{"id":66999,"date":"2025-10-14T12:06:00","date_gmt":"2025-10-14T04:06:00","guid":{"rendered":"https:\/\/www.url.com.tw\/blog\/?p=66999"},"modified":"2025-10-14T11:08:56","modified_gmt":"2025-10-14T03:08:56","slug":"%e8%a8%98%e6%86%b6%e9%ab%94%e7%99%bc%e9%a3%86","status":"publish","type":"post","link":"https:\/\/www.url.com.tw\/blog\/?p=66999","title":{"rendered":"\u8a18\u61b6\u9ad4\u767c\u98c6"},"content":{"rendered":"\n

\u6587\uff0e\u6d2a\u5bf6\u5c71<\/p>\n\n\n\n

OpenAI<\/strong>\u57f7\u884c\u9577Sam Altman<\/strong>\u65bc\u5341\u6708\u521d\u8a2a\u554f\u97d3\u570b\uff0c\u6b63\u5f0f\u8207\u4e09\u661f\u53caSK<\/strong>\u6d77\u529b\u58eb\u7c3d\u7f72\u6230\u7565\u5408\u4f5c\u610f\u5411\u66f8\uff0c\u70ba\u5168\u7403AI<\/strong>\u8d85\u7d1a\u6578\u64da\u4e2d\u5fc3\u300cStargate<\/strong>\u300d\u8a08\u756b\u63d0\u4f9b\u8a18\u61b6\u9ad4\u6676\u7247\u8207AI<\/strong>\u57fa\u790e\u8a2d\u65bd\u3002\u6839\u64da\u97d3\u570b\u5b98\u65b9\u8aaa\u6cd5\u8207\u6cd5\u4eba\u9810\u4f30\uff0cOpenAI<\/strong>\u8a08\u756b\u81f32029<\/strong>\u5e74\u5411\u4e09\u661f\u8207SK<\/strong>\u6d77\u529b\u58eb\u4e0b\u55ae90<\/strong>\u842c\u7247DRAM(<\/strong>\u591a\u6578\u70baHBM)<\/strong>\u6676\u5713\uff0c\u7e3d\u91d1\u984d\u4e0a\u770b\u7d04700<\/strong>\u5104\u7f8e\u5143\uff0c\u9019\u5c07\u6210\u70ba\u5168\u7403AI<\/strong>\u904b\u7b97\u53f2\u4e0a\u6700\u5927\u898f\u6a21\u7684\u8a18\u61b6\u9ad4\u63a1\u8cfc\u5408\u7d04\u4e4b\u4e00\u3002<\/strong><\/p>\n\n\n\n

\u9019\u500b\u9700\u6c42\u91cf\u9060\u8d85\u76ee\u524d\u5168\u7403HBM<\/strong>\u6708\u7522\u80fd\u3002\u6839\u64daTrendForce<\/strong>\u548c\u591a\u65b9\u7522\u696d\u5206\u6790\uff0c\u76ee\u524d\u5168\u7403HBM<\/strong>\u6708\u7522\u80fd\u50c5\u7d0434<\/strong>\u842c\u81f354<\/strong>\u842c\u7247\uff0cOpenAI<\/strong>\u9019\u7b46\u8a02\u55ae\u76f8\u7576\u65bc\u5168\u7403HBM<\/strong>\u7522\u80fd\u7684200%<\/strong>\u4ee5\u4e0a\uff0c\u7d04\u5169\u5230\u4e09\u500d\u3002<\/strong><\/p>\n\n\n\n

\u8a18\u61b6\u9ad4\u50f9\u683c\u6301\u7e8c\u8d70\u63da<\/strong><\/p>\n\n\n\n

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AI\u4f3a\u670d\u5668\u5168\u9762\u63a1\u7528HBM\uff0cDRAM\u9700\u6c42\u55ae\u6a5f\u542b\u91cf\u5927\u589e(\u6bcf\u53f0AI\u4f3a\u670d\u5668DRAM\u5e74\u589e\u8d85\u904e17%)\u3002HBM\u7684\u6280\u8853\u9580\u6abb\u8d8a\u4f86\u8d8a\u9ad8\uff0c\u5e36\u4f86\u7522\u80fd\u5403\u7dca\u8207\u7d50\u69cb\u6027\u8f49\u8b8a\u3002AI\u8b93\u8a18\u61b6\u9ad4\u4e0d\u518d\u53ea\u662f\u300c\u4fbf\u5b9c\u5806\u6599\u300d\uff0c\u800c\u662f\u7a81\u7834\u7cfb\u7d71\u6027\u80fd\u74f6\u9838\u7684\u95dc\u9375\u3002<\/p>\n\n\n\n

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AI<\/strong>\u8cc7\u6599\u5206\u5c64 <\/strong>\u7fa4\u806f\u8207\u65fa\u5b8f\u5206\u5de5<\/strong><\/p>\n\n\n\n

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\"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"<\/p>\n

\u6587\uff0e\u6d2a\u5bf6\u5c71<\/p>\n<\/p>\n

OpenAI<\/strong>\u57f7\u884c\u9577Sam Altman<\/strong>\u65bc\u5341\u6708\u521d\u8a2a\u554f\u97d3\u570b\uff0c\u6b63\u5f0f\u8207\u4e09\u661f\u53caSK<\/strong>\u6d77\u529b\u58eb\u7c3d\u7f72\u6230\u7565\u5408\u4f5c\u610f\u5411\u66f8\uff0c\u70ba\u5168\u7403AI<\/strong>\u8d85\u7d1a\u6578\u64da\u4e2d\u5fc3\u300cStargate<\/strong>\u300d\u8a08\u756b\u63d0\u4f9b\u8a18\u61b6\u9ad4\u6676\u7247\u8207AI<\/strong>\u57fa\u790e\u8a2d\u65bd\u3002\u6839\u64da\u97d3\u570b\u5b98\u65b9\u8aaa\u6cd5\u8207\u6cd5\u4eba\u9810\u4f30\uff0cOpenAI<\/strong>\u8a08\u756b\u81f32029<\/strong>\u5e74\u5411\u4e09\u661f\u8207SK<\/strong>\u6d77\u529b\u58eb\u4e0b\u55ae90<\/strong>\u842c\u7247DRAM(<\/strong>\u591a\u6578\u70baH \u2026\u7e7c\u7e8c\u95b1\u8b80<\/a><\/span><\/strong><\/p>\n

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