{"id":8198,"date":"2026-07-06T09:50:10","date_gmt":"2026-07-06T01:50:10","guid":{"rendered":"https:\/\/witology.com.tw\/daily-semiconductor\/2026-07-06\/"},"modified":"2026-07-06T09:50:10","modified_gmt":"2026-07-06T01:50:10","slug":"9-88","status":"publish","type":"page","link":"https:\/\/witology.com.tw\/en\/daily-semiconductor\/9-88\/","title":{"rendered":"\u534a\u5c0e\u9ad4\u7522\u696d\u65e5\u5831 2026-07-06\uff5c\u53f0\u7a4d\u96fb\u6cd5\u8aaa\u6703\u5373\u5c07\u767b\u5834\uff0c\u5916\u8cc7\u4e0a\u8abf\u76ee\u6a19\u50f9\uff0cCoPoS \u5c07"},"content":{"rendered":"\n<style>.wit-daily {\n  --bg:#0f0e0c;--bg2:#16140f;--fg:#e8e3d8;--dim:#8a8276;--mute:#5a5448;\n  --card:#1a1816;--card2:#221f1b;--bdr:#3a342e;--bdr2:#4a423a;\n  --acc:#c4b09a;--acc2:#d4a574;--acc3:#7a6e62;\n  --tw:#e07a6a;--us:#7ab3d4;\n  --up:#8fc78a;--dn:#d97070;--nu:#9a9282;\n  --warn:#d4a574;\n  --line-h:1.85;\n}\n.wit-daily * {margin:0;padding:0;box-sizing:border-box}\n.wit-daily {background:var(--bg)}\n.wit-daily 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#content,\nbody.parent-pageid-7898 .fusion-row,\nbody.parent-pageid-7898 .post-content,\nbody.parent-pageid-7898 article.post {\n  padding-top: 0 !important;\n  margin-top: 0 !important;\n}\n\n\/* scoped(.wit-daily) *\/\n.wit-daily {\n  margin-left: calc((100% - 100vw) \/ 2);\n  margin-right: calc((100% - 100vw) \/ 2);\n  padding-left: calc((100vw - 100%) \/ 2);\n  padding-right: calc((100vw - 100%) \/ 2);\n  padding-top: 40px;\n  padding-bottom: 60px;\n  background: #0f0e0c;\n  color: #e8e3d8;\n  font-family: \"Noto Sans TC\", sans-serif;\n}\n.wit-daily .wrap { padding-left: 22px; padding-right: 22px; padding-top: 0; }\n.wit-daily a { color: inherit; }\n\/* \u5f37\u5236\u8986\u84cb Avada \u4e3b\u984c\u53ef\u80fd\u6ce8\u5165\u7684 blockquote \u767d\u5e95 *\/\n.wit-daily .c-counter blockquote,\n.wit-daily blockquote {\n  background: transparent !important;\n  background-color: transparent !important;\n  color: #e8e3d8 !important;\n  border-left: 3px solid #d4a574 !important;\n  padding: 6px 0 6px 16px !important;\n  font-style: italic !important;\n  margin: 0 !important;\n  box-shadow: none !important;\n}\n.wit-daily .c-counter blockquote::before,\n.wit-daily blockquote::before,\n.wit-daily blockquote::after { content: none !important; }\n<\/style>\n<div class=\"wit-daily\">\n\n<main class=\"wrap\">\n<header class=\"hdr\">\n<div class=\"hdr-date\"><time datetime=\"2026-07-06\">2026 \u5e74 07 \u6708 06 \u65e5<\/time><\/div>\n<h1>\u534a\u5c0e\u9ad4\u7522\u696d\u65e5\u5831<\/h1>\n<p class=\"hdr-sub\">\u5171\u6536\u9304 16 \u5247\u7522\u696d\u76f8\u95dc\u65b0\u805e \u00b7 2 \u5247\u7cbe\u9078\u6df1\u5ea6\u5206\u6790<\/p>\n<\/header>\n<section aria-labelledby=\"sec-featured\">\n<h2 class=\"lbl\" id=\"sec-featured\">\u7cbe\u9078\u6df1\u5ea6\u5206\u6790<\/h2>\n<article class=\"c\" itemscope=\"\" itemtype=\"https:\/\/schema.org\/NewsArticle\">\n<header class=\"c-hd\">\n<span class=\"c-cat\" style=\"--cc:#C00000\">\u5148\u9032\u5c01\u88dd<\/span>\n<span class=\"c-snt s-up\">\u25b2 \u504f\u591a<\/span>\n<\/header>\n<h3 class=\"c-t\" itemprop=\"headline\"><a href=\"https:\/\/money.udn.com\/money\/story\/11162\/9609029?from=edn_subcatelist_cate\" rel=\"noopener nofollow\" target=\"_blank\">\u53f0\u7a4d\u96fb\u6cd5\u8aaa\u6703\u5373\u5c07\u767b\u5834\uff0c\u5916\u8cc7\u4e0a\u8abf\u76ee\u6a19\u50f9\uff0cCoPoS \u5c07\u65bc 2029 \u5e74\u5f8c\u63a5\u68d2\u6210\u70ba\u4e0b\u4e00\u4e16\u4ee3\u5c01\u88dd\u6280\u8853\u65b9\u5411<\/a><\/h3>\n<div class=\"c-src\">\u4f86\u6e90\uff1a<span itemprop=\"publisher\">\u7d93\u6fdf\u65e5\u5831\u79d1\u6280\u7248<\/span> \u00b7 <time datetime=\"2026-07-06\" itemprop=\"datePublished\">2026-07-06<\/time><\/div>\n<div class=\"c-hype\"><span class=\"c-hype-lb\">\u7522\u696d\u91cd\u8981\u6027<\/span><span class=\"c-hype-dots\">\u25cf\u25cf\u25cf\u25cf\u25cb<\/span><span class=\"c-hype-tx\">4\/5 \u00b7 \u91cd\u5927\u8a0a\u865f<\/span><\/div>\n<div class=\"c-stocks\"><span class=\"stk stk-tw\"><b>2330<\/b> \u53f0\u7a4d\u96fb <span class=\"chg chg-up\">\u25b21.02% $2470.0<\/span><\/span><span class=\"stk stk-tw\"><b>3711<\/b> \u65e5\u6708\u5149\u6295\u63a7 <span class=\"chg chg-down\">\u25bc0.44% $679.0<\/span><\/span><span class=\"stk stk-tw\"><b>2449<\/b> \u4eac\u5143\u96fb\u5b50 <span class=\"chg chg-up\">\u25b25.07% $352.0<\/span><\/span><span class=\"stk stk-tw\"><b>3680<\/b> \u5bb6\u767b\u7cbe\u5bc6 <span class=\"chg chg-flat\">\u2014<\/span><\/span><span class=\"stk stk-tw\"><b>6515<\/b> \u7a4e\u5d34\u79d1\u6280 <span class=\"chg chg-down\">\u25bc5.30% $9375.0<\/span><\/span><span class=\"stk stk-us\"><b>NVDA<\/b> NVIDIA <span class=\"chg chg-down\">\u25bc1.39% $194.83<\/span><\/span><span class=\"stk stk-us\"><b>AMD<\/b> AMD <span class=\"chg chg-down\">\u25bc4.26% $517.82<\/span><\/span><span class=\"stk stk-us\"><b>GLW<\/b> Corning <span class=\"chg chg-down\">\u25bc10.81% $196.79<\/span><\/span><\/div>\n<img decoding=\"async\" alt=\"\u53f0\u7a4d\u96fb\u6cd5\u8aaa\u6703\u5373\u5c07\u767b\u5834\uff0c\u5916\u8cc7\u4e0a\u8abf\u76ee\u6a19\u50f9\uff0cCoPoS \u5c07\u65bc 2029 \u5e74\u5f8c\u63a5\u68d2\u6210\u70ba\u4e0b\u4e00\u4e16\u4ee3\u5c01\u88dd\u6280\u8853\u65b9\u5411\" class=\"lazyload c-img\" height=\"540\" loading=\"lazy\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271170%27%20height%3D%27540%27%20viewBox%3D%270%200%201170%20540%27%3E%3Crect%20width%3D%271170%27%20height%3D%27540%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/07\/featured_1-11.png\" width=\"1170\"\/>\n<section class=\"c-analysis\" itemprop=\"articleBody\">\n<div class=\"c-sec\">\n<h4>\u95dc\u9375\u4e8b\u4ef6<\/h4>\n<p>\u5169\u5bb6\u7f8e\u7cfb\u5916\u8cc7\u5238\u5546\u5728\u53f0\u7a4d\u96fb\u6cd5\u8aaa\u6703\u524d\u5915\u540c\u6b65\u8abf\u5347\u7372\u5229\u9810\u4f30\u8207\u76ee\u6a19\u50f9\uff0c\u4e3b\u8981\u7406\u7531\u5305\u62ec CoWoS \u5148\u9032\u5c01\u88dd\u7522\u80fd\u6301\u7e8c\u64f4\u5f35\u3001N3\/N2 \u5148\u9032\u88fd\u7a0b\u9700\u6c42\u5f37\u52c1\u4e14 N2 \u653e\u91cf\u901f\u5ea6\u512a\u65bc\u9810\u671f\u3002\u66f4\u91cd\u8981\u7684\u662f\uff0c\u5176\u4e2d\u4e00\u5bb6\u5238\u5546\u7387\u5148\u63ed\u793a CoPoS\uff08Chip on Panel Substrate\uff0c\u9762\u677f\u7d1a\u5148\u9032\u5c01\u88dd\uff09\u5c07\u65bc 2029 \u5e74\u5f8c\u63a5\u68d2 CoWoS \u8207 SoIC\uff0c\u9023\u540c Glass Core \u57fa\u677f\u6280\u8853\uff0c\u5171\u540c\u69cb\u6210\u4e0b\u4e00\u4e16\u4ee3\u5c01\u88dd\u6280\u8853\u6f14\u9032\u4e3b\u8ef8\u3002<\/p>\n<\/div>\n<div class=\"c-sec\">\n<h4>\u95dc\u9375\u6578\u64da<\/h4>\n<p>\u53f0\u7a4d\u96fb N2 \u88fd\u7a0b 2025 \u5e74\u4e0b\u534a\u5e74\u91cf\u7522\uff0c\u521d\u671f\u6708\u7522\u80fd\u4f30 5 \u842c\u7247\uff0c2026 \u5e74\u5e95\u4f30\u62c9\u5347\u81f3 10 \u842c\u7247\u4ee5\u4e0a\uff1bCoWoS \u6708\u7522\u80fd\u9810\u8a08 2025 \u5e74\u5e95\u7a81\u7834 8 \u842c\u7247\uff1bCoPoS \u9762\u677f\u7d1a\u5c01\u88dd\u9762\u7a4d\u53ef\u9054\u50b3\u7d71 CoWoS \u57fa\u677f\u7684 4-6 \u500d\uff0c\u7406\u8ad6\u4e0a\u53ef\u5927\u5e45\u964d\u4f4e\u55ae\u4f4d\u5c01\u88dd\u6210\u672c\u4e26\u652f\u63f4\u66f4\u5927 AI \u6676\u7247\u9762\u7a4d\uff1bGlass Core \u57fa\u677f\u5c0e\u7dda\u9593\u8ddd\u53ef\u7e2e\u81f3 2\u03bcm \u4ee5\u4e0b\uff0c\u8f03\u73fe\u884c\u6709\u6a5f\u57fa\u677f\u63d0\u5347\u8a0a\u865f\u5b8c\u6574\u6027\u3002<\/p>\n<\/div>\n<div class=\"c-sec c-wide\">\n<h4>\u5e02\u5834\u91cd\u8981\u6027<\/h4>\n<p>\u5916\u8cc7\u5728\u6cd5\u8aaa\u6703\u524d\u6436\u5148\u8abf\u5347\u53f0\u7a4d\u96fb\u76ee\u6a19\u50f9\uff0c\u6838\u5fc3\u908f\u8f2f\u5df2\u5f9e\u300cCoWoS \u77ed\u7f3a\u7d05\u5229\u300d\u5347\u7d1a\u70ba\u300cN2 \u8d85\u9810\u671f\u653e\u91cf \u00d7 CoPoS \u9577\u671f\u6280\u8853\u5361\u4f4d\u300d\u7684\u96d9\u5f15\u64ce\u6558\u4e8b\uff0c\u986f\u793a\u5e02\u5834\u5c0d\u53f0\u7a4d\u96fb\u5148\u9032\u88fd\u7a0b\u8207\u5c01\u88dd\u7684\u5b9a\u50f9\u6846\u67b6\u6b63\u5728\u91cd\u65b0\u9328\u5b9a\u3002CoPoS \u7684\u6f5b\u529b\u5728\u65bc\u4ee5\u9762\u677f\u7d1a\u5927\u5c3a\u5bf8\u57fa\u677f\u7a81\u7834\u73fe\u6709 CoWoS \u5c3a\u5bf8\u5929\u82b1\u677f\uff0c\u82e5\u80fd\u5982\u671f\u65bc 2029 \u5e74\u5f8c\u91cf\u7522\uff0c\u5c07\u76f4\u63a5\u652f\u63f4\u4e0b\u4e00\u4ee3\u66f4\u5927 Die Size \u7684 AI \u52a0\u901f\u5668\u9700\u6c42\uff0c\u53f0\u7a4d\u96fb\u6709\u671b\u7e7c\u7e8c\u58df\u65b7\u6700\u5c16\u7aef\u5c01\u88dd\u5e73\u53f0\u3002Glass Core \u57fa\u677f\u540c\u6b65\u6f14\u9032\u5247\u610f\u5473\u8457\u6574\u500b\u5148\u9032\u5c01\u88dd\u6750\u6599\u4f9b\u61c9\u93c8\u5c07\u9762\u81e8\u4e00\u6b21\u7d50\u69cb\u6027\u91cd\u7d44\uff0c\u73fe\u6709\u6709\u6a5f\u57fa\u677f\u5ee0\u5546\u9762\u81e8\u6280\u8853\u5207\u63db\u58d3\u529b\u3002<\/p>\n<\/div>\n<div class=\"c-sec c-wide c-counter\">\n<h4>\u26a0 \u53cd\u9762\u89c0\u9ede<\/h4>\n<blockquote>CoPoS \u8207 Glass Core \u91cf\u7522\u6642\u7a0b\u9ad8\u5ea6\u4f9d\u8cf4\u6750\u6599\u6210\u719f\u5ea6\u8207\u826f\u7387\u722c\u5761\uff0c2029 \u5e74\u7684\u6642\u9593\u8868\u4ecd\u5c6c\u5206\u6790\u5e2b\u524d\u77bb\u9810\u6e2c\u800c\u975e\u53f0\u7a4d\u96fb\u5b98\u65b9\u627f\u8afe\uff0c\u82e5 AI \u8cc7\u672c\u652f\u51fa\u5728 2027-2028 \u5e74\u51fa\u73fe\u9031\u671f\u6027\u6536\u7e2e\uff0cCoWoS \u7522\u80fd\u904e\u5269\u58d3\u529b\u5c07\u5148\u884c\u6d6e\u73fe\uff0cCoPoS \u7684\u6295\u8cc7\u56de\u5831\u671f\u53ef\u80fd\u5927\u5e45\u5ef6\u5f8c\uff1b\u6b64\u5916 Intel \u8207\u4e09\u661f\u4ea6\u5728\u7a4d\u6975\u5e03\u5c40\u9762\u677f\u7d1a\u5c01\u88dd\uff0c\u6280\u8853\u5dee\u8ddd\u672a\u5fc5\u5982\u73fe\u5728 CoWoS \u822c\u61f8\u6b8a\u3002<\/blockquote>\n<\/div>\n<div class=\"c-sec c-wide c-watch\">\n<h4>\ud83d\udccd \u63a5\u4e0b\u4f86\u89c0\u5bdf<\/h4>\n<div class=\"c-watch-grid\">\n<div class=\"c-watch-col\"><div class=\"c-watch-h c-w-short\">\ud83d\udd25 \u77ed\u671f\u50ac\u5316\u5291<span>1-3 \u500b\u6708<\/span><\/div><ul><li>\u53f0\u7a4d\u96fb 2026 \u5e74 Q2 \u6cd5\u8aaa\u6703\uff087 \u6708\u4e2d\u65ec\uff09\u662f\u5426\u6b63\u5f0f\u63ed\u9732 CoPoS \u91cf\u7522\u8def\u7dda\u5716\u8207\u8cc7\u672c\u652f\u51fa\u6307\u5f15<\/li><li>N2 \u88fd\u7a0b\u5ba2\u6236\u51fa\u8ca8\u91cf\u8207\u826f\u7387\u6578\u64da\u662f\u5426\u7b26\u5408\u300c\u512a\u65bc\u9810\u671f\u300d\u7684\u5916\u8cc7\u9810\u6e2c<\/li><\/ul><\/div>\n<div class=\"c-watch-col\"><div class=\"c-watch-h c-w-mid\">\ud83d\udc41 \u4e2d\u671f\u89c0\u5bdf<span>3-12 \u500b\u6708<\/span><\/div><ul><li>CoWoS \u6708\u7522\u80fd\u662f\u5426\u5982\u671f\u65bc 2026 \u5e74\u5e95\u524d\u7a81\u7834 10 \u842c\u7247\uff0c\u9a57\u8b49\u5148\u9032\u5c01\u88dd\u4f9b\u9700\u5e73\u8861\u6642\u9ede<\/li><li>Glass Core \u57fa\u677f\u4f9b\u61c9\u5546\uff08Corning\u3001AGC \u7b49\uff09\u6a23\u54c1\u9001\u6a23\u8207\u8a8d\u8b49\u9032\u5ea6<\/li><\/ul><\/div>\n<div class=\"c-watch-col\"><div class=\"c-watch-h c-w-long\">\ud83c\udfaf \u9577\u671f\u8b8a\u6578<span>1 \u5e74\u4ee5\u4e0a<\/span><\/div><ul><li>CoPoS \u9762\u677f\u7d1a\u5c01\u88dd\u662f\u5426\u80fd\u5728 2029 \u5e74\u524d\u5b8c\u6210\u91cf\u7522\u8a8d\u8b49\u4e26\u53d6\u5f97 NVIDIA \u6b21\u4e16\u4ee3 GPU \u8a02\u55ae<\/li><li>Intel 18A \u8207\u4e09\u661f SF2 \u5148\u9032\u88fd\u7a0b\u82e5\u6210\u529f\u91cf\u7522\uff0c\u662f\u5426\u52d5\u6416\u53f0\u7a4d\u96fb\u5728 AI \u6676\u7247\u5c01\u88dd\u7684\u7368\u5360\u5730\u4f4d<\/li><\/ul><\/div>\n<\/div>\n<\/div>\n<div class=\"c-sec c-wide c-faqs\">\n<h4>\u2753 \u5e38\u898b\u554f\u984c<\/h4>\n<details class=\"c-faq-item\"><summary>CoPoS \u548c\u73fe\u5728\u7684 CoWoS \u6709\u4ec0\u9ebc\u4e0d\u540c\uff1f\u70ba\u4ec0\u9ebc 2029 \u5e74\u624d\u6703\u63a5\u68d2\uff1f<\/summary><p>CoPoS\uff08Chip on Panel Substrate\uff09\u63a1\u7528\u66f4\u5927\u9762\u7a4d\u7684\u9762\u677f\u7d1a\u57fa\u677f\uff0c\u53ef\u5bb9\u7d0d\u6bd4 CoWoS \u66f4\u5927\u7684 AI \u6676\u7247\u6216\u66f4\u591a\u6676\u7247\u5806\u758a\uff0c\u7406\u8ad6\u4e0a\u53ef\u964d\u4f4e\u6210\u672c\u4e26\u7a81\u7834\u73fe\u6709\u5c01\u88dd\u5c3a\u5bf8\u9650\u5236\uff1b2029 \u5e74\u624d\u63a5\u68d2\u662f\u56e0\u70ba\u9762\u677f\u7d1a\u5c01\u88dd\u5728\u7ff9\u66f2\u63a7\u5236\u3001\u826f\u7387\u8207\u6750\u6599\u6a19\u6e96\u4e0a\u4ecd\u9700\u6578\u5e74\u6210\u719f\u671f\u3002<\/p><\/details><details class=\"c-faq-item\"><summary>\u5916\u8cc7\u9019\u6b21\u8abf\u5347\u53f0\u7a4d\u96fb\u76ee\u6a19\u50f9\uff0c\u4e3b\u8981\u770b\u597d\u54ea\u4e9b\u5177\u9ad4\u56e0\u7d20\uff1f<\/summary><p>\u5169\u5bb6\u7f8e\u7cfb\u5238\u5546\u4e3b\u8981\u770b\u597d\u4e09\u9ede\uff1aCoWoS \u5148\u9032\u5c01\u88dd\u7522\u80fd\u6301\u7e8c\u64f4\u5f35\u5e36\u52d5\u5c01\u88dd\u6536\u5165\u3001N2 \u88fd\u7a0b\u653e\u91cf\u901f\u5ea6\u512a\u65bc\u5e02\u5834\u9810\u671f\u6436\u4f54 AI \u6676\u7247\u8a02\u55ae\uff0c\u4ee5\u53ca\u53f0\u7a4d\u96fb\u4e0a\u8abf\u8cc7\u672c\u652f\u51fa\u4ee3\u8868\u7ba1\u7406\u5c64\u5c0d\u672a\u4f86\u9700\u6c42\u5177\u4fe1\u5fc3\u3002<\/p><\/details><details class=\"c-faq-item\"><summary>\u53f0\u7a4d\u96fb\u6cd5\u8aaa\u6703\u6295\u8cc7\u4eba\u6700\u61c9\u8a72\u95dc\u6ce8\u4ec0\u9ebc\uff1f<\/summary><p>\u672c\u6b21\u6cd5\u8aaa\u6703\u6700\u95dc\u9375\u7684\u770b\u9ede\u662f\u53f0\u7a4d\u96fb\u662f\u5426\u4e0a\u4fee\u5168\u5e74\u71df\u6536\u6216\u8cc7\u672c\u652f\u51fa\u6307\u5f15\u3001N2 \u826f\u7387\u8207\u5ba2\u6236\u5c0e\u5165\u9032\u5ea6\uff0c\u4ee5\u53ca\u7ba1\u7406\u5c64\u662f\u5426\u6b63\u5f0f\u63d0\u53ca CoPoS \u6216 Glass Core \u7684\u6280\u8853\u6642\u9593\u8868\uff0c\u9019\u4e9b\u5c07\u76f4\u63a5\u9a57\u8b49\u5916\u8cc7\u8abf\u5347\u76ee\u6a19\u50f9\u7684\u908f\u8f2f\u662f\u5426\u6210\u7acb\u3002<\/p><\/details>\n<\/div>\n<\/section>\n<footer class=\"c-ft\"><a href=\"https:\/\/money.udn.com\/money\/story\/11162\/9609029?from=edn_subcatelist_cate\" rel=\"noopener nofollow\" target=\"_blank\">\u95b1\u8b80\u539f\u6587 \u2192<\/a><\/footer>\n<\/article>\n<article class=\"c\" itemscope=\"\" itemtype=\"https:\/\/schema.org\/NewsArticle\">\n<header class=\"c-hd\">\n<span class=\"c-cat\" style=\"--cc:#C00000\">\u5148\u9032\u5c01\u88dd<\/span>\n<span class=\"c-snt s-up\">\u25b2 \u504f\u591a<\/span>\n<\/header>\n<h3 class=\"c-t\" itemprop=\"headline\"><a href=\"https:\/\/news.google.com\/rss\/articles\/CBMiuwFBVV95cUxNSFdtSmpCZXdBZXpYUWdQM2kzSk1JczdrYjNQOHRqaENqZWRqQWVUSThqbE9VRXhqcHRjWmJfSEdaV1hiQTNBSHcwc0RaTV9GdkdjUk9OVHlEekhEUHpfN0lGeUFFRTI2MHpOTldsVHFPWVVhVG9zdmVIV2dvblhHUTdmQVVVWkhSTXZmU3kwYmFycHhIbHkxOUZiZE1xb1c0RHc3b24tbWVlRTRXdUtPMWs2N25hLUZFOElJ?oc=5\" rel=\"noopener nofollow\" target=\"_blank\">Micron \u5728\u65e5\u672c\u5ee3\u5cf6\u7834\u571f\u52d5\u5de5\uff0c\u65a5\u8cc7 93 \u5104\u7f8e\u5143\u64f4\u5efa HBM \u751f\u7522\u5ee0<\/a><\/h3>\n<div class=\"c-src\">\u4f86\u6e90\uff1a<span itemprop=\"publisher\">Google News &#8211; HBM<\/span> \u00b7 <time datetime=\"2026-07-06\" itemprop=\"datePublished\">2026-07-06T01:16:43<\/time><\/div>\n<div class=\"c-hype\"><span class=\"c-hype-lb\">\u7522\u696d\u91cd\u8981\u6027<\/span><span class=\"c-hype-dots\">\u25cf\u25cf\u25cf\u25cf\u25cb<\/span><span class=\"c-hype-tx\">4\/5 \u00b7 \u91cd\u5927\u8a0a\u865f<\/span><\/div>\n<div class=\"c-stocks\"><span class=\"stk stk-us\"><b>MU<\/b> Micron Technology <span class=\"chg chg-down\">\u25bc5.49% $975.56<\/span><\/span><span class=\"stk stk-other\"><b>000660<\/b> SK Hynix <span class=\"chg chg-down\">\u25bc0.29% $2418000.0<\/span><\/span><span class=\"stk stk-other\"><b>005930<\/b> Samsung Electronics <span class=\"chg chg-up\">\u25b22.26% $316500.0<\/span><\/span><span class=\"stk stk-tw\"><b>2330<\/b> \u53f0\u7a4d\u96fb <span class=\"chg chg-up\">\u25b21.02% $2470.0<\/span><\/span><span class=\"stk stk-tw\"><b>2449<\/b> \u4eac\u5143\u96fb\u5b50 <span class=\"chg chg-up\">\u25b25.07% $352.0<\/span><\/span><span class=\"stk stk-us\"><b>NVDA<\/b> NVIDIA <span class=\"chg chg-down\">\u25bc1.39% $194.83<\/span><\/span><span class=\"stk stk-other\">\u65e5\u672c\u653f\u5e9c\uff08JEITA\/\u7d93\u7522\u7701\uff09 <span class=\"chg chg-flat\">\u672a\u4e0a\u5e02<\/span><\/span><\/div>\n<img decoding=\"async\" alt=\"Micron \u5728\u65e5\u672c\u5ee3\u5cf6\u7834\u571f\u52d5\u5de5\uff0c\u65a5\u8cc7 93 \u5104\u7f8e\u5143\u64f4\u5efa HBM \u751f\u7522\u5ee0\" class=\"lazyload c-img\" height=\"540\" loading=\"lazy\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271170%27%20height%3D%27540%27%20viewBox%3D%270%200%201170%20540%27%3E%3Crect%20width%3D%271170%27%20height%3D%27540%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/07\/featured_2-7.png\" width=\"1170\"\/>\n<section class=\"c-analysis\" itemprop=\"articleBody\">\n<div class=\"c-sec\">\n<h4>\u95dc\u9375\u4e8b\u4ef6<\/h4>\n<p>Micron \u5ba3\u5e03\u5728\u65e5\u672c\u5ee3\u5cf6\u5ee0\u5340\u7834\u571f\u52d5\u5de5\uff0c\u6295\u5165\u9ad8\u9054 93 \u5104\u7f8e\u5143\uff08\u7d04\u65b0\u53f0\u5e63 3,000 \u5104\u5143\uff09\u64f4\u5efa HBM\uff08\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\uff09\u5c08\u7528\u751f\u7522\u7dda\uff0c\u9019\u662f Micron \u8fc4\u4eca\u6700\u5927\u55ae\u7b46\u6d77\u5916\u88fd\u9020\u6295\u8cc7\uff0c\u76ee\u6a19\u662f\u5927\u5e45\u63d0\u5347 HBM3E \u53ca\u6b21\u4e16\u4ee3 HBM4 \u7684\u7522\u80fd\uff0c\u4ee5\u6436\u653b AI \u4f3a\u670d\u5668\u8a18\u61b6\u9ad4\u5e02\u5834\u3002\u6b64\u8209\u4e5f\u53cd\u6620\u65e5\u672c\u653f\u5e9c\u900f\u904e\u88dc\u8cbc\u5438\u5f15\u5148\u9032\u534a\u5c0e\u9ad4\u7522\u80fd\u56de\u6d41\u7684\u6230\u7565\u594f\u6548\uff0c\u5ee3\u5cf6\u5ee0\u5c07\u6210\u70ba Micron \u5168\u7403 HBM \u7684\u6838\u5fc3\u751f\u7522\u57fa\u5730\u4e4b\u4e00\u3002<\/p>\n<\/div>\n<div class=\"c-sec\">\n<h4>\u95dc\u9375\u6578\u64da<\/h4>\n<p>\u6295\u8cc7\u91d1\u984d 93 \u5104\u7f8e\u5143\uff08\u7d04\u65b0\u53f0\u5e63 3,000 \u5104\u5143\uff09\uff1bHBM \u5168\u7403\u5e02\u5834\u898f\u6a21\u9810\u4f30 2025 \u5e74\u9054 350 \u5104\u7f8e\u5143\uff0c2027 \u5e74\u5c07\u7a81\u7834 700 \u5104\u7f8e\u5143\uff1b\u76ee\u524d SK Hynix \u4f54 HBM \u5e02\u5834\u7d04 50%\u3001\u4e09\u661f\u7d04 35%\u3001Micron \u7d04 15%\uff0cMicron \u6b64\u8209\u610f\u5728\u5c07\u5e02\u4f54\u7387\u62c9\u5347\u81f3 25% \u4ee5\u4e0a\uff1b\u65e5\u672c\u653f\u5e9c\u5c0d Micron \u5ee3\u5cf6\u5ee0\u7684\u88dc\u8cbc\u91d1\u984d\u4f30\u903e 20 \u5104\u7f8e\u5143\uff1bHBM4 \u55ae\u9846\u5bb9\u91cf\u9810\u8a08\u9054 48GB\uff0c\u983b\u5bec\u8d85\u904e 2TB\/s\u3002<\/p>\n<\/div>\n<div class=\"c-sec c-wide\">\n<h4>\u5e02\u5834\u91cd\u8981\u6027<\/h4>\n<p>Micron \u4ee5 93 \u5104\u7f8e\u5143\u8c6a\u8ced\u5ee3\u5cf6 HBM \u64f4\u7522\uff0c\u662f\u5168\u7403 AI \u8a18\u61b6\u9ad4\u8ecd\u5099\u7af6\u8cfd\u767d\u71b1\u5316\u7684\u91cc\u7a0b\u7891\uff0c\u4e5f\u662f\u8fc4\u4eca\u898f\u6a21\u6700\u5927\u7684\u55ae\u4e00 HBM \u88fd\u9020\u6295\u8cc7\u6848\uff0c\u76f4\u63a5\u5ba3\u793a Micron \u4e0d\u7518\u9577\u671f\u626e\u6f14 SK Hynix \u8207\u4e09\u661f\u7684\u8ffd\u96a8\u8005\u89d2\u8272\u3002\u65e5\u672c\u653f\u5e9c\u7684\u9ad8\u984d\u88dc\u8cbc\u986f\u793a HBM \u5df2\u88ab\u4e3b\u8981\u570b\u5bb6\u8996\u70ba\u6230\u7565\u6027\u534a\u5c0e\u9ad4\u7269\u8cc7\uff0c\u5730\u7de3\u653f\u6cbb\u6b63\u5728\u52a0\u901f HBM \u4f9b\u61c9\u93c8\u7684\u5730\u7406\u5206\u6563\u5316\u3002\u5c0d\u53f0\u7063\u4f9b\u61c9\u93c8\u800c\u8a00\uff0cHBM \u6e2c\u8a66\u9700\u6c42\uff08\u4eac\u5143\u96fb\u7b49\uff09\u53ca CoWoS \u6574\u5408\u5c01\u88dd\u8a02\u55ae\u5c07\u96a8 Micron \u7522\u80fd\u64f4\u5f35\u540c\u6b65\u53d7\u60e0\uff0c\u4f46\u7af6\u722d\u6fc0\u70c8\u5316\u4e5f\u5c07\u58d3\u7e2e\u9577\u671f HBM \u8d85\u984d\u5229\u6f64\u7a7a\u9593\u3002<\/p>\n<\/div>\n<div class=\"c-sec c-wide c-counter\">\n<h4>\u26a0 \u53cd\u9762\u89c0\u9ede<\/h4>\n<blockquote>93 \u5104\u7f8e\u5143\u7684\u5ee3\u5cf6\u5ee0\u5f9e\u52d5\u5de5\u5230\u91cf\u7522 HBM4 \u81f3\u5c11\u9700\u8981 3-4 \u5e74\uff0c\u5c46\u6642 SK Hynix \u8207\u4e09\u661f\u4ea6\u5b8c\u6210\u65b0\u4e00\u8f2a\u64f4\u7522\uff0c\u5168\u7403 HBM \u4f9b\u9700\u53ef\u80fd\u5f9e\u73fe\u5728\u7684\u4f9b\u4e0d\u61c9\u6c42\u8f49\u70ba\u76f8\u5c0d\u904e\u5269\uff0cMicron \u7684\u5e02\u4f54\u7387\u80fd\u5426\u5982\u9858\u63d0\u5347\u81f3 25% \u4ee5\u4e0a\u4ecd\u662f\u672a\u77e5\u6578\uff1b\u4e14 HBM \u88fd\u7a0b\u826f\u7387\u722c\u5761\u6280\u8853\u96e3\u5ea6\u6975\u9ad8\uff0cMicron \u6b77\u53f2\u4e0a\u66fe\u591a\u6b21\u5728\u5148\u9032 DRAM \u6280\u8853\u63a8\u9032\u4e0a\u843d\u5f8c\u5c0d\u624b\u3002<\/blockquote>\n<\/div>\n<div class=\"c-sec c-wide c-watch\">\n<h4>\ud83d\udccd \u63a5\u4e0b\u4f86\u89c0\u5bdf<\/h4>\n<div class=\"c-watch-grid\">\n<div class=\"c-watch-col\"><div class=\"c-watch-h c-w-short\">\ud83d\udd25 \u77ed\u671f\u50ac\u5316\u5291<span>1-3 \u500b\u6708<\/span><\/div><ul><li>Micron FY2026 Q3 \u8ca1\u5831\uff088 \u6708\uff09\u662f\u5426\u63ed\u9732 HBM4 \u6a23\u54c1\u9001\u6a23\u9032\u5ea6\u8207\u5ba2\u6236\u8a8d\u8b49\u6642\u7a0b<\/li><li>NVIDIA GB300\/B300 \u7cfb\u5217\u5c0d Micron HBM3E \u7684\u63a1\u8cfc\u4efd\u984d\u662f\u5426\u5982\u9810\u671f\u63d0\u5347<\/li><\/ul><\/div>\n<div class=\"c-watch-col\"><div class=\"c-watch-h c-w-mid\">\ud83d\udc41 \u4e2d\u671f\u89c0\u5bdf<span>3-12 \u500b\u6708<\/span><\/div><ul><li>\u5ee3\u5cf6\u5ee0 HBM \u751f\u7522\u7dda\u9810\u8a08 2027-2028 \u5e74\u6295\u7522\uff0c\u826f\u7387\u722c\u5761\u901f\u5ea6\u662f\u9a57\u8b49 Micron \u7af6\u722d\u529b\u7684\u95dc\u9375\u6307\u6a19<\/li><li>SK Hynix HBM4 \u8207\u4e09\u661f HBM4E \u91cf\u7522\u9032\u5ea6\u662f\u5426\u58d3\u7e2e Micron \u7684\u5e02\u5834\u8ffd\u8d95\u7a7a\u9593<\/li><\/ul><\/div>\n<div class=\"c-watch-col\"><div class=\"c-watch-h c-w-long\">\ud83c\udfaf \u9577\u671f\u8b8a\u6578<span>1 \u5e74\u4ee5\u4e0a<\/span><\/div><ul><li>HBM \u662f\u5426\u5728 2028 \u5e74\u5f8c\u56e0\u4f9b\u7d66\u5927\u5e45\u589e\u52a0\u800c\u9032\u5165\u50f9\u683c\u4e0b\u884c\u5468\u671f\uff0c\u5f71\u97ff\u5404\u5ee0\u8cc7\u672c\u652f\u51fa\u56de\u5831<\/li><li>\u65e5\u672c\u662f\u5426\u9032\u4e00\u6b65\u5438\u5f15\u5176\u4ed6\u8a18\u61b6\u9ad4\u5ee0\u5546\uff08\u4e09\u661f\u3001SK Hynix\uff09\u5728\u7576\u5730\u8a2d\u5ee0\uff0c\u5f62\u6210\u65b0\u7684 HBM \u7522\u696d\u805a\u843d<\/li><\/ul><\/div>\n<\/div>\n<\/div>\n<div class=\"c-sec c-wide c-faqs\">\n<h4>\u2753 \u5e38\u898b\u554f\u984c<\/h4>\n<details class=\"c-faq-item\"><summary>Micron \u70ba\u4ec0\u9ebc\u9078\u64c7\u5728\u65e5\u672c\u5ee3\u5cf6\u800c\u4e0d\u662f\u7f8e\u570b\u64f4\u5efa HBM \u5de5\u5ee0\uff1f<\/summary><p>\u5ee3\u5cf6\u5ee0\u662f Micron \u65e2\u6709\u7684 DRAM \u751f\u7522\u57fa\u5730\uff0c\u64f4\u5efa\u53ef\u6cbf\u7528\u73fe\u6709\u57fa\u790e\u8a2d\u65bd\u8207\u719f\u7df4\u4eba\u529b\uff0c\u52a0\u4e0a\u65e5\u672c\u653f\u5e9c\u63d0\u4f9b\u903e 20 \u5104\u7f8e\u5143\u88dc\u8cbc\uff0c\u7d9c\u5408\u6210\u672c\u512a\u65bc\u5728\u7f8e\u570b\u5168\u65b0\u5efa\u5ee0\uff0c\u4e14\u65e5\u672c\u5728\u534a\u5c0e\u9ad4\u6750\u6599\u8207\u8a2d\u5099\u4f9b\u61c9\u93c8\u4e0a\u5177\u5099\u5b8c\u6574\u751f\u614b\u7cfb\u3002<\/p><\/details><details class=\"c-faq-item\"><summary>\u9019\u6b21\u6295\u8cc7\u5b8c\u6210\u5f8c\uff0cMicron \u80fd\u8ffd\u4e0a SK Hynix \u5728 HBM \u7684\u9818\u5148\u5730\u4f4d\u55ce\uff1f<\/summary><p>\u5ee3\u5cf6\u5ee0\u9810\u8a08 2027-2028 \u5e74\u624d\u80fd\u91cf\u7522\uff0cSK Hynix \u5c46\u6642\u5df2\u63a8\u9032\u81f3 HBM4E \u751a\u81f3\u66f4\u9ad8\u4e16\u4ee3\uff0cMicron \u5e02\u4f54\u7387\u6709\u671b\u5f9e\u7d04 15% \u63d0\u5347\u81f3 25%\uff0c\u4f46\u8981\u8d85\u8d8a SK Hynix \u7684\u6280\u8853\u8207\u5e02\u4f54\u9818\u5148\u512a\u52e2\uff0c\u5728\u672c\u8f2a\u6295\u8cc7\u9031\u671f\u5167\u96e3\u5ea6\u6975\u9ad8\u3002<\/p><\/details><details class=\"c-faq-item\"><summary>Micron \u64f4\u7522 HBM \u5c0d\u53f0\u7063\u534a\u5c0e\u9ad4\u696d\u6709\u4ec0\u9ebc\u5f71\u97ff\uff1f<\/summary><p>Micron HBM \u7522\u80fd\u589e\u52a0\u5f8c\uff0c\u9700\u6574\u5408\u9032 NVIDIA \u7b49 AI \u6676\u7247\u7684\u5c01\u88dd\u6d41\u7a0b\uff0c\u53f0\u7a4d\u96fb CoWoS \u5148\u9032\u5c01\u88dd\u8207\u4eac\u5143\u96fb\u7b49\u6e2c\u8a66\u5ee0\u7684\u8a02\u55ae\u9700\u6c42\u5c07\u540c\u6b65\u6210\u9577\uff0c\u53f0\u7063\u5728 HBM \u6574\u5408\u5c01\u88dd\u8207\u6e2c\u8a66\u74b0\u7bc0\u5c07\u6301\u7e8c\u53d7\u76ca\u3002<\/p><\/details>\n<\/div>\n<\/section>\n<footer class=\"c-ft\"><a href=\"https:\/\/news.google.com\/rss\/articles\/CBMiuwFBVV95cUxNSFdtSmpCZXdBZXpYUWdQM2kzSk1JczdrYjNQOHRqaENqZWRqQWVUSThqbE9VRXhqcHRjWmJfSEdaV1hiQTNBSHcwc0RaTV9GdkdjUk9OVHlEekhEUHpfN0lGeUFFRTI2MHpOTldsVHFPWVVhVG9zdmVIV2dvblhHUTdmQVVVWkhSTXZmU3kwYmFycHhIbHkxOUZiZE1xb1c0RHc3b24tbWVlRTRXdUtPMWs2N25hLUZFOElJ?oc=5\" rel=\"noopener nofollow\" target=\"_blank\">\u95b1\u8b80\u539f\u6587 \u2192<\/a><\/footer>\n<\/article>\n<\/section>\n<section aria-labelledby=\"sec-briefs\">\n<h2 class=\"lbl\" id=\"sec-briefs\">\u4eca\u65e5\u5feb\u8a0a<\/h2>\n<ul class=\"briefs\" style=\"list-style:none\">\n<li class=\"b-item\">\n<span class=\"b-dot\" style=\"background:#70AD47\"><\/span>\n<div><a class=\"b-link\" href=\"https:\/\/money.udn.com\/money\/story\/11162\/9608279?from=edn_hottestlist_cate_side\" rel=\"noopener nofollow\" target=\"_blank\">\u5c08\u5bb6\uff1a\u8a18\u61b6\u9ad4\u9081\u5165\u8d85\u7d1a\u5faa\u74b0\u3000\u65b0\u7522\u80fd\u548cCSP\u6295\u8cc7\u727d\u52d5\u5f8c\u5e02<\/a>\n<span class=\"b-meta\">\u8a02\u55ae\u52d5\u614b \u00b7 \u7d93\u6fdf\u65e5\u5831\u79d1\u6280\u7248<\/span><\/div>\n<\/li>\n<li class=\"b-item\">\n<span class=\"b-dot\" style=\"background:#FFC000\"><\/span>\n<div><a class=\"b-link\" href=\"https:\/\/money.udn.com\/money\/story\/5599\/9609000\" rel=\"noopener nofollow\" target=\"_blank\">08:47 SK \u6d77\u529b\u58eb\u767b\u9678\u90a3\u65af\u9054\u514b \u7f8e\u80a1\u5e02\u5834\u7d42\u65bc\u8cb7\u5f97\u5230 \u4f30\u503c\u6709\u671b\u8ffd\u4e0a\u7f8e\u5149\uff1f<\/a>\n<span class=\"b-meta\">\u5ee0\u5546\u64f4\u7522 \u00b7 \u7d93\u6fdf\u65e5\u5831\u79d1\u6280\u7248<\/span><\/div>\n<\/li>\n<li class=\"b-item\">\n<span class=\"b-dot\" style=\"background:#FFC000\"><\/span>\n<div><a class=\"b-link\" href=\"https:\/\/money.udn.com\/money\/story\/5599\/9609085\" rel=\"noopener nofollow\" target=\"_blank\">09:31 \u4e09\u661f\u660e\u5929\u8ca1\u5831\u6210 AI \u884c\u60c5\u8a66\u91d1\u77f3 \u6676\u7247\u80a1\u9707\u76ea\u5f8c\u7b49\u9ad8\u6a19\u7b54\u6848<\/a>\n<span class=\"b-meta\">\u5ee0\u5546\u64f4\u7522 \u00b7 \u7d93\u6fdf\u65e5\u5831\u79d1\u6280\u7248<\/span><\/div>\n<\/li>\n<li class=\"b-item\">\n<span class=\"b-dot\" style=\"background:#C00000\"><\/span>\n<div><a class=\"b-link\" href=\"https:\/\/www.digitimes.com\/news\/a20260703VL213\/semco-sumitomo-chemical-joint-venture-production-subsidiary.html\" rel=\"noopener nofollow\" target=\"_blank\">Samsung Electro-Mechanics, Sumitomo Chemical to form glass-core venture for chip substrates<\/a>\n<span class=\"b-meta\">\u5148\u9032\u5c01\u88dd \u00b7 DigiTimes<\/span><\/div>\n<\/li>\n<li class=\"b-item\">\n<span class=\"b-dot\" style=\"background:#FFC000\"><\/span>\n<div><a class=\"b-link\" href=\"https:\/\/www.digitimes.com\/news\/a20260703PD229\/esmt-ddr2-ddr3-revenue-dram.html\" rel=\"noopener nofollow\" target=\"_blank\">ESMT revenue hits record high as DDR2 and DDR3 prices keep climbing<\/a>\n<span class=\"b-meta\">\u5ee0\u5546\u64f4\u7522 \u00b7 DigiTimes<\/span><\/div>\n<\/li>\n<li class=\"b-item\">\n<span class=\"b-dot\" style=\"background:#C00000\"><\/span>\n<div><a class=\"b-link\" href=\"https:\/\/www.digitimes.com\/news\/a20260703VL207\/intel-transistor-tsmc-cowos-packaging.html\" rel=\"noopener nofollow\" target=\"_blank\">Jul 3Intel takes aim at TSMC&#8217;s CoWoS lead with EMIB-TAs transistor density scaling slows, chipmakers are leaning on advanced packaging to keep improving accelerator performance. A SemiAnalysis roundup of this year&#8217;s IEEE Electronic Components and Technology Conference described a shift in which Intel, Marvell, TSMC, and others detailed new packaging approaches as packages themselves begin hitting limits.<\/a>\n<span class=\"b-meta\">\u5148\u9032\u5c01\u88dd \u00b7 DigiTimes<\/span><\/div>\n<\/li>\n<li class=\"b-item\">\n<span class=\"b-dot\" style=\"background:#A5A5A5\"><\/span>\n<div><a class=\"b-link\" href=\"https:\/\/www.digitimes.com\/news\/a20260702PD222\/south-korea-government-semiconductors-investment.html\" rel=\"noopener nofollow\" target=\"_blank\">Jul 3South Korea bets on southwest semiconductor cluster, but key hurdles remainSouth Korea on June 29 unveiled a large-scale investment plan for the country&#8217;s Honam region in the southwest, which mainly covers the city of Gwangju and North and South Jeolla provinces, including semiconductor clusters for Samsung Electronics and SK Hynix, AI data centers, and regional infrastructure. The plan is seen as a key move by the South Korean government to respond to surging AI chip demand, excessive industrial concentration in the Seoul capital area, and pressure for balanced regional development.<\/a>\n<span class=\"b-meta\">\u4f9b\u61c9\u93c8\u5e03\u5c40 \u00b7 DigiTimes<\/span><\/div>\n<\/li>\n<li class=\"b-item\">\n<span class=\"b-dot\" style=\"background:#70AD47\"><\/span>\n<div><a class=\"b-link\" href=\"https:\/\/www.digitimes.com\/news\/a20260629PD204\/apple-micron-memory-chips-electronics-earnings.html?dt_ref=topic\" rel=\"noopener nofollow\" target=\"_blank\">Analysis: Memory shortage drives long-term uptrend as Apple hikes prices<\/a>\n<span class=\"b-meta\">\u8a02\u55ae\u52d5\u614b \u00b7 DigiTimes<\/span><\/div>\n<\/li>\n<li class=\"b-item\">\n<span class=\"b-dot\" style=\"background:#ED7D31\"><\/span>\n<div><a class=\"b-link\" href=\"https:\/\/news.google.com\/rss\/articles\/CBMiUkFVX3lxTE90azJfQkJKeV9nRkl3YTF6VGJmeE9TeGdqV2gtWlNZSlZVTEdJdjBCVkR0YWJCSk8tQmRmSWJzS0c1ak04THFOSFRDd0I2N2VQUHc?oc=5\" rel=\"noopener nofollow\" target=\"_blank\">\u534a\u5c0e\u9ad4\u6aa2\u6e2c\u8a2d\u5099\u9f8d\u982d\u611b\u5fb7\u842c\u6e2c\u8a66 \u9818\u5148DRAM\u6e2c\u8a66\u5e02\u5834 &#8211; \u8543\u65b0\u805e<\/a>\n<span class=\"b-meta\">\u6750\u6599\u8a2d\u5099 \u00b7 Google News &#8211; \u534a\u5c0e\u9ad4\u8a2d\u5099<\/span><\/div>\n<\/li>\n<li class=\"b-item\">\n<span class=\"b-dot\" style=\"background:#FFC000\"><\/span>\n<div><a class=\"b-link\" href=\"https:\/\/news.google.com\/rss\/articles\/CBMigAFBVV95cUxPcTR2SmRuSGxnNFg4ZjBWVEJ1TGZnWEU4Y0QtcUFFbzNiQi1FRWZkanVCaXdqclR1U0ZLMkZSa05aaDhxT1V2YWt5ei1fVjdRcUxlaE1qb05IU25sMEpNOVNhWnl6RVFCWVVfQkMtSXR6b2d4Q1JDSUFobTVJNnI5dA?oc=5\" rel=\"noopener nofollow\" target=\"_blank\">Tokyo puts billions behind Micron&#8217;s chip plan &#8211; thestreet.com<\/a>\n<span class=\"b-meta\">\u5ee0\u5546\u64f4\u7522 \u00b7 Google News &#8211; HBM<\/span><\/div>\n<\/li>\n<\/ul>\n<\/section>\n<section aria-labelledby=\"sec-stats\" class=\"stats\" style=\"margin-top:48px\">\n<h2 class=\"lbl\" id=\"sec-stats\" style=\"font-size:16px;border-bottom-width:1px\">\u5206\u985e\u7d71\u8a08<\/h2>\n<div class=\"st\"><div class=\"st-bar\" style=\"width:37.5%;background:#C00000\"><\/div><span class=\"st-lb\">\u5148\u9032\u5c01\u88dd<\/span><span class=\"st-ct\">6<\/span><\/div><div class=\"st\"><div class=\"st-bar\" style=\"width:6.25%;background:#ED7D31\"><\/div><span class=\"st-lb\">\u6750\u6599\u8a2d\u5099<\/span><span class=\"st-ct\">1<\/span><\/div><div class=\"st\"><div class=\"st-bar\" style=\"width:18.75%;background:#70AD47\"><\/div><span class=\"st-lb\">\u8a02\u55ae\u52d5\u614b<\/span><span class=\"st-ct\">3<\/span><\/div><div class=\"st\"><div class=\"st-bar\" style=\"width:25.0%;background:#FFC000\"><\/div><span class=\"st-lb\">\u5ee0\u5546\u64f4\u7522<\/span><span class=\"st-ct\">4<\/span><\/div><div class=\"st\"><div class=\"st-bar\" style=\"width:12.5%;background:#A5A5A5\"><\/div><span class=\"st-lb\">\u4f9b\u61c9\u93c8\u5e03\u5c40<\/span><span class=\"st-ct\">2<\/span><\/div>\n<\/section>\n<!-- footer \u5df2\u79fb\u9664(v2.14.0) -->\n<\/main>\n\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>2026 \u5e74 07 \u6708 06 \u65e5 \u534a\u5c0e\u9ad4\u7522\u696d\u65e5\u5831 \u5171\u6536\u9304 16 \u5247\u7522\u696d\u76f8\u95dc\u65b0\u805e \u00b7 2 \u5247\u7cbe\u9078\u6df1\u5ea6\u5206\u6790 \u7cbe\u9078\u6df1 [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"parent":7898,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"rank_math_title":"\u534a\u5c0e\u9ad4\u7522\u696d\u65e5\u5831 2026-07-06\uff5c\u53f0\u7a4d\u96fb\u6cd5\u8aaa\u6703\u5373\u5c07\u767b\u5834\uff0c\u5916\u8cc7\u4e0a\u8abf\u76ee\u6a19\u50f9\uff0cCoPoS 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\"\u672c\u6b21\u6cd5\u8aaa\u6703\u6700\u95dc\u9375\u7684\u770b\u9ede\u662f\u53f0\u7a4d\u96fb\u662f\u5426\u4e0a\u4fee\u5168\u5e74\u71df\u6536\u6216\u8cc7\u672c\u652f\u51fa\u6307\u5f15\u3001N2 \u826f\u7387\u8207\u5ba2\u6236\u5c0e\u5165\u9032\u5ea6\uff0c\u4ee5\u53ca\u7ba1\u7406\u5c64\u662f\u5426\u6b63\u5f0f\u63d0\u53ca CoPoS \u6216 Glass Core \u7684\u6280\u8853\u6642\u9593\u8868\uff0c\u9019\u4e9b\u5c07\u76f4\u63a5\u9a57\u8b49\u5916\u8cc7\u8abf\u5347\u76ee\u6a19\u50f9\u7684\u908f\u8f2f\u662f\u5426\u6210\u7acb\u3002\"\n        }\n      },\n      {\n        \"@type\": \"Question\",\n        \"name\": \"Micron \u70ba\u4ec0\u9ebc\u9078\u64c7\u5728\u65e5\u672c\u5ee3\u5cf6\u800c\u4e0d\u662f\u7f8e\u570b\u64f4\u5efa HBM \u5de5\u5ee0\uff1f\",\n        \"acceptedAnswer\": {\n          \"@type\": \"Answer\",\n          \"text\": \"\u5ee3\u5cf6\u5ee0\u662f Micron \u65e2\u6709\u7684 DRAM \u751f\u7522\u57fa\u5730\uff0c\u64f4\u5efa\u53ef\u6cbf\u7528\u73fe\u6709\u57fa\u790e\u8a2d\u65bd\u8207\u719f\u7df4\u4eba\u529b\uff0c\u52a0\u4e0a\u65e5\u672c\u653f\u5e9c\u63d0\u4f9b\u903e 20 \u5104\u7f8e\u5143\u88dc\u8cbc\uff0c\u7d9c\u5408\u6210\u672c\u512a\u65bc\u5728\u7f8e\u570b\u5168\u65b0\u5efa\u5ee0\uff0c\u4e14\u65e5\u672c\u5728\u534a\u5c0e\u9ad4\u6750\u6599\u8207\u8a2d\u5099\u4f9b\u61c9\u93c8\u4e0a\u5177\u5099\u5b8c\u6574\u751f\u614b\u7cfb\u3002\"\n        }\n      },\n      {\n        \"@type\": \"Question\",\n        \"name\": \"\u9019\u6b21\u6295\u8cc7\u5b8c\u6210\u5f8c\uff0cMicron \u80fd\u8ffd\u4e0a SK Hynix \u5728 HBM \u7684\u9818\u5148\u5730\u4f4d\u55ce\uff1f\",\n        \"acceptedAnswer\": {\n          \"@type\": \"Answer\",\n          \"text\": \"\u5ee3\u5cf6\u5ee0\u9810\u8a08 2027-2028 \u5e74\u624d\u80fd\u91cf\u7522\uff0cSK Hynix \u5c46\u6642\u5df2\u63a8\u9032\u81f3 HBM4E \u751a\u81f3\u66f4\u9ad8\u4e16\u4ee3\uff0cMicron \u5e02\u4f54\u7387\u6709\u671b\u5f9e\u7d04 15% \u63d0\u5347\u81f3 25%\uff0c\u4f46\u8981\u8d85\u8d8a SK Hynix \u7684\u6280\u8853\u8207\u5e02\u4f54\u9818\u5148\u512a\u52e2\uff0c\u5728\u672c\u8f2a\u6295\u8cc7\u9031\u671f\u5167\u96e3\u5ea6\u6975\u9ad8\u3002\"\n        }\n      },\n      {\n        \"@type\": \"Question\",\n        \"name\": \"Micron \u64f4\u7522 HBM \u5c0d\u53f0\u7063\u534a\u5c0e\u9ad4\u696d\u6709\u4ec0\u9ebc\u5f71\u97ff\uff1f\",\n        \"acceptedAnswer\": {\n          \"@type\": \"Answer\",\n          \"text\": \"Micron HBM \u7522\u80fd\u589e\u52a0\u5f8c\uff0c\u9700\u6574\u5408\u9032 NVIDIA \u7b49 AI \u6676\u7247\u7684\u5c01\u88dd\u6d41\u7a0b\uff0c\u53f0\u7a4d\u96fb CoWoS \u5148\u9032\u5c01\u88dd\u8207\u4eac\u5143\u96fb\u7b49\u6e2c\u8a66\u5ee0\u7684\u8a02\u55ae\u9700\u6c42\u5c07\u540c\u6b65\u6210\u9577\uff0c\u53f0\u7063\u5728 HBM \u6574\u5408\u5c01\u88dd\u8207\u6e2c\u8a66\u74b0\u7bc0\u5c07\u6301\u7e8c\u53d7\u76ca\u3002\"\n        }\n      }\n    ]\n  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