[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio3963ec85":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio3963ec85","传英伟达(NVDA)推动台积电(TSM)进军先进存储芯片市场！拟进军3D-DRAM生产-抢占AI供应链更多份额","\u002Fdoc\u002Fdcio3963ec85","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，据媒体报道，全球最大芯片代工制造商台积电(TSM)正考虑将业务范围拓展至先进存储芯片制造领域，并已应最大客户英伟达(NVDA)的要求，开始制定生产3D DRAM(三维动态随机存取存储器)的相关计划。若这一计划最终落地，台积电有望进一步扩大其在人工智能(AI)硬件供应链中的影响力。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据媒体援引两名知情人士的消息报道，台积电近期已着手研究3D DRAM的生产方案。这一动向源于英伟达对先进存储芯片供应的需求，反映出AI芯片设计商正积极寻求扩大关键零部件的供应来源。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>3D DRAM是一种采用三维结构设计的先进存储芯片技术，旨在通过新的存储单元布局和制造工艺，提高存储密度，并为未来高性能计算系统提供更多技术选择。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>对于长期专注于逻辑芯片代工及先进封装业务的台积电而言，涉足先进DRAM制造将意味着业务版图进一步扩大。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>目前，台积电在全球先进逻辑芯片制造领域占据主导地位，也是英伟达AI加速器的重要制造合作伙伴。若未来进一步进入先进存储芯片生产领域，台积电将有机会在AI计算硬件的更多关键环节发挥作用。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>这一潜在业务扩张正值全球存储芯片市场面临严重供应紧张之际。随着生成式AI和数据中心建设热潮持续，市场对高性能计算硬件及配套存储芯片的需求快速增长，推动存储芯片供应趋紧、价格大幅上涨。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>对于英伟达等AI芯片设计商而言，存储芯片是决定计算系统性能和生产规模的重要组成部分。供应短缺不仅可能推高硬件制造成本，也可能制约AI基础设施的部署速度。因此，包括英伟达和苹果(AAPL)在内的大型科技企业正积极寻找更多存储芯片供应来源，以降低供应链风险。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>存储芯片涨价的影响也已开始向消费电子市场传导。苹果今年早些时候曾以存储成本上涨为由，提高部分产品的售价，凸显出存储芯片供应紧张已不再局限于AI服务器领域，而是对更广泛的电子产品市场产生影响。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在这一背景下，英伟达推动台积电研究3D 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]