https://blog.alansun.host/tags/%E9%95%BF%E9%91%AB%E5%AD%98%E5%82%A8/Recent content in 长鑫存储 on 没用知识库Hugo -- gohugo.iozh-cnalansundy@gmail.com (羊羊羊)alansundy@gmail.com (羊羊羊)© 2026 羊羊羊Tue, 30 Jun 2026 00:00:00 +0000https://blog.alansun.host/posts/20260630_%E9%95%BF%E9%91%AB%E5%AD%98%E5%82%A8%E7%9A%84%E6%8C%91%E6%88%98%E4%B8%8E%E5%86%85%E5%AD%98%E8%B6%85%E7%BA%A7%E5%91%A8%E6%9C%9F/Tue, 30 Jun 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20260630_%E9%95%BF%E9%91%AB%E5%AD%98%E5%82%A8%E7%9A%84%E6%8C%91%E6%88%98%E4%B8%8E%E5%86%85%E5%AD%98%E8%B6%85%E7%BA%A7%E5%91%A8%E6%9C%9F/基于 SemiAnalysis 深度研究，剖析全球第四大 DRAM 厂商长鑫存储在设备管制、制程代差与良率上的真实约束，论证为何其扩产短期内不会终结由 HBM 驱动的内存超级周期。https://blog.alansun.host/posts/20260625_%E4%BA%BA%E5%B7%A5%E6%99%BA%E8%83%BD%E5%8D%8A%E5%AF%BC%E4%BD%93%E7%BB%88%E5%B1%80__%E5%86%85%E5%AD%98%E5%AD%98%E5%82%A8%E5%91%A8%E6%9C%9F/Thu, 25 Jun 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20260625_%E4%BA%BA%E5%B7%A5%E6%99%BA%E8%83%BD%E5%8D%8A%E5%AF%BC%E4%BD%93%E7%BB%88%E5%B1%80__%E5%86%85%E5%AD%98%E5%AD%98%E5%82%A8%E5%91%A8%E6%9C%9F/当 AI 演进至推理主线，存储成为最大算力瓶颈。本文从定制化属性、指数级需求与技术迭代三大条件出发，推演 HBM、DRAM 与企业级 SSD 能否摆脱传统强周期泥潭。