{"id":7099,"date":"2025-12-30T16:00:05","date_gmt":"2025-12-30T08:00:05","guid":{"rendered":"https:\/\/witology.com.tw\/?p=7099"},"modified":"2025-12-31T13:43:21","modified_gmt":"2025-12-31T05:43:21","slug":"_2026-ai-2","status":"publish","type":"post","link":"https:\/\/witology.com.tw\/en\/post\/7099\/","title":{"rendered":"December_2026 Technology\/Semiconductor Trend Forecast\uff5c AI-related Memory Development"},"content":{"rendered":"<p><strong>Author: Mr. Lin Weizhi, Executive Vice President, Ji-Pu Industrial Trend Research Institute<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><strong>AI<\/strong><strong>Related Memory Developments<\/strong><\/p>\n<p>Whether it's nVIDIA's next-generation Rubin GPUs (Table 2 below) or Google's TPU v8 (Table 1 above), High Bandwidth Memory (HBM) is almost exclusively designed for AI gas pedals, and the amount and complexity of the process continues to rise. It is the highest gross margin product in the history of the memory industry, with a CAGR of nearly 30% from 2024-2029, and a market size as shown in Figure 3 below.<div class=\"su-members\" style=\"background-color:#ffffff;border-color:#cccccc;color:#666666\">For more details, please register or log in.<a href=\"\/log-in\/\">Member Login<\/a>.<\/div>","protected":false},"excerpt":{"rendered":"<p>\u4f5c\u8005\uff1a\u667a\u749e\u7522\u696d\u8da8\u52e2\u7814\u7a76\u6240\u57f7\u884c\u526f\u7e3d \u6797\u5049\u667a &nbsp; AI\u76f8\u95dc\u7684\u8a18\u61b6\u9ad4\u767c\u5c55 \u4e0d\u8ad6\u662fnVIDIA \u4e0b\u4e00\u4ee3\u7684Ru [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":7103,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"rank_math_title":"","rank_math_description":"\u4e0d\u8ad6\u662fnVIDIA \u4e0b\u4e00\u4ee3\u7684Rubin GPU(\u5982\u4e0b\u8868\u4e8c)\u6216\u662fGoogle TPU v8(\u5982\u4e0a\u8868\u4e00)\uff0c\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\uff08HBM\uff09\u5e7e\u4e4e\u5c08\u70ba AI \u52a0\u901f\u5668\u8a2d\u8a08\uff0c\u4e14\u7528\u91cf\u8207\u88fd\u7a0b\u8907\u96dc\u5ea6\u6301\u7e8c\u5411\u4e0a\u63d0\u5347\u3002\u5b83\u662f\u8a18\u61b6\u9ad4\u7522\u696d\u53f2\u4e0a\u6bdb\u5229\u7387\u6700\u9ad8\u7684\u7522\u54c1\uff0c\u5f9e2024-2029 \u7684CAGR\u63a5\u8fd130%\uff0c\u5e02\u5834\u898f\u6a21\u5982\u4e0b\u5716","rank_math_focus_keyword":"AI\u8a18\u61b6\u9ad4","rank_math_robots":null,"footnotes":""},"categories":[52],"tags":[],"class_list":["post-7099","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tech"],"_links":{"self":[{"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/posts\/7099","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/comments?post=7099"}],"version-history":[{"count":3,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/posts\/7099\/revisions"}],"predecessor-version":[{"id":7175,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/posts\/7099\/revisions\/7175"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/media\/7103"}],"wp:attachment":[{"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/media?parent=7099"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/categories?post=7099"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/tags?post=7099"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}