---
id: 20260525-T0-02
title: "存储成本已占AI芯片总成本近三分之二"
title_en: "Memory Now Accounts for Nearly Two-Thirds of AI Chip Costs"
url: https://ai.daily.yangsir.net/daily/20260525-T0-02
issue_date: 2026-05-25
publish_date: 2026-05-24T16:31:29.000Z
category: insight
source_name: "HN AI 精选"
source_url: https://epoch.ai/data-insights/ai-chip-component-cost-shares
---

# 存储成本已占AI芯片总成本近三分之二

Epoch AI 最新数据分析显示，在 AI 芯片的组件总成本中，存储（Memory）的占比已经攀升至将近三分之二。随着大模型对显存容量和带宽的需求持续猛增，存储芯片的采购成本已经大幅超越了逻辑计算单元。这一结构性变化意味着，GPU 等算力硬件的成本控制瓶颈已经从计算本身转移到了存储上。对于芯片制造商和数据中心而言，降低下一代 AI 硬件成本的关键在于寻找更经济的高带宽存储解决方案。

## English Version

**Memory Now Accounts for Nearly Two-Thirds of AI Chip Costs**

Memory now makes up nearly two-thirds of the total component costs in AI chips, according to a recent data analysis by Epoch AI. As large models demand rapidly increasing memory capacity and bandwidth, the cost of memory chips has significantly outpaced logic computing units. This shift indicates that the bottleneck for AI hardware cost control has moved from computing to storage. For chipmakers and data centers, driving down the cost of next-gen AI infrastructure will heavily depend on more affordable high-bandwidth memory solutions.

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**来源**：[HN AI 精选](https://epoch.ai/data-insights/ai-chip-component-cost-shares)

**详情页**：https://ai.daily.yangsir.net/daily/20260525-T0-02

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