[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioe860f363":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},"dcioe860f363","被AI CPU吞噬的DRAM，内存”短缺\"将再持续一年","\u002Fdoc\u002Fdcioe860f363","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">继\u003C\u002Fspan>GPU\u003Cspan style=\"font-family: DengXian;\">之后，\u003C\u002Fspan>CPU\u003Cspan style=\"font-family: DengXian;\">也在推动\u003C\u002Fspan>DRAM\u003Cspan style=\"font-family: DengXian;\">大容量化，成为\u003C\u002Fspan>'AI\u003Cspan style=\"font-family: DengXian;\">协调者\u003C\u002Fspan>’\u003Cspan style=\"font-family: DengXian;\">的\u003C\u002Fspan>CPU......\u003Cspan style=\"font-family: DengXian;\">大容量记忆力必不可少，\u003C\u002Fspan>CPU\u003Cspan style=\"font-family: DengXian;\">所需的\u003C\u002Fspan>DDR5'\u003Cspan style=\"font-family: DengXian;\">供需失衡\u003C\u002Fspan>'\u003Cspan style=\"font-family: DengXian;\">加剧，在内存行业得益于价格暴涨\u003C\u002Fspan>100%\u003Cspan style=\"font-family: DengXian;\">以上的\u003C\u002Fspan>”\u003Cspan style=\"font-family: DengXian;\">通用\u003C\u002Fspan>DRAM\"\u003Cspan style=\"font-family: DengXian;\">并创下前所未有的业绩之际，随着用于人工智能\u003C\u002Fspan>(AI)\u003Cspan style=\"font-family: DengXian;\">的中央处理器\u003C\u002Fspan>(CPU)\u003Cspan style=\"font-family: DengXian;\">普及相结合，有观点认为\u003C\u002Fspan>”\u003Cspan style=\"font-family: DengXian;\">短缺\u003C\u002Fspan>(Shortage·\u003Cspan style=\"font-family: DengXian;\">供应不足\u003C\u002Fspan>)\"\u003Cspan style=\"font-family: DengXian;\">现象还将持续一年。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">英特尔最近推出的\u003C\u002Fspan>“AI CPU\"\u003Cspan style=\"font-family: DengXian;\">预计将搭载比以往多达\u003C\u002Fspan>4\u003Cspan style=\"font-family: DengXian;\">倍的通用\u003C\u002Fspan>DRAM\u003Cspan style=\"font-family: DengXian;\">，再加上对大容量\u003C\u002Fspan>DRAM\u003Cspan style=\"font-family: DengXian;\">有需求的图形处理器\u003C\u002Fspan>(GPU)\u003Cspan style=\"font-family: DengXian;\">需求叠加，外界认为三星电子和\u003C\u002Fspan>SK\u003Cspan style=\"font-family: DengXian;\">海力士的内存供应能力将跟不上需求。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">据\u003C\u002Fspan>2\u003Cspan style=\"font-family: DengXian;\">日美股投资网消息称，业界了解到，\u003C\u002Fspan>CPU\u003Cspan style=\"font-family: DengXian;\">制造商正推动在\u003C\u002Fspan>AI CPU\u003Cspan style=\"font-family: DengXian;\">上搭载\u003C\u002Fspan>300~400GB\u003Cspan style=\"font-family: DengXian;\">容量的\u003C\u002Fspan>DRAM\u003Cspan style=\"font-family: DengXian;\">。这一规模相比一般\u003C\u002Fspan>CPU\u003Cspan style=\"font-family: DengXian;\">产品\u003C\u002Fspan>(96~256GB)\u003Cspan style=\"font-family: DengXian;\">最多大了\u003C\u002Fspan>4\u003Cspan style=\"font-family: DengXian;\">倍，堪称压倒性。\u003C\u002Fspan>AI CPU\u003Cspan style=\"font-family: DengXian;\">对大容量\u003C\u002Fspan>DRAM\u003Cspan style=\"font-family: DengXian;\">的需求激增，与\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">产业向\u003C\u002Fspan>\"\u003Cspan style=\"font-family: DengXian;\">推理\u003C\u002Fspan>\"\u003Cspan style=\"font-family: DengXian;\">为中心的重构趋势相契合。过去\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">推理只限于简单的问答，而现在则承担起统筹各种\u003C\u002Fspan>“\u003Cspan style=\"font-family: DengXian;\">智能代理\u003C\u002Fspan>AI”\u003Cspan style=\"font-family: DengXian;\">的\u003C\u002Fspan>“\u003Cspan style=\"font-family: DengXian;\">编排\u003C\u002Fspan>(\u003Cspan style=\"font-family: DengXian;\">协调\u003C\u002Fspan>)\"\u003Cspan style=\"font-family: DengXian;\">角色。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">在这一过程中，关键在于\u003C\u002Fspan>\"\u003Cspan style=\"font-family: DengXian;\">上下文记忆\u003C\u002Fspan>\"\u003Cspan style=\"font-family: DengXian;\">。若\u003C\u002Fspan>CPU\u003Cspan style=\"font-family: DengXian;\">要参照各个智能代理\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">的生成内容来协调整体工作流程，就必须将内容记住。为此，作为记忆空间的内存必须实现大容量化。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">到目前为止，\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">数据中心一直在构建配备高带宽内存\u003C\u002Fspan>(HBM)\u003Cspan style=\"font-family: DengXian;\">的以\u003C\u002Fspan>GPU\u003Cspan style=\"font-family: DengXian;\">为中心的计算基础设施。充分发挥\u003C\u002Fspan>GPU\u003Cspan style=\"font-family: DengXian;\">在同时对海量数据进行学习的特性，只专注于\u003C\u002Fspan>\"AI\u003Cspan style=\"font-family: DengXian;\">训练\u003C\u002Fspan>”\u003Cspan style=\"font-family: DengXian;\">。因此，服务器配置也通常是\u003C\u002Fspan>8\u003Cspan style=\"font-family: DengXian;\">台\u003C\u002Fspan>GPU\u003Cspan style=\"font-family: DengXian;\">配\u003C\u002Fspan>1\u003Cspan style=\"font-family: DengXian;\">台\u003C\u002Fspan>CPU\u003Cspan style=\"font-family: DengXian;\">。然而，随着行业重心向推理转移，扩大\u003C\u002Fspan>CPU\u003Cspan style=\"font-family: DengXian;\">比重的服务器配置正在普及。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">英特尔高管在最近的业绩发布中表示\u003C\u002Fspan>:“\"\u003Cspan style=\"font-family: DengXian;\">在\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">推理基础设施中，\u003C\u002Fspan>CPU\u003Cspan style=\"font-family: DengXian;\">与\u003C\u002Fspan>GPU\u003Cspan style=\"font-family: DengXian;\">的比例已变为\u003C\u002Fspan>1:4\u003Cspan style=\"font-family: DengXian;\">的计算结构\u003C\u002Fspan>\"\u003Cspan style=\"font-family: DengXian;\">，并解释说\u003C\u002Fspan>“\u003Cspan style=\"font-family: DengXian;\">进一步趋向缩减到约\u003C\u002Fspan>1:1\u003Cspan style=\"font-family: DengXian;\">的水平\u003C\u002Fspan>\"\u003Cspan style=\"font-family: DengXian;\">。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">继\u003C\u002Fspan>GPU\u003Cspan style=\"font-family: DengXian;\">之后连\u003C\u002Fspan>CPU\u003Cspan style=\"font-family: DengXian;\">也参与内存争夺战\u003C\u002Fspan>......\u003Cspan style=\"font-family: DengXian;\">需求像雪球一样增加\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">随着搭裁内存的音争从\u003C\u002Fspan>GPU\u003Cspan style=\"font-family: DengXian;\">扩屏到\u003C\u002Fspan>CPU\u003Cspan style=\"font-family: DengXian;\">规模像雪球一样迅速膨胀。英伟达的下一代\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">芯片\u003C\u002Fspan>\"Bera Rubin”\u003Cspan style=\"font-family: DengXian;\">通过\u003C\u002Fspan>8\u003Cspan style=\"font-family: DengXian;\">颗\u003C\u002Fspan>HBM\u003Cspan style=\"font-family: DengXian;\">搭载了\u003C\u002Fspan>288GB\u003Cspan style=\"font-family: DengXian;\">，而\u003C\u002Fspan>AMD\u003Cspan style=\"font-family: DengXian;\">的下一代\u003C\u002Fspan>GPU MI400\u003Cspan style=\"font-family: DengXian;\">则以高达\u003C\u002Fspan>432GB\u003Cspan style=\"font-family: DengXian;\">的巨量容量引以为傲。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">谷歌最近公布的定制芯片、第\u003C\u002Fspan>8\u003Cspan style=\"font-family: DengXian;\">代张量处理单元\u003C\u002Fspan>(TPU) TPU8i\u003Cspan style=\"font-family: DengXian;\">也将配备\u003C\u002Fspan>288GB\u003Cspan style=\"font-family: DengXian;\">的\u003C\u002Fspan>HBM\u003Cspan style=\"font-family: DengXian;\">容量。此外，如果英特尔的\u003C\u002Fspan>AI CPU \"\u003Cspan style=\"font-family: DengXian;\">至强\u003C\u002Fspan>”(Xeon)\u003Cspan style=\"font-family: DengXian;\">和\u003C\u002Fspan>AMD\u003Cspan style=\"font-family: DengXian;\">的\u003C\u002Fspan>\"\u003Cspan style=\"font-family: DengXian;\">霄龙\u003C\u002Fspan>”(EPYC)\u003Cspan style=\"font-family: DengXian;\">也开始使用最高\u003C\u002Fspan>400GB\u003Cspan style=\"font-family: DengXian;\">的大容量\u003C\u002Fspan>DDR5\u003Cspan style=\"font-family: DengXian;\">，内存短缺现象可能会进一步持续。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">业内人士表示\u003C\u002Fspan>:“\u003Cspan style=\"font-family: DengXian;\">目前\u003C\u002Fspan>DRAM\u003Cspan style=\"font-family: DengXian;\">市场供应量相比需求大约短缺\u003C\u002Fspan>10\u003Cspan style=\"font-family: DengXian;\">个百分点。据美股投资网所知，随着\u003C\u002Fspan>HBM\u003Cspan style=\"font-family: DengXian;\">之外通用\u003C\u002Fspan>DRAM\u003Cspan style=\"font-family: DengXian;\">需求的急速增长，超级周期很可能从原来的\u003C\u002Fspan>2026\u003Cspan style=\"font-family: DengXian;\">年延长到\u003C\u002Fspan>2027\u003Cspan style=\"font-family: DengXian;\">年。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FM\u002FMU\u002FMU.jpg","2026-05-04T15:22:16","2026.05.04","2026\u002F05\u002F04",59143,[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"]