{"id":8917,"date":"2026-07-28T10:11:15","date_gmt":"2026-07-28T02:11:15","guid":{"rendered":"https:\/\/witology.com.tw\/daily-semiconductor\/2026-07-28\/"},"modified":"2026-07-28T10:11:15","modified_gmt":"2026-07-28T02:11:15","slug":"9-101","status":"publish","type":"page","link":"https:\/\/witology.com.tw\/en\/daily-semiconductor\/9-101\/","title":{"rendered":"\u534a\u5c0e\u9ad4\u7522\u696d\u65e5\u5831 2026-07-28\uff5cApple \u8207 Micron \u5c31 CXMT \u4f9b\u8ca8\u554f\u984c"},"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=\"2026-07-28\">2026 \u5e74 07 \u6708 28 \u65e5<\/time><\/div>\n<h1>\u534a\u5c0e\u9ad4\u7522\u696d\u65e5\u5831<\/h1>\n<p class=\"hdr-sub\">\u5171\u6536\u9304 19 \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:#7030A0\">\u653f\u7b56\u6cd5\u898f<\/span>\n<span class=\"c-snt s-nu\">\u25ac \u4e2d\u6027<\/span>\n<\/header>\n<h3 class=\"c-t\" itemprop=\"headline\"><a href=\"https:\/\/www.digitimes.com\/news\/a20260727VL215\/apple-micron-cxmt-chips-smartphone.html\" rel=\"noopener nofollow\" target=\"_blank\">Apple \u8207 Micron \u5c31 CXMT \u4f9b\u8ca8\u554f\u984c\u722d\u57f7\uff0c\u767d\u5bae\u88ab\u8feb\u4ecb\u5165\u4ef2\u88c1<\/a><\/h3>\n<div class=\"c-src\">\u4f86\u6e90\uff1a<span itemprop=\"publisher\">DigiTimes<\/span> \u00b7 <time datetime=\"2026-07-28\" itemprop=\"datePublished\">2026-07-28<\/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\u25cf<\/span><span class=\"c-hype-tx\">5\/5 \u00b7 \u683c\u5c40\u91cd\u5851<\/span><\/div>\n<div class=\"c-stocks\"><span class=\"stk stk-us\"><b>AAPL<\/b> Apple <span class=\"chg chg-up\">\u25b21.17% $336.91<\/span><\/span><span class=\"stk stk-us\"><b>MU<\/b> Micron Technology <span class=\"chg chg-down\">\u25bc2.25% $900.2<\/span><\/span><span class=\"stk stk-other\">\u9577\u946b\u5b58\u5132 (CXMT) <span class=\"chg chg-flat\">\u672a\u4e0a\u5e02<\/span><\/span><span class=\"stk stk-other\"><b>005930<\/b> \u4e09\u661f\u96fb\u5b50 <span class=\"chg chg-down\">\u25bc8.66% $232000.0<\/span><\/span><span class=\"stk stk-other\"><b>000660<\/b> SK Hynix <span class=\"chg chg-down\">\u25bc10.85% $1619000.0<\/span><\/span><span class=\"stk stk-tw\"><b>2408<\/b> \u5357\u4e9e\u79d1\u6280 <span class=\"chg chg-down\">\u25bc9.98% $392.5<\/span><\/span><span class=\"stk stk-tw\"><b>2344<\/b> \u83ef\u90a6\u96fb\u5b50 <span class=\"chg chg-down\">\u25bc10.00% $144.0<\/span><\/span><span class=\"stk stk-tw\"><b>2330<\/b> \u53f0\u7a4d\u96fb <span class=\"chg chg-down\">\u25bc2.13% $2300.0<\/span><\/span><\/div>\n<section class=\"c-analysis\" itemprop=\"articleBody\">\n<div class=\"c-sec\">\n<h4>\u95dc\u9375\u4e8b\u4ef6<\/h4>\n<p>Apple \u6b63\u5728\u904a\u8aaa\u7f8e\u570b\u653f\u5e9c\uff0c\u5e0c\u671b\u53d6\u5f97\u8c41\u514d\uff0c\u5141\u8a31\u5176\u5728\u975e\u7f8e\u570b\u5e02\u5834\u92b7\u552e\u7684 iPhone \u7b49\u88dd\u7f6e\u4e2d\u4f7f\u7528\u4e2d\u570b\u5ee0\u5546\u9577\u946b\u5b58\u5132\uff08CXMT\uff09\u7684 DRAM \u6676\u7247\uff0c\u4ee5\u964d\u4f4e\u5143\u4ef6\u6210\u672c\uff1bMicron \u5247\u7a4d\u6975\u53cd\u5c0d\uff0c\u8a8d\u70ba\u6b64\u8209\u5c07\u5354\u52a9 CXMT \u53d6\u5f97\u6280\u8853\u8207\u5e02\u5834\u5730\u4f4d\uff0c\u5a01\u8105\u7f8e\u570b\u8a18\u61b6\u9ad4\u7522\u696d\u7af6\u722d\u529b\u3002\u5169\u5927\u4f01\u696d\u5404\u81ea\u5c0d\u767d\u5bae\u65bd\u58d3\uff0c\u4f7f\u62dc\u767b\u5f8c\u6642\u4ee3\u7684\u51fa\u53e3\u7ba1\u5236\u653f\u7b56\u8d70\u5411\u5145\u6eff\u8b8a\u6578\uff0c\u767d\u5bae\u88ab\u8feb\u5728\u7522\u696d\u5229\u76ca\u8207\u5730\u7de3\u653f\u6cbb\u7ba1\u5236\u4e4b\u9593\u5c0b\u6c42\u5e73\u8861\u3002<\/p>\n<\/div>\n<div class=\"c-sec\">\n<h4>\u95dc\u9375\u6578\u64da<\/h4>\n<p>CXMT \u76ee\u524d\u4e3b\u8981\u91cf\u7522 DDR5 \u53ca LPDDR5 \u7b49\u4e3b\u6d41 DRAM\uff0c\u4f30\u8a08\u6708\u7522\u80fd\u5df2\u8d85\u904e 10 \u842c\u7247\u6676\u5713\uff0c2025 \u5e74\u5e02\u4f54\u7387\u7d04 5-7%\uff0c\u76ee\u6a19 2026 \u5e74\u6311\u6230 10%\u3002Micron \u5168\u7403 DRAM \u5e02\u4f54\u7387\u7d04 22-24%\uff0c\u82e5 Apple \u5168\u7403\u51fa\u8ca8\u91cf\uff08\u5e74\u7d04 2.3 \u5104\u652f iPhone\uff09\u6709\u90e8\u5206\u8f49\u63a1 CXMT\uff0c\u5c07\u5c0d Micron \u53ca SK Hynix \u884c\u52d5\u8a18\u61b6\u9ad4\u696d\u52d9\u9020\u6210\u76f4\u63a5\u885d\u64ca\u3002<\/p>\n<\/div>\n<div class=\"c-sec c-wide\">\n<h4>\u5e02\u5834\u91cd\u8981\u6027<\/h4>\n<p>Apple \u5c0b\u6c42\u63a1\u7528 CXMT \u8a18\u61b6\u9ad4\u4e00\u4e8b\uff0c\u6a19\u8a8c\u8457\u4e2d\u570b\u534a\u5c0e\u9ad4\u5728\u4e3b\u6d41\u6d88\u8cbb\u96fb\u5b50\u4f9b\u61c9\u93c8\u4e2d\u5df2\u5177\u5099\u5be6\u8cea\u7af6\u722d\u529b\uff0c\u662f\u5730\u7de3\u653f\u6cbb\u8207\u5546\u696d\u5229\u76ca\u6b63\u9762\u885d\u7a81\u7684\u91cd\u8981\u91cc\u7a0b\u7891\u3002\u82e5\u767d\u5bae\u6279\u51c6\u8c41\u514d\uff0c\u5c07\u6210\u70ba\u4e2d\u570b\u8a18\u61b6\u9ad4\u5ee0\u6253\u5165\u5168\u7403\u9802\u7d1a\u54c1\u724c\u4f9b\u61c9\u93c8\u7684\u7a81\u7834\u53e3\uff0c\u5927\u5e45\u52a0\u901f CXMT \u7684\u6280\u8853\u6210\u719f\u8207\u898f\u6a21\u5316\uff0c\u5c0d Micron\u3001SK Hynix \u4e43\u81f3\u4e09\u661f\u7684\u884c\u52d5 DRAM \u696d\u52d9\u69cb\u6210\u9577\u671f\u58d3\u529b\u3002\u53cd\u4e4b\uff0c\u82e5\u653f\u5e9c\u7ad9\u5728 Micron \u4e00\u5074\u62d2\u7d55\u8c41\u514d\uff0cApple \u5c07\u9762\u81e8\u975e\u7f8e\u570b\u5e02\u5834\u7684\u6210\u672c\u52a3\u52e2\uff0c\u4e5f\u51f8\u986f\u51fa\u53e3\u7ba1\u5236\u5c0d\u7f8e\u570b\u8de8\u570b\u4f01\u696d\u4f9b\u61c9\u93c8\u5f48\u6027\u7684\u5be6\u8cea\u9650\u5236\u3002\u6b64\u6848\u7684\u653f\u7b56\u8d70\u5411\uff0c\u5c07\u6210\u70ba\u672a\u4f86\u5176\u4ed6\u6d88\u8cbb\u96fb\u5b50\u5ee0\u5546\u662f\u5426\u5617\u8a66\u5f15\u5165\u4e2d\u570b\u6676\u7247\u7684\u91cd\u8981\u5148\u4f8b\u3002<\/p>\n<\/div>\n<div class=\"c-sec c-wide c-counter\">\n<h4>\u26a0 \u53cd\u9762\u89c0\u9ede<\/h4>\n<blockquote>\u5373\u4fbf\u767d\u5bae\u6279\u51c6\u8c41\u514d\uff0cApple \u5c0e\u5165 CXMT \u7684\u901f\u5ea6\u53ef\u80fd\u9060\u6bd4\u5e02\u5834\u9810\u671f\u7de9\u6162\u2014\u2014\u54c1\u8cea\u8a8d\u8b49\u3001\u826f\u7387\u9a57\u8b49\u8207\u4f9b\u61c9\u7a69\u5b9a\u6027\u5747\u9700 12-18 \u500b\u6708\u4ee5\u4e0a\uff0c\u4e14\u4e00\u65e6\u5730\u7de3\u653f\u6cbb\u60c5\u52e2\u8f49\u8b8a\uff0cApple \u96a8\u6642\u9762\u81e8\u88ab\u8feb\u5207\u63db\u4f9b\u61c9\u5546\u7684\u65b7\u93c8\u98a8\u96aa\uff0c\u53cd\u800c\u52a0\u5287\u5176\u4f9b\u61c9\u93c8\u7ba1\u7406\u8907\u96dc\u5ea6\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>\u767d\u5bae\u5546\u52d9\u90e8\u6216\u570b\u5bb6\u5b89\u5168\u59d4\u54e1\u6703\u662f\u5426\u5728 Q3 2026 \u524d\u5c0d CXMT \u8c41\u514d\u7533\u8acb\u4f5c\u51fa\u521d\u6b65\u88c1\u793a<\/li><li>Micron \u4e0b\u4e00\u5b63\u8ca1\u5831\u6cd5\u8aaa\u6703\u4e2d\u7ba1\u7406\u5c64\u5c0d CXMT \u7af6\u722d\u5a01\u8105\u7684\u63aa\u8fad\u662f\u5426\u5347\u6eab<\/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>Apple 2026 iPhone 18 \u7cfb\u5217 DRAM \u4f9b\u61c9\u5546\u7d44\u5408\u662f\u5426\u51fa\u73fe CXMT \u5360\u6bd4<\/li><li>\u7f8e\u570b\u662f\u5426\u9032\u4e00\u6b65\u5c07 CXMT \u5217\u5165\u5be6\u9ad4\u6e05\u55ae\u6216\u64f4\u5927 HBM\/LPDDR5 \u51fa\u53e3\u7ba1\u5236\u7bc4\u570d<\/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>CXMT \u80fd\u5426\u7a81\u7834 EUV \u8a2d\u5099\u53d6\u5f97\u9650\u5236\u3001\u9032\u5165 1\u03b3 \u53ca\u4ee5\u4e0b\u88fd\u7a0b\u7bc0\u9ede\uff0c\u6c7a\u5b9a\u5176\u9577\u671f\u7af6\u722d\u5929\u82b1\u677f<\/li><li>\u5168\u7403\u8a18\u61b6\u9ad4\u5e02\u5834\u662f\u5426\u5f62\u6210\u300c\u7f8e\u65e5\u97d3\u300d\u8207\u300c\u4e2d\u570b\u5167\u5faa\u74b0\u300d\u96d9\u8ecc\u4f9b\u61c9\u93c8\u7d50\u69cb\uff0c\u91cd\u5851\u5b9a\u50f9\u6b0a\u5206\u5e03<\/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>Apple \u70ba\u4ec0\u9ebc\u60f3\u7528\u4e2d\u570b CXMT \u7684\u8a18\u61b6\u9ad4\u6676\u7247\uff1f<\/summary><p>\u4e3b\u8981\u52d5\u6a5f\u662f\u964d\u4f4e\u6210\u672c\uff1aCXMT \u7684 DRAM \u5831\u50f9\u666e\u904d\u4f4e\u65bc Micron\u3001SK Hynix \u7b49\u539f\u5ee0\uff0cApple \u82e5\u80fd\u5728\u6d77\u5916\u7248 iPhone \u4e2d\u4f7f\u7528 CXMT\uff0c\u53ef\u6709\u6548\u58d3\u4f4e\u7269\u6599\u6210\u672c\uff0c\u5728\u7af6\u722d\u6fc0\u70c8\u7684\u975e\u7f8e\u570b\u5e02\u5834\u7dad\u6301\u50f9\u683c\u5f48\u6027\u3002<\/p><\/details><details class=\"c-faq-item\"><summary>Micron \u70ba\u4f55\u5f37\u70c8\u53cd\u5c0d Apple \u63a1\u8cfc CXMT\uff1f<\/summary><p>Micron \u64d4\u5fc3\u82e5\u860b\u679c\u63a1\u7528 CXMT\uff0c\u7b49\u540c\u70ba\u4e2d\u570b\u8a18\u61b6\u9ad4\u5ee0\u80cc\u66f8\u4e26\u63d0\u4f9b\u91cf\u7522\u898f\u6a21\uff0c\u5c07\u52a0\u901f\u5176\u6280\u8853\u8ffd\u8d95\uff0c\u76f4\u63a5\u4fb5\u8755 Micron \u5728\u884c\u52d5 DRAM \u5e02\u5834\u7684\u4efd\u984d\u8207\u5b9a\u50f9\u80fd\u529b\uff0c\u9577\u671f\u5a01\u8105\u7f8e\u570b\u8a18\u61b6\u9ad4\u7522\u696d\u7684\u7af6\u722d\u5730\u4f4d\u3002<\/p><\/details><details class=\"c-faq-item\"><summary>\u9019\u4ef6\u4e8b\u5c0d\u53f0\u7063\u8a18\u61b6\u9ad4\u5ee0\u5546\uff08\u5357\u4e9e\u79d1\u3001\u83ef\u90a6\u96fb\uff09\u6709\u4ec0\u9ebc\u5f71\u97ff\uff1f<\/summary><p>\u82e5 CXMT \u6210\u529f\u6253\u5165 Apple \u4f9b\u61c9\u93c8\u4e26\u7372\u5f97\u898f\u6a21\u6548\u76ca\uff0c\u5176\u4f4e\u50f9\u7af6\u722d\u58d3\u529b\u5c07\u8513\u5ef6\u81f3\u6574\u9ad4 DRAM \u5e02\u5834\uff0c\u5c0d\u5357\u4e9e\u79d1\u3001\u83ef\u90a6\u96fb\u7684\u4e3b\u6d41 DDR \u7522\u54c1\u5831\u50f9\u69cb\u6210\u4e0b\u884c\u58d3\u529b\uff1b\u4f46\u77ed\u671f\u5167\u5169\u5cb8\u653f\u6cbb\u654f\u611f\u5ea6\u4ea6\u53ef\u80fd\u4fc3\u4f7f\u54c1\u724c\u5ba2\u6236\u5206\u6563\u98a8\u96aa\u3001\u53cd\u800c\u62c9\u9ad8\u53f0\u5ee0\u5099\u4f4d\u8a02\u55ae\u3002<\/p><\/details>\n<\/div>\n<\/section>\n<footer class=\"c-ft\"><a href=\"https:\/\/www.digitimes.com\/news\/a20260727VL215\/apple-micron-cxmt-chips-smartphone.html\" 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:#70AD47\">\u8a02\u55ae\u52d5\u614b<\/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\/5612\/9654366?from=edn_maintab_cate\" rel=\"noopener nofollow\" target=\"_blank\">NVIDIA \u986f\u5361\u7b2c\u4e09\u5ea6\u6f32\u50f9\u6700\u9ad8\u5e45\u5ea6\u4e09\u6210\uff0c\u4e09\u661f Q3 DRAM \u5831\u50f9\u558a\u6f32 20%\uff0c\u6280\u5609\u3001\u9e97\u81fa\u7b49\u677f\u5361\u5ee0\u71df\u904b\u53d7\u60e0<\/a><\/h3>\n<div class=\"c-src\">\u4f86\u6e90\uff1a<span itemprop=\"publisher\">\u7d93\u6fdf\u65e5\u5831\u79d1\u6280\u7248<\/span> \u00b7 <time datetime=\"2026-07-28\" itemprop=\"datePublished\">2026-07-28<\/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-us\"><b>NVDA<\/b> NVIDIA <span class=\"chg chg-down\">\u25bc4.99% $196.51<\/span><\/span><span class=\"stk stk-us\"><b>AMD<\/b> AMD <span class=\"chg chg-down\">\u25bc5.17% $494.95<\/span><\/span><span class=\"stk stk-other\"><b>005930<\/b> \u4e09\u661f\u96fb\u5b50 <span class=\"chg chg-down\">\u25bc8.66% $232000.0<\/span><\/span><span class=\"stk stk-other\"><b>000660<\/b> SK Hynix <span class=\"chg chg-down\">\u25bc10.85% $1619000.0<\/span><\/span><span class=\"stk stk-tw\"><b>2408<\/b> \u5357\u4e9e\u79d1\u6280 <span class=\"chg chg-down\">\u25bc9.98% $392.5<\/span><\/span><span class=\"stk stk-tw\"><b>2344<\/b> \u83ef\u90a6\u96fb\u5b50 <span class=\"chg chg-down\">\u25bc10.00% $144.0<\/span><\/span><span class=\"stk stk-tw\"><b>2357<\/b> \u83ef\u78a9 <span class=\"chg chg-down\">\u25bc2.37% $742.0<\/span><\/span><span class=\"stk stk-tw\"><b>2377<\/b> \u5fae\u661f <span class=\"chg chg-down\">\u25bc2.05% $143.5<\/span><\/span><span class=\"stk stk-tw\"><b>2376<\/b> \u6280\u5609 <span class=\"chg chg-down\">\u25bc4.43% $334.0<\/span><\/span><span class=\"stk stk-tw\"><b>2465<\/b> \u9e97\u81fa\u79d1\u6280 <span class=\"chg chg-down\">\u25bc4.43% $75.5<\/span><\/span><span class=\"stk stk-us\"><b>MU<\/b> Micron Technology <span class=\"chg chg-down\">\u25bc2.25% $900.2<\/span><\/span><\/div>\n<img decoding=\"async\" alt=\"NVIDIA \u986f\u5361\u7b2c\u4e09\u5ea6\u6f32\u50f9\u6700\u9ad8\u5e45\u5ea6\u4e09\u6210\uff0c\u4e09\u661f Q3 DRAM \u5831\u50f9\u558a\u6f32 20%\uff0c\u6280\u5609\u3001\u9e97\u81fa\u7b49\u677f\u5361\u5ee0\u71df\u904b\u53d7\u60e0\" 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_2-41.png\" width=\"1170\"\/>\n<section class=\"c-analysis\" itemprop=\"articleBody\">\n<div class=\"c-sec\">\n<h4>\u95dc\u9375\u4e8b\u4ef6<\/h4>\n<p>NVIDIA \u65bc 2026 \u5e74\u5167\u7b2c\u4e09\u5ea6\u8abf\u6f32\u986f\u5361\u552e\u50f9\uff0c\u6b64\u6b21\u8abf\u5e45\u9054\u4e8c\u81f3\u4e09\u6210\uff0c\u4e14\u64f4\u53ca\u6574\u689d GeForce \u7522\u54c1\u7dda\uff08\u800c\u975e\u50c5\u9650\u9ad8\u968e RTX 5090\uff09\uff0c\u4e3b\u56e0\u662f GDDR7 \u53ca GDDR6 \u8996\u8a0a\u8a18\u61b6\u9ad4\u6210\u672c\u6301\u7e8c\u6500\u5347\u3002\u4e09\u661f\u540c\u6b65\u5ba3\u5e03 Q3 DRAM \u5408\u7d04\u5831\u50f9\u558a\u6f32 20%\uff0c\u5e02\u5834\u9810\u671f\u5c07\u5e36\u52d5\u5357\u4e9e\u79d1\u3001\u83ef\u90a6\u96fb\u7b49\u53f0\u7063\u8a18\u61b6\u9ad4\u5ee0\u5546\u8ddf\u9032\u8abf\u6f32\uff0c\u5f62\u6210\u986f\u5361\u8207\u8a18\u61b6\u9ad4\u96d9\u91cd\u6f32\u50f9\u5faa\u74b0\uff0c\u677f\u5361\u5ee0\u83ef\u78a9\u3001\u5fae\u661f\u3001\u6280\u5609\u3001\u9e97\u81fa\u56e0\u5eab\u5b58\u6210\u672c\u512a\u5148\u5165\u5e33\u3001\u65b0\u55ae\u8f49\u5ac1\u6f32\u50f9\uff0c\u6bdb\u5229\u7387\u53ef\u671b\u7372\u5f97\u652f\u6490\u3002<\/p>\n<\/div>\n<div class=\"c-sec\">\n<h4>\u95dc\u9375\u6578\u64da<\/h4>\n<p>NVIDIA \u672c\u5e74\u5ea6\u4e09\u6b21\u6f32\u50f9\uff1a1\u6708\u6f32\u5e45\u7d0410-15%\u30015\u6708\u91dd\u5c0dRTX 5090\u9ad8\u968e\u7cfb\u5217\u6f32\u50f9\u3001\u672c\u6b21\u5168\u7dda\u8abf\u6f32\u4e8c\u81f3\u4e09\u6210\u3002\u4e09\u661fQ3 DRAM\u5408\u7d04\u5831\u50f9\u558a\u6f3220%\u30023GB GDDR7\u55ae\u9846\u6676\u7247\u50f9\u683c\u5df2\u905460-70\u7f8e\u5143\uff0c\u6a19\u6e962GB GDDR7\u7d0420\u7f8e\u5143\uff0c3GB\u7248\u672c\u6ea2\u50f9\u9ad8\u9054\u4e09\u500d\u3002RTX 5070 Ti\uff0816GB GDDR7\uff09\u4e2d\u570b\u96fb\u5546\u55ae\u65e5\u5f9e\u4eba\u6c11\u5e639,299\u5143\u6f32\u81f31.07\u842c\u5143\uff1b\u540c\u6b3e\u986f\u5361\u53bb\u5e7411\u6708\u7d04\u4eba\u6c11\u5e637,200\u5143\uff0c\u7d2f\u8a08\u6f32\u5e45\u8fd149%\u3002<\/p>\n<\/div>\n<div class=\"c-sec c-wide\">\n<h4>\u5e02\u5834\u91cd\u8981\u6027<\/h4>\n<p>GDDR7 \u8996\u8a0a\u8a18\u61b6\u9ad4\u4f9b\u9700\u5931\u8861\u5df2\u6f14\u8b8a\u70ba 2026 \u5e74\u6d88\u8cbb\u6027\u986f\u5361\u5e02\u5834\u7684\u6838\u5fc3\u5b9a\u50f9\u9a45\u52d5\u529b\uff0c\u672c\u6ce2\u6f32\u50f9\u5faa\u74b0\u5177\u5099\u6210\u672c\u7aef\uff08\u8a18\u61b6\u9ad4\uff09\u8207\u9700\u6c42\u7aef\uff08AI PC\u3001\u904a\u6232\u5347\u7d1a\u6f6e\uff09\u96d9\u91cd\u652f\u6490\uff0c\u4e26\u975e\u55ae\u7d14\u6295\u6a5f\u7092\u4f5c\u3002\u4e09\u661f DRAM \u5831\u50f9\u558a\u6f32 20% \u7684\u8a0a\u865f\u82e5\u843d\u5730\uff0c\u5c07\u7cfb\u7d71\u6027\u62c9\u5347\u5357\u4e9e\u79d1\u3001\u83ef\u90a6\u96fb\u4e43\u81f3\u6574\u9ad4\u53f0\u7063\u8a18\u61b6\u9ad4\u65cf\u7fa4\u7684 ASP \u9810\u671f\uff0c\u5f62\u6210\u985e 2021-2022 \u5e74\u8a18\u61b6\u9ad4\u8d85\u7d1a\u5faa\u74b0\u7684\u524d\u54e8\u8a0a\u865f\u3002\u677f\u5361\u5ee0\uff08\u6280\u5609\u3001\u5fae\u661f\u3001\u83ef\u78a9\uff09\u5728\u6b64\u6f32\u50f9\u74b0\u5883\u4e2d\u626e\u6f14\u300c\u50f9\u683c\u8f49\u5ac1\u4e2d\u7e7c\u7ad9\u300d\u89d2\u8272\uff0c\u77ed\u671f\u6bdb\u5229\u7387\u53d7\u5eab\u5b58\u8a55\u50f9\u5229\u76ca\u62c9\u62ac\uff0c\u4f46\u9700\u8b66\u60d5\u6f32\u50f9\u58d3\u6291\u7d42\u7aef\u9700\u6c42\u5f8c\u7684\u5eab\u5b58\u4fee\u6b63\u98a8\u96aa\u3002\u591a\u5bb6\u5a92\u9ad4\u540c\u6b65\u95dc\u6ce8\u6b64\u8b70\u984c\uff0c\u986f\u793a\u5e02\u5834\u5c0d\u8a18\u61b6\u9ad4\u5831\u50f9\u9031\u671f\u56de\u5347\u7684\u9ad8\u5ea6\u654f\u611f\u6027\u3002<\/p>\n<\/div>\n<div class=\"c-sec c-wide c-counter\">\n<h4>\u26a0 \u53cd\u9762\u89c0\u9ede<\/h4>\n<blockquote>DRAM \u8207 GDDR \u7684\u6f32\u50f9\u80fd\u5426\u6301\u7e8c\uff0c\u9ad8\u5ea6\u4f9d\u8cf4 AI PC \u63db\u6a5f\u6f6e\u8207\u904a\u6232\u9700\u6c42\u7684\u771f\u5be6\u62c9\u529b\uff0c\u82e5\u6d88\u8cbb\u8005\u56e0\u986f\u5361\u552e\u50f9\u904e\u9ad8\u800c\u63a8\u9072\u8cfc\u8cb7\uff0c\u7d42\u7aef\u5eab\u5b58\u5c07\u5feb\u901f\u56de\u5347\uff0c\u5c46\u6642\u4e09\u661f\u7b49\u5ee0\u5546\u7684\u558a\u6f32\u6050\u96e3\u4ee5\u843d\u5be6\u5408\u7d04\uff0c2022 \u5e74\u8a18\u61b6\u9ad4\u5d29\u50f9\u7684\u6b77\u53f2\u6bb7\u9451\u4e0d\u9060\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>\u4e09\u661f\u3001SK Hynix Q3 DRAM \u5408\u7d04\u5831\u50f9\u662f\u5426\u5728 8 \u6708\u8b70\u50f9\u5b63\u78ba\u8a8d\u843d\u5730\u6f32\u5e45<\/li><li>\u4e2d\u570b\u96fb\u5546\u5e73\u53f0\u986f\u5361\u5eab\u5b58\u8207\u60dc\u552e\u72c0\u6cc1\u662f\u5426\u5728 2-4 \u5468\u5167\u6062\u5fa9\u6b63\u5e38\u4f9b\u61c9<\/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>\u5357\u4e9e\u79d1\u3001\u83ef\u90a6\u96fb Q3 \u8ca1\u5831\u6bdb\u5229\u7387\u662f\u5426\u56e0 DRAM \u6f32\u50f9\u51fa\u73fe\u660e\u986f\u5b63\u589e<\/li><li>NVIDIA Blackwell \u4e16\u4ee3\u986f\u5361\u5099\u8ca8\u7bc0\u594f\u8207 GDDR7 \u5206\u914d\u6bd4\u4f8b\u662f\u5426\u5c0e\u81f4\u4f9b\u9700\u518d\u5e73\u8861<\/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>GDDR7 \u4f9b\u61c9\u5546\uff08\u4e09\u661f\u3001SK Hynix\u3001Micron\uff09\u7522\u80fd\u64f4\u5145\u6642\u7a0b\u6c7a\u5b9a\u8a18\u61b6\u9ad4\u6ea2\u50f9\u7684\u5929\u82b1\u677f<\/li><li>AI PC \u8207 NPU \u6574\u5408\u6676\u7247\u662f\u5426\u9577\u671f\u58d3\u7e2e\u7368\u7acb\u986f\u5361\u5e02\u5834\u898f\u6a21\uff0c\u5f71\u97ff GDDR \u9700\u6c42\u7d50\u69cb<\/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>NVIDIA \u4eca\u5e74\u5df2\u7d93\u6f32\u4e86\u4e09\u6b21\u50f9\uff0c\u986f\u5361\u9084\u6703\u7e7c\u7e8c\u6f32\u55ce\uff1f<\/summary><p>\u77ed\u671f\u4f86\u770b\uff0c\u53ea\u8981 GDDR7 \u8a18\u61b6\u9ad4\u4f9b\u8ca8\u504f\u7dca\u4e14\u4e09\u661f\u7b49\u539f\u5ee0\u6301\u7e8c\u8abf\u6f32\u5831\u50f9\uff0cNVIDIA \u5c07\u6210\u672c\u58d3\u529b\u8f49\u5ac1\u7d66\u6d88\u8cbb\u8005\u7684\u7a7a\u9593\u4ecd\u5728\uff1b\u4f46\u82e5\u6f32\u50f9\u6291\u5236\u7d42\u7aef\u9700\u6c42\u3001\u901a\u8def\u5eab\u5b58\u56de\u5347\uff0c\u5f8c\u7e8c\u6f32\u5e45\u5c07\u53d7\u5230\u81ea\u7136\u9650\u5236\uff0c\u9810\u8a08 Q4 2026 \u524d\u8d70\u52e2\u53d6\u6c7a\u65bc\u65fa\u5b63\u92b7\u552e\u6210\u7e3e\u3002<\/p><\/details><details class=\"c-faq-item\"><summary>\u4e09\u661f DRAM \u6f32\u50f9\u5c0d\u53f0\u7063\u7684\u5357\u4e9e\u79d1\u3001\u83ef\u90a6\u96fb\u6709\u4ec0\u9ebc\u597d\u8655\uff1f<\/summary><p>\u4e09\u661f\u8abf\u6f32\u5408\u7d04\u5831\u50f9\u901a\u5e38\u5e36\u52d5\u6574\u500b DRAM \u73fe\u8ca8\u8207\u5408\u7d04\u5e02\u5834\u8ddf\u9032\uff0c\u5357\u4e9e\u79d1\u8207\u83ef\u90a6\u96fb\u7684\u4e3b\u6d41 DDR5 \u53ca\u5229\u57fa\u578b DRAM \u7522\u54c1 ASP \u53ef\u671b\u540c\u6b65\u62c9\u5347\uff0c\u76f4\u63a5\u6539\u5584\u6bdb\u5229\u7387\uff0c\u662f\u8a18\u61b6\u9ad4\u65cf\u7fa4\u7684\u6b63\u9762\u50ac\u5316\u5291\u3002<\/p><\/details><details class=\"c-faq-item\"><summary>\u70ba\u4ec0\u9ebc 3GB GDDR7 \u7684\u50f9\u683c\u662f 2GB \u7248\u672c\u7684\u4e09\u500d\uff0c\u800c\u4e0d\u662f 1.5 \u500d\uff1f<\/summary><p>3GB GDDR7 \u63a1\u7528\u8f03\u65b0\u7684\u5806\u758a\u6216\u66f4\u5927\u9846\u7c92\u8a2d\u8a08\uff0c\u88fd\u7a0b\u96e3\u5ea6\u8207\u826f\u7387\u6311\u6230\u66f4\u9ad8\uff0c\u52a0\u4e0a\u5e02\u5834\u4f9b\u61c9\u91cf\u9060\u5c11\u65bc\u6a19\u6e96 2GB \u898f\u683c\uff0c\u7a00\u7f3a\u6027\u6ea2\u50f9\u5c0e\u81f4\u6210\u672c\u975e\u7dda\u6027\u6500\u5347\uff0c\u53cd\u6620\u51fa\u9ad8\u5bb9\u91cf\u8a18\u61b6\u9ad4\u5728\u4f9b\u61c9\u521d\u671f\u5fc5\u7136\u5b58\u5728\u7684\u898f\u6a21\u4e0d\u7d93\u6fdf\u6548\u61c9\u3002<\/p><\/details>\n<\/div>\n<\/section>\n<footer class=\"c-ft\"><a href=\"https:\/\/money.udn.com\/money\/story\/5612\/9654366?from=edn_maintab_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:#70AD47\"><\/span>\n<div><a class=\"b-link\" href=\"https:\/\/www.digitimes.com\/news\/a20260727PD215\/inp-demand-wafer-data-center-capacity.html\" rel=\"noopener nofollow\" target=\"_blank\">China&#8217;s Yunnan Germanium wins long-term InP wafer order as AI optical demand rises<\/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:\/\/money.udn.com\/money\/story\/11162\/9654874?from=edn_subcatelist_cate\" rel=\"noopener nofollow\" target=\"_blank\">\u4e2d\u570b\u81ea\u88fd DUV \u6cd5\u4eba\uff1a\u53f0\u80a1\u534a\u5c0e\u9ad4\u8a2d\u5099\u80a1\u53d7\u5f71\u97ff\u6709\u96502026-07-28 09:11<\/a>\n<span class=\"b-meta\">\u6750\u6599\u8a2d\u5099 \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\/9654803\" rel=\"noopener nofollow\" target=\"_blank\">09:33 \u6158\u8dcc\u7834 IPO \u50f9\uff01SK \u6d77\u529b\u58eb ADR \u91cd\u632b \u9996\u723e\u80a1\u50f9\u5df2\u56de\u6a9438% \u660e\u5929\u8ca1\u5831\u6210\u95dc\u9375<\/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:#5B9BD5\"><\/span>\n<div><a class=\"b-link\" href=\"https:\/\/www.digitimes.com\/news\/a20260727PD222\/nvidia-cpu-ai-server-market-amd.html\" rel=\"noopener nofollow\" target=\"_blank\">Nvidia&#8217;s Vera targets AI server growth, with CSP adoption the key test<\/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:#70AD47\"><\/span>\n<div><a class=\"b-link\" href=\"https:\/\/www.digitimes.com\/news\/a20260727VL206\/samsung-hyundai-broadcom-robotics-chips.html\" rel=\"noopener nofollow\" target=\"_blank\">Jul 27Samsung&#8217;s Broadcom AI chip pact expected to top US$200 billion as Hyundai expands robotics pushSamsung Electronics and Hyundai Motor Group used the San Francisco AI Summit to outline separate artificial intelligence (AI) expansion plans spanning semiconductors, autonomous driving and robotics.<\/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:#70AD47\"><\/span>\n<div><a class=\"b-link\" href=\"https:\/\/www.digitimes.com\/news\/a20260727VL208\/qualcomm-price-increase-capacity-smartphone-supplier.html\" rel=\"noopener nofollow\" target=\"_blank\">Jul 27Qualcomm tells customers chip prices will rise by double digits from SeptemberQualcomm plans to raise chip prices by a double-digit percentage from September 1, passing higher supplier costs into a smartphone market already strained by memory shortages and AI-related competition for semiconductor capacity.<\/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:#FFC000\"><\/span>\n<div><a class=\"b-link\" href=\"https:\/\/www.digitimes.com\/news\/a20260727PD225\/cxmt-ipo-shanghai-stock-exchange-dram.html\" rel=\"noopener nofollow\" target=\"_blank\">Jul 27CXMT tops A-share market cap on IPO debutChinese DRAM maker ChangXin Memory Technologies (CXMT) listed on the STAR Market of the Shanghai Stock Exchange on July 27, with its market capitalization briefly topping CNY3.6 trillion (approx. US$533.1 billion) on the first day of trading, surpassing Industrial and Commercial Bank of China and becoming the largest listed company in the A-share market.<\/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:\/\/news.google.com\/rss\/articles\/CBMidkFVX3lxTE5mZHhwa1IxYnZpSUEzVWRic1BfWG5jN1FNRGw3d2JvNjRLYnhINFpQQ01mcElaMENNOURFeUs3MWJBTnRMdnVDTnBfc21TWS10UHFtV281Q3VfVGxqcW1QQ3JCclkzTWFCQ0E4Q29fYjc4MHN2cXc?oc=5\" rel=\"noopener nofollow\" target=\"_blank\">China Reportedly Achieves Breakthrough in Homegrown DUV Technology; Philadelphia Semiconductor Index Plunges Over 2%, TSMC ADR Under Pressure &#8211; finance.biggo.com<\/a>\n<span class=\"b-meta\">\u6750\u6599\u8a2d\u5099 \u00b7 Google News &#8211; TSMC<\/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\/CBMiUEFVX3lxTE1XTmN2SnZXX3k0d2pROXgwUlUyakVGNWxBNjV5OFB5RzVRV0FiR2FRRFFOUnc1VVZ2NzFZOENWeFhzSmVTbGtmYUFpeWNTZDFP0gFWQVVfeXFMTmR3anU5d2tfaTVGbHJ3NDRXTHpOTHFGUk9hZmV3UXhiWkJOMDVFZ091Wk5qWnU1MzgycXQ3SkNQalV3RExlU3I5S3pHMGFrdEFfLThSVXc?oc=5\" rel=\"noopener nofollow\" target=\"_blank\">\u4e2d\u570b\u81ea\u88fd DUV \u6cd5\u4eba\uff1a\u53f0\u80a1\u534a\u5c0e\u9ad4\u8a2d\u5099\u80a1\u53d7\u5f71\u97ff\u6709\u9650 &#8211; UDN<\/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:#C00000\"><\/span>\n<div><a class=\"b-link\" href=\"https:\/\/news.google.com\/rss\/articles\/CBMilwFBVV95cUxPQVFmeTNseDNMb0JQSk54Umk2bzhVM3BJR251U3hzVU42aS1HN1pubDJVbDhvQmwtWHB1N3R5V1NpRm5tTGV1VWVYeWtnYW5kVDhjM0lielF0VWYtWlBsVDRqc3NKelFiYk9wS0pGbDVqUmVhZjlycFh5Z09DREFfYlRMcWFITkZBUmlYN1lBNk5iUzF4RTZn?oc=5\" rel=\"noopener nofollow\" target=\"_blank\">\u5f9e\u624b\u6a5f\u73bb\u7483\u5230AI\u6676\u7247 \u85cd\u601d\u79d1\u6280\u651c\u624b\u82f1\u7279\u723e\u5408\u4f5cTGV\u5148\u9032\u5c01\u88dd &#8211; DIGITIMES<\/a>\n<span class=\"b-meta\">\u5148\u9032\u5c01\u88dd \u00b7 Google News &#8211; \u5148\u9032\u5c01\u88dd<\/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:5.263157894736842%;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:21.052631578947366%;background:#ED7D31\"><\/div><span class=\"st-lb\">\u6750\u6599\u8a2d\u5099<\/span><span class=\"st-ct\">4<\/span><\/div><div class=\"st\"><div class=\"st-bar\" 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-->\n<\/main>\n\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>2026 \u5e74 07 \u6708 28 \u65e5 \u534a\u5c0e\u9ad4\u7522\u696d\u65e5\u5831 \u5171\u6536\u9304 19 \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 2026-07-28\uff5cApple \u8207 Micron \u5c31 CXMT \u4f9b\u8ca8\u554f\u984c","rank_math_description":"2026 \u5e74 07 \u6708 28 \u65e5 \u534a\u5c0e\u9ad4\u7522\u696d\u65e5\u5831\uff1aApple \u8207 Micron \u5c31 CXMT \u4f9b\u8ca8\u554f\u984c\u722d\u57f7\uff0c\u767d\u5bae\u88ab\u8feb\u4ecb\u5165\u3001NVIDIA \u986f\u5361\u7b2c\u4e09\u5ea6\u6f32\u50f9\u6700\u9ad8\u5e45\u5ea6\u4e09\u6210\uff0c\u4e09\u661f Q3 DRAM \u5831\u50f9\u558a\u3002\u5171\u6536\u9304 19 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