{"version":"1.0","provider_name":"Fortune Insight","provider_url":"https:\/\/prime.fortuneinsight.com\/web","author_name":"\u83ef\u723e\u8857\u65e5\u5831\uff08\u514d\u8cbb\u8a66\u95b1\uff09","author_url":"https:\/\/prime.fortuneinsight.com\/web\/posts\/author\/wsj","title":"\u4e09\u661f\u548c\u53f0\u7a4d\u96fb\u7372\u5f97\u7f8e\u570b\u5c0d\u83ef\u6676\u7247\u9650\u5236\u8c41\u514d - Fortune Insight","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\"><a href=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/700984\">\u4e09\u661f\u548c\u53f0\u7a4d\u96fb\u7372\u5f97\u7f8e\u570b\u5c0d\u83ef\u6676\u7247\u9650\u5236\u8c41\u514d<\/a><\/blockquote>\n<script type='text\/javascript'>\n<!--\/\/--><![CDATA[\/\/><!--\n\t\t!function(c,d){\"use strict\";var e=!1,n=!1;if(d.querySelector)if(c.addEventListener)e=!0;if(c.wp=c.wp||{},!c.wp.receiveEmbedMessage)if(c.wp.receiveEmbedMessage=function(e){var 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class=\"wp-embedded-content\"><\/iframe>","thumbnail_url":"https:\/\/prime-fortuneinsight-cloud.s3.ap-southeast-1.amazonaws.com\/web\/wp-content\/uploads\/2022\/10\/14134511\/WSJ-FIP-Template-21.png","thumbnail_width":1000,"thumbnail_height":525,"description":"BY JIYOUNG SOHN | UPDATED 10\u6708 13, 2022 11:40 \u5348\u5f8c EDT \u77e5\u60c5\u4eba\u58eb\u900f\u9732\uff0c\u4e09\u661f\u96fb\u5b50\u5df2\u7372\u5f97\u7f8e\u570b\u5c0d\u83ef\u6676\u7247\u884c\u696d\u65b0\u9650\u5236\u63aa\u65bd\u70ba\u671f\u4e00\u5e74\u7684\u8c41\u514d\uff0c\u5f9e\u800c\u52a0\u5165\u5230\u7372\u5f97\u8c41\u514d\u7684\u534a\u5c0e\u9ad4\u5de8\u982d\u884c\u5217\u3002\u53f0\u7a4d\u96fb\u5468\u56db\u4e5f\u8868\u793a\u7372\u5f97\u4e86\u5c0d\u7f8e\u570b\u65b0\u898f\u7684\u8c41\u514d\u3002 \u77e5\u60c5\u4eba\u58eb\u900f\u9732\uff0c\u4e09\u661f\u96fb\u5b50(Samsung Electronics Co., 005930.SE)\u5df2\u7372\u5f97\u7f8e\u570b\u5c0d\u83ef\u6676\u7247\u884c\u696d\u65b0\u9650\u5236\u63aa\u65bd\u70ba\u671f\u4e00\u5e74\u7684\u8c41\u514d\uff0c\u5f9e\u800c\u52a0\u5165\u5230\u7372\u5f97\u8c41\u514d\u7684\u534a\u5c0e\u9ad4\u5de8\u982d\u884c\u5217\u3002 \u77e5\u60c5\u4eba\u58eb\u7a31\uff0c\u7f8e\u570b\u5546\u52d9\u90e8\u5141\u8a31\u4e09\u661f\u96fb\u5b50\u7e7c\u7e8c\u63a5\u6536\u7dad\u6301\u5176\u5728\u83ef\u5167\u5b58\u6676\u7247\u751f\u7522\u6240\u9700\u7684\u6676\u7247\u88fd\u9020\u8a2d\u5099\u548c\u5176\u4ed6\u7522\u54c1\u3002\u9019\u5bb6\u97d3\u570b\u516c\u53f8\u5728\u4e2d\u570b\u7684\u5169\u500b\u57ce\u5e02\u7d93\u71df\u6676\u7247\u5ee0\u3002 \u6309\u6536\u5165\u8a08\u7b97\uff0c\u4e09\u661f\u96fb\u5b50\u662f\u5168\u7403\u6700\u5927\u7684\u5167\u5b58\u6676\u7247\u88fd\u9020\u5546\u3002\u8a72\u516c\u53f8\u6c92\u6709\u516c\u958b\u8868\u793a\u662f\u5426\u7372\u5f97\u4e86\u4e00\u5e74\u7684\u8c41\u514d\uff0c\u7af6\u722d\u5c0d\u624b\u6d77\u529b\u58eb\u534a\u5c0e\u9ad4(SK Hynix Inc., 000660.SE)\u548c\u82f1\u7279\u723e\u516c\u53f8(Intel Corp., INTC)\u5df2\u62ab\u9732\u7372\u5f97\u4e86\u8c41\u514d\u3002\u4e09\u661f\u96fb\u5b50\u4e00\u4f4d\u767c\u8a00\u4eba\u4e0d\u4e88\u7f6e\u8a55\u3002 \u5468\u56db\uff0c\u53f0\u7063\u7a4d\u9ad4\u96fb\u8def\u88fd\u9020\u80a1\u4efd\u6709\u9650\u516c\u53f8(Taiwan Semiconductor Manufacturing Co., 2330.TW, TSM, \u7c21\u7a31\ufe55\u53f0\u7a4d\u96fb)\u4e5f\u8868\u793a\u7372\u5f97\u4e86\u5c0d\u7f8e\u570b\u65b0\u898f\u7684\u8c41\u514d\uff0c\u9019\u5bb6\u5168\u7403\u6700\u5927\u6676\u7247\u4ee3\u5de5\u4f01\u696d\u7531\u6b64\u80fd\u5920\u7e7c\u7e8c\u64f4\u5927\u5176\u5728\u4e2d\u570b\u5357\u4eac\u7684\u5de5\u5ee0\u3002 \u62dc\u767b(Joe Biden)\u653f\u5e9c\u5df2\u5728\u8a2d\u6cd5\u8b93\u76df\u53cb\u63a5\u53d7\u4e0a\u5468\u4e94\u516c\u5e03\u7684\u65b0\u898f\u5247\u3002\u9019\u4e9b\u9650\u5236\u63aa\u65bd\u4f3c\u4e4e\u81f3\u5c11\u5c0d\u90e8\u5206\u76df\u53cb\u4f5c\u51fa\u4e86\u4e00\u9805\u8b93\u6b65\uff0c\u5982\u679c\u6d89\u53ca\u7684\u662f\u5411\u7f8e\u570b\u53ca\u5176\u76df\u53cb\u7684\u516c\u53f8\u5728\u4e2d\u570b\u5de5\u5ee0\u7684\u67d0\u4e9b\u51fa\u53e3\uff0c\u7f8e\u570b\u5546\u52d9\u90e8\u5c07\u9010\u6848\u8a55\u4f30\u76f8\u95dc\u7533\u8acb\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u5982\u679c\u6240\u6d89\u5de5\u5ee0\u70ba\u4e2d\u570b\u516c\u53f8\u6240\u6709\uff0c\u5247\u5c07\u9762\u81e8\u5546\u52d9\u90e8\u7684\u63a8\u5b9a\u62d2\u7d55\u3002 \u696d\u5167\u5b98\u54e1\u666e\u904d\u9810\u8a08\uff0c\u4f86\u81ea\u7f8e\u570b\u6216\u5176\u76df\u570b\u7684\u5404\u985e\u534a\u5c0e\u9ad4\u548c\u6676\u7247\u8a2d\u5099\u88fd\u9020\u5546\u5c07\u7372\u5f97\u8c41\u514d\u3002 \u4e09\u661f\u96fb\u5b50\u5728DRAM\u548cNAND\u9583\u5b58\u9019\u5169\u7a2e\u4e3b\u8981\u5167\u5b58\u6676\u7247\u7684\u751f\u7522\u4e2d\u4f54\u64da\u4e3b\u5c0e\u5730\u4f4d\u3002\u9019\u5bb6\u97d3\u570b\u79d1\u6280\u5de8\u982d\u5728\u897f\u5b89\u7d93\u71df\u4e00\u5bb6NAND\u9583\u5b58\u6676\u7247\u5ee0\uff0c\u5728\u8607\u5dde\u7d93\u71df\u4e00\u5bb6\u6676\u7247\u5c01\u88dd\u5de5\u5ee0\u3002 \u6839\u64da\u7e3d\u90e8\u4f4d\u65bc\u53f0\u7063\u7684\u79d1\u6280\u5e02\u5834\u7814\u7a76\u6a5f\u69cb\u96c6\u90a6\u79d1\u6280(TrendForce)\u7684\u6578\u64da\uff0c\u622a\u81f3\u4eca\u5e74\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u4e09\u661f\u96fb\u5b50\u5728\u5168\u7403DRAM\u6536\u5165\u4e2d\u7684\u4f54\u6bd4\u70ba43.5%\uff0c\u5728\u5168\u7403NAND\u9583\u5b58\u6536\u5165\u7684\u4f54\u6bd4\u7d0433.3%\u3002\u4e09\u661f\u96fb\u5b50\u5728\u9019\u5169\u500b\u5167\u5b58\u5e02\u5834\u90fd\u4f54\u64da\u7b2c\u4e00\u628a\u4ea4\u6905\u3002 \u53f0\u7a4d\u96fb\u9996\u5e2d\u57f7\u884c\u5b98\u9b4f\u54f2\u5bb6(C.C.Wei)\u5468\u56db\u5728\u5ba3\u5e03\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u6de8\u5229\u6f64\u731b\u589e80%\u6642\u8aaa\uff0c\u7f8e\u570b\u653f\u5e9c\u7684\u65b0\u898f\u4f3c\u4e4e\u53ea\u91dd\u5c0d\u4eba\u5de5\u667a\u80fd\u548c\u8d85\u7d1a\u8a08\u7b97\u6a5f\u7b49\u975e\u5e38\u9ad8\u7aef\u7684\u61c9\u7528\u3002\u4ed6\u8aaa\uff0c\u56e0\u6b64\uff0c\u521d\u6b65\u8a55\u4f30\u4e0b\u4f86\u5c0d\u53f0\u7a4d\u96fb\u5f71\u97ff\u6709\u9650\u3001\u53ef\u63a7\u3002 \u53f0\u7a4d\u96fb\u7684\u5927\u90e8\u5206\u6536\u5165\u4f86\u81ea\u5317\u7f8e\u5ba2\u6236\uff0c\u9019\u584a\u6536\u5165\u5360\u8a72\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u7e3d\u6536\u5165\u768472%\uff0c\u6bd4\u4f8b\u9ad8\u65bc\u7b2c\u4e8c\u5b63\u5ea6\u768464%\u3002\u4e2d\u570b\u6536\u5165\u4f54\u6bd4\u70ba8%\uff0c\u4f4e\u65bc\u7b2c\u4e8c\u5b63\u5ea6\u768413%\u3002 &nbsp; \u4f7f\u7528\u300cFIP2022\u300d\u65bc\u7db2\u9801\u7248\u8a02\u95b1\u300cFI Prime Plus\u300d\uff0c \u5373\u53ef\u4eab\u670930\u65e5\u514d\u8cbb\u8a66\u95b1\u512a\u60e0\u3002\uff08*\u5728\u8a66\u95b1\u671f\u9593\u53ef\u96a8\u6642\u65bc\u7db2\u9801\u7248\u53d6\u6d88\u76f8\u95dc\u8a02\u95b1\uff0c\u5982\u679c\u6c92\u6709\u4e3b\u52d5\u53d6\u6d88\u8a02\u95b1\uff0c\u7cfb\u7d71\u6703\u81ea\u52d5\u6536\u8cbb\u8a02\u95b1\u4e00\u5e74\u8a08\u5283\u3002) \u300a\u83ef\u723e\u8857\u65e5\u5831\u300b\u8a08\u5283\u8a73\u60c5\uff1ahttps:\/\/prime.fortuneinsight.com\/web\/wsj \u7acb\u5373\u8a02\u95b1\u300a\u83ef\u723e\u8857\u65e5\u5831\u300b\uff1ahttps:\/\/prime.fortuneinsight.com\/web\/register\/wsj"}