{"id":2688,"date":"2024-09-30T11:39:02","date_gmt":"2024-09-30T03:39:02","guid":{"rendered":"https:\/\/depend-ele.com\/?p=2688"},"modified":"2024-09-30T11:39:06","modified_gmt":"2024-09-30T03:39:06","slug":"%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8hbm%e8%8a%af%e7%89%87%e9%9c%80%e6%b1%82%e5%bc%ba%e5%8a%b2%e6%8e%a8%e5%8a%a8%e7%be%8e%e5%85%89%e4%b8%9a%e7%bb%a9%e5%a2%9e%e9%95%bf","status":"publish","type":"post","link":"https:\/\/depend-ele.com\/zh\/%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8hbm%e8%8a%af%e7%89%87%e9%9c%80%e6%b1%82%e5%bc%ba%e5%8a%b2%e6%8e%a8%e5%8a%a8%e7%be%8e%e5%85%89%e4%b8%9a%e7%bb%a9%e5%a2%9e%e9%95%bf\/","title":{"rendered":"\u4e00\u5468\u201c\u82af\u95fb\u201d\u4e28HBM\u82af\u7247\u9700\u6c42\u5f3a\u52b2\u63a8\u52a8\u7f8e\u5149\u4e1a\u7ee9\u589e\u957f\uff0c\u53f0\u79ef\u7535\u5f00\u59cb\u5c0f\u89c4\u6a21\u8bd5\u4ea72nm\u82af\u7247..."},"content":{"rendered":"\n

2024\u5e7409\u670830\u65e5\uff0c\u5f97\u670b\u7535\u5b50\uff08DEPEND\uff09\u4e3a\u60a8\u64ad\u62a5\u534a\u5bfc\u4f53\u5e02\u573a\u201c\u4e00\u5468\u82af\u95fb\u201d\u3002\u7f8e\u5370\u5408\u4f5c\u5efa\u8bbe\u5148\u8fdb\u534a\u5bfc\u4f53\u5de5\u5382\uff0c\u7f8e\u5149\u9884\u8ba1\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\u8fbe87\u4ebf\u7f8e\u5143\uff0cArm\u8bd5\u56fe\u6536\u8d2d\u82f1\u7279\u5c14\u4ea7\u54c1\u90e8\u95e8\u906d\u62d2\uff0c\u76ee\u6807\u4e94\u5e74\u5185\u5360\u988650%\u7684PC\u5e02\u573a...<\/p>\n\n\n\n

1.\u00a0\u7f8e\u56fd\u548c\u5370\u5ea6\u5c06\u5408\u4f5c\u5efa\u8bbe\u751f\u4ea7 GaN \u548c SiC \u82af\u7247\u7684\u534a\u5bfc\u4f53\u5de5\u5382<\/strong><\/h2>\n\n\n\n

SemiMedia9\u670825\u65e5\u62a5\u9053\u79f0\uff0c\u7f8e\u56fd\u548c\u5370\u5ea6\u7b7e\u7f72\u4e86\u4e00\u9879\u534f\u8bae\uff0c\u5c06\u5728\u5370\u5ea6\u5efa\u7acb\u4e00\u4e2a\u65b0\u7684\u534a\u5bfc\u4f53\u5236\u9020\u5de5\u5382\uff0c\u4ee5\u652f\u6301\u5370\u5ea6\u5236\u9020\u4e1a\u7684\u53d1\u5c55\u3002\u8fd9\u5ea7\u540d\u4e3a\u201cShakti\u201d\u7684\u5de5\u5382\u9884\u8ba1\u5c06\u4e8e2025\u5e74\u5efa\u6210\uff0c\u4e13\u6ce8\u4e8e\u751f\u4ea7\u7ea2\u5916\u3001\u6c2e\u5316\u9553\uff08GaN\uff09\u548c\u78b3\u5316\u7845\uff08SiC\uff09\u534a\u5bfc\u4f53\u82af\u7247\uff0c\u8fd9\u4e9b\u6280\u672f\u5e7f\u6cdb\u5e94\u7528\u4e8e\u5148\u8fdb\u4f20\u611f\u6280\u672f\u3001\u901a\u4fe1\u6280\u672f\u548c\u9ad8\u538b\u7535\u529b\u7535\u5b50\u4ea7\u54c1\uff0c\u5c24\u5176\u5bf9\u56fd\u5bb6\u5b89\u5168\u9886\u57df\u81f3\u5173\u91cd\u8981\u3002<\/p>\n\n\n\n

\u8be5\u5de5\u5382\u5c06\u5f97\u5230\u5370\u5ea6\u56fd\u9632\u516c\u53f8Bharat Electronics\u3001\u521d\u521b\u516c\u53f83rdiTech\u4ee5\u53ca\u7f8e\u56fd\u592a\u7a7a\u90e8\u961f\u7684\u6218\u7565\u6280\u672f\u5408\u4f5c\u652f\u6301\u3002\u6b64\u6b21\u5408\u4f5c\u4e0d\u4ec5\u6709\u52a9\u4e8e\u63a8\u52a8\u5370\u5ea6\u5236\u9020\u4e1a\u7684\u53d1\u5c55\uff0c\u4e5f\u4e3a\u5168\u7403\u534a\u5bfc\u4f53\u4f9b\u5e94\u94fe\u5e26\u6765\u65b0\u7684\u6d3b\u529b\u3002<\/p>\n\n\n\n

2. \u4e2d\u56fd\u96c6\u6210\u7535\u8def\u51fa\u53e3\u91cd\u62fe\u52a8\u529b\uff0c\u622a\u81f38\u6708\u5df2\u8fbe7360\u4ebf\u5143<\/strong><\/h2>\n\n\n\n

\u4e2d\u56fd\u96c6\u6210\u7535\u8def\u51fa\u53e3\u589e\u957f\u5f3a\u52b2\uff0c\u8d85\u8fc7\u6c7d\u8f66\u6210\u4e3a\u4e3b\u8981\u51fa\u53e3\u4ea7\u54c1\u3002\u4eca\u5e74\u524d8\u4e2a\u6708\uff0c\u51fa\u53e3\u989d\u8fbe7360.4\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u540c\u6bd4\u589e\u957f24.8%\u3002\u8fc7\u53bb\u5341\u5e74\uff0c\u51fa\u53e3\u989d\u589e\u957f\u8d85\u8fc71.5\u500d\uff0c2023\u5e74\u51fa\u53e3\u6570\u91cf\u548c\u91d1\u989d\u5206\u522b\u589e\u957f74.5%\u548c155.9%\u3002\u5c3d\u7ba12022-2023\u5e74\u5168\u7403\u82af\u7247\u884c\u4e1a\u4f4e\u8ff7\uff0c\u4e2d\u56fdIC\u51fa\u53e3\u589e\u901f\u6709\u6240\u56de\u843d\uff0c\u4f462024\u5e74\u521d\u60c5\u51b5\u5f00\u59cb\u6539\u5584\uff0c8\u6708\u4efd\u51fa\u53e3\u989d\u540c\u6bd4\u589e\u957f18.2%\uff0c\u8fde\u7eed10\u4e2a\u6708\u4fdd\u6301\u589e\u957f\u3002<\/p>\n\n\n\n

3. Vishay \u5ba3\u5e03\u5168\u7403\u91cd\u7ec4\uff0c\u88c1\u5458 795 \u4eba\u5e76\u5173\u95ed\u4e09\u5ea7\u5de5\u5382<\/strong><\/h2>\n\n\n\n

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4. <\/strong>\u53d7 HBM \u9700\u6c42\u63a8\u52a8\uff0c\u7f8e\u5149\u9884\u8ba1\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\u4e3a 87 \u4ebf\u7f8e\u5143<\/h2>\n\n\n\n

9\u670827\u65e5\u62a5\u9053\u79f0\uff0c\u7531\u4e8e\u4eba\u5de5\u667a\u80fd (AI) \u5e94\u7528\u4e2d\u4f7f\u7528\u7684\u9ad8\u5e26\u5bbd\u5185\u5b58 (HBM) \u82af\u7247\u7684\u5f3a\u52b2\u9700\u6c42\uff0c\u7f8e\u5149\u9884\u8ba1\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u5c06\u8fbe\u5230 87 \u4ebf\u7f8e\u5143\u5de6\u53f3\uff0c\u8d85\u51fa\u5e02\u573a\u9884\u671f\u3002\u7f8e\u5149\u79d1\u6280\u6b63\u53d7\u76ca\u4e8e\u751f\u6210\u5f0fAI \u6280\u672f\u7684\u53d1\u5c55\u3002 <\/p>\n\n\n\n

HBM \u82af\u7247\u5bf9\u4e8e\u4eba\u5de5\u667a\u80fd\u8ba1\u7b97\u81f3\u5173\u91cd\u8981\uff0c\u4e3a\u8be5\u516c\u53f8\u63d0\u4f9b\u4e86\u5173\u952e\u7684\u589e\u957f\u673a\u4f1a\u3002\u9996\u5e2d\u6267\u884c\u5b98 Sanjay Mehrotra \u5728\u7535\u8bdd\u4f1a\u8bae\u4e0a\u8868\u793a\uff0c\u6570\u636e\u4e2d\u5fc3\u5ba2\u6237\u7684\u9700\u6c42\u4ecd\u7136\u5f3a\u52b2\uff0c\u5e93\u5b58\u6c34\u5e73\u826f\u597d\u3002\u7f8e\u5149\u6b64\u524d\u66fe\u8868\u793a\uff0c\u5176 2024 \u5e74\u548c 2025 \u5e74\u7684 HBM \u82af\u7247\u9500\u552e\u5df2\u5168\u90e8\u9884\u8ba2\u5b8c\u6bd5\uff0c\u5b9a\u4ef7\u4e5f\u5df2\u786e\u5b9a\u3002<\/p>\n\n\n\n

5. \u82f1\u56fd\u56fd\u9632\u90e82.5\u4ebf\u4e70\u4e0b\u7f8e\u4f01\u82af\u7247\u5de5\u5382<\/strong><\/h2>\n\n\n\n

\u7f8e\u56fd\u534a\u5bfc\u4f53\u516c\u53f8Coherent\uff08\u9ad8\u610f\uff09\u4e8e9\u670827\u65e5\u5ba3\u5e03\uff0c\u5c06\u5176\u4f4d\u4e8e\u82f1\u56fd\u8fbe\u52d2\u59c6\u53bf\u725b\u987f\u827e\u514b\u5229\u592b\u7684\u5236\u9020\u8bbe\u65bd\u51fa\u552e\u7ed9\u82f1\u56fd\u56fd\u9632\u90e8\uff0c\u4ea4\u6613\u91d1\u989d\u4e3a2700\u4e07\u82f1\u9551\uff08\u7ea6\u54082.5\u4ebf\u4eba\u6c11\u5e01\uff09\u3002\u8be5\u5de5\u5382\u662f\u82f1\u56fd\u552f\u4e00\u4e00\u5bb6\u62e5\u6709\u5236\u9020\u4e9a\u7837\u534a\u5bfc\u4f53\u6280\u80fd\u548c\u80fd\u529b\u7684\u5de5\u5382\uff0c\u5bf9\u4e8e\u82f1\u56fd\u56fd\u9632\u4f9b\u5e94\u94fe\u81f3\u5173\u91cd\u8981\u3002\u82f1\u56fd\u653f\u5e9c\u8ba1\u5212\u5c06\u8be5\u5de5\u5382\u66f4\u540d\u4e3a\u82f1\u56fd\u5965\u65af\u7279\u534a\u5bfc\u4f53\u516c\u53f8\uff0c\u5e76\u5c06\u7ee7\u7eed\u5176\u5728\u56fd\u9632\u9886\u57df\u7684\u91cd\u8981\u4f5c\u7528\u3002\u6b64\u6b21\u51fa\u552e\u662fCoherent\u4f18\u5316\u5168\u7403\u4e1a\u52a1\u5e03\u5c40\u7684\u4e00\u90e8\u5206\uff0c\u6b64\u524d\u8be5\u5de5\u5382\u56e0\u5931\u53bb\u82f9\u679c\u8fd9\u4e00\u5927\u5ba2\u6237\uff0c\u9762\u4e34\u5173\u95ed\u6216\u51fa\u552e\u7684\u98ce\u9669\u3002<\/p>\n\n\n\n

6. \u00a0\u53f0\u79ef\u7535\u5f00\u59cb\u5c0f\u89c4\u6a21\u8bd5\u4ea72nm\u82af\u7247\uff0c\u9884\u8ba12025\u5e74\u91cf\u4ea7<\/strong><\/h2>\n\n\n\n

9\u670825\u65e5\u636e\u53f0\u5a92\u62a5\u9053\uff0c\u53f0\u79ef\u7535\u5df2\u5f00\u59cb\u5c0f\u89c4\u6a21\u8bd5\u4ea7 2 \u7eb3\u7c73\u5de5\u827a\uff0c\u91c7\u7528\u65e5\u672cSMC\u7684\u6c34\u51b7\u6280\u672f\uff0c\u8ba1\u5212\u4e8e 2025 \u5e74\u5168\u9762\u91cf\u4ea7\u3002\u53f0\u79ef\u7535\u5df2\u5c06SMC\u7684\u6c34\u51b7\u51b7\u6c34\u673a\u6574\u5408\u5230\u51762nm\u82af\u7247\u8bd5\u4ea7\u7ebf\u4e0a\u3002
\u4e1a\u5185\u4eba\u58eb\u8868\u793a\uff0c\u53f0\u79ef\u75352\u7eb3\u7c73\u5de5\u827a\u8fdb\u5c55\u987a\u5229\uff0c\u65b0\u7af9\u5b9d\u5c71\u65b0\u5382\u6709\u671b\u4e8e2025\u5e74\u91cf\u4ea7\u3002\u6b64\u5916\uff0cN2P\u548cA16\uff081.6\u7eb3\u7c73\uff09\u5de5\u827a\u9884\u8ba1\u5c06\u4e8e2026\u5e74\u4e0b\u534a\u5e74\u8fdb\u5165\u91cf\u4ea7\uff0c\u8fdb\u4e00\u6b65\u63d0\u5347\u4ea7\u80fd\u3002\u529f\u7387\u6548\u7387\u548c\u82af\u7247\u5bc6\u5ea6\u3002<\/p>\n\n\n\n

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