{"id":22229,"date":"2024-04-08T10:28:45","date_gmt":"2024-04-08T02:28:45","guid":{"rendered":"https:\/\/readfi.news\/?p=22229"},"modified":"2024-04-08T10:28:51","modified_gmt":"2024-04-08T02:28:51","slug":"%e5%8f%b0%e7%a9%8d%e9%9b%bb%e6%98%af%e4%b8%89%e6%98%9f%e9%9b%bb%e5%ad%90%e6%b0%b8%e9%81%a0%e7%84%a1%e6%b3%95%e9%80%be%e8%b6%8a%e7%9a%84%e5%a3%81%e5%a3%98%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/readfi.news\/en\/22229\/","title":{"rendered":"\u53f0\u7a4d\u96fb\u662f\u4e09\u661f\u96fb\u5b50\u6c38\u9060\u7121\u6cd5\u903e\u8d8a\u7684\u58c1\u58d8\uff1f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u6587\/ \u91d1\u6d2a\u57fa<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"876\" height=\"390\" src=\"https:\/\/readfi.news\/wp-content\/uploads\/2024\/04\/GGMH.jpg\" alt=\"\" class=\"wp-image-22231\" srcset=\"https:\/\/readfi.news\/wp-content\/uploads\/2024\/04\/GGMH.jpg 876w, https:\/\/readfi.news\/wp-content\/uploads\/2024\/04\/GGMH-300x134.jpg 300w, https:\/\/readfi.news\/wp-content\/uploads\/2024\/04\/GGMH-768x342.jpg 768w, https:\/\/readfi.news\/wp-content\/uploads\/2024\/04\/GGMH-18x8.jpg 18w, https:\/\/readfi.news\/wp-content\/uploads\/2024\/04\/GGMH-260x116.jpg 260w\" sizes=\"(max-width: 876px) 100vw, 876px\" \/><figcaption class=\"wp-element-caption\">\uff08\u5716=TSMC\uff09<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u6709\u4e2d\u570b\u5c08\u5bb6\u4e3b\u5f35\u7a31\uff0c<a href=\"https:\/\/www.tsmc.com\/chinese\">TSMC<\/a>\u5f88\u6709\u53ef\u80fd100%\u638c\u63e1\u4e16\u754cAI\u534a\u5c0e\u9ad4\u82af\u7247\u5e02\u5834\uff0c\u5728\u4ee3\u5de5\u9818\u57df\uff0c\u8207<a href=\"https:\/\/zh.wikipedia.org\/zh-tw\/%E4%B8%89%E6%98%9F%E9%9B%BB%E5%AD%90\">\u4e09\u661f\u96fb\u5b50<\/a>\u7684\u5dee\u8ddd\u65e5\u76ca\u62c9\u5927\uff0c\u4e09\u661f\u4f3c\u4e4e\u4e0d\u53ef\u80fd\u8ffd\u8d95\u3002\u7279\u5225\u662f\u6700\u8fd1TSMC\u4f5c\u7232\u4e16\u754c\u4ee3\u5de5\u5e02\u5834\u7684\u738b\u5b50\uff0c\u66f4\u52a0\u5c55\u793a\u4e86\u5b58\u5728\u611f\u3002<br><br>\u6700\u8fd1\uff0c\u4e2d\u570b\u5c08\u5bb6\u8ad6\u58c7(Chian Specialist Forum,CSF)\u5718\u9ad4\u8868\u793aTSMC\u7684\u4e16\u754cAI\u534a\u5c0e\u9ad4\u82af\u7247\u5e02\u4f54\u7387\u6709\u53ef\u80fd\u63a5\u8fd1100%\uff0c\u4f5c\u70ba\u5176\u6839\u64da\uff0c\u8209\u51fa\u4e86\u97d3\u570b\u5a92\u9ad4\u7684\u5831\u9053\u3002\u64da\u6b64\uff0c\u96a8\u7740AI\u7522\u696d\u7684\u767c\u5c55\uff0c<a href=\"https:\/\/zh.wikipedia.org\/zh-tw\/%E8%98%8B%E6%9E%9C%E5%85%AC%E5%8F%B8\">\u860b\u679c<\/a>\u3001<a href=\"https:\/\/zh.wikipedia.org\/zh-tw\/%E8%8B%B1%E4%BC%9F%E8%BE%BE\">NVIDIA<\/a>\u3001<a href=\"https:\/\/www.amd.com\/zh-tw.html\">AMD<\/a>\u7b49\u77e5\u540d\u4f01\u696d\u7d1b\u7d1b\u5411TSMC\u8acb\u6c423\u7d0d\u7c73\u534a\u5c0e\u9ad4\u82af\u7247\u751f\u7522\uff0c\u56e0\u6b64TSMC\u7684AI\u534a\u5c0e\u9ad4\u82af\u7247\u751f\u7522\u4f54\u6709\u7387\u6709\u53ef\u80fd\u63a5\u8fd1100%\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9593\u63a5\u5ba3\u50b3TSMC\uff1f \u570b\u969b\u4f01\u696d\u5411TSMC\u62cb\u51fa\u6a44\u6b16\u679d<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9019\u5be6\u969b\u4e0a\u662fTSMC\u548c\u81fa\u7063\u65b9\u9762\u81ea\u4fe1\u7684\u8868\u73fe\uff0c\u53e6\u4e00\u65b9\u9762\u4e5f\u6709\u5206\u6790\u8a8d\u70ba\uff0c\u9019\u662f\u4ee5\u5c08\u5bb6\u5718\u9ad4\u70ba\u5a92\u4ecb\u7684\u9593\u63a5\u5ba3\u50b3\u6230\u7565\u3002CSF\u5206\u6790\uff0c\u4e09\u661f\u96fb\u5b50\u843d\u5f8c\u5230\u7121\u6cd5\u8ffd\u8d95TSMC\u7684\u7a0b\u5ea6\u3002 <br>\u4f5c\u70ba\u5176\u6839\u64da\uff0c\u4ed6\u5f15\u7528\u4e86\u81fa\u7063\u5e02\u5834\u8abf\u67e5\u4f01\u696dTrendForce\u7684\u8abf\u67e5\u7d50\u679c\u3002 \u64da\u6b64\uff0c\u96d6\u7136\u4e09\u661f\u96fb\u5b50\u63a1\u7528\u4e86GAA(Gate All Around)\u65b0\u6280\u8853\uff0c\u4f46TSMC\u548c\u4e09\u661f\u96fb\u5b50\u4e4b\u9593\u7684\u4e16\u754c\u4ee3\u5de5\u5e02\u4f54\u7387\u65e5\u76ca\u52a0\u5927\u3002 \u64da\u8abf\u67e5\uff0c2023\u5e74\u7b2c3\u5b63\u5ea6\u5169\u5bb6\u516c\u53f8\u4e4b\u5dee\u8ddd\u723245.5%\uff0c\u4f46\u7b2c4\u5b63\u5ea6\u62c9\u5927\u5230\u4e8649.9%\u3002<br><br>\u64daCSF\u900f\u9732\uff0cTSMC\u76843\u7d0d\u7c73\u534a\u5c0e\u9ad4\u82af\u7247\u50f9\u683c\u7232\u6bcf\u98462\u842c\u7f8e\u5143(\u7d042699\u842c\u97d3\u5143)\uff0c\u6bd47\u7d0d\u7c73\u9ad8\u51fa2\u500d\uff0c\u56e0\u6b64\u53bb\u5e74\u5e7e\u4e4e\u88ab\u860b\u679c\u58df\u65b7\u3002 \u4f46\u662f\uff0c\u96a8\u7740\u751f\u6210AI\u71b1\u6f6e\u7684\u8208\u8d77\uff0c\u9ad8\u901a\u3001\u806f\u767c\u79d1\u3001\u82f1\u7279\u723e\u3001AMD\u7b49\u4e5f\u57282024\u5e74\u63a8\u51fa\u4ee53\u7d0d\u7c73\u7232\u57fa\u790e\u7684\u7522\u54c1\uff0c\u4f3c\u4e4e\u8981\u628a\u8a02\u55ae\u4ea4\u7d66TSMC\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7576\u521d\uff0c\u4f54\u5168\u4e16\u754cAI\u534a\u5c0e\u9ad4\u82af\u7247\u5e02\u583490%\u7684NVIDIA\u4e5f\u8a08\u5283\u8b93TSMC\u627f\u652c3\u7d0d\u7c73\u534a\u5c0e\u9ad4\u82af\u7247\u4ee3\u5de5\u8a02\u55ae\u3002 \u4f46\u4e5f\u6709\u6d88\u606f\u986f\u793a\uff0cTSMC\u7684\u4f9b\u61c9\u80fd\u529b\u6709\u9650\uff0c\u6392\u540d\u6bd4\u73fe\u6709\u9867\u5ba2\u843d\u5f8c\uff0c\u53ea\u80fd\u627f\u652c4\u7d0d\u7c73\u534a\u5c0e\u9ad4\u82af\u7247\u8a02\u55ae\u3002\u540c\u6642\uff0c\u4ed6\u9084\u5f15\u7528\u5f6d\u535a\u793e\u7684\u5831\u5c0e\uff0c\u5728TSMC\u7684\u4f9b\u61c9\u91cf\u4e0d\u80fd\u7121\u9650\u589e\u52a0\u7684\u60c5\u6cc1\u4e0b\uff0c\u534a\u5c0e\u9ad4\u82af\u7247\u8a02\u55ae\u7684\u9650\u5236\u53ef\u80fd\u6703\u5c0dNVIDIA\u7684AI\u534a\u5c0e\u9ad4\u82af\u7247\u7af6\u722d\u529b\u7522\u751f\u8ca0\u9762\u5f71\u97ff\u3002\u4e5f\u5c31\u662f\u8aaa\uff0c\u9023\u6380\u8d77\u795e\u8a71\u65cb\u98a8\u7684NVIDIA\u5728TSMC\u9762\u524d\u4e5f\u53ea\u80fd\u6210\u7232\u4e59\u65b9\u7684\u8655\u5883\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"873\" height=\"617\" src=\"https:\/\/readfi.news\/wp-content\/uploads\/2024\/04\/dfb.jpg\" alt=\"\" class=\"wp-image-22232\" srcset=\"https:\/\/readfi.news\/wp-content\/uploads\/2024\/04\/dfb.jpg 873w, https:\/\/readfi.news\/wp-content\/uploads\/2024\/04\/dfb-300x212.jpg 300w, https:\/\/readfi.news\/wp-content\/uploads\/2024\/04\/dfb-768x543.jpg 768w, https:\/\/readfi.news\/wp-content\/uploads\/2024\/04\/dfb-18x12.jpg 18w, https:\/\/readfi.news\/wp-content\/uploads\/2024\/04\/dfb-207x146.jpg 207w\" sizes=\"(max-width: 873px) 100vw, 873px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>cuLitho\u3001CoWoS\u7b49\u4e0d\u65b7\u7684\u6280\u8853\u9769\u65b0<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7576\u7136\uff0cNVIDIA\u662f\u7e7c\u860b\u679c\u4e4b\u5f8c\u6700\u5927\u7684TSMC\u5ba2\u6236\u516c\u53f8\u3002 \u57282023\u5e74\u7684\u92b7\u552e\u984d\u4e2d\uff0c\u860b\u679c\u548cNVIDIA\u5206\u5225\u4f54\u7e3d\u92b7\u552e\u984d\u768425%\u548c11%\u3002 \u5305\u62ec\u5169\u5bb6\u516c\u53f8\u5728\u5167\uff0c<a href=\"https:\/\/zh.wikipedia.org\/zh-tw\/%E8%81%AF%E7%99%BC%E7%A7%91%E6%8A%80\">\u806f\u767c\u79d1<\/a>\u3001<a href=\"https:\/\/zh.wikipedia.org\/zh-tw\/%E9%AB%98%E9%80%9A\">\u9ad8\u901a<\/a>\u3001<a href=\"https:\/\/zh.wikipedia.org\/zh-tw\/%E5%8D%9A%E9%80%9A_(%E5%85%AC%E5%8F%B8)\">\u535a\u901a<\/a>\u3001<a href=\"https:\/\/www.marvell.com\/\">\u99ac\u7dad\u723e\u6280\u8853\u96c6\u5718<\/a>\u3001<a href=\"https:\/\/zh.wikipedia.org\/zh-tw\/%E7%B4%A2%E5%B0%BC\">\u7d22\u5c3c<\/a>\u3001AMD\u7b4910\u5927\u5ba2\u6236\u516c\u53f8\u4f54\u7e3d\u92b7\u552e\u984d\u768491%\u3002<br><br>NVIDIA\u5728\u4eca\u5e743\u670819\u65e5\u7684\u5e74\u5ea6AI\u958b\u767c\u6703\u8b70(CTC 2024)\u4e0a\u6697\u793a\uff0c\u5c07\u52a0\u5f37\u8207TSMC\u3001<a href=\"https:\/\/zh.wikipedia.org\/zh-tw\/%E6%96%B0%E6%80%9D%E7%A7%91%E6%8A%80\">Synopsys<\/a>\u7684\u4e09\u89d2\u5408\u4f5c\u3002 NVIDIA CEO Jensen Huang\u6703\u4e0a\u8868\u793a\uff0c\u901a\u904e\u52a0\u5f37\u8207\u534a\u5c0e\u9ad4\u8a2d\u8a08\u81ea\u52d5\u5316(EDA)\u4f01\u696dSynopsys\u548cTSMC\u7684\u5408\u4f5c\uff0c\u5728\u5c16\u7aef\u534a\u5c0e\u9ad4\u6676\u7247\u751f\u7522\u904e\u7a0b\u4e2d\u5c07\u8d85\u8d8a\u7269\u7406\u5c40\u9650\u7684\u901f\u5ea6\u3002<br><br>\u540c\u6642\uff0c\u4ed6\u9084\u671f\u5f85\u9053\uff0c\u5982\u679c\u63a1\u7528\u63d0\u9ad8\u534a\u5c0e\u9ad4\u66dd\u5149\u901f\u5ea6\u7684\u65b0\u8edf\u4ef6cuLitho\uff0c\u4ee5\u73fe\u6709AI\u534a\u5c0e\u9ad4\u82af\u7247H100\u7232\u57fa\u790e\u7684350\u500b\u904b\u7b97\u7cfb\u7d71\u53ef\u4ee5\u4ee3\u66ff\u73fe\u6709\u76844\u842c\u500bCPU\u904b\u7b97\u7cfb\u7d71\uff0c\u5176\u7d50\u679c\u53ef\u4ee5\u7e2e\u77ed\u534a\u5c0e\u9ad4\u82af\u7247\u7684\u751f\u7522\u6642\u9593\uff0c\u6539\u5584\u8017\u96fb\u7387\u3002\u5be6\u969b\u4e0a\uff0cTSMC\u4e5f\u540c\u610f\u9019\u90e8\u5206\u3002\u5f97\u76ca\u65bccuLitho\uff0c\u4ee5\u521d\u671f\u5de5\u7a0b\u6e2c\u8a66\u70ba\u6e96\uff0c\u534a\u5c0e\u9ad4\u751f\u7522\u901f\u5ea6\u52a0\u5feb\u4e8645\u500d\uff0c\u9032\u884c\u50b3\u7d71\u65b9\u5f0f\u7684\u5de5\u7a0b\u6e2c\u8a66\u6642\uff0c\u751f\u7522\u901f\u5ea6\u52a0\u5feb\u4e8660\u500d\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53e6\u5916\uff0ccuLitho\u4e0d\u50c5\u8003\u616e\u63d0\u9ad8GPU\u901f\u5ea6\uff0c\u9084\u8003\u616e\u5f15\u9032\u751f\u6210AI\u3002 \u56e0\u6b64\uff0c\u4ed6\u88dc\u5145\u8aaa\uff0c\u66f4\u65b0\u751f\u7522\u5de5\u85dd\u3001\u898f\u683c\uff0c\u518d\u52a0\u4e0a\u88dc\u4fee\u5149\u5b78\u63a5\u8fd1\u6548\u679c\uff0c\u53ef\u4ee5\u6e1b\u5c11\u904b\u7b97\u91cf\u5287\u589e\u5e36\u4f86\u7684\u958b\u767c\u74f6\u9838\u73fe\u8c61\u548c\u8cbb\u7528\u8ca0\u64d4\uff0c\u5de5\u7a0b\u7d44\u53ef\u4ee5\u66f4\u52a0\u96c6\u4e2d\u65bc2\u7d0d\u7c73\u7d1a\u4ee5\u4e0b\u7684\u65b0\u4e00\u4ee3\u534a\u5c0e\u9ad4\u82af\u7247\u7684\u7814\u7a76\u958b\u767c\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53e6\u5916\uff0cTSMC\u6b63\u5728\u65e5\u672c\u548c\u81fa\u7063\u9032\u4e00\u6b65\u64f4\u5927\u534a\u5c0e\u9ad4\u751f\u7522\u80fd\u529b\u3002 CSF\u8868\u793a\uff0c\u8a08\u5283\u5728\u81fa\u7063\u5609\u7fa9\u79d1\u5b78\u5712\u5340\u65b0\u8a2d\u5169\u5bb6CoWoS(Chip on Wafer on Substrate)\u5de5\u5ee0\uff0c\u5177\u9ad4\u4e8b\u9805\u5c07\u65bc\u4eca\u5e744\u6708\u516c\u958b\u3002\u64da\u6089\uff0cCoWoS\u662f\u901a\u904e\u76f8\u4e92\u5806\u758a\u82af\u7247\u4f86\u63d0\u9ad8\u8655\u7406\u80fd\u529b\uff0c\u540c\u6642\u7bc0\u7d04\u7a7a\u9593\u548c\u8017\u96fb\u7684TSMC\u7684\u5c16\u7aef\u5305\u88dd\u6280\u8853\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CSF\u8868\u793a\uff0cTSMC\u7684CoWoS\u5de5\u5ee0\u53ea\u5728\u65bc\u81fa\u7063\uff0c\u4f46\u662f\u96a8\u7740AI\u7522\u696d\u7684\u767c\u5c55\uff0c\u5168\u4e16\u754c\u5c0d\u5c16\u7aef\u534a\u5c0e\u9ad4\u5305\u88dd\u7684\u9700\u6c42\u5287\u589e\uff0c\u6b63\u5728\u8a0e\u8ad6\u5728\u6d77\u5916\u5efa\u8a2dCoWoS\u5de5\u5ee0\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"873\" height=\"515\" src=\"https:\/\/readfi.news\/wp-content\/uploads\/2024\/04\/GNGHG.jpg\" alt=\"\" class=\"wp-image-22233\" srcset=\"https:\/\/readfi.news\/wp-content\/uploads\/2024\/04\/GNGHG.jpg 873w, https:\/\/readfi.news\/wp-content\/uploads\/2024\/04\/GNGHG-300x177.jpg 300w, https:\/\/readfi.news\/wp-content\/uploads\/2024\/04\/GNGHG-768x453.jpg 768w, https:\/\/readfi.news\/wp-content\/uploads\/2024\/04\/GNGHG-18x12.jpg 18w, https:\/\/readfi.news\/wp-content\/uploads\/2024\/04\/GNGHG-247x146.jpg 247w\" sizes=\"(max-width: 873px) 100vw, 873px\" \/><figcaption class=\"wp-element-caption\">\u63a1\u7528TSMC 7nm\u8655\u7406\u5668\u7684\u82af\u7247\uff08\u8cc7\u6599=TRIPLE-1, Inc.\uff09<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b2c\u4e00\u500b\u6d77\u5916\u5c0d\u8c61\u5730\u5f88\u6709\u53ef\u80fd\u662f\u5728\u534a\u5c0e\u9ad4\u6750\u6599\u6216\u88dd\u5099\u9818\u57df\u64c1\u6709\u9818\u5148\u5236\u9020\u4f01\u696d\u7684\u65e5\u672c\u3002 TSMC\u5df2\u65bc\u4eca\u5e742\u6708\u5728\u65e5\u672c\u718a\u672c\u5553\u52d5\u4e86\u7b2c\u4e00\u5ee0\uff0c\u7b2c\u4e8c\u5ee0\u4e5f\u5373\u5c07\u5efa\u8a2d\u3002\u4f46\u662f\uff0cTrendforce\u6307\u51fa\uff0cCoWos\u7684\u5927\u90e8\u5206\u9867\u5ba2\u90fd\u5728\u7f8e\u570b\uff0c\u76ee\u524d\u9084\u4e0d\u6e05\u695a\u65e5\u672c\u65b9\u9762\u7684\u9700\u6c42\u5982\u4f55\uff0cTSMC\u7684\u65e5\u672cCoWos\u751f\u7522\u80fd\u529b\u53ef\u80fd\u6709\u9650\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>TSMC<\/strong><strong>\u7684CoWoS\u80fd\u529b<\/strong><strong>\u53d6\u6c7a\u65bc<\/strong><strong>\u4e16\u754cAI\u534a\u5c0e\u9ad4\u82af\u7247\u5e02\u5834<\/strong><strong><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c0d\u6b64\uff0c<a 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