{"id":13057,"date":"2025-11-12T17:00:43","date_gmt":"2025-11-12T09:00:43","guid":{"rendered":"https:\/\/www.oscoo.com\/?p=13057"},"modified":"2025-11-19T15:45:12","modified_gmt":"2025-11-19T07:45:12","slug":"hbm-the-high-bandwidth-revolution-reshaping-the-semiconductor-memory-landscape","status":"publish","type":"post","link":"https:\/\/www.oscoo.com\/ar\/news\/hbm-the-high-bandwidth-revolution-reshaping-the-semiconductor-memory-landscape\/","title":{"rendered":"HBM: \u062b\u0648\u0631\u0629 \u0639\u0631\u0636 \u0627\u0644\u0646\u0637\u0627\u0642 \u0627\u0644\u062a\u0631\u062f\u062f\u064a \u0627\u0644\u0639\u0627\u0644\u064a \u0627\u0644\u062a\u064a \u062a\u0639\u064a\u062f \u062a\u0634\u0643\u064a\u0644 \u0645\u0634\u0647\u062f \u0630\u0627\u0643\u0631\u0629 \u0623\u0634\u0628\u0627\u0647 \u0627\u0644\u0645\u0648\u0635\u0644\u0627\u062a"},"content":{"rendered":"
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\u0625\u0646 \u0635\u0639\u0648\u062f HBM \u0644\u064a\u0633 \u062d\u062f\u062b\u0627\u064b \u0645\u0646\u0639\u0632\u0644\u0627\u064b. \u0641\u0647\u0648 \u064a\u0639\u064a\u062f \u062a\u0634\u0643\u064a\u0644 \u0645\u0646\u0638\u0648\u0645\u0629 \u0627\u0644\u0630\u0627\u0643\u0631\u0629 \u0628\u0627\u0644\u0643\u0627\u0645\u0644 \u0648\u0644\u0647 \u062a\u0623\u062b\u064a\u0631\u0627\u062a \u0639\u0645\u064a\u0642\u0629 \u0639\u0644\u0649 \u0623\u0633\u0648\u0627\u0642 DDR \u0648GDDR.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t

\u062a\u062d\u0648\u0644\u0627\u062a DDR \u0646\u062d\u0648 \u0642\u0637\u0627\u0639\u0627\u062a \u0627\u0644\u062e\u0648\u0627\u062f\u0645 \u0645\u062a\u0648\u0633\u0637\u0629 \u0627\u0644\u0645\u062f\u0649 \u0648\u0627\u0644\u062e\u0648\u0627\u062f\u0645<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u0646\u0638\u0631\u064b\u0627 \u0644\u0623\u0646 HBM \u062a\u062a\u0646\u0627\u0633\u0628 \u0628\u0634\u0643\u0644 \u0623\u0641\u0636\u0644 \u0645\u0639 \u0627\u0644\u0623\u0646\u0638\u0645\u0629 \u0639\u0627\u0644\u064a\u0629 \u0627\u0644\u0623\u062f\u0627\u0621\u060c \u0633\u062a\u0633\u062a\u0645\u0631 \u0623\u062c\u0647\u0632\u0629 \u0627\u0644\u0643\u0645\u0628\u064a\u0648\u062a\u0631 \u0627\u0644\u0634\u062e\u0635\u064a\u0629 \u0627\u0644\u0627\u0633\u062a\u0647\u0644\u0627\u0643\u064a\u0629 \u0648\u0627\u0644\u062e\u0648\u0627\u062f\u0645 \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629 \u0641\u064a \u0627\u0633\u062a\u062e\u062f\u0627\u0645 DDR4\/DDR5. \u0648\u0645\u0639 \u0630\u0644\u0643\u060c \u0645\u0639 \u062a\u062d\u0648\u0644 \u062e\u0648\u0627\u062f\u0645 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0625\u0644\u0649 \u0627\u0644\u0645\u0635\u062f\u0631 \u0627\u0644\u0631\u0626\u064a\u0633\u064a \u0644\u0646\u0645\u0648 \u0627\u0644\u0637\u0644\u0628\u060c \u0633\u062a\u062a\u0642\u0644\u0635 \u062d\u0635\u0629 DDR \u0641\u064a \u0627\u0644\u0633\u0648\u0642. \u0648\u0641\u0642\u064b\u0627 \u0644\u0634\u0631\u0643\u0629 TrendForce\u060c \u0642\u062f \u064a\u062a\u062c\u0627\u0648\u0632 \u0627\u0639\u062a\u0645\u0627\u062f HBM \u0641\u064a \u0645\u0631\u0627\u0643\u0632 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a 35% \u0628\u062d\u0644\u0648\u0644 \u0639\u0627\u0645 2026. \u0633\u064a\u062a\u0645 \u0627\u0644\u062a\u062e\u0644\u0635 \u0627\u0644\u062a\u062f\u0631\u064a\u062c\u064a \u0645\u0646 DDR4 \u0628\u0633\u0631\u0639\u0629\u060c \u0628\u064a\u0646\u0645\u0627 \u064a\u0646\u062a\u0642\u0644 DDR5 \u0625\u0644\u0649 \u0645\u0631\u062d\u0644\u0629 \u0627\u0644\u0646\u0636\u062c.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t

\u0627\u0644\u062d\u0635\u0629 \u0627\u0644\u0633\u0648\u0642\u064a\u0629 \u0627\u0644\u0645\u062a\u0648\u0642\u0639\u0629 \u062d\u0633\u0628 \u0627\u0644\u062a\u0637\u0628\u064a\u0642 (2025-2027)<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\u0627\u0644\u062a\u0637\u0628\u064a\u0642<\/th>2025<\/th>2026<\/th>2027<\/th><\/tr><\/thead>
\u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \/ \u0627\u0644\u062d\u0648\u0633\u0628\u0629 \u0639\u0627\u0644\u064a\u0629 \u0627\u0644\u0623\u062f\u0627\u0621<\/td>HBM \u2192 70%<\/td>80%<\/td>85%<\/td><\/tr>
\u0627\u0644\u062e\u0648\u0627\u062f\u0645 \u0627\u0644\u0639\u0627\u0645\u0629<\/td>DDR5 \u2192 70%<\/td>65%<\/td>60%<\/td><\/tr>
\u0643\u0645\u0628\u064a\u0648\u062a\u0631 \u0634\u062e\u0635\u064a\/\u0645\u0633\u062a\u0647\u0644\u0643<\/td>DDR4 \u2192 60%<\/td>45%<\/td>30%<\/td><\/tr>
\u0630\u0627\u0643\u0631\u0629 \u0648\u062d\u062f\u0629 \u0645\u0639\u0627\u0644\u062c\u0629 \u0627\u0644\u0631\u0633\u0648\u0645\u0627\u062a<\/td>\u0645\u0632\u064a\u062c DDR6 \/ HBM<\/td>\u0627\u0644\u0627\u0646\u062a\u0642\u0627\u0644 \u0625\u0644\u0649 HBM<\/td>\u0627\u0644\u062a\u064a\u0627\u0631 \u0627\u0644\u0631\u0626\u064a\u0633\u064a HBM<\/td><\/tr><\/tbody><\/table>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t

\u0635\u0627\u0646\u0639\u0648 DDR \u064a\u062f\u062e\u0644\u0648\u0646 \"\u0627\u0644\u062a\u062d\u0648\u0644 \u0627\u0644\u062b\u0627\u0646\u064a\"<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u0635\u0627\u0646\u0639\u0648 \u0627\u0644\u0630\u0627\u0643\u0631\u0629 \u0627\u0644\u062a\u0642\u0644\u064a\u062f\u064a\u0629 \u0645\u062b\u0644 \u0645\u064a\u0643\u0631\u0648\u0646<\/strong> \u0648 \u0633\u0627\u0645\u0633\u0648\u0646\u062c<\/strong> \u062a\u063a\u064a\u0631 \u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0627\u062a\u0647\u0627. \u0641\u0647\u064a \u062a\u0639\u0645\u0644 \u0639\u0644\u0649 \u0632\u064a\u0627\u062f\u0629 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0641\u064a HBM \u0648\u0642\u062f\u0631\u0627\u062a \u0627\u0644\u062a\u0639\u0628\u0626\u0629 \u0648\u0627\u0644\u062a\u063a\u0644\u064a\u0641 \u0627\u0644\u0645\u062a\u0642\u062f\u0645\u0629\u060c \u0641\u064a \u062d\u064a\u0646 \u062a\u0642\u0648\u0645 \u0628\u0625\u0639\u0627\u062f\u0629 \u0648\u0636\u0639 DDR \u0643\u0645\u0646\u062a\u062c \u0645\u062a\u0648\u0633\u0637 \u0625\u0644\u0649 \u0645\u0646\u062e\u0641\u0636 \u0627\u0644\u062a\u0643\u0644\u0641\u0629 \u0644\u0644\u0623\u0633\u0648\u0627\u0642 \u0627\u0644\u062d\u0633\u0627\u0633\u0629 \u0645\u0646 \u062d\u064a\u062b \u0627\u0644\u062a\u0643\u0644\u0641\u0629. \u0648\u0647\u0643\u0630\u0627 \u0623\u0635\u0628\u062d\u062a HBM \u0645\u062d\u0631\u0643 \u0646\u0645\u0648 \u062c\u062f\u064a\u062f \u0648\u0642\u0648\u0629 \u062a\u0639\u064a\u062f \u062a\u0634\u0643\u064a\u0644 \u0645\u0646\u0627\u0641\u0633\u0629 \u0627\u0644\u0634\u0631\u0643\u0627\u062a.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\u0627\u0644\u062a\u0648\u0642\u0639\u0627\u062a \u0627\u0644\u0645\u0633\u062a\u0642\u0628\u0644\u064a\u0629: HBM4 \u0648\u0639\u0635\u0631 \u0627\u0644\u0634\u0631\u0627\u0626\u062d (Chiplet)<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t

\u0639\u0644\u0649 \u0645\u062f\u0649 \u0627\u0644\u0633\u0646\u0648\u0627\u062a \u0627\u0644\u062e\u0645\u0633 \u0627\u0644\u0645\u0642\u0628\u0644\u0629\u060c \u0633\u062a\u0646\u062f\u0645\u062c HBM \u0628\u0634\u0643\u0644 \u0645\u062a\u0632\u0627\u064a\u062f \u0645\u0639 \u0647\u064a\u0627\u0643\u0644 \u0627\u0644\u0634\u0631\u0627\u0626\u062d<\/strong>. HBM4<\/strong>\u0627\u0644\u0645\u062a\u0648\u0642\u0639 \u062d\u0648\u0627\u0644\u064a 2026-2027\u060c \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0648\u0641\u0631 \u0646\u0637\u0627\u0642\u064b\u0627 \u062a\u0631\u062f\u062f\u064a\u064b\u0627 \u064a\u062a\u062c\u0627\u0648\u0632 2 \u062a\u064a\u0631\u0627\u0628\u0627\u064a\u062a\/\u062b\u0627\u0646\u064a\u0629 \u0645\u0646 \u062e\u0644\u0627\u0644 \u0623\u062c\u0647\u0632\u0629 \u0627\u0644\u0639\u0631\u0636 \u0627\u0644\u0628\u064a\u0646\u064a \u0627\u0644\u0646\u0634\u0637\u0629\u060c \u0645\u0645\u0627 \u064a\u062d\u0642\u0642 \u0645\u0633\u062a\u0648\u064a\u0627\u062a \u062c\u062f\u064a\u062f\u0629 \u0645\u0646 \u0643\u0641\u0627\u0621\u0629 \u0627\u0644\u0637\u0627\u0642\u0629.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\u062e\u0627\u0631\u0637\u0629 \u0637\u0631\u064a\u0642 \u062a\u0642\u0646\u064a\u0629 HBM<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\u0627\u0644\u062a\u0648\u0644\u064a\u062f<\/th>\u0627\u0644\u0633\u0646\u0629<\/th>\u0637\u0628\u0642\u0627\u062a \u0627\u0644\u0645\u0643\u062f\u0633<\/th>\u0627\u0644\u0633\u0639\u0629 (\u0644\u0643\u0644 \u0643\u0648\u0645\u0629)<\/th>\u0639\u0631\u0636 \u0627\u0644\u0646\u0637\u0627\u0642 \u0627\u0644\u062a\u0631\u062f\u062f\u064a (\u062c\u064a\u062c\u0627\u0628\u0627\u064a\u062a\/\u062b\u0627\u0646\u064a\u0629)<\/th>\u0627\u0644\u062a\u0637\u0628\u064a\u0642 \u0627\u0644\u0631\u0626\u064a\u0633\u064a<\/th><\/tr><\/thead>
HBM1<\/td>2015<\/td>4<\/td>4 \u063a\u064a\u063a\u0627\u0628\u0627\u064a\u062a<\/td>128<\/td>\u0648\u062d\u062f\u0629 \u0645\u0639\u0627\u0644\u062c\u0629 \u0627\u0644\u0631\u0633\u0648\u0645\u064a\u0627\u062a<\/td><\/tr>
HBM2<\/td>2017<\/td>8<\/td>8 \u063a\u064a\u063a\u0627\u0628\u0627\u064a\u062a<\/td>256<\/td>\u0627\u0644\u062d\u0648\u0633\u0628\u0629 \u0627\u0644\u0633\u062d\u0627\u0628\u064a\u0629<\/td><\/tr>
HBM2E<\/td>2020<\/td>8<\/td>16 \u062c\u064a\u062c\u0627\u0628\u0627\u064a\u062a<\/td>460<\/td>\u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \/ 5G<\/td><\/tr>
HBM3<\/td>2023<\/td>12<\/td>24 \u062c\u064a\u062c\u0627\u0628\u0627\u064a\u062a<\/td>819<\/td>\u062a\u062f\u0631\u064a\u0628 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a<\/td><\/tr>
HBM3E<\/td>2025<\/td>16<\/td>24 \u062c\u064a\u062c\u0627\u0628\u0627\u064a\u062a<\/td>1200<\/td>\u0627\u0644\u0645\u0627\u062c\u0633\u062a\u064a\u0631 \u0641\u064a \u0627\u0644\u0642\u0627\u0646\u0648\u0646\u060c \u0627\u0644\u062d\u0648\u0633\u0628\u0629 \u0639\u0627\u0644\u064a\u0629 \u0627\u0644\u0623\u062f\u0627\u0621<\/td><\/tr>
HBM4<\/td>2027*<\/td>16+<\/td>32 \u062c\u064a\u062c\u0627\u0628\u0627\u064a\u062a \u0641\u0623\u0643\u062b\u0631<\/td>2000+<\/td>\u0634\u064a\u0628\u0644\u064a\u062a \u0633\u0648\u0643 (Chiplet SoC)<\/td><\/tr><\/tbody><\/table>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u0648\u0641\u064a \u0627\u0644\u0648\u0642\u062a \u0646\u0641\u0633\u0647\u060c \u0641\u0625\u0646 \u0635\u0627\u0646\u0639\u064a \u0627\u0644\u0631\u0642\u0627\u0626\u0642 \u0645\u062b\u0644 NVIDIA<\/strong>, AMD<\/strong>\u0648 \u0625\u0646\u062a\u0644<\/strong> \u064a\u0633\u062a\u0643\u0634\u0641\u0648\u0646 \u0625\u0645\u0643\u0627\u0646\u064a\u0629 \u062f\u0645\u062c HBM \u0628\u0634\u0643\u0644 \u0623\u0643\u062b\u0631 \u0625\u062d\u0643\u0627\u0645\u064b\u0627 \u0641\u064a \u0648\u062d\u062f\u0627\u062a \u0627\u0644\u062d\u0648\u0633\u0628\u0629 \u0645\u0628\u0627\u0634\u0631\u0629\u064b\u060c \u0645\u0645\u0627 \u064a\u0645\u0632\u062c \u0628\u064a\u0646 \u0627\u0644\u062d\u0648\u0633\u0628\u0629 \u0648\u0627\u0644\u0630\u0627\u0643\u0631\u0629 \u0641\u064a \u0648\u062d\u062f\u0629 \u0648\u0627\u062d\u062f\u0629. \u064a\u0624\u062f\u064a \u0647\u0630\u0627 \u0627\u0644\u0627\u062a\u062c\u0627\u0647 \u0625\u0644\u0649 \u0639\u062f\u0645 \u0648\u0636\u0648\u062d \u0627\u0644\u062d\u062f\u0648\u062f \u0628\u064a\u0646 \u0627\u0644\u0630\u0627\u0643\u0631\u0629 \u0648\u0630\u0627\u0643\u0631\u0629 \u0627\u0644\u062a\u062e\u0632\u064a\u0646 \u0627\u0644\u0645\u0624\u0642\u062a \u0648\u0627\u0644\u062a\u062e\u0632\u064a\u0646 - \u0645\u0645\u0627 \u064a\u0645\u0647\u062f \u0627\u0644\u0637\u0631\u064a\u0642 \u0644\u0645\u0641\u0647\u0648\u0645 \u0645\u0639\u0645\u0627\u0631\u064a \u062c\u062f\u064a\u062f \u064a\u064f\u0639\u0631\u0641 \u0628\u0627\u0633\u0645 \"\u0627\u0644\u0630\u0627\u0643\u0631\u0629 \u0643\u062d\u0627\u0633\u0648\u0628\"<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\u0646\u0642\u0637\u0629 \u0627\u0644\u062a\u062d\u0648\u0644 \u0641\u064a \u062b\u0648\u0631\u0629 \u0627\u0644\u0630\u0627\u0643\u0631\u0629<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t

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