{"id":15814,"date":"2026-03-05T14:53:12","date_gmt":"2026-03-05T06:53:12","guid":{"rendered":"https:\/\/www.oscoo.com\/?p=15814"},"modified":"2026-03-06T16:10:47","modified_gmt":"2026-03-06T08:10:47","slug":"z-angle-memory-the-next-generation-stacked-dram-for-ai-and-hpc","status":"publish","type":"post","link":"https:\/\/www.oscoo.com\/cn\/news\/z-angle-memory-the-next-generation-stacked-dram-for-ai-and-hpc\/","title":{"rendered":"Z \u89d2\u5185\u5b58\uff1a\u9762\u5411\u4eba\u5de5\u667a\u80fd\u548c\u9ad8\u6027\u80fd\u8ba1\u7b97\u7684\u4e0b\u4e00\u4ee3\u5806\u53e0\u5f0f DRAM"},"content":{"rendered":"
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2026 \u5e74 2 \u6708\u521d\u3001 Z \u89d2\u5b58\u50a8\u5668 (ZAM)<\/strong> \u4f5c\u4e3a\u5e94\u5bf9\u8fd9\u4e9b\u6311\u6218\u7684\u4e13\u7528\u89e3\u51b3\u65b9\u6848\uff0cZAM \u5e94\u8fd0\u800c\u751f\u3002ZAM \u7531\u82f1\u7279\u5c14\u548c\u8f6f\u94f6\u516c\u53f8\u7684\u5168\u8d44\u5b50\u516c\u53f8 SAIMEMORY \u5171\u540c\u5f00\u53d1\uff0c\u662f\u4e0b\u4e00\u4ee3\u5806\u53e0\u5f0f DRAM \u67b6\u6784\uff0c\u65e8\u5728\u91cd\u65b0\u5b9a\u4e49\u6570\u636e\u5bc6\u96c6\u578b\u5de5\u4f5c\u8d1f\u8f7d\u7684\u5185\u5b58\u6269\u5c55\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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Z \u89d2\u5b58\u50a8\u5668 (ZAM)<\/strong> \u662f\u4e00\u79cd 3D \u5806\u53e0\u5f0f DRAM \u67b6\u6784\uff0c\u65e8\u5728\u514b\u670d\u4f20\u7edf HBM \u7684\u6269\u5c55\u9650\u5236\u3002\u5b83\u7684\u540d\u5b57\u6765\u6e90\u4e8e\u5176\u51b3\u5b9a\u6027\u7684\u521b\u65b0\uff1a\u4e00\u4e2a \u5bf9\u89d2\u7ebf Z \u578b\u4e92\u8fde\u62d3\u6251\u7ed3\u6784<\/strong> \u5b83\u53d6\u4ee3\u4e86\u76ee\u524d\u6240\u6709 HBM \u8bbe\u8ba1\u4e2d\u4f7f\u7528\u7684\u5782\u76f4\u7845\u901a\u5b54 (TSV)\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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ZAM \u7684\u6027\u80fd\u63d0\u5347\u6765\u81ea\u4e8e\u4e94\u9879\u7d27\u5bc6\u7ed3\u5408\u7684\u6280\u672f\u7a81\u7834\uff0c\u6bcf\u9879\u6280\u672f\u90fd\u662f\u4e13\u4e3a\u73b0\u4ee3\u534a\u5bfc\u4f53\u5236\u9020\u89c4\u5219\u800c\u8bbe\u8ba1\u7684\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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\u5bf9\u89d2\u4e92\u8054\u62d3\u6251\u3002 <\/strong>ZAM \u7684\u57fa\u7840\u662f\u4ece\u5782\u76f4 TSV \u8f6c\u5411\u4ea4\u9519\u7684\u5bf9\u89d2\u4e92\u8fde\u3002\u8fd9\u79cd\u7ed3\u6784\u80fd\u5c06\u673a\u68b0\u5e94\u529b\u548c\u70ed\u91cf\u5747\u5300\u5730\u5206\u6563\u5230\u6574\u4e2a\u5806\u6808\u4e2d\uff0c\u800c\u4e0d\u662f\u96c6\u4e2d\u5728\u72ed\u7a84\u7684\u5782\u76f4\u5217\u4e0a\u3002\u5b83\u8fd8\u7f29\u77ed\u4e86\u5e73\u5747\u4fe1\u53f7\u8def\u5f84\uff0c\u51cf\u5c11\u4e86\u5ef6\u8fdf\u548c\u529f\u7387\u635f\u8017\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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\u94dc-\u94dc\u6df7\u5408\u952e\u5408\u3002 <\/strong>ZAM \u4ee5\u76f4\u63a5\u94dc\u94dc\u6df7\u5408\u952e\u5408\u53d6\u4ee3\u4e86\u4f20\u7edf\u7684\u5fae\u51f8\u5757\u548c\u710a\u63a5\u8fde\u63a5\u3002\u8fd9\u79cd\u539f\u5b50\u7ea7\u8fde\u63a5\u964d\u4f4e\u4e86\u7535\u963b\u548c\u7535\u611f\uff0c\u6539\u5584\u4e86\u4fe1\u53f7\u5b8c\u6574\u6027\uff0c\u5e76\u4f7f\u5806\u6808\u8868\u73b0\u5f97\u50cf\u4e00\u4e2a\u5355\u7247\u7845\u5757\uff0c\u800c\u4e0d\u662f\u4e00\u7cfb\u5217\u5206\u7acb\u7684\u82af\u7247\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\u4f53\u5316\u5236\u9020 <\/strong>ZAM \u91c7\u7528\u7b80\u5316\u7684\u4e00\u4f53\u5316\u8fc7\u5b54\u5de5\u827a\uff0c\u5728\u5355\u4e00\u751f\u4ea7\u6b65\u9aa4\u4e2d\u5f62\u6210\u5bf9\u89d2\u4e92\u8fde\u3002\u4e0e HBM \u6240\u9700\u7684\u591a\u6b65\u9aa4 TSV \u5de5\u827a\u76f8\u6bd4\uff0c\u8fd9\u964d\u4f4e\u4e86\u5236\u9020\u590d\u6742\u6027\uff0c\u63d0\u9ad8\u4e86\u4ea7\u91cf\uff0c\u5e76\u51cf\u5c11\u4e86\u751f\u4ea7\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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\u65e0\u7535\u5bb9\u8bbe\u8ba1 <\/strong>ZAM \u5b8c\u5168\u6d88\u9664\u4e86\u7247\u4e0a\u7535\u5bb9\u5668\u3002\u8fd9\u5c31\u4e3a\u5b58\u50a8\u5355\u5143\u817e\u51fa\u4e86\u5b9d\u8d35\u7684\u7845\u7247\u9762\u79ef\uff0c\u5728\u4e0d\u7f29\u5c0f\u5de5\u827a\u8282\u70b9\u7684\u60c5\u51b5\u4e0b\u76f4\u63a5\u63d0\u9ad8\u4e86\u5b58\u50a8\u5bc6\u5ea6\u3002\u5b83\u8fd8\u7b80\u5316\u4e86\u82af\u7247\u8bbe\u8ba1\uff0c\u63d0\u9ad8\u4e86\u7535\u6c14\u6548\u7387\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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EMIB \u6574\u5408\u3002 <\/strong>ZAM \u9488\u5bf9\u82f1\u7279\u5c14\u7684 \u5d4c\u5165\u5f0f\u591a\u82af\u7247\u4e92\u8fde\u6865\u63a5\u5668 (EMIB)<\/strong> \u5305\u88c5\u3002\u8fd9\u5c31\u5b9e\u73b0\u4e86 ZAM \u5806\u6808\u548c\u4eba\u5de5\u667a\u80fd\u5904\u7406\u5668\u4e4b\u95f4\u7684\u9ad8\u901f\u3001\u4f4e\u5ef6\u8fdf\u8fde\u63a5\uff0c\u4ece\u800c\u521b\u5efa\u4e86\u4e00\u4e2a\u5177\u6709\u51dd\u805a\u529b\u7684\u9ad8\u6027\u80fd\u8ba1\u7b97\u7efc\u5408\u4f53\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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ZAM vs. HBM<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u4e0b\u8868\u5229\u7528\u516c\u5f00\u62ab\u9732\u7684\u539f\u578b\u548c\u8bbe\u8ba1\u76ee\u6807\uff0c\u5c06 ZAM \u4e0e\u5e7f\u6cdb\u90e8\u7f72\u7684 HBM3e \u548c\u5373\u5c06\u63a8\u51fa\u7684 HBM4 \u89e3\u51b3\u65b9\u6848\u8fdb\u884c\u4e86\u6bd4\u8f83\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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\u516c\u5236<\/th>\nZAM<\/th>\nHBM3e\uff08\u7535\u6d41\uff09<\/th>\nHBM4\uff08\u5373\u5c06\u63a8\u51fa\uff09<\/th>\n<\/tr>\n<\/thead>\n
\u6bcf\u4e2a\u5806\u6808\u7684\u5bb9\u91cf<\/strong><\/td>\n\u6700\u9ad8 512GB<\/td>\n24-36GB<\/td>\n24-48GB<\/td>\n<\/tr>\n
\u6700\u5927\u5806\u6808\u5c42\u6570<\/strong><\/td>\n50+ \u5c42<\/td>\n12-16 \u5c42<\/td>\n16-20 \u5c42<\/td>\n<\/tr>\n
\u8017\u7535\u91cf<\/strong><\/td>\n40-50% \u4f4e\u4e8e HBM3e<\/td>\n\u57fa\u7ebf<\/td>\n~20% \u4f4e\u4e8e HBM3e<\/td>\n<\/tr>\n
\u4e92\u8054\u7c7b\u578b<\/strong><\/td>\n\u5bf9\u89d2 Z \u89d2\u94dc<\/td>\n\u5782\u76f4 TSV<\/td>\n\u5782\u76f4 TSV<\/td>\n<\/tr>\n
\u70ed\u6027\u80fd<\/strong><\/td>\n\u4e2d\u592e\u70ed\u67f1\uff1b\u4f4e\u70ed\u70b9<\/td>\n\u9ad8\u5904\u7684\u9ad8\u70ed\u70b9<\/td>\n\u4e2d\u5ea6\u6539\u5584<\/td>\n<\/tr>\n
\u76ee\u6807\u7528\u4f8b<\/strong><\/td>\n\u5927\u578b\u4eba\u5de5\u667a\u80fd\u57f9\u8bad\u3001\u9ad8\u6027\u80fd\u8ba1\u7b97<\/td>\n\u4e91\u4eba\u5de5\u667a\u80fd\u63a8\u7406<\/td>\n\u4e2d\u5927\u578b\u4eba\u5de5\u667a\u80fd\u5de5\u4f5c\u8d1f\u8f7d<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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ZAM \u7684\u4e3b\u8981\u4f18\u52bf<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u65e0\u4e0e\u4f26\u6bd4\u7684\u5185\u5b58\u5bb9\u91cf <\/strong>ZAM \u63d0\u4f9b \u5bb9\u91cf\u7684 2-3 \u500d<\/strong> \u4e0e\u5f53\u524d\u7684 HBM \u5806\u6808\u76f8\u6bd4\uff0c\u6bcf\u4e2a\u5806\u6808\u7684\u76ee\u6807\u5bb9\u91cf\u4e3a 512GB\u3002\u8fd9\u6837\u5c31\u53ef\u4ee5\u5728\u66f4\u5c11\u7684\u52a0\u901f\u5668\u4e0a\u8fd0\u884c\u66f4\u5927\u7684\u57fa\u7840\u6a21\u578b\uff0c\u4ece\u800c\u7b80\u5316\u7cfb\u7edf\u8bbe\u8ba1\u5e76\u964d\u4f4e\u603b\u62e5\u6709\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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\u663e\u8457\u7684\u80fd\u6e90\u6548\u7387 <\/strong>\u7528\u7535\u91cf\u51cf\u5c11 40-50%<\/strong> \u76f8\u6bd4 HBM3e\u3002\u5bf9\u4e8e\u5927\u89c4\u6a21\u4eba\u5de5\u667a\u80fd\u96c6\u7fa4\u6765\u8bf4\uff0c\u8fd9\u53ef\u4ee5\u964d\u4f4e\u80fd\u6e90\u6210\u672c\uff0c\u51cf\u5c11\u51b7\u5374\u9700\u6c42\uff0c\u6709\u52a9\u4e8e\u5b9e\u73b0\u53ef\u6301\u7eed\u53d1\u5c55\u76ee\u6807\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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\u5353\u8d8a\u7684\u70ed\u7ba1\u7406 <\/strong>\u7531\u4e8e\u70ed\u74f6\u9888\uff0c\u4f20\u7edf HBM \u7684\u5c42\u6570\u4e0a\u9650\u5927\u7ea6\u4e3a 16-20 \u5c42\u3002ZAM \u7684\u5bf9\u89d2\u7ebf\u5e03\u7ebf\u521b\u5efa\u4e86\u4e00\u4e2a\u4e2d\u592e\u70ed\u652f\u67f1\uff0c\u53ef\u5728\u6574\u4e2a\u5806\u6808\u4e2d\u5206\u914d\u70ed\u91cf\uff0c\u4ece\u800c\u5b9e\u73b0\u53ef\u9760\u7684\u5806\u53e0\u3002 50+ \u5c42<\/strong> \u65e0\u5371\u9669\u70ed\u70b9\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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