{"id":36471,"date":"2026-02-24T10:25:44","date_gmt":"2026-02-24T02:25:44","guid":{"rendered":"https:\/\/readfi.news\/?p=36471"},"modified":"2026-02-24T10:25:48","modified_gmt":"2026-02-24T02:25:48","slug":"ai%e7%ae%97%e5%8a%9b%e6%88%b0%e7%88%ad-%e8%aa%b0%e5%9c%a8%e4%b8%bb%e5%ae%b0%e4%b8%8b%e4%b8%80%e5%80%8b%e5%8d%81%e5%b9%b4%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/readfi.news\/en\/36471\/","title":{"rendered":"AI\u7b97\u529b\u6230\u722d \u8ab0\u5728\u4e3b\u5bb0\u4e0b\u4e00\u500b\u5341\u5e74\uff1f"},"content":{"rendered":"

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\u6587\uff0e\u674e\u632f\u9e9f<\/p>\n\n\n\n

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AI\u6676\u7247\u6380\u8d77\u5168\u7403\u7b97\u529b\u79d1\u6280\u7af6\u8cfd<\/strong><\/p>\n\n\n\n

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ASIC \u5d1b\u8d77\u3000\u7b97\u529b\u7248\u5716\u91cd\u5851<\/strong><\/p>\n\n\n\n

AI\u7b97\u529b\u7248\u5716\u9762\u81e8\u91cd\u5851\uff0c\u534a\u5c0e\u9ad4\u5927\u5ee0Arm\u8868\u793a\uff0c\u5c0f\u6676\u7247Chiplet\u57283D\u6574\u5408\u4e0b\uff0c\u958b\u555fASIC\u7684\u9ec3\u91d1\u5341\u5e74\u3002\u4eba\u5de5\u667a\u6167\uff08AI\uff09\u7b97\u529b\u6b63\u5feb\u901f\u5f9e\u5927\u578b\u96f2\u7aef\u8cc7\u6599\u4e2d\u5fc3\uff0c\u8f49\u5411\u908a\u7de3\u8a2d\u5099\u8207\u5c08\u696d\u61c9\u7528\u5834\u666f\uff0c\u5168\u7403\u534a\u5c0e\u9ad4\u7522\u696d\u4e5f\u56e0\u6b64\u6709\u4e86\u65b0\u4e00\u8f2a\u7684\u7d50\u69cb\u8f49\u578b\u3002<\/p>\n\n\n\n

\u534a\u5c0e\u9ad4\uff08IP\uff09\u9f8d\u982dArm\u5728\u6280\u8853\u8da8\u52e2\u4e2d\u6307\u51fa\uff0c\u672a\u4f86\u6676\u7247\u5275\u65b0\u5c07\u4e0d\u518d\u53ea\u662f\u55ae\u7d14\u7684\u300c\u96fb\u6676\u9ad4\u5c3a\u5bf8\u5fae\u7e2e\u300d\u6838\u5fc3\uff0c\u800c\u662f\u5168\u9762\u6027\u8f49\u5411\u6a21\u7d44\u5316\u5948\u7c73\u5c0f\u6676\u7247\u76843D\u6574\u5408\u3001\u4ee5\u53ca\u7cfb\u7d71\u7d1a\u5354\u540c\u8a2d\u8a08\u8207\u8cc7\u5b89\u67b6\u69cb\uff0c\u56e0\u6b64\u61c9\u7528\u7a4d\u9ad4\u96fb\u8def\uff08ASIC\uff09\u7684\u6642\u4ee3\u4f86\u81e8\u3002<\/p>\n\n\n\n

\u4e8c\u25cb\u4e8c\u516d\u5e74\u662f\u5c0f\u6676\u7247Chiplet\u6280\u8853\u7684\u5168\u9762\u666e\u53ca\u95dc\u9375\u7bc0\u9ede\u3002\u900f\u904e\u300c\u904b\u7b97\u300d\u3001\u300c\u8a18\u61b6\u9ad4\u300d\u8207\u300cI\/O\u300d\u7b49\u529f\u80fd\uff0c\u5c07\u5176\u5206\u70ba\u4e0d\u540c\u6a21\u7d44\uff0c\u4e26\u4f9d\u7167\u6700\u9069\u5408\u7684\u88fd\u7a0b\u9032\u884c\u7d44\u5408\uff0c\u6676\u7247\u8a2d\u8a08\u4e0d\u50c5\u964d\u4f4e\u7814\u767c\u9580\u6abb\uff0c\u4e5f\u5927\u5e45\u7e2e\u77ed\u7522\u54c1\u7684\u4e0a\u5e02\u6642\u7a0b\uff0c\u8b93\u958b\u767c\u6a21\u5f0f\u5f9e\u904e\u53bb\u7684\u4e00\u6b21\u6027\u6574\u5408\uff0c\u8f49\u70ba\u66f4\u5177\u5f48\u6027\u7684\u6a21\u7d44\u5316\u67b6\u69cb\u3002<\/p>\n\n\n\n

\u9019\u7a2e\u8a2d\u8a08\u601d\u7dad\uff0c\u4f7f\u5f97\u6676\u7247\u5275\u65b0\u4e0d\u518d\u53d7\u9650\u65bc\u55ae\u4e00\u5148\u9032\u88fd\u7a0b\uff0c\u800c\u662f\u5728\u300c\u6210\u672c\u300d\u3001\u300c\u6548\u7387\u300d\u4ee5\u53ca\u300c\u529f\u8017\u300d\u4e4b\u9593\u53d6\u5f97\u5e73\u8861\uff0c\u7279\u5225\u9069\u7528\u65bc\u300cAI\u63a8\u8ad6\u300d\u3001\u300c\u8cc7\u6599\u4e2d\u5fc3\u300d\u8207\u300c\u96f2\u7aef\u904b\u7b97\u300d\u7b49\u9ad8\u5ea6\u5ba2\u88fd\u5316\u61c9\u7528\u5834\u666f\u3002\u672a\u4f86\u6676\u7247\u6548\u80fd\u7684\u7a81\u7834\uff0c\u5c07\u66f4\u591a\u4f86\u81ea\u65b0\u6750\u6599\u7684\u61c9\u7528\u8207\u5148\u9032\u5c01\u88dd\u6280\u8853\uff0c\u900f\u904e3D\u5806\u758a\u65b9\u5f0f\uff0c\u8b93\u5948\u7c73\u5c0f\u6676\u7247\u9054\u5230\u6574\u5408\u4ee5\u53ca\u5206\u5c64\u8a2d\u8a08\u529f\u6548\uff0c\u5982\u6b64\u4e0d\u50c5\u63d0\u5347\u6bcf\u74e6\u7684\u7b97\u529b\u8868\u73fe\uff0c\u4e5f\u6709\u52a9\u65bc\u6539\u5584\u6563\u71b1\u6548\u7387\uff0c\u6210\u70ba\u652f\u6490AI\u904b\u7b97\u7684\u95dc\u9375\u529b\u91cf\u3002\u4f7f\u5f97\u300c\u5148\u9032\u5c01\u88dd\u300d\u8e8d\u5347\u8207\u300c\u5148\u9032\u88fd\u7a0b\u300d\u540c\u7b49\u91cd\u8981\u7684\u6838\u5fc3\u7af6\u722d\u529b\u3002<\/p>\n\n\n\n

\u5728\u6b64\u8da8\u52e2\u4e0b\uff0c\u53f0\u7063IC\u8a2d\u8a08\u670d\u52d9\u696d\u8005\uff0c\u53ef\u671b\u6210\u70ba\u96f2\u7aef\u670d\u52d9\u4f9b\u61c9\u5546\uff08CSP\uff09\u5e03\u5c40ASIC\u7684\u91cd\u8981\u5925\u4f34\uff0c\u9054\u6210\u300c\u964d\u4f4e\u6210\u672c\u300d\u8207\u300c\u5f37\u5316\u6548\u80fd\u300d\u7684\u76ee\u6a19\uff0c\u53f0\u7063\u4f9b\u61c9\u93c8\u6b63\u597d\u7ad9\u4e0a\u7522\u696d\u6d6a\u6f6e\u6838\u5fc3\u3002\u6839\u64da TrendForce\u6700\u65b0\u8abf\u67e5\uff0c\u96a8\u8457AI\u4f3a\u670d\u5668\u9700\u6c42\u5feb\u901f\u64f4\u5f35\uff0c\u5168\u7403\u516b\u5927\u96f2\u7aef\u670d\u52d9\u4f9b\u61c9\u5546CSP\u5728\u4e8c\u25cb\u4e8c\u4e94\u5e74\u7684\u8cc7\u672c\u652f\u51fa\u9810\u8a08\u5c07\u7a81\u7834\u56db\u4e8c\u25cb\u25cb\u5104\u7f8e\u5143\uff0c\u5e74\u589e\u5e45\u9ad8\u9054\u516d\u5341\u4e00\uff05\uff0c\u5176\u4e2d\u5317\u7f8e\u56db\u5927CSP\u6301\u7e8c\u6df1\u5316\u81ea\u7814AI ASIC\u5e03\u5c40\uff0c\u6210\u70ba\u672a\u4f86\u5169\u5e74\u534a\u5c0e\u9ad4\u7522\u696d\u6700\u91cd\u8981\u7684\u6210\u9577\u5f15\u64ce\u3002<\/p>\n\n\n\n

\u5728\u6b64\u5e36\u52d5\u4e0b\uff0c\u6574\u9ad4\u534a\u5c0e\u9ad4\u4f9b\u61c9\u93c8\u540c\u6b65\u53d7\u60e0\u3002\u6676\u5713\u4ee3\u5de5\u7aef\u7531\u300c\u53f0\u7a4d\u96fb\u300d\u627f\u63a5\u5148\u9032\u88fd\u7a0b\uff0c\u5148\u9032\u5c01\u88dd\u8207\u9ad8\u968e\u5c01\u6e2c\u5247\u7531\u300c\u65e5\u6708\u5149\u6295\u63a7\u300d\u3001\u300c\u77fd\u54c1\u300d\u3001\u300c\u4eac\u5143\u96fb\u5b50\u300d\u8207\u300c\u6b23\u9293\u300d\u7b49\u5ee0\u5546\u652f\u6490\uff0c\u6e2c\u8a66\u4ecb\u9762\u8207\u8f09\u677f\u9700\u6c42\u540c\u6b65\u5347\u6eab\uff0c\u4e5f\u5e36\u52d5\u300c\u7a4e\u5d34\u300d\u3001\u300c\u65fa\u77fd\u300d\uff0c\u4ee5\u53ca\u300c\u6b23\u8208\u300d\u3001\u300c\u666f\u78a9\u300d\u3001\u300c\u5357\u96fb\u300d\u7b49\u4f9b\u61c9\u93c8\u6210\u9577\u3002\u5c55\u671b\u672a\u4f86\uff0c\u96a8\u8457AI ASIC\u4f3a\u670d\u5668\u9700\u6c42\u9010\u6b65\u6210\u5f62\u3002\u4e8c\u25cb\u4e8c\u516d\u5e74ASIC\u4f3a\u670d\u5668\u5e02\u5834\u5c07\u53ef\u671b\u7dad\u6301\u5f37\u52c1\u6210\u9577\u52d5\u80fd\uff0cAI\u904b\u7b97\u7684\u67b6\u69cb\u91cd\u5851\uff0c\u6b63\u70ba\u5168\u7403\u534a\u5c0e\u9ad4\u7522\u696d\u958b\u555f\u9ec3\u91d1\u5341\u5e74\u3002<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u8cc7\u6599\u8655\u7406\u9ad8\u5ea6\u6500\u5347<\/strong> \u7b97\u529b\u7cfb\u7d71\u627f\u53d7\u529f\u8017\u8207\u71b1\u80fd\u58d3\u529b<\/strong><\/p>\n\n\n\n

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HBM\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\u7684\u51fa\u73fe\uff0c\u64c1\u67093D\u5806\u758a\u5f0f\u7684\u5148\u9032DRAM\u8a18\u61b6\u9ad4\u6280\u8853\uff0c\u900f\u904e\u5806\u758a\u8a2d\u8a08\u8207\u7e2e\u77ed\u4e92\u9023\u8ddd\u96e2\uff0c\u5c08\u70baAI\u7684\u9ad8\u6548\u80fd\u904b\u7b97\uff08HPC\uff09\u53ca\u9ad8\u968eGPU\u8a2d\u8a08\uff0c\u63d0\u4f9b\u6bd4\u50b3\u7d71\u8a18\u61b6\u9ad4\u9084\u8981\u5feb\u6578\u5341\u500d\u7684\u8cc7\u6599\u50b3\u8f38\u901f\u5ea6\u53ca\u66f4\u4f4e\u7684\u529f\u8017\u7387\uff0c\u4e0d\u50c5\u6709\u5229\u65bc\u7b97\u529b\u904b\u4f5c\uff0c\u66f4\u53ef\u61c9\u5c0d\u5927\u6578\u64da\u8cc7\u6599\u8655\u7406\u548c\u8907\u96dc\u904b\u7b97\uff0c\u8b93AI\u6676\u7247\u5f97\u4ee5\u9806\u66a2\u63a5\u6536\u9ad8\u901f\u6e67\u5165\u7684\u8cc7\u6599\u3002AI\u6642\u4ee3\u7684\u4f86\u81e8\uff0c\u8a18\u61b6\u9ad4\u5728\u904b\u7b97\u4e0b\uff0c\u5176\u6240\u91cb\u653e\u51fa\u7684\u529f\u6548\u4e0d\u518d\u53ea\u662f\u8f14\u52a9\u89d2\u8272\uff0c\u800c\u662f\u76f4\u63a5\u6c7a\u5b9a\u8a13\u7df4\u8207\u63a8\u7406\u7684\u6838\u5fc3\u8981\u7d20\u3002<\/p>\n\n\n\n

\u5c01\u88dd\u7522\u80fd\u6210\u70ba\u7b97\u529b\u4e3b\u8981\u61c9\u7528\u8cc7\u6e90<\/strong><\/p>\n\n\n\n

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