{"id":8220,"date":"2026-07-07T09:36:34","date_gmt":"2026-07-07T01:36:34","guid":{"rendered":"https:\/\/witology.com.tw\/daily-semiconductor\/2026-07-07\/"},"modified":"2026-07-07T09:36:34","modified_gmt":"2026-07-07T01:36:34","slug":"9-89","status":"publish","type":"page","link":"https:\/\/witology.com.tw\/en\/daily-semiconductor\/9-89\/","title":{"rendered":"\u534a\u5c0e\u9ad4\u7522\u696d\u65e5\u5831 2026-07-07\uff5cSamsung \u56e0 AI \u8a18\u61b6\u9ad4\u71b1\u6f6e\u5275\u4e0b 585 \u5104"},"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 {font-family:\"Noto Sans 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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=\"2026-07-07\">2026 \u5e74 07 \u6708 07 \u65e5<\/time><\/div>\n<h1>\u534a\u5c0e\u9ad4\u7522\u696d\u65e5\u5831<\/h1>\n<p class=\"hdr-sub\">\u5171\u6536\u9304 10 \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:#FFC000\">\u5ee0\u5546\u64f4\u7522<\/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\/CBMia0FVX3lxTFBoU1hqSXlIck5vRXJOQlFWMUpkVUNrT2RTRWpsS19oUGVRUHNGLTlLTGRObERkdk50MWJ4WmMwVU90d1pGRXFMQVRSOW9WZTA5NzJHdHhXRGdRYnhnY3RmM0JhYWN3VUQ0UHc0?oc=5\" rel=\"noopener nofollow\" target=\"_blank\">Samsung \u56e0 AI \u8a18\u61b6\u9ad4\u71b1\u6f6e\u5275\u4e0b 585 \u5104\u7f8e\u5143\u6b77\u53f2\u6700\u9ad8\u71df\u696d\u5229\u6f64<\/a><\/h3>\n<div class=\"c-src\">\u4f86\u6e90\uff1a<span itemprop=\"publisher\">Google News &#8211; HBM<\/span> \u00b7 <time datetime=\"2026-07-07\" itemprop=\"datePublished\">2026-07-07T00:47:51<\/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-other\"><b>005930<\/b> Samsung Electronics <span class=\"chg chg-down\">\u25bc6.13% $298500.0<\/span><\/span><span class=\"stk stk-other\"><b>000660<\/b> SK Hynix <span class=\"chg chg-down\">\u25bc4.74% $2232000.0<\/span><\/span><span class=\"stk stk-us\"><b>MU<\/b> Micron Technology <span class=\"chg chg-up\">\u25b20.94% $984.75<\/span><\/span><span class=\"stk stk-us\"><b>NVDA<\/b> NVIDIA <span class=\"chg chg-up\">\u25b20.37% $195.55<\/span><\/span><span class=\"stk stk-tw\"><b>2330<\/b> \u53f0\u7a4d\u96fb <span class=\"chg chg-up\">\u25b21.42% $2495.0<\/span><\/span><span class=\"stk stk-tw\"><b>2408<\/b> \u5357\u4e9e\u79d1\u6280 <span class=\"chg chg-up\">\u25b21.55% $427.0<\/span><\/span><span class=\"stk stk-tw\"><b>2449<\/b> \u4eac\u5143\u96fb\u5b50 <span class=\"chg chg-down\">\u25bc2.85% $341.0<\/span><\/span><span class=\"stk stk-tw\"><b>6239<\/b> \u529b\u6210\u79d1\u6280 <span class=\"chg chg-down\">\u25bc0.87% $341.5<\/span><\/span><\/div>\n<img decoding=\"async\" alt=\"Samsung \u56e0 AI \u8a18\u61b6\u9ad4\u71b1\u6f6e\u5275\u4e0b 585 \u5104\u7f8e\u5143\u6b77\u53f2\u6700\u9ad8\u71df\u696d\u5229\u6f64\" 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_1-15.png\" width=\"1170\"\/>\n<section class=\"c-analysis\" itemprop=\"articleBody\">\n<div class=\"c-sec\">\n<h4>\u95dc\u9375\u4e8b\u4ef6<\/h4>\n<p>Samsung Electronics \u5728 AI \u8a18\u61b6\u9ad4\u9700\u6c42\u7206\u767c\u7684\u9a45\u52d5\u4e0b,\u5275\u4e0b\u55ae\u5b63 585 \u5104\u7f8e\u5143\u7684\u6b77\u53f2\u6700\u9ad8\u71df\u696d\u5229\u6f64,\u986f\u793a HBM \u8207 DDR5 \u7b49\u9ad8\u968e\u8a18\u61b6\u9ad4\u7684\u5f37\u52c1\u51fa\u8ca8\u52d5\u80fd\u3002\u9019\u4e00\u91cc\u7a0b\u7891\u6a19\u8a8c\u8457 Samsung \u5728\u6b77\u7d93 2023 \u5e74\u8a18\u61b6\u9ad4\u5bd2\u51ac\u5f8c,\u5df2\u5168\u9762\u53d7\u60e0\u65bc AI \u57fa\u790e\u8a2d\u65bd\u5efa\u7f6e\u6d6a\u6f6e\u5e36\u4f86\u7684\u8d85\u7d1a\u9031\u671f\u3002Samsung \u6b64\u756a\u7372\u5229\u4e0d\u50c5\u4f86\u81ea\u91cf\u7684\u64f4\u5f35,\u66f4\u53cd\u6620\u9ad8 ASP \u7684 HBM3E \u5728 AI \u52a0\u901f\u5668\u4f9b\u61c9\u93c8\u4e2d\u4f54\u6bd4\u5927\u5e45\u63d0\u5347\u3002<\/p>\n<\/div>\n<div class=\"c-sec\">\n<h4>\u95dc\u9375\u6578\u64da<\/h4>\n<p>\u71df\u696d\u5229\u6f64\u9054\u7834\u7d00\u9304\u7684 585 \u5104\u7f8e\u5143(\u7d04 80 \u5146\u97d3\u5143);HBM \u5e02\u5834 2024 \u5e74\u898f\u6a21\u4f30\u903e 200 \u5104\u7f8e\u5143,2025 \u5e74\u6709\u671b\u7a81\u7834 350 \u5104\u7f8e\u5143;Samsung HBM3E \u76ee\u524d\u5e02\u4f54\u7d04 20-25%,SK Hynix \u4ecd\u4ee5\u903e 50% \u9818\u5148;AI \u4f3a\u670d\u5668\u6bcf\u53f0\u642d\u8f09 HBM \u5bb9\u91cf\u5df2\u5f9e H100 \u7684 80GB \u63d0\u5347\u81f3 H200 \u7684 141GB,GB200 NVL72 \u7cfb\u7d71 HBM \u9700\u6c42\u66f4\u9054 TB \u7d1a\u5225\u3002<\/p>\n<\/div>\n<div class=\"c-sec c-wide\">\n<h4>\u5e02\u5834\u91cd\u8981\u6027<\/h4>\n<p>Samsung \u5275\u6b77\u53f2\u7372\u5229\u7d00\u9304,\u78ba\u8a8d AI \u9a45\u52d5\u7684\u8a18\u61b6\u9ad4\u8d85\u7d1a\u9031\u671f\u5df2\u9032\u5165\u52a0\u901f\u968e\u6bb5,\u5c0d\u5168\u7403\u8a18\u61b6\u9ad4\u4f9b\u61c9\u93c8\u5f62\u6210\u5f37\u70c8\u6b63\u5411\u4fe1\u865f\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f,Samsung \u6b64\u6ce2\u7372\u5229\u7206\u767c\u4e26\u975e\u55ae\u7d14\u4f86\u81ea\u50b3\u7d71 DRAM\/NAND \u666f\u6c23\u5fa9\u7526,\u800c\u662f\u7d50\u69cb\u6027\u8f49\u8b8a\u2014\u2014HBM \u55ae\u4f4d\u552e\u50f9\u662f\u4e00\u822c DDR5 \u7684 5-8 \u500d,\u6bdb\u5229\u7387\u986f\u8457\u62c9\u5347\u6574\u9ad4\u8ca1\u52d9\u8868\u73fe\u3002\u53f0\u7063\u4f9b\u61c9\u93c8\u4e2d,\u8ca0\u8cac HBM \u6e2c\u8a66\u7684\u4eac\u5143\u96fb\u3001\u529b\u6210\u7b49 OSAT \u5ee0\u5546,\u4ee5\u53ca CoWoS \u5c01\u88dd\u7684\u53f0\u7a4d\u96fb,\u5747\u76f4\u63a5\u53d7\u60e0\u65bc\u6b64\u8da8\u52e2\u3002\u591a\u5bb6\u5a92\u9ad4\u540c\u6b65\u5831\u5c0e\u6b64\u6d88\u606f,\u986f\u793a\u5e02\u5834\u5c0d\u8a18\u61b6\u9ad4\u8d85\u7d1a\u9031\u671f\u7684\u8a8d\u540c\u5ea6\u6b63\u5728\u5feb\u901f\u51dd\u805a\u3002<\/p>\n<\/div>\n<div class=\"c-sec c-wide c-counter\">\n<h4>\u26a0 \u53cd\u9762\u89c0\u9ede<\/h4>\n<blockquote>Samsung HBM \u826f\u7387\u554f\u984c\u8207 NVIDIA \u8a8d\u8b49\u9032\u5ea6\u4ecd\u843d\u5f8c\u65bc SK Hynix,\u5275\u7d00\u9304\u7372\u5229\u4e2d HBM \u8ca2\u737b\u4f54\u6bd4\u82e5\u4f4e\u65bc\u9810\u671f,\u5247\u672c\u8f2a\u7372\u5229\u66f4\u591a\u53cd\u6620\u50b3\u7d71 DRAM \u6f32\u50f9\u9031\u671f,\u4e00\u65e6 AI \u8cc7\u672c\u652f\u51fa\u6210\u9577\u8da8\u7de9\u6216 HBM \u4f9b\u7d66\u5927\u5e45\u8ffd\u4e0a,Samsung \u7684\u9ad8\u6bdb\u5229\u7d50\u69cb\u6050\u96e3\u4ee5\u70ba\u7e7c\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>Samsung Q2 2026 \u6cd5\u8aaa\u6703\u63ed\u9732 HBM3E\/HBM4 \u51fa\u8ca8\u4f54\u6bd4\u8207\u8a8d\u8b49\u9032\u5ea6<\/li><li>NVIDIA Blackwell Ultra \u7cfb\u7d71 HBM4 \u62c9\u8ca8\u6642\u7a0b\u662f\u5426\u5982\u671f\u555f\u52d5<\/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>Samsung HBM4 \u80fd\u5426\u5728 2026 \u5e74\u5e95\u524d\u53d6\u5f97 NVIDIA \u4e3b\u529b\u4f9b\u61c9\u5546\u5730\u4f4d<\/li><li>SK Hynix \u8207 Micron \u64f4\u7522\u5f8c HBM ASP \u662f\u5426\u51fa\u73fe\u4e0b\u4fee\u58d3\u529b<\/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 \u8207\u908f\u8f2f\u6676\u7247 3D \u6574\u5408(Near-Memory Computing)\u662f\u5426\u91cd\u5851\u8a18\u61b6\u9ad4\u5ee0\u8207\u6676\u5713\u4ee3\u5de5\u5ee0\u7684\u7af6\u5408\u95dc\u4fc2<\/li><li>\u4e2d\u570b\u672c\u571f\u8a18\u61b6\u9ad4\u5ee0(\u9577\u946b\u5b58\u5132)\u82e5\u7a81\u7834 HBM \u6280\u8853\u5c01\u9396,\u5c0d\u5168\u7403 HBM \u5e02\u5834\u7d50\u69cb\u7684\u885d\u64ca<\/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>Samsung \u9019\u6b21\u5275\u7d00\u9304\u7372\u5229\u4e3b\u8981\u662f\u9760\u4ec0\u9ebc\u7522\u54c1?<\/summary><p>\u4e3b\u8981\u9a45\u52d5\u529b\u662f AI \u4f3a\u670d\u5668\u6240\u9700\u7684\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4(HBM)\u4ee5\u53ca DDR5 \u4f3a\u670d\u5668 DRAM,\u9019\u985e\u9ad8\u968e\u8a18\u61b6\u9ad4\u552e\u50f9\u662f\u4e00\u822c DRAM \u7684\u6578\u500d,\u5927\u5e45\u62c9\u5347\u4e86\u6574\u9ad4\u5229\u6f64\u7387\u3002<\/p><\/details><details class=\"c-faq-item\"><summary>Samsung \u5728 HBM \u5e02\u5834\u7684\u5730\u4f4d\u8ddf SK Hynix \u76f8\u6bd4\u5982\u4f55?<\/summary><p>SK Hynix \u76ee\u524d\u4ecd\u662f HBM \u5e02\u5834\u9f8d\u982d,\u5e02\u4f54\u8d85\u904e 50% \u4e14\u7387\u5148\u4f9b\u8ca8 NVIDIA,Samsung \u7d04\u4f54 20-25%,\u6b63\u7a4d\u6975\u63a8\u9032 HBM3E \u8207 HBM4 \u8a8d\u8b49\u4ee5\u7e2e\u5c0f\u5dee\u8ddd\u3002<\/p><\/details><details class=\"c-faq-item\"><summary>Samsung \u7372\u5229\u5275\u65b0\u9ad8\u5c0d\u53f0\u7063\u8a18\u61b6\u9ad4\u6216\u5c01\u88dd\u5ee0\u6709\u4ec0\u9ebc\u5f71\u97ff?<\/summary><p>AI \u8a18\u61b6\u9ad4\u9700\u6c42\u9ad8\u6f32\u76f4\u63a5\u5e36\u52d5 HBM \u5c01\u88dd\u6e2c\u8a66\u9700\u6c42,\u53f0\u7063\u7684\u4eac\u5143\u96fb\u3001\u529b\u6210\u7b49\u6e2c\u8a66\u5ee0\u53ca\u53f0\u7a4d\u96fb CoWoS \u5148\u9032\u5c01\u88dd\u7522\u80fd\u5747\u540c\u6b65\u53d7\u60e0\u65bc\u9019\u6ce2 AI \u8a18\u61b6\u9ad4\u8d85\u7d1a\u9031\u671f\u3002<\/p><\/details>\n<\/div>\n<\/section>\n<footer class=\"c-ft\"><a href=\"https:\/\/news.google.com\/rss\/articles\/CBMia0FVX3lxTFBoU1hqSXlIck5vRXJOQlFWMUpkVUNrT2RTRWpsS19oUGVRUHNGLTlLTGRObERkdk50MWJ4WmMwVU90d1pGRXFMQVRSOW9WZTA5NzJHdHhXRGdRYnhnY3RmM0JhYWN3VUQ0UHc0?oc=5\" 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-nu\">\u25ac \u4e2d\u6027<\/span>\n<\/header>\n<h3 class=\"c-t\" itemprop=\"headline\"><a href=\"https:\/\/money.udn.com\/money\/story\/11162\/9611492?from=edn_subcatelist_cate\" rel=\"noopener nofollow\" target=\"_blank\">\u5916\u8cc7\u79d1\u6280\u7522\u696d\u8abf\u7814\uff1aCPO \u770b\u6cd5\u4e0d\u8b8a\uff0cCoPoS \u5927\u898f\u6a21\u5c0e\u5165\u6642\u9593\u9ede\u78ba\u8a8d\u70ba 2029 \u5e74<\/a><\/h3>\n<div class=\"c-src\">\u4f86\u6e90\uff1a<span itemprop=\"publisher\">\u7d93\u6fdf\u65e5\u5831\u79d1\u6280\u7248<\/span> \u00b7 <time datetime=\"2026-07-07\" itemprop=\"datePublished\">2026-07-07<\/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\u25cb\u25cb<\/span><span class=\"c-hype-tx\">3\/5 \u00b7 \u503c\u5f97\u95dc\u6ce8<\/span><\/div>\n<div class=\"c-stocks\"><span class=\"stk stk-tw\"><b>2330<\/b> \u53f0\u7a4d\u96fb <span class=\"chg chg-up\">\u25b21.42% $2495.0<\/span><\/span><span class=\"stk stk-tw\"><b>3481<\/b> \u53f0\u5357\u79d1\u6280\u5712\u5340\/\u7fa4\u5275\u5149\u96fb <span class=\"chg chg-up\">\u25b23.18% $71.4<\/span><\/span><span class=\"stk stk-tw\"><b>5906<\/b> \u53f0\u5357\u4f01\u696d(5906) <span class=\"chg chg-flat\">\u25000.00% $38.0<\/span><\/span><span class=\"stk stk-us\"><b>NVDA<\/b> NVIDIA <span class=\"chg chg-up\">\u25b20.37% $195.55<\/span><\/span><span class=\"stk stk-us\"><b>GLAE<\/b> GlassBridge Enterprises <span class=\"chg chg-flat\">\u2014<\/span><\/span><span class=\"stk stk-tw\"><b>2454<\/b> \u806f\u767c\u79d1\u6280 <span class=\"chg chg-up\">\u25b20.97% $4165.0<\/span><\/span><span class=\"stk stk-tw\"><b>3711<\/b> \u65e5\u6708\u5149\u6295\u63a7 <span class=\"chg chg-up\">\u25b20.15% $680.0<\/span><\/span><span class=\"stk stk-tw\"><b>3680<\/b> \u5bb6\u767b\u7cbe\u5bc6 <span class=\"chg chg-flat\">\u2014<\/span><\/span><\/div>\n<img decoding=\"async\" alt=\"\u5916\u8cc7\u79d1\u6280\u7522\u696d\u8abf\u7814\uff1aCPO \u770b\u6cd5\u4e0d\u8b8a\uff0cCoPoS \u5927\u898f\u6a21\u5c0e\u5165\u6642\u9593\u9ede\u78ba\u8a8d\u70ba 2029 \u5e74\" 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_2-9.png\" width=\"1170\"\/>\n<section class=\"c-analysis\" itemprop=\"articleBody\">\n<div class=\"c-sec\">\n<h4>\u95dc\u9375\u4e8b\u4ef6<\/h4>\n<p>\u7f8e\u7cfb\u5927\u578b\u5238\u5546\u6700\u65b0\u7522\u696d\u8abf\u7814\u91cd\u7533,CPO(\u5171\u5c01\u88dd\u5149\u5b78)\u7522\u696d\u6b63\u5411\u770b\u6cd5\u4e0d\u8b8a,\u4f46 GlassBridge \u7684 Edge Coupling \u6280\u8853\u76ee\u524d\u50c5\u652f\u63f4\u4e00\u7dad\u5149\u7e96\u6392\u5217,\u8ddd\u5927\u898f\u6a21\u91cf\u7522\u4ecd\u6709\u8ddd\u96e2,\u53f0\u7a4d\u96fb\u4e3b\u6d41 COUPE \u5e73\u53f0\u672a\u4f86\u6578\u5e74\u4ecd\u5c07\u4ee5\u8f03\u6613\u91cf\u7522\u7684 Grating Coupling \u6280\u8853\u70ba\u4e3b\u3002\u95dc\u65bc CoPoS(\u9762\u677f\u7d1a\u5c01\u88dd\u57fa\u677f),\u5238\u5546\u660e\u78ba\u91cd\u7533 2029 \u5e74\u624d\u662f\u5927\u898f\u6a21\u5c0e\u5165\u7684\u6642\u9593\u9ede,\u4e3b\u529b\u751f\u7522\u5ee0\u9810\u671f\u70ba\u53f0\u5357 AP7 \u5ee0,\u9130\u8fd1\u7fa4\u5275;NVIDIA 2028 \u5e74\u7b2c\u4e00\u4ee3 Feynman GPU \u5c07\u63a1\u7528\u53f0\u7a4d\u96fb 3D Stack \u6280\u8853\u642d\u914d SiC \u8f09\u9ad4,2029 \u5e74 Feynman Ultra \u624d\u53ef\u80fd\u6b63\u5f0f\u5c0e\u5165 CoPoS\u3002\u6b64\u8abf\u7814\u70ba\u5e02\u5834\u5c0d CoPoS \u5c0e\u5165\u6642\u7a0b\u7684\u6295\u6a5f\u9810\u671f\u8e29\u4e0b\u524e\u8eca,\u4f46\u9577\u671f\u6280\u8853\u8def\u7dda\u65b9\u5411\u78ba\u5b9a\u3002<\/p>\n<\/div>\n<div class=\"c-sec\">\n<h4>\u95dc\u9375\u6578\u64da<\/h4>\n<p>CoPoS \u5927\u898f\u6a21\u5c0e\u5165\u6642\u7a0b:2029 \u5e74(Feynman Ultra);2028 \u5e74\u7b2c\u4e00\u4ee3 Feynman \u63a1\u7528\u53f0\u7a4d\u96fb 3D Stack(Die-to-Wafer)\u642d\u914d SiC \u8f09\u9ad4;\u53f0\u7a4d\u96fb 2028 \u5e74\u8abf\u9ad8 PIC \u7522\u80fd;GlassBridge \u76ee\u524d\u652f\u63f4\u4e00\u7dad(1D)\u5149\u7e96\u6392\u5217;CoPoS \u76f8\u8f03\u50b3\u7d71 CoWoS \u53ef\u5c07\u5c01\u88dd\u9762\u7a4d\u64f4\u5927\u6578\u500d,\u7406\u8ad6\u4e0a\u53ef\u5927\u5e45\u964d\u4f4e\u55ae\u4f4d\u5c01\u88dd\u6210\u672c 20-30%;\u53f0\u7a4d\u96fb CoWoS \u6708\u7522\u80fd 2025 \u5e74\u5df2\u7a81\u7834 3 \u842c\u7247,2026 \u5e74\u6301\u7e8c\u722c\u5761\u3002<\/p>\n<\/div>\n<div class=\"c-sec c-wide\">\n<h4>\u5e02\u5834\u91cd\u8981\u6027<\/h4>\n<p>CoPoS \u5927\u898f\u6a21\u5c0e\u5165\u6642\u7a0b\u78ba\u8a8d\u70ba 2029 \u5e74,\u610f\u5473\u8457 2026-2028 \u5e74\u53f0\u7a4d\u96fb CoWoS \u4ecd\u662f AI GPU \u5148\u9032\u5c01\u88dd\u7684\u7d55\u5c0d\u4e3b\u89d2,\u77ed\u4e2d\u671f\u4f9b\u9700\u74f6\u9838\u4e0d\u6703\u56e0 CoPoS \u800c\u7de9\u89e3\u3002\u9019\u4efd\u8abf\u7814\u5c0d\u7576\u524d\u5e02\u5834\u90e8\u5206\u300cCoPoS \u5373\u5c07\u885d\u64ca CoWoS \u9700\u6c42\u300d\u7684\u6295\u6a5f\u9810\u671f\u5177\u6709\u660e\u78ba\u7684\u964d\u6eab\u6548\u679c,CoWoS \u76f8\u95dc\u8a2d\u5099\u3001\u6750\u6599\u5ee0\u5546\u7684\u8a02\u55ae\u80fd\u898b\u5ea6\u56e0\u6b64\u66f4\u52a0\u7a69\u56fa\u3002\u53f0\u7a4d\u96fb\u9078\u64c7 2028 \u5e74 Feynman \u5148\u4ee5 Die-to-Wafer 3D Stack \u642d\u914d SiC \u8f09\u9ad4\u904e\u6e21,\u986f\u793a\u6563\u71b1\u7ba1\u7406\u5df2\u6210\u70ba\u4e0b\u4e16\u4ee3 GPU \u5c01\u88dd\u7684\u6838\u5fc3\u5de5\u7a0b\u6311\u6230,\u800c\u975e\u55ae\u7d14\u7684\u9762\u7a4d\u64f4\u5c55\u554f\u984c\u3002CPO \u8207 CoPoS \u7684\u6280\u8853\u8def\u7dda\u5716\u9010\u6f38\u6e05\u6670,\u6709\u52a9\u65bc\u4f9b\u61c9\u93c8\u5ee0\u5546\u63d0\u524d\u5e03\u5c40,\u4f46\u6295\u8cc7\u4eba\u9700\u907f\u514d\u5c07\u9577\u671f\u78ba\u5b9a\u6027\u932f\u8aa4\u5b9a\u50f9\u70ba\u77ed\u671f\u50ac\u5316\u5291\u3002<\/p>\n<\/div>\n<div class=\"c-sec c-wide c-counter\">\n<h4>\u26a0 \u53cd\u9762\u89c0\u9ede<\/h4>\n<blockquote>2029 \u5e74\u7684\u6642\u7a0b\u9810\u6e2c\u5728\u534a\u5c0e\u9ad4\u7522\u696d\u5b58\u5728\u9ad8\u5ea6\u4e0d\u78ba\u5b9a\u6027,NVIDIA \u7522\u54c1\u8def\u7dda\u5716\u6b77\u53f2\u4e0a\u591a\u6b21\u63d0\u524d\u6216\u5ef6\u5f8c,CoPoS \u82e5\u56e0\u826f\u7387\u3001\u57fa\u677f\u4f9b\u61c9\u6216\u6563\u71b1\u554f\u984c\u518d\u5ea6\u5ef6\u9072,\u76f8\u95dc\u5ee0\u5546(\u53f0\u5357\u3001\u7fa4\u5275)\u7684\u8cc7\u672c\u652f\u51fa\u5c07\u9762\u81e8\u9577\u9054\u6578\u5e74\u7684\u56de\u6536\u58d3\u529b;\u4e14 CoPoS \u771f\u6b63\u91cf\u7522\u5f8c,\u898f\u6a21\u6548\u61c9\u5c07\u58d3\u4f4e\u5c01\u88dd\u6210\u672c,\u5c0d\u73fe\u6709 CoWoS OSAT \u5ee0\u5546\u53cd\u800c\u5f62\u6210\u7af6\u722d\u58d3\u529b\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\/Q3 \u6cd5\u8aaa\u6703\u662f\u5426\u63ed\u9732 COUPE \u5e73\u53f0 Grating Coupling \u7522\u80fd\u898f\u5283\u7d30\u7bc0<\/li><li>GlassBridge Edge Coupling \u6280\u8853\u662f\u5426\u53d6\u5f97\u4efb\u4f55\u4e3b\u8981\u5ba2\u6236 design-in \u9032\u5c55<\/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>\u53f0\u5357 AP7 \u5ee0 CoPoS \u8a2d\u5099\u63a1\u8cfc\u8207\u5ee0\u623f\u5efa\u8a2d\u9032\u5ea6\u662f\u5426\u7b26\u5408 2028-2029 \u91cf\u7522\u6642\u7a0b<\/li><li>NVIDIA Feynman(2028)3D Stack \u642d\u914d SiC \u8f09\u9ad4\u7684\u6563\u71b1\u65b9\u6848\u662f\u5426\u5982\u671f\u901a\u904e\u9a57\u8b49<\/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\u826f\u7387\u80fd\u5426\u9054\u5230\u91cf\u7522\u9580\u6abb(\u696d\u754c\u666e\u904d\u8a8d\u70ba\u9700\u9054 95% \u4ee5\u4e0a\u624d\u5177\u7d93\u6fdf\u6027)<\/li><li>Intel \u8207 AMD \u662f\u5426\u8ddf\u9032\u63a1\u7528 CoPoS \u67b6\u69cb,\u6c7a\u5b9a\u9762\u677f\u7d1a\u5c01\u88dd\u662f\u5426\u6210\u70ba\u4e0b\u4e16\u4ee3 AI \u6676\u7247\u7684\u7522\u696d\u6a19\u6e96<\/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\u5e38\u807d\u5230\u7684 CoWoS \u6709\u4ec0\u9ebc\u4e0d\u540c?<\/summary><p>CoWoS \u662f\u4ee5\u77fd\u6676\u5713\u70ba\u57fa\u677f\u9032\u884c\u5c01\u88dd,\u9762\u7a4d\u53d7\u9650;CoPoS \u6539\u7528\u66f4\u5927\u7684\u73bb\u7483\u9762\u677f\u70ba\u57fa\u677f,\u7406\u8ad6\u4e0a\u53ef\u5927\u5e45\u64f4\u5927\u5c01\u88dd\u9762\u7a4d\u3001\u6574\u5408\u66f4\u591a\u6676\u7247,\u6709\u52a9\u65bc\u5bb9\u7d0d\u4e0b\u4e16\u4ee3\u66f4\u5de8\u5927\u7684 AI GPU,\u4f46\u6280\u8853\u96e3\u5ea6\u66f4\u9ad8\u3001\u91cf\u7522\u6642\u7a0b\u8f03\u665a\u3002<\/p><\/details><details class=\"c-faq-item\"><summary>\u9019\u4efd\u5831\u544a\u8aaa 2029 \u5e74\u624d\u662f CoPoS \u5927\u898f\u6a21\u5c0e\u5165\u6642\u9593,\u90a3\u4e2d\u9593\u9019\u5e7e\u5e74 AI \u5c01\u88dd\u9700\u6c42\u9760\u4ec0\u9ebc\u6eff\u8db3?<\/summary><p>2026-2028 \u5e74 AI GPU \u5c01\u88dd\u4ecd\u4ee5\u53f0\u7a4d\u96fb CoWoS \u70ba\u4e3b\u529b,2028 \u5e74 NVIDIA Feynman \u4e16\u4ee3\u6703\u5f15\u5165 Die-to-Wafer 3D \u5806\u758a\u8207 SiC \u6563\u71b1\u8f09\u9ad4\u4f5c\u70ba\u904e\u6e21\u6280\u8853,CoPoS \u8981\u5230 2029 \u5e74 Feynman Ultra \u624d\u53ef\u80fd\u5927\u898f\u6a21\u4e0a\u5834\u3002<\/p><\/details><details class=\"c-faq-item\"><summary>CPO(\u5171\u5c01\u88dd\u5149\u5b78)\u548c CoPoS \u662f\u540c\u4e00\u4ef6\u4e8b\u55ce?<\/summary><p>\u5169\u8005\u4e0d\u540c:CPO \u662f\u5c07\u5149\u5b78\u6536\u767c\u5668\u8207\u4ea4\u63db\u6676\u7247\u6574\u5408\u5c01\u88dd\u5728\u4e00\u8d77\u4ee5\u964d\u4f4e\u8cc7\u6599\u4e2d\u5fc3\u50b3\u8f38\u8017\u96fb,\u5c6c\u65bc\u5149\u4e92\u9023\u6280\u8853;CoPoS \u5247\u662f\u9762\u677f\u7d1a\u5148\u9032\u5c01\u88dd\u6280\u8853,\u89e3\u6c7a\u7684\u662f AI GPU \u6676\u7247\u9762\u7a4d\u8207\u6574\u5408\u5bc6\u5ea6\u7684\u554f\u984c,\u5169\u8005\u90fd\u662f AI \u57fa\u790e\u8a2d\u65bd\u7684\u95dc\u9375\u6280\u8853\u4f46\u61c9\u7528\u5834\u666f\u4e0d\u540c\u3002<\/p><\/details>\n<\/div>\n<\/section>\n<footer class=\"c-ft\"><a href=\"https:\/\/money.udn.com\/money\/story\/11162\/9611492?from=edn_subcatelist_cate\" 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:#FFC000\"><\/span>\n<div><a class=\"b-link\" href=\"https:\/\/www.digitimes.com\/news\/a20260706VL202\/production-plant-commercial-manufacturing-osat.html\" rel=\"noopener nofollow\" target=\"_blank\">Jul 6India launches third semiconductor plant as CG Semi begins commercial production in GujaratIndia Prime Minister Narendra Modi inaugurated CG Semi&#8217;s Outsourced Semiconductor Assembly and Test (OSAT) facility in Sanand, Gujarat, marking the start of commercial production at what the government described as the country&#8217;s third semiconductor plant to become operational in 2026. The project forms part of New Delhi&#8217;s broader effort to build a domestic semiconductor ecosystem under its India Semiconductor Mission and &#8220;Make in India&#8221; initiative.<\/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:#ED7D31\"><\/span>\n<div><a class=\"b-link\" href=\"https:\/\/www.digitimes.com\/news\/a20260706PD215\/dutch-funding-ai-chip-process-control-expansion.html\" rel=\"noopener nofollow\" target=\"_blank\">Jul 6Exclusive Interview: Dutch startup Nearfield targets AI chip process control expansion after US$380 million funding roundDutch semiconductor equipment startup Nearfield Instruments has completed a US$380 million Series D funding round, the largest-ever fundraising for a Dutch deep-tech company. The company is now targeting an initial public offering (IPO) in 2028.<\/a>\n<span class=\"b-meta\">\u6750\u6599\u8a2d\u5099 \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\/a20260706VL210\/hbm4-sk-hynix-samsung-demand-market.html\" rel=\"noopener nofollow\" target=\"_blank\">Jul 6Samsung, SK Hynix and Micron face HBM4 race as custom chip demand growsThe global high-bandwidth memory market is expected to pivot from HBM3E to HBM4 in the second half of 2026, setting up a sharper contest for market share among Samsung Electronics, SK Hynix, and Micron Technology.<\/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\/CBMiygFBVV95cUxNTEdkckdkdldkWDV2RDRINmhMX0I4UDJLWXZlckpZdzkwR0QyX1REbll4OHgzZFlMLXNmMnVvQWNvY29qSmwtR2xpbnpIZmdMYWRrS21zNXhpY1BFVUFlbzBFM2dwYVNNXzF1NEdiYVlnRUpJMnFFRW5oREgybUVyMmVwM2hyZEthdGduX1l3TW00Z3l0WmxUOWZlYnNRWTVCUVFtZjBpM1pOc0VEcFppLTZ5R21SYUZheGRvZGFjYV9sWGhKQnNGT3lR?oc=5\" rel=\"noopener nofollow\" target=\"_blank\">Ultra-pure gases for HBM chips: Air Liquide invests over 170 million USD in Indiana &#8211; chemeurope.com<\/a>\n<span class=\"b-meta\">\u6750\u6599\u8a2d\u5099 \u00b7 Google News &#8211; HBM<\/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\/CBMikAFBVV95cUxPVktDX2VOS2RQbXJOQnJHQldwbzZUVmhmbnoyVlVteXRJTGNVcDZNUUE2b1ltSDhzQWhYWkZuX3FRZVFxdFFHbTU4SF91UUdBVFAyVmZMejdqYXRaTkthcGdHOW5GV19MYWxlX1llcmpabVdvRkZaMnBoNmV6ZDgyNXZkWlJvX2g2RE0zZGNpNno?oc=5\" rel=\"noopener nofollow\" target=\"_blank\">Memory chip maker SK Hynix seeks to raise $28B through U.S. IPO &#8211; SiliconANGLE<\/a>\n<span class=\"b-meta\">\u5ee0\u5546\u64f4\u7522 \u00b7 Google News &#8211; HBM<\/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\/a20260703VL217\/europe-semiconductors-industrial-2025-electronics.html\" rel=\"noopener nofollow\" target=\"_blank\">Jul 6Europe&#8217;s defense boom has a semiconductor problemEurope&#8217;s defense industry is running into a structural bottleneck: the semiconductors needed for modern missiles, drones, radar, communications, and electronic warfare cannot be produced domestically at scale. Even as defense budgets rise across the EU, the industrial base needed to turn spending into capability remains constrained by dependence on foreign microelectronics.<\/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:#5B9BD5\"><\/span>\n<div><a class=\"b-link\" href=\"https:\/\/www.digitimes.com\/news\/a20260706PD212\/anthropic-ai-inference-samsung-chips-performance.html\" rel=\"noopener nofollow\" target=\"_blank\">Jul 6Anthropic&#8217;s reported chip plans with Samsung could ease inference costs, not chase top-end performanceAnthropic&#8217;s reported move into in-house chip development could matter well beyond Silicon Valley if it helps lower the cost of running AI services worldwide. By prioritizing cheaper inference rather than elite performance, the startup may be signaling a more pragmatic path that could influence how global AI systems are built and priced.<\/a>\n<span class=\"b-meta\">\u5ba2\u6236\u7d50\u69cb \u00b7 DigiTimes<\/span><\/div>\n<\/li>\n<li class=\"b-item\">\n<span class=\"b-dot\" style=\"background:#5B9BD5\"><\/span>\n<div><a class=\"b-link\" href=\"https:\/\/www.digitimes.com\/news\/a20260703VL220\/market-2030-growth-revenue-dram.html\" rel=\"noopener nofollow\" target=\"_blank\">Analysis: AI supercycle could drive semiconductor market beyond US$2 trillion by 2030<\/a>\n<span class=\"b-meta\">\u5ba2\u6236\u7d50\u69cb \u00b7 DigiTimes<\/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:10.0%;background:#C00000\"><\/div><span class=\"st-lb\">\u5148\u9032\u5c01\u88dd<\/span><span class=\"st-ct\">1<\/span><\/div><div class=\"st\"><div class=\"st-bar\" style=\"width:20.0%;background:#ED7D31\"><\/div><span class=\"st-lb\">\u6750\u6599\u8a2d\u5099<\/span><span class=\"st-ct\">2<\/span><\/div><div class=\"st\"><div class=\"st-bar\" style=\"width:10.0%;background:#70AD47\"><\/div><span class=\"st-lb\">\u8a02\u55ae\u52d5\u614b<\/span><span class=\"st-ct\">1<\/span><\/div><div class=\"st\"><div class=\"st-bar\" style=\"width:30.0%;background:#FFC000\"><\/div><span class=\"st-lb\">\u5ee0\u5546\u64f4\u7522<\/span><span class=\"st-ct\">3<\/span><\/div><div class=\"st\"><div class=\"st-bar\" style=\"width:20.0%;background:#5B9BD5\"><\/div><span class=\"st-lb\">\u5ba2\u6236\u7d50\u69cb<\/span><span class=\"st-ct\">2<\/span><\/div><div class=\"st\"><div class=\"st-bar\" style=\"width:10.0%;background:#A5A5A5\"><\/div><span class=\"st-lb\">\u4f9b\u61c9\u93c8\u5e03\u5c40<\/span><span class=\"st-ct\">1<\/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 07 \u65e5 \u534a\u5c0e\u9ad4\u7522\u696d\u65e5\u5831 \u5171\u6536\u9304 10 \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 2026-07-07\uff5cSamsung \u56e0 AI \u8a18\u61b6\u9ad4\u71b1\u6f6e\u5275\u4e0b 585 \u5104","rank_math_description":"2026 \u5e74 07 \u6708 07 \u65e5 \u534a\u5c0e\u9ad4\u7522\u696d\u65e5\u5831\uff1aSamsung \u56e0 AI \u8a18\u61b6\u9ad4\u71b1\u6f6e\u5275\u4e0b 585 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