è¡?ä¸?巨头????????????°æ?????AI?©å????æ±???ç»??ºç??

?????åª?ä½??¥é??ï¼?SKæµ·å??å£?·²ç»?å¼?å§?çª???AND????????????¶ï?计å??2025å¹´æ?????400+å±?????NAND????产å??å¤?ï¼?2026å¹´ä?季度正å????¨å¤§è§?模ç??产ï?ä½?为è??¥ä¸¤ä¸???导ä??¶å????ä¸?ä¸?代å?è£???????

????人工?ºè?½ç?¸å?³å??导ä?对é?å¸þ@?å­???HBM)??æ±????¨å???NAND???å¸??ºä??????°ä?è¿?ä¸?è¶??¿ç??å½±å????å­??¨å·¨å¤´ä?????SKæµ·å??å£??½å?¨å??ç´§å????ï¼?????NAND产å?????§è?½å??容é??????究æ?ºæ??é¢?计ï?2024å¹´ç??DRAM??å­???NAND???è¡?ä¸??¶å?¥å?????¤§å¹?å¢???75%??77%??主æ?å­??¨äº§??涨价????ä¼?导è?³å?©å?ºå??ºï?å½???MCUåº?å­??»å????????æ­¥è??¥å°¾å£°ï?模æ??????åº?å­?å·²å??å½?正常水ä?ï¼???????碳å??ç¡???代工????å°?æµ?????AI???¡å?¨ç??½æ????ç»???好迹象ã??

责任���????
精彩?¨è??
??è½½æ?´å?
?¨é?¨è?è®
??????App
??????å¾???
???????????/>     </div>     <!-- ???°é¡¶? -->     <script src=