{"id":3807,"date":"2026-09-08T00:38:38","date_gmt":"2026-09-07T16:38:38","guid":{"rendered":"https:\/\/www.taichungbro.com\/2026\/09\/08\/nvidia-mediatek-asic-interconnect\/"},"modified":"2026-09-08T00:38:38","modified_gmt":"2026-09-07T16:38:38","slug":"nvidia-mediatek-asic-interconnect","status":"publish","type":"post","link":"https:\/\/www.taichungbro.com\/en\/2026\/09\/08\/nvidia-mediatek-asic-interconnect\/","title":{"rendered":"Nvidia \u70ba\u4ec0\u9ebc\u91cd\u91d1\u7d50\u76df\u806f\u767c\u79d1\uff1f\u5f9e\u5ba2\u88fd\u5316 ASIC\u3001\u5148\u9032\u5c01\u88dd\u5230\u6676\u7247\u4e92\u9023\u67b6\u69cb\u7684\u6280\u8853\u89e3\u5bc6"},"content":{"rendered":"<p>\u7576\u79d1\u6280\u7522\u696d\u50b3\u51fa Nvidia \u65a5\u8cc7\u6578\u5341\u5104\u7f8e\u5143\u8a8d\u8cfc\u806f\u767c\u79d1\u6d77\u5916\u7121\u64d4\u4fdd\u53ef\u8f49\u63db\u516c\u53f8\u50b5\uff08ECB\uff09\u6642\uff0c\u5e02\u5834\u7b2c\u4e00\u6642\u9593\u7684\u89e3\u8b80\u5f80\u5f80\u505c\u7559\u5728\u8cc7\u672c\u64cd\u4f5c\u8207\u80a1\u50f9\u8a71\u984c\u3002\u7136\u800c\uff0c\u5728\u534a\u5c0e\u9ad4\u786c\u9ad4\u5de5\u7a0b\u7684\u73fe\u5be6\u4e2d\uff0c\u5de8\u984d\u8cc7\u672c\u627f\u8afe\u7684\u5e95\u5c64\uff0c\u6c38\u9060\u8ddf\u96a8\u6676\u7247\u67b6\u69cb\u8207\u4f9b\u61c9\u93c8\u5be6\u9ad4\u4f48\u5c40\u7684\u6f14\u9032\u3002<\/p>\n<p>\u64c1\u6709\u5168\u7403\u6700\u9802\u5c16 AI GPU \u751f\u614b\u7cfb\u8207 CUDA \u8edf\u9ad4\u8b77\u57ce\u6cb3\u7684 Nvidia\uff0c\u70ba\u4ec0\u9ebc\u9700\u8981\u8207\u9577\u671f\u6df1\u8015\u667a\u6167\u578b\u624b\u6a5f SoC \u7684\u806f\u767c\u79d1\u5efa\u7acb\u9577\u9054\u5341\u5e74\u7684\u6230\u7565\u540c\u76df\uff1f\u7b54\u6848\u4e26\u4e0d\u662f\u8ab0\u8cb7\u4e0b\u8ab0\uff0c\u800c\u662f\u7576\u4eca AI \u7b97\u529b\u57fa\u790e\u8a2d\u65bd\u7684\u7af6\u722d\u7dad\u5ea6\uff0c\u5df2\u7d93\u5f9e\u55ae\u4e00\u6676\u7c92\uff08Monolithic Die\uff09\u7684\u5cf0\u503c\u6d6e\u9ede\u904b\u7b97\uff0c\u5168\u9762\u8f49\u5411\u6a5f\u6ac3\u7d1a\u7570\u8cea\u6574\u5408\u3001\u5ba2\u88fd\u5316 ASIC\uff08\u7279\u6b8a\u61c9\u7528\u7a4d\u9ad4\u96fb\u8def\uff09\u3001\u8d85\u9ad8\u901f\u4ecb\u9762\u4e92\u9023\u4ee5\u53ca\u6975\u7aef\u6563\u71b1\u529f\u8017\uff08TDP\uff09\u7684\u7cfb\u7d71\u5de5\u7a0b\u3002<\/p>\n<p>\u672c\u6587\u5c07\u5b8c\u5168\u62bd\u96e2\u91d1\u878d\u6578\u5b57\u8207\u984c\u6750\u7092\u4f5c\uff0c\u7d14\u7cb9\u5f9e\u6676\u7247\u5de5\u7a0b\u3001\u50b3\u8f38\u4ecb\u9762\u3001\u5148\u9032\u5c01\u88dd\u7269\u7406\u6975\u9650\u8207\u7cfb\u7d71\u529f\u8017\u5207\u5165\uff0c\u9010\u5c64\u62c6\u89e3\u96d9\u65b9\u5728\u6280\u8853\u93c8\u4e0a\u7684\u4e92\u88dc\u95dc\u4fc2\uff0c\u4ee5\u53ca\u806f\u767c\u79d1\u5728 AI \u6642\u4ee3\u8cf4\u4ee5\u7acb\u8db3\u7684\u6838\u5fc3\u8b77\u57ce\u6cb3\u3002<\/p>\n<nav class=\"article-toc\" aria-labelledby=\"article-toc-heading\" style=\"margin-block: 1.5em;\">\n<h2 id=\"article-toc-heading\">\u6587\u7ae0\u76ee\u9304<\/h2>\n<ol>\n<li><a href=\"#beyond-financial-deal\" style=\"color: #00c8d7; text-decoration: underline;\">\u4e0d\u53ea\u662f\u8ca1\u52d9\u6295\u8cc7\uff1a\u9019\u5834\u7d50\u76df\u80cc\u5f8c\u7684\u6676\u7247\u5de5\u7a0b\u5730\u5716<\/a><\/li>\n<li><a href=\"#cloud-custom-asic-rise\" style=\"color: #00c8d7; text-decoration: underline;\">\u96f2\u7aef\u5ba2\u88fd\u5316 ASIC \u5d1b\u8d77\uff1aCSP \u70ba\u4f55\u4e0d\u518d\u53ea\u8cb7\u901a\u7528 GPU\uff1f<\/a><\/li>\n<li><a href=\"#interconnect-and-serdes\" style=\"color: #00c8d7; text-decoration: underline;\">\u6676\u7247\u4e92\u9023\u67b6\u69cb\u89e3\u5bc6\uff1aNVLink Fusion \u8207\u806f\u767c\u79d1\u7684 SerDes \u8b77\u57ce\u6cb3<\/a><\/li>\n<li><a href=\"#advanced-packaging-cowos\" style=\"color: #00c8d7; text-decoration: underline;\">\u5148\u9032\u5c01\u88dd\u7684\u5de5\u7a0b\u6574\u5408\u529b\uff1aCoWoS\u3001\u6676\u5713\u5806\u758a\u8207\u7570\u8cea\u6574\u5408<\/a><\/li>\n<li><a href=\"#tdp-and-power-efficiency\" style=\"color: #00c8d7; text-decoration: underline;\">\u5f9e 5W \u5230 1000W\uff1a\u908a\u7de3\u8207\u96f2\u7aef\u7684 TDP \u529f\u8017\u6700\u4f73\u5316\u8f49\u79fb<\/a><\/li>\n<li><a href=\"#automotive-smart-cockpit\" style=\"color: #00c8d7; text-decoration: underline;\">\u8eca\u8f09\u667a\u6167\u5ea7\u8259\u8207\u908a\u7de3\u904b\u7b97\uff1aDimensity Auto \u8207 Drive \u7684\u865b\u5be6\u6574\u5408<\/a><\/li>\n<li><a href=\"#hardware-architecture-comparison\" style=\"color: #00c8d7; text-decoration: underline;\">\u96d9\u65b9\u6280\u8853\u8cc7\u7522\u8207\u67b6\u69cb\u4e92\u88dc\u6027\u5168\u9762\u5c0d\u6bd4<\/a><\/li>\n<li><a href=\"#engineering-risks-and-limits\" style=\"color: #00c8d7; text-decoration: underline;\">\u5de5\u7a0b\u843d\u5730\u4e0d\u80fd\u5ffd\u7565\u7684\u56db\u500b\u73fe\u5be6\u6311\u6230<\/a><\/li>\n<li><a href=\"#future-ecosystem-conclusion\" style=\"color: #00c8d7; text-decoration: underline;\">\u4e92\u9023\u8207\u80fd\u6548\uff0c\u624d\u662f AI \u6676\u7247\u4e0b\u4e00\u968e\u6bb5\u7684\u771f\u6b63\u5206\u6c34\u5dba<\/a><\/li>\n<\/ol>\n<\/nav>\n<h2 id=\"beyond-financial-deal\">\u4e0d\u53ea\u662f\u8ca1\u52d9\u6295\u8cc7\uff1a\u9019\u5834\u7d50\u76df\u80cc\u5f8c\u7684\u6676\u7247\u5de5\u7a0b\u5730\u5716<\/h2>\n<p>\u5728\u6676\u7247\u8a2d\u8a08\u9818\u57df\uff0c\u6c92\u6709\u4efb\u4f55\u4e00\u5bb6\u516c\u53f8\u80fd\u5920\u7368\u5360\u6240\u6709\u77fd\u667a\u8ca1\uff08IP\uff09\u8207\u88fd\u7a0b\u8cc7\u6e90\u3002Nvidia \u5728\u5927\u6a21\u578b\u9810\u8a13\u7df4\uff08Pre-training\uff09\u8207\u901a\u7528\u77e9\u9663\u904b\u7b97\u9818\u57df\u64c1\u6709\u4e0d\u53ef\u52d5\u6416\u7684\u512a\u52e2\uff0c\u4f46\u96a8\u8457 AI \u904b\u7b97\u9032\u5165\u63a8\u8ad6\uff08Inference\uff09\u666e\u53ca\u5316\u8207\u7d42\u7aef\u843d\u5730\u968e\u6bb5\uff0c\u8cc7\u6599\u4e2d\u5fc3\u71df\u904b\u5546\u8207\u7d42\u7aef\u88fd\u9020\u5546\u5c0d\u300c\u6bcf\u74e6\u6210\u672c\u300d\u8207\u300c\u6bcf\u4ee3\u5e63\u6210\u672c\uff08Cost per Token\uff09\u300d\u7684\u8981\u6c42\u958b\u59cb\u8d85\u8d8a\u7d14\u7cb9\u7684\u904b\u7b97\u8dd1\u5206\u3002<\/p>\n<p>\u9019\u5c0e\u81f4\u4e86\u786c\u9ad4\u67b6\u69cb\u7684\u5169\u5927\u5206\u652f\uff1a\u4e00\u7aef\u662f\u96f2\u7aef\u670d\u52d9\u4f9b\u61c9\u5546\uff08CSP\uff0c\u5982 Google\u3001Meta\u3001Amazon\u3001Microsoft\uff09\u70ba\u4e86\u7279\u5b9a\u641c\u5c0b\u3001\u63a8\u85a6\u7cfb\u7d71\u8207\u751f\u6210\u5f0f\u63a8\u8ad6\u8ca0\u8f09\uff0c\u7a4d\u6975\u81ea\u7814\u5ba2\u88fd\u5316\u5c08\u7528\u52a0\u901f\u5668\uff08ASIC \/ XPU\uff09\uff1b\u53e6\u4e00\u7aef\u5247\u662f\u667a\u6167\u5ea7\u8259\u3001AI PC \u8207\u5de5\u63a7\u8a2d\u5099\u7b49\u908a\u7de3\u7aef\uff0c\u8981\u6c42\u5728\u56b4\u82db\u7684\u7a7a\u9593\u8207\u88ab\u52d5\u6216\u6709\u9650\u51b7\u537b\u689d\u4ef6\u4e0b\uff0c\u57f7\u884c\u591a\u6a21\u614b\u611f\u6e2c\u8207\u5373\u6642\u63a8\u8ad6\u3002<\/p>\n<p>Nvidia \u7684\u9577\u8655\u5728\u65bc\u901a\u7528\u67b6\u69cb\u8207\u5de8\u578b\u53e2\u96c6\u64f4\u5145\uff1b\u7136\u800c\uff0c\u8981\u9762\u5c0d\u6578\u5341\u7a2e\u9ad8\u5ea6\u5206\u6b67\u3001\u5229\u6f64\u7d50\u69cb\u4e0d\u540c\u4e14\u9700\u8981\u5ba2\u88fd\u5316\u7d71\u5305\uff08Turnkey\uff09\u8a2d\u8a08\u7684 ASIC \u9700\u6c42\uff0cNvidia \u9700\u8981\u4e00\u500b\u5728\u5148\u9032\u88fd\u7a0b\u5be6\u9ad4\u8a2d\u8a08\uff08Physical Design\uff09\u3001\u4f4e\u529f\u8017\u63a7\u5236\u8207\u7570\u8cea\u6676\u7247\u6574\u5408\u4e0a\u5177\u5099\u4e16\u754c\u7d1a\u91cf\u7522\u7d93\u9a57\u7684\u76df\u53cb\u3002\u9019\u6b63\u662f\u806f\u767c\u79d1\u7684\u89d2\u8272\u6240\u5728\u3002<\/p>\n<h2 id=\"cloud-custom-asic-rise\">\u96f2\u7aef\u5ba2\u88fd\u5316 ASIC \u5d1b\u8d77\uff1aCSP \u70ba\u4f55\u4e0d\u518d\u53ea\u8cb7\u901a\u7528 GPU\uff1f<\/h2>\n<p>\u8981\u7406\u89e3\u9019\u5834\u7d50\u76df\uff0c\u9996\u5148\u5fc5\u9808\u770b\u61c2\u8cc7\u6599\u4e2d\u5fc3\u70ba\u4ec0\u9ebc\u51fa\u73fe\u5ba2\u88fd\u5316 ASIC \u7684\u5f37\u70c8\u9700\u6c42\u3002\u901a\u7528 GPU \u70ba\u4e86\u76f8\u5bb9\u904a\u6232\u6e32\u67d3\u3001\u79d1\u5b78\u8a08\u7b97\u3001\u5149\u7dda\u8ffd\u8e64\u8207\u5404\u7a2e\u6df1\u5ea6\u5b78\u7fd2\u6f14\u7b97\u6cd5\uff0c\u5728\u6676\u7c92\u5167\u90e8\u4fdd\u7559\u4e86\u5927\u91cf\u63a7\u5236\u55ae\u5143\u3001\u66ab\u5b58\u5668\u5806\u758a\u8207\u5f48\u6027\u8abf\u5ea6\u786c\u9ad4\u3002\u5c0d\u65bc\u6975\u5ea6\u7279\u5b9a\u7684\u751f\u7522\u74b0\u5883\uff08\u4f8b\u5982\u63a8\u85a6\u6a21\u578b\u4e2d\u7684\u5d4c\u5165\u5c64\u67e5\u8a62\uff0c\u6216\u5927\u898f\u6a21\u7a00\u758f\u6ce8\u610f\u529b\u904b\u7b97\uff09\uff0c\u901a\u7528 GPU \u7684\u8a31\u591a\u96fb\u6676\u9ad4\u5728\u7279\u5b9a\u9031\u671f\u5176\u5be6\u8655\u65bc\u9592\u7f6e\u6216\u4f4e\u6548\u904b\u4f5c\u72c0\u614b\u3002<\/p>\n<p>\u5ba2\u88fd\u5316 ASIC \u5247\u662f\u91dd\u5c0d\u7279\u5b9a\u6578\u5b78\u904b\u7b97\u7ba1\u7dda\uff08Pipeline\uff09\u9032\u884c\u5c08\u7528\u5316\u786c\u9ad4\u88c1\u526a\u3002\u62ff\u6389\u4e0d\u5fc5\u8981\u7684\u5716\u5f62\u7ba1\u7dda\u8207\u901a\u7528\u6d6e\u9ede\u55ae\u5143\uff0c\u5c07\u7701\u4e0b\u4f86\u7684\u77fd\u6676\u5713\u9762\u7a4d\u5168\u90e8\u66ff\u63db\u70ba\u5c08\u7528\u5f35\u91cf\u55ae\u5143\uff08Tensor Core\uff09\u6216\u9ad8\u983b\u5bec\u7247\u4e0a\u975c\u614b\u8a18\u61b6\u9ad4\uff08SRAM\uff09\uff0c\u80fd\u5728\u7279\u5b9a\u4efb\u52d9\u4e0a\u5275\u9020\u51fa\u500d\u6578\u7d1a\u7684\u6bcf\u74e6\u6548\u80fd\u589e\u76ca\uff0c\u4e26\u986f\u8457\u58d3\u4f4e\u5927\u898f\u6a21\u90e8\u7f72\u6642\u7684\u7e3d\u6301\u6709\u6210\u672c\uff08TCO\uff09\u3002\u95dc\u65bc\u9019\u985e\u6676\u7247\u5982\u4f55\u8207\u96f2\u7aef\u6a5f\u6ac3\u7cfb\u7d71\u4e92\u52d5\uff0c\u53ef\u53c3\u8003\u5148\u524d\u5c0d<a href=\"https:\/\/www.taichungbro.com\/en\/2026\/08\/31\/mediatek-soc-custom-xpu-data-center\/\" style=\"color: #00c8d7; text-decoration: underline;\">\u806f\u767c\u79d1\u5728 AI \u8cc7\u6599\u4e2d\u5fc3\u5ba2\u88fd XPU \u7684\u7522\u54c1\u5b9a\u4f4d<\/a>\u7684\u8a73\u7d30\u5256\u6790\u3002<\/p>\n<p>\u7136\u800c\uff0cCSP \u7e31\u6709\u67b6\u69cb\u60f3\u6cd5\uff0c\u8981\u5b8c\u6210\u4e00\u9846 2nm\/3nm \u7bc0\u9ede\u3001\u6574\u5408\u591a\u9846 HBM \u8207\u9ad8\u901f I\/O \u7684\u8d85\u5927\u578b\u6676\u7247\uff0c\u5149\u9760\u8edf\u9ad4\u5de5\u7a0b\u5e2b\u662f\u7121\u6cd5\u843d\u5730\u7684\u3002\u5b83\u9700\u8981\u524d\u7aef\u67b6\u69cb\u8f49\u63db\u3001\u6a19\u6e96\u55ae\u5143\u5eab\uff08Standard Cell\uff09\u6700\u4f73\u5316\u3001\u6642\u8108\u6a39\u5408\u6210\uff08CTS\uff09\u3001\u96fb\u6e90\u5b8c\u6574\u6027\uff08PI\uff09\u8207\u8a0a\u865f\u5b8c\u6574\u6027\uff08SI\uff09\u6a21\u64ec\u3002\u806f\u767c\u79d1\u4f5c\u70ba\u6bcf\u5e74\u51fa\u8ca8\u6578\u5104\u9846\u5148\u9032\u88fd\u7a0b\u6676\u7247\u7684 Fabless \u5de8\u982d\uff0c\u5176 ASIC \u670d\u52d9\u5718\u968a\u80fd\u5920\u63d0\u4f9b\u5b8c\u6574\u7684\u5f9e\u898f\u683c\u5230\u6676\u5713\u4ea4\u4ed8\uff08RTL to GDSII to Silicon\uff09\u7d71\u5305\u670d\u52d9\uff0c\u5927\u5e45\u7e2e\u77ed\u5ba2\u88fd\u6676\u7247\u7684\u4e0a\u5e02\u9031\u671f\u3002<\/p>\n<h2 id=\"interconnect-and-serdes\">\u6676\u7247\u4e92\u9023\u67b6\u69cb\u89e3\u5bc6\uff1aNVLink Fusion \u8207\u806f\u767c\u79d1\u7684 SerDes \u8b77\u57ce\u6cb3<\/h2>\n<p>\u5728\u591a\u6676\u7247\u5354\u540c\u7684 AI \u7cfb\u7d71\u4e2d\uff0c\u904b\u7b97\u6838\u5fc3\u5f80\u5f80\u4e0d\u662f\u6700\u81f4\u547d\u7684\u74f6\u9838\uff0c\u6676\u7247\u8207\u6676\u7247\u4e4b\u9593\u7684\u300c\u4e92\u9023\u983b\u5bec\u300d\u624d\u662f\u3002\u9019\u6b63\u662f Nvidia \u63a8\u51fa NVLink Fusion \u67b6\u69cb\u7684\u6838\u5fc3\u52d5\u6a5f\uff1a\u5982\u679c\u5ba2\u6236\u5805\u6301\u81ea\u7814\u5ba2\u88fd\u5316 XPU\uff0c\u8207\u5176\u8b93\u9019\u4e9b\u6676\u7247\u6d41\u5411\u5b8c\u5168\u7368\u7acb\u7684\u7af6\u722d\u6a19\u6e96\uff0c\u4e0d\u5982\u958b\u653e\u5c08\u5c6c\u4e92\u9023\u901a\u8a0a\u5354\u5b9a\uff0c\u8b93\u7b2c\u4e09\u65b9\u7684\u5ba2\u88fd ASIC \u4e5f\u80fd\u7121\u7e2b\u63a5\u5165 Nvidia \u7684 NVLink \u7db2\u72c0\u62d3\u64b2\uff08Mesh Topology\uff09\u8207 NVSwitch \u4ea4\u63db\u5668\u77e9\u9663\u3002<\/p>\n<p>\u4f46\u8981\u8b93\u5916\u90e8\u6676\u7247\u63a5\u5165\u9019\u689d\u9ad8\u901f\u516c\u8def\uff0c\u786c\u9ad4\u5be6\u9ad4\u5c64\uff08PHY\uff09\u5fc5\u9808\u64c1\u6709\u6975\u5176\u5f37\u608d\u7684 SerDes\uff08\u5e8f\u5217\u5668\uff0f\u89e3\u5e8f\u5217\u5668\uff0cSerializer\/Deserializer\uff09IP\u3002\u5728\u9ad8\u901f\u50b3\u8f38\u4e2d\uff0c\u8cc7\u6599\u4e0d\u662f\u4ee5\u5e73\u884c\u7dda\u8def\u50b3\u9001\uff0c\u800c\u662f\u900f\u904e SerDes \u5c07\u6578\u767e\u689d\u6676\u7247\u5167\u90e8\u8cc7\u6599\u8a0a\u865f\u8f49\u63db\u70ba\u5c11\u6578\u5e7e\u5c0d\u6975\u9ad8\u901f\u5dee\u52d5\u8a0a\u865f\u7dda\u3002<\/p>\n<p>\u7576\u50b3\u8f38\u901f\u7387\u63a8\u5347\u81f3\u6bcf\u901a\u9053 112 Gbps \u4e43\u81f3 224 Gbps \u6642\uff0c\u63a1\u7528\u7684\u8abf\u8b8a\u6280\u8853\u662f\u56db\u968e\u8108\u885d\u632f\u5e45\u8abf\u8b8a\uff08PAM4\uff09\u3002\u5728 224G \u983b\u6bb5\u4e0b\uff0c\u9ad8\u983b\u8a0a\u865f\u5728 PCB \u8d70\u7dda\u8207\u9023\u63a5\u5668\u4e2d\u7684\u4ecb\u8cea\u640d\u8017\uff08Dielectric Loss\uff09\u8207\u53cd\u5c04\u6975\u5176\u5287\u70c8\uff0c\u773c\u5716\uff08Eye Diagram\uff09\u958b\u5b54\u9ad8\u5ea6\u50c5\u5269\u6578\u5341\u6beb\u4f0f\u7279\uff0c\u6975\u6613\u88ab\u6642\u8108\u6296\u52d5\uff08Jitter\uff09\u8207\u4e32\u64fe\uff08Crosstalk\uff09\u6df9\u6c92\u3002<\/p>\n<p>\u9019\u6642\uff0cSerDes \u5167\u90e8\u7684\u985e\u6bd4\u524d\u7aef\uff08AFE\uff09\u3001\u9023\u7e8c\u6642\u9593\u7dda\u6027\u7b49\u5316\u5668\uff08CTLE\uff09\u4ee5\u53ca\u57fa\u65bc\u6578\u4f4d\u8a0a\u865f\u8655\u7406\u5668\uff08DSP\uff09\u7684\u524d\u5411\u53cd\u994b\u7b49\u5316\uff08FFE\uff09\u8207\u6c7a\u7b56\u53cd\u994b\u7b49\u5316\uff08DFE\uff09\u6f14\u7b97\u6cd5\uff0c\u4fbf\u6210\u70ba\u6c7a\u5b9a\u6574\u9846\u6676\u7247\u50b3\u8f38\u6210\u6557\u7684\u751f\u6b7b\u7dda\u3002\u806f\u767c\u79d1\u5728 112G \u8207 224G PAM4 SerDes IP \u4e0a\u5177\u5099\u9577\u671f\u81ea\u4e3b\u7814\u767c\u7684\u77fd\u9a57\u8b49\uff08Silicon Proven\uff09\u5be6\u7e3e\u3002\u900f\u904e\u806f\u767c\u79d1\u7684 SerDes \u5be6\u9ad4\u5c64\u8207 ASIC \u6574\u5408\u80fd\u529b\uff0cCSP \u958b\u767c\u7684\u5c08\u7528\u904b\u7b97\u6676\u7c92\u4fbf\u80fd\u5177\u5099\u8207 Nvidia NVLink \u5be6\u9ad4\u898f\u7bc4\u7cbe\u6e96\u914d\u5c0d\u7684\u96fb\u6c23\u7279\u6027\uff0c\u5f62\u6210\u8edf\u786c\u9ad4\u4e92\u9396\u7684\u4e92\u9023\u751f\u614b\u5708\u3002<\/p>\n<h2 id=\"advanced-packaging-cowos\">\u5148\u9032\u5c01\u88dd\u7684\u5de5\u7a0b\u6574\u5408\u529b\uff1aCoWoS\u3001\u6676\u5713\u5806\u758a\u8207\u7570\u8cea\u6574\u5408<\/h2>\n<p>\u55ae\u4e00\u55ae\u6676\u7247\uff08Monolithic Die\uff09\u7684\u7269\u7406\u9762\u7a4d\u53d7\u5230\u5fae\u5f71\u6a5f\u5149\u7f69\u6975\u9650\uff08Reticle Limit\uff0c\u7d04 858 mm\u00b2\uff09\u7684\u56b4\u683c\u9650\u5236\uff1b\u8981\u585e\u5165\u66f4\u591a\u96fb\u6676\u9ad4\u8207\u6578\u4ee5 TB \u8a08\u7684\u8a18\u61b6\u9ad4\u983b\u5bec\uff0c\u7522\u696d\u552f\u4e00\u53ef\u884c\u7684\u5de5\u7a0b\u51fa\u8def\u662f\u5c0f\u6676\u7247\uff08Chiplet\uff09\u67b6\u69cb\u8207 2.5D\/3D \u5148\u9032\u5c01\u88dd\u3002<\/p>\n<p>\u5728\u53f0\u7a4d\u96fb\u7684 3DFabric \u751f\u614b\u5708\u4e2d\uff0cCoWoS\uff08Chip-on-Wafer-on-Substrate\uff09\u662f\u76ee\u524d\u8d85\u5927\u898f\u6a21 AI \u6676\u7247\u7684\u552f\u4e00\u91cf\u7522\u6a19\u914d\uff1a<\/p>\n<ul>\n<li><strong>CoWoS-S\uff1a<\/strong> \u4f7f\u7528\u88ab\u52d5\u77fd\u4e2d\u4ecb\u5c64\uff08Silicon Interposer\uff09\uff0c\u5728\u77fd\u57fa\u677f\u4e0a\u523b\u8755\u6975\u7d30\u7dfb\u7684\u6b21\u5fae\u7c73\u7d1a\u91d1\u5c6c\u91d1\u5c6c\u8d70\u7dda\uff0c\u9023\u63a5\u908f\u8f2f\u904b\u7b97\u6676\u7c92\u8207\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\uff08HBM\uff09\u3002<\/li>\n<li><strong>CoWoS-L\uff1a<\/strong> \u91dd\u5c0d\u591a\u500d\u5149\u7f69\u9762\u7a4d\u7684\u8d85\u5de8\u578b\u6676\u7247\uff0c\u6539\u7528\u91cd\u4f48\u7dda\u5c64\uff08RDL\uff09\u642d\u914d\u5fae\u578b\u5c40\u90e8\u77fd\u4e92\u9023\u6a4b\uff08LSI\uff09\uff0c\u517c\u9867\u826f\u7387\u8207\u71b1\u61c9\u529b\u5e73\u8861\u3002<\/li>\n<li><strong>SoIC\uff08\u7cfb\u7d71\u6574\u5408\u6676\u7247\uff09\uff1a<\/strong> \u5229\u7528\u7121\u51f8\u584a\uff08Bumpless\uff09\u9285\u5c0d\u9285\u76f4\u63a5\u6df7\u5408\u9375\u5408\uff08Hybrid Bonding\uff09\uff0c\u5be6\u73fe\u5782\u76f4 3D \u6676\u5713\u5806\u758a\uff0c\u5c07\u5782\u76f4\u4e92\u9023\u5bc6\u5ea6\u63a8\u5347\u81f3\u5fae\u7c73\u4ee5\u4e0b\u3002<\/li>\n<\/ul>\n<p>\u5148\u9032\u5c01\u88dd\u7684\u8a2d\u8a08\u96e3\u5ea6\uff0c\u5b8c\u5168\u4e0d\u4e9e\u65bc\u6676\u5713\u5149\u523b\u3002\u7576\u591a\u9846\u904b\u7b97\u6676\u7c92\u3001I\/O \u63a7\u5236\u6676\u7c92\u8207 6 \u81f3 8 \u9846 HBM3e\/HBM4 \u7dca\u5bc6\u8cbc\u5408\u5728\u540c\u4e00\u57fa\u677f\u4e0a\u6642\uff0c\u5fae\u51f8\u584a\uff08Microbump\uff09\u9593\u8ddd\u901a\u5e38\u5c0f\u65bc 40 \u5fae\u7c73\u3002\u4e0d\u540c\u6750\u6599\u9593\u7684\u71b1\u81a8\u8139\u4fc2\u6578\uff08CTE\uff09\u5931\u914d\uff0c\u6703\u5728\u53cd\u8986\u5347\u6eab\u964d\u6eab\u904e\u7a0b\u4e2d\u7522\u751f\u56b4\u91cd\u7684\u7ff9\u66f2\uff08Warpage\uff09\u8207\u710a\u9ede\u75b2\u52de\u525d\u96e2\u3002<\/p>\n<p>\u806f\u767c\u79d1\u662f\u5168\u7403\u5c11\u6578\u540c\u6642\u540d\u5217\u53f0\u7a4d\u96fb\u5148\u9032\u88fd\u7a0b\u8207\u5148\u9032\u5c01\u88dd\u6700\u512a\u5148\u5ba2\u6236\u540d\u55ae\u7684\u8a2d\u8a08\u696d\u8005\u3002\u5f9e\u5c01\u88dd\u5167\u8a0a\u865f\u5b8c\u6574\u6027\u3001\u96fb\u6e90\u50b3\u8f38\u7db2\u8def\uff08PDN\uff09\u963b\u6297\u6700\u4f73\u5316\uff0c\u5230\u8207\u6676\u5713\u4ee3\u5de5\u5ee0\u7684\u7522\u80fd\u914d\u984d\u5354\u540c\uff0c\u806f\u767c\u79d1\u5177\u5099\u5c07\u6975\u5ea6\u8907\u96dc\u7684\u591a\u6676\u7c92\u7cfb\u7d71\u5feb\u901f\u63a8\u5411\u5c01\u6e2c\u91cf\u7522\u7684\u80fd\u529b\u3002\u9019\u8207\u6211\u5011\u5728\u63a2\u8a0e<a href=\"https:\/\/www.taichungbro.com\/en\/2026\/06\/22\/ai-chip-foundry-core\/\" style=\"color: #00c8d7; text-decoration: underline;\">\u6676\u5713\u4ee3\u5de5\u8207\u5148\u9032\u5c01\u88dd\u7684\u5354\u540c\u6548\u61c9<\/a>\u6642\u5f37\u8abf\u7684\u89c0\u5ff5\u5b8c\u5168\u543b\u5408\uff1a\u5148\u9032\u5c01\u88dd\u662f\u500d\u589e\u7b97\u529b\u7684\u653e\u5927\u5668\uff0c\u4f46\u5fc5\u9808\u6709\u9ad8\u7cbe\u5ea6\u7684\u5be6\u9ad4\u8a2d\u8a08\u80fd\u529b\u4f5c\u70ba\u652f\u6490\u3002<\/p>\n<h2 id=\"tdp-and-power-efficiency\">\u5f9e 5W \u5230 1000W\uff1a\u908a\u7de3\u8207\u96f2\u7aef\u7684 TDP \u529f\u8017\u6700\u4f73\u5316\u8f49\u79fb<\/h2>\n<p>\u534a\u5c0e\u9ad4\u696d\u754c\u5e38\u6709\u4e00\u7a2e\u8aa4\u89e3\uff0c\u8a8d\u70ba\u4f4e\u529f\u8017\u624b\u6a5f\u6676\u7247\u8207\u5343\u74e6\u7d1a\u8cc7\u6599\u4e2d\u5fc3\u6676\u7247\u5c6c\u65bc\u622a\u7136\u4e0d\u540c\u7684\u4e16\u754c\u3002\u7136\u800c\uff0c\u5728\u71b1\u529b\u5b78\u8207\u96fb\u6c23\u7269\u7406\u5b78\u672c\u8cea\u4e0a\uff0c\u9019\u5169\u8005\u8ffd\u6c42\u7684\u6307\u6a19\u5b8c\u5168\u76f8\u540c\uff1a\u6bcf\u74e6\u80fd\u7522\u751f\u7684\u6709\u6548\u904b\u7b97\u541e\u5410\u91cf\uff08Tokens per Watt\uff09\u3002<\/p>\n<p>\u806f\u767c\u79d1\u5728\u667a\u6167\u578b\u624b\u6a5f\u8207\u884c\u52d5\u88dd\u7f6e\u9818\u57df\u7d93\u6b77\u904e\u6578\u5341\u5e74\u7684\u6b98\u9177\u6dec\u934a\u3002\u5728\u539a\u5ea6\u4e0d\u5230 8 \u6beb\u7c73\u7684\u624b\u6a5f\u6a5f\u8eab\u5167\uff0c\u6c92\u6709\u98a8\u6247\u4e5f\u6c92\u6709\u6c34\u51b7\uff0c\u6574\u9846\u65d7\u8266 SoC \u7684\u71b1\u8a2d\u8a08\u529f\u8017\uff08TDP\uff09\u4e0a\u9650\u88ab\u9396\u6b7b\u5728 5W \u81f3 15W \u4e4b\u9593\u3002\u70ba\u4e86\u5728\u6975\u9650\u7a7a\u9593\u5167\u69a8\u51fa\u6548\u80fd\u800c\u4e0d\u5f15\u767c\u904e\u71b1\u964d\u983b\uff0c\u806f\u767c\u79d1\u5efa\u7acb\u4e86\u4e00\u6574\u5957\u6975\u5176\u7cbe\u5bc6\u7684\u9ad8\u7d1a\u96fb\u6e90\u7ba1\u7406\u67b6\u69cb\uff1a<\/p>\n<ul>\n<li><strong>\u52d5\u614b\u96fb\u58d3\u8207\u983b\u7387\u8abf\u7bc0\uff08DVFS\uff09\uff1a<\/strong> \u5728\u5fae\u79d2\u7d1a\u6642\u9593\u5c3a\u5ea6\u5167\uff0c\u6839\u64da\u5373\u6642\u904b\u7b97\u91cf\u7cbe\u78ba\u8abf\u5ea6\u5404\u904b\u7b97\u6838\u5fc3\u7684\u96fb\u58d3\u8207\u5de5\u4f5c\u983b\u7387\u3002<\/li>\n<li><strong>\u529f\u8017\u9598\u63a7\uff08Power Gating\uff09\u8207\u6b21\u9580\u6abb\u6f0f\u96fb\u6291\u5236\uff1a<\/strong> \u5c07\u4e0d\u4f7f\u7528\u7684\u904b\u7b97\u6a21\u7d44\u5373\u6642\u65b7\u96fb\uff0c\u5c07\u975c\u614b\u6f0f\u96fb\u6d41\uff08Static Leakage\uff09\u964d\u81f3\u6700\u4f4e\u3002<\/li>\n<li><strong>\u6574\u5408\u5f0f\u96fb\u6e90\u7ba1\u7406 IC\uff08PMIC\uff09\u5354\u540c\uff1a<\/strong> \u900f\u904e\u81ea\u7814 PMIC \u5be6\u73fe\u591a\u76f8\u4f4d\u9ad8\u6548\u7387\u4f9b\u96fb\uff0c\u964d\u4f4e\u6676\u7247\u5167\u90e8\u96fb\u6e90\u58d3\u964d\uff08IR Drop\uff09\u3002<\/li>\n<\/ul>\n<p>\u7576\u9019\u500b\u80fd\u529b\u88ab\u653e\u5927\u5230\u8cc7\u6599\u4e2d\u5fc3\u7b49\u7d1a\u6642\uff0c\u50f9\u503c\u53cd\u800c\u88ab\u6025\u907d\u653e\u5927\u3002\u73fe\u4ee3 AI \u904b\u7b97\u6258\u76e4\uff08Compute Tray\uff09\u7684\u71b1\u529f\u8017\u52d5\u8f12\u7a81\u7834 1000W\uff0c\u8cc7\u6599\u4e2d\u5fc3\u4f9b\u96fb\u7246\u8207\u71b1\u963b\u9650\u5236\u5df2\u7d93\u6210\u70ba\u53e2\u96c6\u64f4\u5145\u7684\u6700\u5927\u8def\u969c\u3002\u6b63\u5982\u6211\u5011\u5728\u63a2\u8a0e<a href=\"https:\/\/www.taichungbro.com\/en\/2024\/11\/06\/tdp\/\" style=\"color: #00c8d7; text-decoration: underline;\">TDP \u6563\u71b1\u529f\u8017\u6307\u6a19\u8207\u7cfb\u7d71\u67b6\u69cb<\/a>\u6642\u6240\u8aaa\uff0c\u6563\u71b1\u9810\u7b97\u6c7a\u5b9a\u4e86\u904b\u7b97\u7684\u7269\u7406\u4e0a\u9650\u3002\u806f\u767c\u79d1\u5728\u5fae\u74e6\u8207\u6beb\u74e6\u7d1a\u529f\u8017\u8abf\u6821\u4e0a\u7684\u6df1\u539a\u529f\u5e95\uff0c\u82e5\u8207 Nvidia \u7684\u9ad8\u901f\u5e73\u884c\u904b\u7b97\u908f\u8f2f\u7d50\u5408\uff0c\u5c07\u80fd\u70ba\u9ad8\u80fd\u6548\u6bd4\u5ba2\u88fd\u6676\u7247\u63d0\u4f9b\u6975\u5177\u7af6\u722d\u529b\u7684\u80fd\u8017\u7ba1\u7406\u8a2d\u8a08\u3002<\/p>\n<h2 id=\"automotive-smart-cockpit\">\u8eca\u8f09\u667a\u6167\u5ea7\u8259\u8207\u908a\u7de3\u904b\u7b97\uff1aDimensity Auto \u8207 Drive \u7684\u865b\u5be6\u6574\u5408<\/h2>\n<p>\u9664\u4e86\u96f2\u7aef\u8cc7\u6599\u4e2d\u5fc3\uff0c\u9019\u5834\u7d50\u76df\u7684\u53e6\u4e00\u500b\u5be6\u9ad4\u4e3b\u6230\u5834\u5728\u8eca\u8f09\u667a\u6167\u5ea7\u8259\u8207\u8edf\u9ad4\u5b9a\u7fa9\u6c7d\u8eca\uff08SDV\uff09\u3002<\/p>\n<p>\u4e00\u53f0\u73fe\u4ee3\u667a\u6167\u5ea7\u8259\u9700\u8981\u8655\u7406\u6975\u5176\u7e41\u8907\u4e14\u591a\u6a23\u5316\u7684\u7570\u8cea\u4efb\u52d9\uff1a<\/p>\n<ol>\n<li><strong>\u5ea7\u8259\u8cc7\u8a0a\u5a1b\u6a02\uff08IVI\uff09\uff1a<\/strong> \u591a\u87a2\u5e55 4K\/8K \u6e32\u67d3\u3001\u6d41\u66a2 3D \u4f7f\u7528\u8005\u4ecb\u9762\u3001\u8a9e\u97f3\u4e92\u52d5\u8207\u5373\u6642\u7aef\u5074\u5927\u578b\u8a9e\u8a00\u6a21\u578b\uff08Edge LLM\uff09\u63a8\u8ad6\u3002<\/li>\n<li><strong>\u901a\u8a0a\u8207\u74b0\u5883\u611f\u6e2c\uff1a<\/strong> 5G \u9023\u7dda\u3001Wi-Fi 7\u3001\u8d85\u5bec\u983b\uff08UWB\uff09\u3001\u885b\u661f\u5b9a\u4f4d\u8207\u74b0\u666f\u5f71\u50cf\u8a0a\u865f\u8655\u7406\uff08ISP\uff09\u3002<\/li>\n<li><strong>\u8eca\u898f\u53ef\u9760\u5ea6\u8207\u529f\u80fd\u5b89\u5168\uff1a<\/strong> \u5fc5\u9808\u901a\u904e AEC-Q100 \u8a8d\u8b49\uff0c\u7b26\u5408 ISO 26262 \u7684 ASIL-B \u751a\u81f3 ASIL-D \u529f\u80fd\u5b89\u5168\u7b49\u7d1a\uff0c\u5de5\u4f5c\u6eab\u5ea6\u8de8\u8d8a -40\u00b0C \u81f3 105\u00b0C\u3002<\/li>\n<\/ol>\n<p>\u806f\u767c\u79d1\u7684\u300cDimensity Auto\u300d\u8eca\u7528\u5e73\u53f0\u5728\u9023\u7db2\u901a\u8a0a\u3001\u5ea7\u8259\u591a\u5a92\u9ad4\u8207\u7cfb\u7d71\u6574\u5408\u4e0a\u64c1\u6709\u9f90\u5927\u57fa\u790e\uff1b\u4f46\u5728\u9ad8\u968e\u81ea\u52d5\u99d5\u99db\uff08AD\/ADAS\uff09\u6240\u9700\u7684\u8d85\u5927\u898f\u6a21\u5f35\u91cf\u795e\u7d93\u7db2\u8def\u904b\u7b97\u4e0a\uff0c\u696d\u754c\u516c\u8a8d\u7684\u9818\u5c0e\u67b6\u69cb\u4f9d\u7136\u662f Nvidia \u7684 Drive \u5e73\u53f0\u8207 Thor \u6676\u7247\u67b6\u69cb\u3002<\/p>\n<p>\u96d9\u65b9\u7d50\u76df\u7684\u6280\u8853\u8def\u5f91\u975e\u5e38\u6e05\u6670\uff1a\u5c07 Nvidia \u7684\u9ad8\u968e\u5716\u5f62\u904b\u7b97\u8207\u81ea\u52d5\u99d5\u99db\u52a0\u901f\u6838\uff0c\u900f\u904e\u6676\u7247\u7d1a\u6216\u6a21\u7d44\u7d1a\u9ad8\u983b\u5bec\u4e92\u9023\uff0c\u6574\u5408\u9032\u806f\u767c\u79d1\u7684\u8eca\u8f09 SoC \u5e73\u53f0\u4e2d\u3002\u9019\u7a2e\u67b6\u69cb\u8b93\u8eca\u5ee0\u4e0d\u9700\u8981\u5728\u8eca\u5167\u5404\u81ea\u7368\u7acb\u5b89\u88dd\u4e00\u9846\u9ad8\u8017\u96fb\u7684\u667a\u99d5\u96fb\u8166\u8207\u4e00\u9846\u7368\u7acb\u7684\u5ea7\u8259\u6676\u7247\uff0c\u800c\u662f\u80fd\u4ee5\u55ae\u4e00\u7dca\u6e4a\u7684\u4e3b\u6a5f\u677f\u6216\u55ae\u4e00\u96c6\u4e2d\u5f0f\u904b\u7b97\u5e73\u53f0\uff08Central Computing Unit\uff09\uff0c\u540c\u6642\u5403\u4e0b\u5c0e\u822a\u5a1b\u6a02\u8207\u9ad8\u968e\u8f14\u52a9\u99d5\u99db\uff0c\u5728\u8eca\u8f09\u7a7a\u9593\u8207\u529f\u8017\u6975\u5ea6\u53d7\u9650\u7684\u524d\u63d0\u4e0b\u9054\u5230\u7cfb\u7d71\u6210\u672c\u6700\u512a\u5316\u3002<\/p>\n<h2 id=\"hardware-architecture-comparison\">\u96d9\u65b9\u6280\u8853\u8cc7\u7522\u8207\u67b6\u69cb\u4e92\u88dc\u6027\u5168\u9762\u5c0d\u6bd4<\/h2>\n<p>\u5c07\u5169\u5bb6\u534a\u5c0e\u9ad4\u5de8\u982d\u7684\u6280\u8853\u7248\u5716\u62c6\u89e3\u5c0d\u6bd4\uff0c\u53ef\u4ee5\u6e05\u695a\u770b\u898b\u96d9\u65b9\u5728\u6676\u7247\u67b6\u69cb\u3001\u4e92\u9023\u6a19\u6e96\u8207\u5de5\u7a0b\u843d\u5730\u4e0a\u7684\u9ad8\u5ea6\u4e92\u88dc\uff1a<\/p>\n<figure class=\"wp-block-table\">\n<table>\n<thead>\n<tr>\n<th>\u8a55\u4f30\u5de5\u7a0b\u7dad\u5ea6<\/th>\n<th>Nvidia \u6838\u5fc3\u512a\u52e2<\/th>\n<th>\u806f\u767c\u79d1\uff08MediaTek\uff09\u6838\u5fc3\u512a\u52e2<\/th>\n<th>\u7d50\u76df\u5f8c\u7684\u67b6\u69cb\u4e92\u88dc\u6548\u61c9<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>\u6838\u5fc3\u904b\u7b97\u67b6\u69cb<\/strong><\/td>\n<td>GPU \u5e73\u884c\u904b\u7b97\u3001Tensor Core\u3001CUDA \u9f90\u5927\u958b\u767c\u8005\u751f\u614b<\/td>\n<td>\u7570\u8cea\u591a\u6838\u5fc3 SoC \u6574\u5408\u3001\u4f4e\u529f\u8017 NPU\/APU\u3001\u901a\u7528\u63a7\u5236\u908f\u8f2f<\/td>\n<td>\u7d50\u5408\u901a\u7528\u9802\u7d1a\u52a0\u901f\u751f\u614b\u8207\u9ad8\u5ea6\u5ba2\u88fd\u5316\u904b\u7b97\u55ae\u5143<\/td>\n<\/tr>\n<tr>\n<td><strong>\u50b3\u8f38\u4e92\u9023\u6280\u8853<\/strong><\/td>\n<td>NVLink \u5354\u5b9a\u3001NVSwitch \u6a5f\u6ac3\u7d1a\u62d3\u64b2\u7d50\u69cb<\/td>\n<td>112G \/ 224G PAM4 SerDes IP\u3001UCIe Die-to-Die \u4ecb\u9762<\/td>\n<td>\u900f\u904e\u5148\u9032 SerDes PHY \u8b93\u7b2c\u4e09\u65b9 ASIC \u63a5\u5165 NVLink \u751f\u614b\u5708<\/td>\n<\/tr>\n<tr>\n<td><strong>\u80fd\u8017\u8207\u529f\u8017\u7ba1\u7406<\/strong><\/td>\n<td>\u6975\u81f4\u904b\u7b97\u541e\u5410\u91cf\u3001\u5927\u578b\u6db2\u51b7\u6a5f\u6ac3\u4f9b\u96fb\u67b6\u69cb<\/td>\n<td>\u6beb\u74e6\u7d1a\u7d30\u7dfb\u52d5\u614b\u529f\u8017\u8abf\u6821\uff08DVFS\uff09\u3001PMIC \u96fb\u6e90\u5354\u540c<\/td>\n<td>\u6291\u5236\u5927\u578b AI \u6676\u7247\u7684\u975c\u614b\u6f0f\u96fb\u8207 IR Drop\uff0c\u6539\u5584\u6574\u9ad4 TCO<\/td>\n<\/tr>\n<tr>\n<td><strong>\u5148\u9032\u5c01\u88dd\u8207\u4ee3\u5de5<\/strong><\/td>\n<td>\u5b9a\u7fa9\u8d85\u5927\u5c3a\u5bf8\u5c01\u88dd\u898f\u683c\u3001\u9802\u7d1a HBM \u63a1\u8cfc\u898f\u6a21<\/td>\n<td>CoWoS \/ SoIC \u5be6\u9ad4\u8a2d\u8a08\u7d93\u9a57\u3001\u591a\u6676\u7c92\u4f48\u7dda\u6574\u5408\u3001\u53f0\u7a4d\u96fb\u7dca\u5bc6\u5354\u4f5c<\/td>\n<td>\u63d0\u4f9b CSP \u5f9e\u67b6\u69cb\u5230 2.5D\/3D \u5c01\u88dd\u91cf\u7522\u7684\u5b8c\u6574 Turnkey \u670d\u52d9<\/td>\n<\/tr>\n<tr>\n<td><strong>\u7d42\u7aef\u8207\u901a\u8a0a\u4f48\u5c40<\/strong><\/td>\n<td>\u96f2\u7aef\u4f3a\u670d\u5668\u3001\u8d85\u7b97\u53e2\u96c6\u3001\u9ad8\u968e\u81ea\u99d5\u5e73\u53f0<\/td>\n<td>\u884c\u52d5\u901a\u8a0a\uff085G Modem\uff09\u3001Wi-Fi 7\u3001\u591a\u5a92\u9ad4 ISP\u3001\u667a\u6167\u5ea7\u8259<\/td>\n<td>\u6253\u901a\u5f9e\u96f2\u7aef AI \u5de5\u5ee0\u5230\u908a\u7de3\u667a\u6167\u5ea7\u8259\uff0fAI PC \u7684\u5168\u93c8\u8def\u4f48\u5c40<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<p>\u9019\u5f35\u5c0d\u6bd4\u8868\u6e05\u6670\u8aaa\u660e\u4e86\u4e00\u4ef6\u4e8b\uff1a\u9019\u4e0d\u662f\u55ae\u7d14\u7684\u4ee3\u5de5\u627f\u652c\uff0c\u4e5f\u4e0d\u662f\u5e02\u5834\u4efd\u984d\u7684\u96f6\u548c\u74dc\u5206\uff0c\u800c\u662f\u5c07\u96f2\u7aef\u6700\u6975\u81f4\u7684\u904b\u7b97\u8207\u901a\u8a0a\u5354\u5b9a\uff0c\u85c9\u7531\u9802\u5c16\u7684\u5be6\u9ad4\u5be6\u4f5c\uff08Physical Implementation\uff09\u80fd\u529b\u7121\u7e2b\u5c0d\u63a5\u81f3\u5ba2\u88fd\u786c\u9ad4\u8207\u7d42\u7aef\u88dd\u7f6e\u3002<\/p>\n<h2 id=\"engineering-risks-and-limits\">\u5de5\u7a0b\u843d\u5730\u4e0d\u80fd\u5ffd\u7565\u7684\u56db\u500b\u73fe\u5be6\u6311\u6230<\/h2>\n<p>\u5118\u7ba1\u6280\u8853\u85cd\u5716\u6975\u5177\u7d9c\u6548\uff0c\u4f46\u5728\u534a\u5c0e\u9ad4\u5de5\u7a0b\u7684\u5be6\u4f5c\u5c64\u9762\uff0c\u4ecd\u6709\u56db\u500b\u4e0d\u53ef\u5ffd\u7565\u7684\u7269\u7406\u908a\u754c\u8207\u5546\u696d\u98a8\u96aa\uff1a<\/p>\n<ol>\n<li><strong>\u8de8\u516c\u53f8 IP \u6574\u5408\u8207\u9a57\u8b49\u9031\u671f\u904e\u9577\uff1a<\/strong> \u5c07\u5169\u5bb6\u4e0d\u540c\u9ad4\u7cfb\u3001\u4e0d\u540c\u8a2d\u8a08\u6d41\u7a0b\uff08Design Flow\uff09\u8207\u4e0d\u540c\u6642\u8108\u57df\u67b6\u69cb\u7684 IP \u6574\u5408\u81f3\u540c\u4e00\u5c01\u88dd\u5167\uff0c\u6642\u5e8f\u6536\u6582\uff08Timing Closure\uff09\u8207\u5f62\u5f0f\u9a57\u8b49\uff08Formal Verification\uff09\u7684\u8907\u96dc\u5ea6\u5448\u6307\u6578\u7d1a\u4e0a\u5347\u3002\u7a0d\u6709\u4e0d\u614e\uff0c\u4fbf\u53ef\u80fd\u589e\u52a0\u6578\u500b\u6708\u7684\u6d41\u7247\u4fee\u6539\uff08Respin\uff09\u98a8\u96aa\u3002<\/li>\n<li><strong>\u5148\u9032\u5c01\u88dd\u7522\u80fd\u6392\u64e0\u6548\u61c9\uff1a<\/strong> CoWoS \u8207\u9ad8\u968e\u8f09\u677f\u7522\u80fd\u5373\u4f7f\u6301\u7e8c\u64f4\u5145\uff0c\u5728\u9762\u5c0d\u901a\u7528 GPU\u3001HBM \u8207\u65b0\u8208 ASIC \u7684\u591a\u91cd\u6436\u596a\u4e0b\uff0c\u7522\u80fd\u914d\u7f6e\u4f9d\u7136\u7dca\u4fcf\u3002\u5ba2\u88fd\u5c08\u6848\u4e00\u65e6\u906d\u9047\u4ea4\u671f\u905e\u5ef6\uff0c\u5c07\u56b4\u91cd\u885d\u64ca CSP \u7684\u4e0a\u7dda\u6642\u7a0b\u3002<\/li>\n<li><strong>\u5ba2\u88fd\u6676\u7247\u7684\u975e\u7d93\u5e38\u6027\u5de5\u7a0b\u8cbb\u7528\uff08NRE\uff09\u9580\u6abb\uff1a<\/strong> \u9032\u5165 2nm\/3nm \u7bc0\u9ede\uff0c\u55ae\u6b21\u958b\u6a21\u8207\u5149\u7f69\u8cbb\u7528\u52d5\u8f12\u6578\u5343\u842c\u81f3\u4e0a\u5104\u7f8e\u5143\u3002\u8aa0\u5982\u6211\u5011\u5728<a href=\"https:\/\/www.taichungbro.com\/en\/2026\/06\/22\/advanced-vs-mature-process-applications\/\" style=\"color: #00c8d7; text-decoration: underline;\">\u5148\u9032\u88fd\u7a0b\u8207\u6210\u719f\u88fd\u7a0b\u7684\u67b6\u69cb\u53d6\u6368<\/a>\u4e2d\u6240\u5206\u6790\uff0c\u5982\u679c\u5ba2\u6236\u7279\u5b9a\u6f14\u7b97\u6cd5\u7684\u5de5\u4f5c\u8ca0\u8f09\u751f\u547d\u9031\u671f\u904e\u77ed\uff0c\u6216\u8005\u51fa\u8ca8\u91cf\u672a\u80fd\u7a81\u7834\u767e\u842c\u9846\u7b49\u7d1a\uff0cASIC \u7684\u5168\u751f\u547d\u9031\u671f\u5e73\u5747\u6210\u672c\u53cd\u800c\u53ef\u80fd\u9ad8\u65bc\u76f4\u63a5\u63a1\u8cfc\u901a\u7528 GPU\u3002<\/li>\n<li><strong>\u4e92\u9023\u5354\u5b9a\u7684\u5c01\u9589\u6027\u5e73\u8861\uff1a<\/strong> NVLink \u7562\u7adf\u662f Nvidia \u64c1\u6709\u5b8c\u5168\u63a7\u5236\u6b0a\u7684\u5c08\u6709\u5354\u5b9a\u3002\u5728\u7522\u696d\u540c\u6642\u63a8\u9032\u958b\u653e\u6a19\u6e96\uff08\u5982 UALink\u3001Ultra Ethernet Consortium\uff09\u7684\u80cc\u666f\u4e0b\uff0c\u5982\u4f55\u5728\u5c08\u6709\u751f\u614b\u7684\u9ad8\u6548\u80fd\u8207\u958b\u653e\u751f\u614b\u7684\u76f8\u5bb9\u6027\u4e4b\u9593\u53d6\u5f97\u67b6\u69cb\u5e73\u8861\uff0c\u662f\u7cfb\u7d71\u67b6\u69cb\u5e2b\u5fc5\u9808\u6301\u7e8c\u9762\u5c0d\u7684\u6289\u64c7\u3002<\/li>\n<\/ol>\n<h2 id=\"future-ecosystem-conclusion\">\u4e92\u9023\u8207\u80fd\u6548\uff0c\u624d\u662f AI \u6676\u7247\u4e0b\u4e00\u968e\u6bb5\u7684\u771f\u6b63\u5206\u6c34\u5dba<\/h2>\n<p>\u56de\u9867\u9019\u5834\u727d\u52d5\u534a\u5c0e\u9ad4\u696d\u754c\u7684\u91cd\u91d1\u7d50\u76df\uff0c\u6700\u6839\u672c\u7684\u555f\u793a\u5728\u65bc\uff1a<strong>\u534a\u5c0e\u9ad4\u6469\u723e\u5b9a\u5f8b\u653e\u7de9\u4e4b\u5f8c\uff0c\u6676\u7247\u7af6\u722d\u7684\u52dd\u8ca0\u624b\u65e9\u5df2\u4e0d\u518d\u55ae\u7d14\u53d6\u6c7a\u65bc\u8ab0\u8cb7\u4e86\u66f4\u5148\u9032\u7684\u5149\u523b\u6a5f\uff0c\u800c\u5728\u65bc\u8ab0\u80fd\u7528\u6700\u4f4e\u7684\u80fd\u91cf\u8017\u640d\uff0c\u628a\u5206\u6563\u7684\u904b\u7b97\u8207\u8a18\u61b6\u9ad4\u6676\u7c92\u7dca\u5bc6\u9023\u7d50\u5728\u4e00\u8d77\u3002<\/strong><\/p>\n<p>Nvidia \u900f\u904e\u8a8d\u8cfc\u53ef\u8f49\u50b5\u5efa\u7acb\u9577\u671f\u7d81\u5b9a\uff0c\u5be6\u969b\u4e0a\u662f\u5728\u70ba\u5176 NVLink \u67b6\u69cb\u978f\u56fa\u4e00\u689d\u80fd\u5920\u5feb\u901f\u670d\u52d9\u96f2\u7aef CSP \u5ba2\u88fd ASIC 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