{"id":15663,"date":"2026-02-28T14:40:25","date_gmt":"2026-02-28T06:40:25","guid":{"rendered":"https:\/\/www.oscoo.com\/?p=15663"},"modified":"2026-02-28T15:00:37","modified_gmt":"2026-02-28T07:00:37","slug":"sk-hynix-and-sandisk-unveil-high-bandwidth-flash-for-ai-inference","status":"publish","type":"post","link":"https:\/\/www.oscoo.com\/cn\/news\/sk-hynix-and-sandisk-unveil-high-bandwidth-flash-for-ai-inference\/","title":{"rendered":"SK Hynix \u548c\u95ea\u8fea\u63a8\u51fa\u7528\u4e8e\u4eba\u5de5\u667a\u80fd\u63a8\u7406\u7684\u9ad8\u5e26\u5bbd\u95ea\u5b58"},"content":{"rendered":"
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2026 \u5e74 2 \u6708 25 \u65e5\uff0cSK Hynix \u548c\u95ea\u8fea\u5728\u4f4d\u4e8e\u52a0\u5229\u798f\u5c3c\u4e9a\u5dde\u7c73\u5c14\u76ae\u5854\u65af\u7684\u95ea\u8fea\u603b\u90e8\u4e3e\u884c\u8054\u5408\u53d1\u5e03\u4f1a\uff0c\u5ba3\u5e03 \u9ad8\u5e26\u5bbd\u95ea\u5b58 (HBF)<\/strong>-\u4e3a\u4eba\u5de5\u667a\u80fd\u63a8\u7406\u65f6\u4ee3\u6253\u9020\u7684\u4e0b\u4e00\u4ee3\u5185\u5b58\u67b6\u6784\u3002\u4e24\u5bb6\u516c\u53f8\u8fd8\u542f\u52a8\u4e86\u4e00\u9879\u5168\u7403\u6807\u51c6\u5316\u5de5\u4f5c\uff0c\u8be5\u5de5\u4f5c\u7531 \u5f00\u653e\u8ba1\u7b97\u9879\u76ee\uff08OCP\uff09<\/strong> \u8be5\u6846\u67b6\u7531\u4e00\u4e2a\u4e13\u95e8\u7684\u5de5\u4f5c\u6d41\u6765\u5b9a\u4e49\u6574\u4e2a\u884c\u4e1a\u7684\u901a\u7528 HBF \u89c4\u8303\u3002\u6b64\u4e3e\u6807\u5fd7\u7740\u5411\u89e3\u51b3\u73b0\u4ee3\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u4e2d\u6700\u7d27\u8feb\u7684\u6311\u6218\u4e4b\u4e00\u8fc8\u51fa\u4e86\u91cd\u8981\u4e00\u6b65\uff1a\u5e73\u8861\u5927\u89c4\u6a21\u63a8\u7406\u90e8\u7f72\u7684\u901f\u5ea6\u3001\u5bb9\u91cf\u548c\u6210\u672c\u3002<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u4ec0\u4e48\u662f HBF<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u9ad8\u5e26\u5bbd\u95ea\u5b58 (HBF)<\/strong><\/span><\/a> \u662f\u4e00\u4e2a\u65b0\u7684\u5b58\u50a8\u5c42\uff0c\u4f4d\u4e8e \u9ad8\u5e26\u5bbd\u5185\u5b58\uff08HBM\uff09<\/strong><\/span><\/a> \u548c\u4f20\u7edf \u56fa\u6001\u786c\u76d8<\/strong><\/span><\/a> \u5b58\u50a8\u3002\u5b83\u7684\u76ee\u7684\u4e0d\u662f\u53d6\u4ee3\u8fd9\u4e24\u79cd\u6280\u672f\uff0c\u800c\u662f\u4f5c\u4e3a\u4e00\u5ea7\u9ad8\u6027\u80fd\u6865\u6881\uff0c\u6d88\u9664\u4eba\u5de5\u667a\u80fd\u7cfb\u7edf\u4e2d\u7684\u74f6\u9888\u3002HBF \u4f7f\u7528 3D NAND \u95ea\u5b58\u4f5c\u4e3a\u6838\u5fc3\u4ecb\u8d28\uff0c\u540c\u65f6\u91c7\u7528 HBM \u4e2d\u4f7f\u7528\u7684\u5148\u8fdb\u5806\u53e0\u548c\u5c01\u88c5\u6280\u672f\u3002\u8fd9\u79cd\u7ec4\u5408\u4f7f\u5176\u80fd\u591f\u4ee5\u66f4\u4f4e\u7684\u6210\u672c\u63d0\u4f9b\u8fdc\u9ad8\u4e8e\u56fa\u6001\u786c\u76d8\u7684\u5e26\u5bbd\u548c\u8fdc\u9ad8\u4e8e HBM \u7684\u5bb9\u91cf\u3002HBF \u53ef\u4ee5\u7406\u89e3\u4e3a\u4e00\u79cd \"\u4e2d\u95f4\u5b58\u50a8\u5668\"\uff0c\u5b83\u4e3a\u73b0\u5b9e\u4e16\u754c\u7684\u4eba\u5de5\u667a\u80fd\u670d\u52a1\u5e26\u6765\u4e86 HBM \u7684\u901f\u5ea6\u548c SSD \u7684\u89c4\u6a21\u3002<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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HBF \u89e3\u51b3\u7684\u4eba\u5de5\u667a\u80fd\u5b58\u50a8\u5dee\u8ddd\u95ee\u9898<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u4eba\u5de5\u667a\u80fd\u884c\u4e1a\u5df2\u8fc5\u901f\u4ece\u6a21\u578b\u8bad\u7ec3\u8f6c\u5411\u5927\u89c4\u6a21\u63a8\u7406\uff0c\u6570\u767e\u4e07\u7528\u6237\u540c\u65f6\u8bbf\u95ee\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u3001\u4e91\u670d\u52a1\u548c\u667a\u80fd\u5e94\u7528\u3002\u8fd9\u4e00\u8f6c\u53d8\u66b4\u9732\u4e86\u5f53\u4eca\u5b58\u50a8\u5c42\u6b21\u7ed3\u6784\u4e2d\u7684\u4e00\u4e2a\u5173\u952e\u7f3a\u53e3\u3002<\/div><\/div><\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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HBM<\/strong> \u4e3a\u5b9e\u65f6\u8ba1\u7b97\u63d0\u4f9b\u4e86\u5353\u8d8a\u7684\u5e26\u5bbd\uff0c\u4f46\u5176\u5bb9\u91cf\u6709\u9650\uff0c\u6269\u5c55\u6210\u672c\u9ad8\u6602\u3002\u5355\u72ec\u4f7f\u7528 HBM \u6765\u5b58\u50a8\u5b8c\u6574\u7684\u5927\u578b\u8bed\u8a00\u6a21\u578b\u5e76\u4e0d\u73b0\u5b9e\u3002 \u56fa\u6001\u786c\u76d8<\/strong> \u4f46\u5b83\u4eec\u7684\u5e26\u5bbd\u592a\u4f4e\uff0c\u8ddf\u4e0d\u4e0a\u4eba\u5de5\u667a\u80fd\u63a8\u7406\u7684\u541e\u5410\u91cf\uff0c\u4ece\u800c\u9020\u6210\u6027\u80fd\u74f6\u9888\u3002<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\"\"<\/a><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u5f00\u53d1 HBF \u5c31\u662f\u4e3a\u4e86\u5f25\u8865\u8fd9\u4e00\u5dee\u8ddd\u3002\u5b83\u652f\u6301\u5927\u578b\u6a21\u578b\u6570\u636e\u96c6\uff0c\u65e0\u9700\u9ad8\u6210\u672c\u7684\u6269\u5c55 HBM\uff0c\u540c\u65f6\u63d0\u4f9b\u8fdc\u8d85\u4f20\u7edf\u56fa\u6001\u786c\u76d8\u7684\u901f\u5ea6\u3002\u8fd9\u79cd\u5e73\u8861\u4f7f\u5176\u6210\u4e3a\u6570\u636e\u4e2d\u5fc3\u3001\u8fb9\u7f18\u4eba\u5de5\u667a\u80fd\u7cfb\u7edf\u548c\u4e3b\u6d41\u4eba\u5de5\u667a\u80fd\u63a8\u7406\u786c\u4ef6\u7684\u7406\u60f3\u9009\u62e9\u3002<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u7b2c\u4e00\u4ee3 HBF \u4e3b\u8981\u89c4\u683c<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u7b2c\u4e00\u4ee3 HBF \u8bbe\u5b9a\u4e86\u660e\u786e\u7684\u6027\u80fd\u548c\u7269\u7406\u76ee\u6807\uff0c\u4ee5\u786e\u4fdd\u517c\u5bb9\u6027\u548c\u5b9e\u9645\u53ef\u7528\u6027\u3002\u4ee5\u4e0b\u662f SK Hynix \u548c\u95ea\u8fea\u516c\u5e03\u7684\u5b98\u65b9\u89c4\u683c\u3002<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u53c2\u6570<\/th>\u89c4\u683c<\/th><\/tr><\/thead>
\u6700\u5927\u8bfb\u53d6\u5e26\u5bbd<\/td>\u6700\u591a 1.6 TB\/s<\/strong><\/td><\/tr>
\u5355\u6a21\u5bb9\u91cf<\/td>256 GB<\/td><\/tr>
\u6700\u5927\u5806\u53e0\u5bb9\u91cf<\/td>\u6bcf\u4e2a\u5806\u6808 512 GB<\/strong><\/td><\/tr>
\u7269\u7406\u517c\u5bb9\u6027<\/td>\u4e0e HBM4 \u7684\u5360\u5730\u9762\u79ef\u3001\u9ad8\u5ea6\u548c\u529f\u7387\u76f8\u5339\u914d<\/td><\/tr>
\u529b\u91cf\u7279\u8d28<\/td>\u975e\u6613\u5931\u6027\uff0c\u65e0\u9700\u5237\u65b0\u7535\u6e90<\/td><\/tr>
\u5b9e\u9645\u6027\u80fd<\/td>LLM \u6d4b\u8bd5\u4e2d\u7684 \"\u65e0\u9650 HBM \"\u8bbe\u7f6e\u5728 2.2% \u4ee5\u5185<\/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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\u8fd9\u4e9b\u6570\u636e\u8bc1\u5b9e\u4e86 HBF \u4f5c\u4e3a\u5927\u5bb9\u91cf\u3001\u9ad8\u5e26\u5bbd\u4eba\u5de5\u667a\u80fd\u4e3b\u529b\u7684\u4f5c\u7528\u3002\u5b83\u7684\u901f\u5ea6\u4e3a 1.6 TB\/s\uff0c\u6bd4\u9876\u7ea7 PCIe 5.0 SSD \u5feb 50 \u591a\u500d\uff0c\u800c\u5bb9\u91cf\u5219\u662f\u540c\u7c7b HBM \u5806\u6808\u7684 8-16 \u500d\u3002<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u6838\u5fc3\u6280\u672f\u521b\u65b0<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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HBF \u7684\u6027\u80fd\u6765\u81ea\u4e8e\u7ed3\u5408\u4e86\u4e24\u5bb6\u6bcd\u516c\u53f8\u4f18\u52bf\u7684\u9488\u5bf9\u6027\u5de5\u7a0b\u8bbe\u8ba1\u3002SK Hynix \u63d0\u4f9b\u4e1a\u754c\u9886\u5148\u7684 HBM \u5305\u88c5\u548c 3D \u5806\u53e0\u6280\u672f<\/strong>\u901a\u8fc7\u4f7f\u7528\u7845\u901a\u5b54 (TSV) \u548c\u5782\u76f4\u5806\u53e0\u6280\u672f\uff0c\u5b9e\u73b0\u4e86\u9ad8\u5bc6\u5ea6\u3001\u9ad8\u53ef\u9760\u6027\u7684\u591a\u82af\u7247\u7ec4\u4ef6\u3002\u95ea\u8fea\u63d0\u4f9b\u5148\u8fdb\u7684 BiCS NAND \u548c CMOS \u7c98\u5408\u9635\u5217 (CBA)<\/strong> \u67b6\u6784\uff0c\u4f18\u5316\u4e86 NAND \u7684\u4f4e\u5ef6\u8fdf\u3001\u9ad8\u5e26\u5bbd\u8bbf\u95ee\u3002<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u4e00\u4e2a\u5173\u952e\u7684\u8bbe\u8ba1\u9009\u62e9\u662f \u4e0e HBM4 \u5b8c\u5168\u7269\u7406\u517c\u5bb9<\/strong>.HBF \u91c7\u7528\u4e0e\u4e0b\u4e00\u4ee3 HBM \u76f8\u540c\u7684\u5f15\u811a\u5e03\u5c40\u3001\u5c3a\u5bf8\u548c\u529f\u8017\u66f2\u7ebf\uff0c\u8fd9\u610f\u5473\u7740\u786c\u4ef6\u5236\u9020\u5546\u65e0\u9700\u5bf9\u7cfb\u7edf\u8fdb\u884c\u91cd\u5927\u91cd\u65b0\u8bbe\u8ba1\u5373\u53ef\u91c7\u7528 HBF\u3002\u4e0e\u57fa\u4e8e DRAM \u7684 HBM \u76f8\u6bd4\uff0cHBF \u7684\u975e\u6613\u5931\u6027\u8fd8\u80fd\u964d\u4f4e\u529f\u8017\uff0c\u540e\u8005\u9700\u8981\u6301\u7eed\u4f9b\u7535\u624d\u80fd\u4fdd\u7559\u6570\u636e\u3002\u8fd9\u4e9b\u521b\u65b0\u7ed3\u5408\u5728\u4e00\u8d77\uff0c\u4e3a\u4eba\u5de5\u667a\u80fd\u670d\u52a1\u5668\u4e2d\u7684 HBM \u521b\u9020\u4e86\u4e00\u4e2a\u65e0\u987b\u6539\u9020\u7684\u914d\u5957\u4ea7\u54c1\u3002<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u6807\u51c6\u5316\u548c\u5546\u4e1a\u65f6\u95f4\u8868<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u6807\u51c6\u5316\u662f HBF \u6210\u529f\u7684\u6838\u5fc3\u3002\u901a\u8fc7\u5728 OCP \u5185\u542f\u52a8\u4e13\u95e8\u7684\u5de5\u4f5c\u6d41\uff0cSK Hynix \u548c\u95ea\u8fea\u65e8\u5728\u5efa\u7acb\u4e00\u4e2a\u5f00\u653e\u7684\u8de8\u884c\u4e1a\u751f\u6001\u7cfb\u7edf\uff0c\u800c\u4e0d\u662f\u4e00\u4e2a\u5c01\u95ed\u7684\u4e13\u6709\u89e3\u51b3\u65b9\u6848\u3002\u8fd9\u5c06\u9f13\u52b1\u5168\u7403 GPU \u5236\u9020\u5546\u3001\u670d\u52a1\u5668\u4f9b\u5e94\u5546\u3001\u4e91\u8ba1\u7b97\u63d0\u4f9b\u5546\u548c\u6570\u636e\u4e2d\u5fc3\u8fd0\u8425\u5546\u91c7\u7528\u8fd9\u4e00\u89e3\u51b3\u65b9\u6848\u3002<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u5546\u4e1a\u8def\u7ebf\u56fe\u6e05\u6670\u660e\u786e\uff1a<\/div>
  • 2026 \u5e74\u4e0b\u534a\u5e74\uff1a\u95ea\u8fea\u5c06\u4ea4\u4ed8\u9996\u6279 HBF \u6837\u54c1<\/div><\/li>
  • 2027 \u5e74\u521d\uff1a \u914d\u5907 HBF \u7684\u521d\u59cb\u4eba\u5de5\u667a\u80fd\u63a8\u7406\u8bbe\u5907\u8fdb\u5165\u91c7\u6837\u9636\u6bb5<\/div><\/li>
  • 2027-2028\uff1a\u5c0f\u89c4\u6a21\u5546\u4e1a\u90e8\u7f72<\/div><\/li>
  • 2030 \u5e74\u53ca\u4ee5\u540e\uff1a\u4f5c\u4e3a\u6807\u51c6\u4eba\u5de5\u667a\u80fd\u63a8\u7406\u7ec4\u4ef6\u88ab\u5e7f\u6cdb\u91c7\u7528<\/div><\/li><\/ul>
    \u8fd9\u4e00\u65f6\u95f4\u8868\u53cd\u6620\u4e86\u5728\u53cc\u65b9\u6210\u719f\u7684\u5236\u9020\u548c\u5305\u88c5\u80fd\u529b\u652f\u6301\u4e0b\uff0c\u4ece\u539f\u578b\u5230\u6279\u91cf\u751f\u4ea7\u7684\u73b0\u5b9e\u8def\u5f84\u3002<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    \u884c\u4e1a\u5f71\u54cd\u548c\u5e02\u573a\u524d\u666f<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    \n\t\t\t\t
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    \u63a8\u51fa \u9ad8\u5e26\u5bbd\u95ea\u5b58 (HBF)<\/strong> SK Hynix \u548c\u95ea\u8fea\u7684\u5408\u4f5c\u4e0d\u4ec5\u4ec5\u662f\u5ba3\u5e03\u4e86\u4e00\u9879\u4ea7\u54c1\uff0c\u5b83\u8fd8\u6807\u5fd7\u7740\u4e0b\u4e00\u4e2a\u8ba1\u7b97\u65f6\u4ee3\u4eba\u5de5\u667a\u80fd\u5b58\u50a8\u6784\u5efa\u65b9\u5f0f\u7684\u6839\u672c\u6027\u8f6c\u53d8\u3002\u901a\u8fc7\u5728 HBM \u548c SSD \u4e4b\u95f4\u6807\u51c6\u5316\u4e00\u4e2a\u5f00\u653e\u3001\u5e73\u8861\u7684\u5c42\u7ea7\uff0c\u4e24\u5bb6\u516c\u53f8\u6b63\u5728\u4ee5\u660e\u786e\u3001\u53ef\u8861\u91cf\u7684\u4f18\u52bf\u89e3\u51b3\u771f\u6b63\u7684\u884c\u4e1a\u75db\u70b9\u3002<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

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