蔡甸融媒 发表于 2026-6-6 18:00:52

以“光”闻名的武汉正长出“存”的底气

<p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">6月4日,A股大盘短期回调之际,存储芯片概念股逆势爆发,盈方微、大为股份等多股涨停。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">太平洋东岸的资本市场同样为这一趋势盖章:6月3日,美股芯片存储板块逆势上涨。闪迪大涨超6%,首次收于1800美元上方;西部数据涨超5%;美光科技涨超1%,而算力标杆英伟达跌逾3%。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">一涨一跌之间,市场对AI产业链的定价正在发生变化。</p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); text-align: center;"></p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;"><span style="font-size: 16px;">A股存储芯片板块多股涨停。</span></p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;"><strong style="margin: 0px; padding: 0px;">存储芯片正从算力“配角”到AI竞赛“焦点”</strong></p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">GPU在“空转”,正在成为AI产业的新现实。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">马斯克旗下AI公司xAI拥有55万张英伟达顶级GPU,但据外媒The Information获取的内部备忘录显示,其实际利用率仅为11%,大量GPU正面临“空转”。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">造成这一现象的原因并非单纯的算力不足,而是数据供给、网络通信与系统调度等多重环节难以匹配超大规模AI集群的计算需求。存储能力正成为影响整体运行效率的重要因素之一。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">2026年被业界视为“智能体之年”,算力与存力的矛盾被进一步放大。与传统聊天机器人相比,智能体需要多次自我对话来完成行动,每一次行动都会带来成倍甚至数倍的Token消耗增长,算力的不断增长,进而对“存力”提出更高要求。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">市场也嗅到了风向。高盛最新报告指出,全球存储芯片正面临15年来最严重的供应短缺,2026年DRAM、NAND和HBM供需缺口均创历史新高,并预测短缺可能持续至2027年。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">“算力堆砌的时代正在过去,全球AI竞赛正变得越来越以存储为中心。”闪迪首席技术官Alper Ilkbahar在采访中说道。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;"><strong style="margin: 0px; padding: 0px;">全球存储版图开始出现“中国”两字</strong></p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">存储需求爆发,也让全球存储产业重新成为焦点。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">从技术路线看,存储芯片主要分为DRAM和NAND闪存两大类。前者负责数据的高速读写,是运行内存的核心;后者负责长期存储数据,决定设备的存储容量。而支撑AI数据中心运行的高带宽内存(HBM),则属于DRAM家族的重要分支。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">长期以来,全球存储版图几乎被韩国、美国和日本垄断。据行业数据显示,2026年第一季度,三星、SK海力士和美光合计占据全球约九成DRAM市场份额;在NAND闪存领域,三星、SK海力士、铠侠、闪迪和美光构成主要供应格局;HBM市场则主要由SK海力士、三星和美光三家厂商主导。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">但如今,这张看似固化的产业版图,正在出现新的变量。</p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); text-align: center;"></p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;"><span style="font-size: 16px;">长江存储 X2-6070 128L QLC 1.33Tb 3D NAND。</span></p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">据CFM闪存市场数据显示,2026年第一季度,合肥长鑫科技在全球DRAM市场份额已升至7.7%,跻身全球第四;据Counterpoint数据显示,长江存储NAND Flash市场份额升至13%,与铠侠、美光、闪迪同争全球第三的位置。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">今年5月,这两家中国存储企业相继启动A股上市进程。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">“国产存储双雄”正加速在全球存储版图中刻下“中国”的名字。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;"><strong style="margin: 0px; padding: 0px;">同为“国产存储双雄”却走着不同的“芯”之路</strong></p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">长鑫科技与长江存储,一个做DRAM,一个做3D NAND,深耕不同的技术路径。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">区分两者也不复杂。以买手机为例,常见的“16GB+512GB”配置中,前面的“16GB”是运行内存,长鑫科技做的就是它,决定手机运行是否流畅、能同时打开多少应用;后面的“512GB”是存储空间,长江存储做的就是它,决定能存多少照片、视频和文件。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">简单来说,一个负责“跑得快”,一个负责“装得多”。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">而除了技术路径不同,两家企业的造“芯”故事也不相同。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">如果说合肥的故事是围绕产业链的精准布局,那么武汉的故事,则是一场从零开始的长期突破。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">时间回到2006年,湖北省、武汉市与东湖高新区三级政府共同出资107亿元成立武汉新芯,开启本地存储芯片的系统性布局。</p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); text-align: center;"></p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;"><span style="font-size: 16px;">武汉新芯。</span></p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">2015年,存储器芯片上升为国家战略。次年,国家存储器基地落地光谷,长江存储由此诞生。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">彼时,全球高端存储芯片市场超九成被国外垄断,中国在这片领域的版图上近乎空白。而长江存储的使命,就是填补这片空白。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">长江存储首席科学家霍宗亮曾回忆那段艰难突破:“1000个孔,只通了3个。同行和外行都说,新架构难度大、良率低、成本高,绝对走不下去。但团队最终算了笔账:回头是死路,向前虽万难,却可能为中国拼出一条新路。”</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">这种坚持最终转化为突破。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">从技术空白起步,到232层3D NAND闪存实现量产,长江存储依托Xtacking架构,逐步建立起自主可控的技术体系。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">2025年2月24日,据韩国媒体ZDNet Korea报道,三星电子已与长江存储签署3D NAND混合键合技术专利许可协议。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">至此,长江存储完成从技术追赶到自主突破的跨越。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;"><strong style="margin: 0px; padding: 0px;">这座以“光”闻名的城市,正在长出“存”的底气</strong></p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">2025年,长江存储以1600亿元估值登上《2025全球独角兽榜》,成为半导体行业估值最高的新晋独角兽之一。2026年一季度,公司营收突破200亿元,同比增长超过100%。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">长江存储的强势入局,让武汉这座以“光”闻名的城市,长出了“存”的底气。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">一“光”一“存”的新格局就此成形。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">据东湖高新区投促局相关负责人介绍,目前,光谷已构建起“1+3”集成电路产业体系:“1”是以存算一体为核心主攻方向,“3”则涵盖三维集成、光电融合、化合物半导体三大特色方向。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">这意味着,武汉存储芯片的未来,将与“光”深度绑定。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">视线拉回全球存储格局。不可回避的是,中国存储产业仍缺最后一块拼图——HBM。这个领域,中国尚在追赶。但无论如何,如今全球存储芯片的竞争版图上,中国已不再是空白。</p><p style="margin-top: 1em; margin-bottom: 1em; padding: 0px; color: rgb(51, 51, 51); font-family: Open Sans, Arial, Hiragino Sans GB, STHeiti, WenQuanYi Micro Hei, Microsoft YaHei UI, 微软雅黑, SimSun, sans-serif; text-wrap: wrap; background-color: rgb(255, 255, 255); line-height: 1.5; font-size: 18px; text-indent: 2em; text-align: justify;">而武汉,正凭借“光”与“存”的独特格局,在这场AI驱动的存储变革中,定位属于自己的位置。</p><p><br/></p><section style="overflow-wrap: break-word; max-width: 100%; color: rgb(67, 74, 84); font-family: -apple-system-font, Helvetica, PingFang SC, Hiragino Sans GB, Arial, Microsoft YaHei; font-size: 14px; text-wrap: wrap; background-color: rgb(255, 255, 255); box-sizing: border-box; margin-bottom: 0px;"><section powered-by="xiumi.us" style="overflow-wrap: break-word; max-width: 100%; margin-top: 0.5em; margin-bottom: 0.5em; box-sizing: border-box;"><section style="overflow-wrap: break-word; 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