024-10-04