[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio725f69e1":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio725f69e1","美光MU高层：AI真正下一阶段，不是GPU，而是记忆力","\u002Fdoc\u002Fdcio725f69e1","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">美光高管\u003C\u002Fspan>Jeremy Werner\u003Cspan style=\"font-family: DengXian;\">表示，\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">正从训练走向推理阶段，\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">真正瓶颈不再只是算力，而是内存。\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">推理依赖\u003C\u002Fspan>KV\u003Cspan style=\"font-family: DengXian;\">缓存与上下文数据，若内存不足，将导致重复计算、效率暴跌。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">因此，高带宽、大容量的内存，将成为\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">性能跃升的关键，也将重塑整个存储产业格局。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">美光\u003C\u002Fspan>MU \u003C\u002Fstrong>\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">高管：\u003C\u002Fspan>AI\u003C\u002Fstrong>\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">正在吃光全球存储，把所有数据\u003C\u002Fspan>“\u003C\u002Fstrong>\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">加热\u003C\u002Fspan>”\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">美光科技数据中心业务负责人\u003C\u002Fspan>Jeremy Werner\u003Cspan style=\"font-family: DengXian;\">表示，\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">正在以前所未有的速度制造和消耗数据。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">一方面，生成式\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">让人人都能创造内容，也让数据爆炸式增长；另一方面，\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">需要频繁访问这些数据，这对存储速度和容量提出更高要求。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">他指出，未来，数据中心将面临内存不足、\u003C\u002Fspan>SSD\u003Cspan style=\"font-family: DengXian;\">需求激增的巨大挑战。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">据美股投资网获悉，在全球狂建\u003C\u002Fspan>5\u003C\u002Fstrong>\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">座超级晶圆厂，一座\u003C\u002Fspan>=10\u003C\u002Fstrong>\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">个足球场，还是不够\u003C\u002Fspan>AI\u003C\u002Fstrong>\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">吃\u003C\u002Fspan>\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">美光科技核心数据中心业务部门负责人\u003C\u002Fspan>Jeremy Werner\u003Cspan style=\"font-family: DengXian;\">坦言，\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">正在把全球存储行业逼进\u003C\u002Fspan>“\u003Cspan style=\"font-family: DengXian;\">疯狂扩产\u003C\u002Fspan>”\u003Cspan style=\"font-family: DengXian;\">时代。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">行业其实已经开始供不上了\u003C\u002Fspan>——\u003Cspan style=\"font-family: DengXian;\">全球同时狂建\u003C\u002Fspan>5\u003Cspan style=\"font-family: DengXian;\">座超级晶圆厂，一座就有\u003C\u002Fspan>10\u003Cspan style=\"font-family: DengXian;\">个足球场大，但还是追不上\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">需求。随着\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">开始真正干活，整个行业已经进入\u003C\u002Fspan>“\u003Cspan style=\"font-family: DengXian;\">工厂刚建完，下一座立刻开工\u003C\u002Fspan>”\u003Cspan style=\"font-family: DengXian;\">的状态。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">存储行业最恐怖的状态：你造多少，\u003C\u002Fspan>AI\u003C\u002Fstrong>\u003Cstrong>\u003Cspan style=\"font-family: DengXian;\">吃多少\u003C\u002Fspan>\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">美光科技数据中心业务负责人\u003C\u002Fspan>Jeremy Werner\u003Cspan style=\"font-family: DengXian;\">表示，当前\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">时代的核心瓶颈已经集中在\u003C\u002Fspan>DRAM\u003Cspan style=\"font-family: DengXian;\">与\u003C\u002Fspan>SSD\u003Cspan style=\"font-family: DengXian;\">等存储环节。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">从训练到推理，\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">都在持续放大存储需求。只要储存产能提升，产品就会被市场快速消耗。海量用户的\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">需求，正在进一步扩大全球存储的供给缺口。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FM\u002FMU\u002FMU.jpg","2026-05-06T14:43:56","2026.05.06","2026\u002F05\u002F06",56546,[22],"MU","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fplan",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]