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2024\u5e7411\u670818\u65e5\uff0c\u5f97\u670b\u7535\u5b50\uff08DEPEND\uff09\u4e3a\u60a8\u64ad\u62a5\u534a\u5bfc\u4f53\u5e02\u573a\u201c\u4e00\u5468\u82af\u95fb\u201d\u3002\u5168\u7403\u7845\u7247\u51fa\u8d27\u91cf\u521b\u65b0\u9ad8\uff0c\u65e5\u672c\u5de8\u989d\u6295\u8d44\u82af\u7247\u4ea7\u4e1aAI\u548cHBM\u6280\u672f\u9700\u6c42\u5f3a\u52b2\uff0c\u4e09\u661f\u63d0\u5347HBM\u4ea7\u80fd\u3002<\/p>\n\n\n\n

1.\u00a0\u65e5\u672c\u6295\u8d44650\u4ebf\u7f8e\u5143\u652f\u6301\u82af\u7247\u548c\u4eba\u5de5\u667a\u80fd\u4ea7\u4e1a<\/strong><\/h2>\n\n\n\n

\u65e5\u672c\u65f6\u95f411\u670812\u65e5\uff0c\u65e5\u672c\u653f\u5e9c\u5ba3\u5e03\u4e86\u4e00\u9879\u4ef7\u503c650\u4ebf\u7f8e\u5143\u7684\u8ba1\u5212\uff0c\u65e8\u5728\u901a\u8fc7\u8865\u8d34\u548c\u5176\u4ed6\u8d22\u52a1\u6fc0\u52b1\u63aa\u65bd\u6765\u63a8\u52a8\u56fd\u5185\u7684\u82af\u7247\u548c\u4eba\u5de5\u667a\u80fd\u4ea7\u4e1a\u53d1\u5c55\u3002\u8fd9\u9879\u8ba1\u5212\u5c06\u4e8e2030\u8d22\u5e74\u63d0\u4f9b\u4ef7\u503c10\u4e07\u4ebf\u65e5\u5143\uff08650\u4ebf\u7f8e\u5143\uff09\u4ee5\u4e0a\u7684\u652f\u6301\uff0c\u4ee5\u5e94\u5bf9\u5168\u7403\u8d38\u6613\u7d27\u5f20\u5c40\u52bf\u7b49\u51b2\u51fb\u5e26\u6765\u7684\u82af\u7247\u4f9b\u5e94\u94fe\u5b89\u5168\u95ee\u9898\uff0c\u5c24\u5176\u662f\u7f8e\u4e2d\u4e4b\u95f4\u7684\u8d38\u6613\u6469\u64e6\u3002<\/p>\n\n\n\n

2. SEMI\uff1a\u7b2c\u4e09\u5b63\u5ea6\u5168\u7403\u7845\u7247\u51fa\u8d27\u91cf\u8fbe5\u5b63\u5ea6\u65b0\u9ad8\uff0c\u9884\u8ba12025\u5e74\u5f3a\u52b2\u53cd\u5f39<\/strong><\/h2>\n\n\n\n

11\u670814\u65e5\uff0cSEMI\u6700\u65b0\u62a5\u544a\u663e\u793a\uff0c2023\u5e74\u7b2c\u4e09\u5b63\u5ea6\u5168\u7403\u7845\u6676\u5706\u51fa\u8d27\u91cf\u8fbe\u523032.14\u4ebf\u5e73\u65b9\u82f1\u5bf8\uff0c\u73af\u6bd4\u589e\u957f5.9%\uff0c\u540c\u6bd4\u589e\u957f6.8%\uff0c\u521b\u4e0b\u4e94\u4e2a\u5b63\u5ea6\u4ee5\u6765\u7684\u6700\u9ad8\u8bb0\u5f55\u3002\u5c3d\u7ba1\u9500\u91cf\u5c1a\u672a\u6062\u590d\u81f32022\u5e74\u5cf0\u503c\uff0cSEMI\u9884\u8ba1\u7845\u6676\u5706\u51fa\u8d27\u91cf\u5c06\u6301\u7eed\u589e\u957f\u81f32025\u5e74\u3002<\/p>\n\n\n\n

\u62a5\u544a\u6307\u51fa\uff0c\u5c3d\u7ba1\u4f9b\u5e94\u94fe\u5e93\u5b58\u6709\u6240\u4e0b\u964d\uff0c\u4f46\u6574\u4f53\u5e93\u5b58\u6c34\u5e73\u4ecd\u8f83\u9ad8\u3002\u4eba\u5de5\u667a\u80fd\u5e94\u7528\u5bf9\u5148\u8fdb\u7845\u7247\u9700\u6c42\u5f3a\u52b2\uff0c\u800c\u6c7d\u8f66\u548c\u5de5\u4e1a\u9700\u6c42\u76f8\u5bf9\u75b2\u8f6f\u3002\u667a\u80fd\u624b\u673a\u7b49\u6d88\u8d39\u4ea7\u54c1\u7528\u6676\u5706\u9700\u6c42\u6709\u6240\u6539\u5584\u3002\u9884\u8ba12024\u5e74\u5168\u7403\u7845\u6676\u5706\u51fa\u8d27\u91cf\u5c06\u4e0b\u964d2%\uff0c\u81f3121.74\u4ebf\u5e73\u65b9\u82f1\u5bf8\u3002\u7136\u800c\uff0c\u968f\u7740\u9700\u6c42\u6062\u590d\uff0c2025\u5e74\u51fa\u8d27\u91cf\u9884\u8ba1\u5c06\u53cd\u5f3910%\uff0c\u8fbe\u5230133.28\u4ebf\u5e73\u65b9\u82f1\u5bf8\u3002<\/p>\n\n\n\n

3. \u82f1\u98de\u51cc\u4e0eStellantis\u5408\u4f5c\u5f00\u53d1\u667a\u80fd\u7535\u52a8\u6c7d\u8f66\u7535\u6e90\u67b6\u6784<\/strong><\/strong><\/h2>\n\n\n\n

11\u670813\u65e5\uff0c\u82f1\u98de\u51cc\u79d1\u6280\u5ba3\u5e03\u4e0e\u7535\u52a8\u6c7d\u8f66\u5236\u9020\u5546Stellantis\u5efa\u7acb\u65b0\u7684\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u4e3aStellantis\u7684\u7535\u52a8\u6c7d\u8f66\u5f00\u53d1\u5148\u8fdb\u7684\u7535\u6e90\u67b6\u6784\u3002\u6b64\u6b21\u5408\u4f5c\u5efa\u7acb\u5728\u4e24\u5bb6\u516c\u53f8\u4e4b\u524d\u7684\u5173\u7cfb\u57fa\u7840\u4e0a\uff0c\u8be5\u5173\u7cfb\u59cb\u4e8e2022\u5e74\uff0c\u5f53\u65f6\u82f1\u98de\u51cc\u5f00\u59cb\u5411Stellantis\u4f9b\u5e94\u78b3\u5316\u7845 (SiC) \u534a\u5bfc\u4f53\u3002<\/p>\n\n\n\n

\u6700\u65b0\u534f\u8bae\u5305\u62ec\u4f9b\u5e94\u5148\u8fdb\u529f\u7387\u5f00\u5173\u3001SiC\u534a\u5bfc\u4f53\u548c\u5fae\u63a7\u5236\u5668\uff0c\u5e76\u9884\u7559\u4ea7\u80fd\u3002\u82f1\u98de\u51cc\u8868\u793a\uff0c\u5176\u4f4d\u4e8e\u9a6c\u6765\u897f\u4e9a\u548c\u5fb7\u56fd\u7684\u5236\u9020\u5de5\u5382\u6709\u8db3\u591f\u7684\u4ea7\u80fd\u6ee1\u8db3\u6c7d\u8f66\u534a\u5bfc\u4f53\u7684\u5e02\u573a\u9700\u6c42\uff0c\u5e76\u51c6\u5907\u6839\u636e\u9700\u8981\u6269\u5927\u751f\u4ea7\u89c4\u6a21\u3002<\/p>\n\n\n\n

4. \u4e09\u661f\u65b0\u5de5\u5382\u5c06\u4e8e 2027 \u5e74\u7ae3\u5de5\uff0c\u4ee5\u63d0\u9ad8 HBM \u4ea7\u80fd<\/strong><\/strong><\/h2>\n\n\n\n

\u636e11\u670813\u65e5\u7684\u62a5\u9053\uff0c\u4e09\u661f\u7535\u5b50\u5ba3\u5e03\u8ba1\u5212\u6269\u5efa\u5176\u4f4d\u4e8e\u97e9\u56fd\u5fe0\u6e05\u5357\u9053\u7684\u534a\u5bfc\u4f53\u5c01\u88c5\u5de5\u5382\uff0c\u65e8\u5728\u63d0\u9ad8\u9ad8\u5e26\u5bbd\u5185\u5b58 (HBM) \u4ea7\u91cf\u3002\u65b0\u5de5\u5382\u9884\u8ba1\u4e8e2027\u5e7412\u6708\u7ae3\u5de5\uff0c\u5c06\u914d\u5907\u5148\u8fdb\u7684HBM\u82af\u7247\u5c01\u88c5\u7ebf\u3002HBM\u82af\u7247\u5bf9\u4e8e\u4eba\u5de5\u667a\u80fd (AI) \u8ba1\u7b97\u81f3\u5173\u91cd\u8981\uff0c\u8be5\u9886\u57df\u7684\u9700\u6c42\u4f9d\u7136\u5f3a\u52b2\u3002\u5c01\u88c5\u662f\u82af\u7247\u5236\u9020\u7684\u5173\u952e\u9636\u6bb5\uff0c\u53ef\u9632\u6b62\u673a\u68b0\u548c\u5316\u5b66\u635f\u574f\u3002<\/p>\n\n\n\n

\u6b64\u524d\uff0c\u7531\u4e8e\u8d28\u91cf\u95ee\u9898\uff0c\u4e09\u661f\u5728\u5411NVIDIA\u4f9b\u5e94\u7b2c\u4e94\u4ee3HBM3E\u4ea7\u54c1\u65f6\u9762\u4e34\u7740\u5ef6\u8fdf\u3002\u7136\u800c\uff0c\u4e09\u661f\u5185\u5b58\u4e1a\u52a1\u6267\u884c\u526f\u603b\u88c1Jaejune Kim\u5728\u6700\u8fd1\u7684\u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u4e0a\u6307\u51fa\uff0c\u8be5\u516c\u53f8\u9884\u8ba1\u5728\u7b2c\u56db\u5b63\u5ea6\u5411\u5ba2\u6237\u53d1\u8d27HBM3E\u82af\u7247\uff0c\u5e76\u5728\u4e3b\u8981\u5ba2\u6237\u7684\u8ba4\u8bc1\u65b9\u9762\u53d6\u5f97\u4e86\u201c\u6709\u610f\u4e49\u7684\u201d\u8fdb\u5c55\u3002<\/p>\n\n\n\n

5. \u4e9a\u9a6c\u900aAWS\u5411\u7814\u7a76\u4eba\u5458\u514d\u8d39\u63d0\u4f9b\u4eba\u5de5\u667a\u80fd\u534a\u5bfc\u4f53\uff0c\u4e0e\u82f1\u4f1f\u8fbe\u7ade\u4e89<\/strong><\/strong><\/h2>\n\n\n\n

\u636e11\u670812 \u65e5\u8def\u900f\u793e\u62a5\u9053\uff0c\u4e9a\u9a6c\u900a\u7f51\u7edc\u670d\u52a1\uff08AWS\uff09\u5ba3\u5e03\uff0c\u5c06\u5411\u7814\u7a76\u4eba\u5458\u514d\u8d39\u63d0\u4f9b\u5176\u81ea\u7814AI\u534a\u5bfc\u4f53\u201cTrainium\u201d\u7684\u8ba1\u7b97\u80fd\u529b\uff0c\u4ee5\u652f\u6301\u4eba\u5de5\u667a\u80fd\u6a21\u578b\u5f00\u53d1\u3002\u6b64\u4e3e\u65e8\u5728\u4e0e\u82f1\u4f1f\u8fbe\u7ade\u4e89\uff0c\u5438\u5f15\u7814\u7a76\u4eba\u5458\u4f7f\u7528AWS\u7684\u4e91\u6570\u636e\u4e2d\u5fc3\u3002AWS\u8ba1\u5212\u4e3a\u6b64\u51c6\u590740,000\u4e2a\u7b2c\u4e00\u4ee3Trainiums\uff0c\u5e76\u5df2\u5438\u5f15\u5361\u5185\u57fa\u6885\u9686\u5927\u5b66\u548c\u52a0\u5dde\u5927\u5b66\u4f2f\u514b\u5229\u5206\u6821\u53c2\u4e0e\u3002AWS\u5e0c\u671b\u901a\u8fc7\u5dee\u5f02\u5316\u6218\u7565\u5438\u5f15\u7528\u6237\uff0c\u5c3d\u7ba1\u5b83\u5728\u4e91\u670d\u52a1\u5e02\u573a\u9886\u5148\uff0c\u4f46\u5728AI\u534a\u5bfc\u4f53\u9886\u57df\u9762\u4e34\u5fae\u8f6f\u7b49\u7ade\u4e89\u5bf9\u624b\u7684\u6311\u6218\u3002<\/p>\n\n\n\n

6. \u6b63\u5d34\u8d85\u7ea7\u8fd0\u7b97\u4e2d\u5fc3\u542f\u52a8\uff0c\u9996\u671f\u7b97\u529b\u51fa\u79df\u53ef\u671b\u6ee1\u8f7d<\/strong><\/strong><\/h2>\n\n\n\n

\u6b63\u5d34\u65d7\u4e0b\u9996\u5ea7\u8d85\u7ea7\u8fd0\u7b97\u4e2d\u5fc3\u201cUbilink\u201d\u4e8e11\u670814\u65e5\u6b63\u5f0f\u5f00\u5e55\uff0c\u9996\u671f\u6295\u8d4420\u4ebf\uff0c\u7b97\u529b\u51fa\u79df\u9884\u8ba1\u6ee1\u8f7d\uff0c\u8425\u6536\u53ef\u8fbe40\u4ebf\u3002\u6b63\u5d34\u8ba1\u5212\u660e\u5e74\u5f15\u5165NVIDIA GB200 AI\u670d\u52a1\u5668\uff0c\u63d0\u5347\u53f0\u6e7e\u7b97\u529b\u81f3\u4e9a\u6d32\u7b2c\u4e00\u3002<\/p>\n\n\n\n

\u540c\u65f6\uff0c\u6b63\u5d34\u5c06\u63a8\u51faGB200\u76f8\u5173\u7ec4\u4ef6\uff0c\u5305\u62ecAOC\u7535\u6e90\u7ebf\u3001\u8fde\u63a5\u5668\u4e0e\u6563\u70ed\u5143\u4ef6\uff0c\u62a2\u5360AI\u6570\u636e\u4e2d\u5fc3\u5546\u673a\u3002\u7b97\u529b\u79df\u8d41\u6a21\u5f0f\u53d7\u5230\u534a\u5bfc\u4f53\u5382\u5546\u548c\u751f\u533b\u4e1a\u8005\u7684\u9752\u7750\uff0c\u9884\u8ba1\u660e\u5e74\u6ee1\u8f7d\uff0c\u7b2c\u4e8c\u671f\u5df2\u5728\u89c4\u5212\u4e2d\u3002\u6b63\u5d34\u8fd8\u8ba1\u5212\u8fdb\u5165GB200 AI\u670d\u52a1\u5668\u4f9b\u5e94\u94fe\uff0c\u76ee\u6807\u5782\u76f4\u6574\u5408\uff0c\u53d1\u5c55\u4e0a\u6e38\u7ec4\u4ef6\u3002<\/p>\n\n\n\n

Ubilink\u91c7\u7528NVIDIA AI\u670d\u52a1\u5668\u548cQuantum-2 InfiniBand\u7f51\u7edc\u5e73\u53f0\uff0c\u7b97\u529b\u8fbe45.82 PFLOPs\uff0c\u4f4d\u5c45\u5168\u7403500\u5927\u8d85\u7ea7\u8ba1\u7b97\u673a\u524d21\u540d\uff0c\u4e9a\u6d32\u4ec5\u6b21\u4e8e\u65e5\u672c\u548c\u4e2d\u56fd\u7684\u8bbe\u65bd\u3002Ubilink\u7684\u5efa\u8bbe\u901f\u5ea6\u521b\u4e0b\u7eaa\u5f55\uff0c\u662f\u4e9a\u6d32\u9996\u5ea7\u7eff\u8272\u80fd\u6e90\u8d85\u7ea7\u8fd0\u7b97\u4e2d\u5fc3\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"2024\u5e7411\u670818\u65e5\uff0c\u5f97\u670b\u7535\u5b50\uff08DEPEND\uff09\u4e3a\u60a8\u64ad\u62a5\u534a\u5bfc\u4f53\u5e02\u573a\u201c\u4e00\u5468\u82af\u95fb\u201d\u3002\u5168\u7403\u7845\u7247\u51fa\u8d27\u91cf\u521b\u65b0\u9ad8\uff0c\u65e5\u672c\u5de8\u989d\u6295\u8d44\u82af\u7247\u4ea7\u4e1aAI\u548cHBM\u6280\u672f\u9700\u6c42\u5f3a\u52b2\uff0c\u4e09\u661f\u63d0\u5347HBM\u4ea7\u80fd\u3002","protected":false},"author":4,"featured_media":2729,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[7],"tags":[367,322],"class_list":["post-2728","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-367","tag-322"],"_links":{"self":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts\/2728","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/comments?post=2728"}],"version-history":[{"count":1,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts\/2728\/revisions"}],"predecessor-version":[{"id":2730,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts\/2728\/revisions\/2730"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/media\/2729"}],"wp:attachment":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/media?parent=2728"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/categories?post=2728"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/tags?post=2728"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}