{"id":71847,"date":"2026-09-16T00:00:38","date_gmt":"2026-09-15T16:00:38","guid":{"rendered":"https:\/\/naipnews.naipo.com\/?p=71847"},"modified":"2026-09-15T14:40:25","modified_gmt":"2026-09-15T06:40:25","slug":"ai-%e7%ae%97%e5%8a%9b%e6%bd%ae%e4%b8%8b%e7%9a%84%e5%8d%8a%e5%af%bc%e4%bd%93%e6%96%b0%e6%88%98%e5%9c%ba%ef%bc%9a%e8%b5%84%e7%ad%96%e4%bc%9amic%e8%a7%a3%e6%9e%90-2-5d-3d-%e9%ab%98%e9%98%b6%e8%8a%af","status":"publish","type":"post","link":"https:\/\/naipnews.naipo.com\/zh-hans\/71847\/","title":{"rendered":"AI \u7b97\u529b\u6f6e\u4e0b\u7684\u534a\u5bfc\u4f53\u65b0\u6218\u573a\uff1a\u8d44\u7b56\u4f1aMIC\u89e3\u6790 2.5D\/3D \u9ad8\u9636\u82af\u7247\u5c01\u88c5\u53d1\u5c55\u8d8b\u52bf\u4e0e\u53f0\u5382\u5951\u673a"},"content":{"rendered":"<p><strong>\u674e\u6dd1\u83b2<\/strong><strong>\u2571<\/strong><strong>\u5317\u7f8e\u667a\u6743\u62a5<\/strong> <strong>\u7f16\u8f91\u90e8<\/strong><\/p>\n<blockquote><p>\u968f\u7740\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u4e0e\u9ad8\u6548\u80fd\u8fd0\u7b97\uff08HPC\uff09\u5e94\u7528\u7684\u5feb\u901f\u6f14\u8fdb\uff0cAI \u8fd0\u7b97\u6b63\u7531\u5146\u7ea7\u53c2\u6570\u6a21\u578b\u8bad\u7ec3\u6301\u7eed\u6269\u5c55\u81f3\u63a8\u8bba\u65f6\u8fd0\u7b97\u3001\u4ee3\u7406\u578b AI\uff08Agentic AI\uff09\u3001\u6df7\u5408\u4e13\u5bb6\u6a21\u578b\uff08MoE\uff09\u4ee5\u53ca\u5927\u89c4\u6a21 AI \u91c7\u7528\u3002\u9762\u5bf9\u5de5\u4f5c\u8d1f\u8f7d\u9ad8\u5ea6\u590d\u6742\u5316\uff0c\u4f20\u7edf\u5355\u4e00\u82af\u7247\uff08SoC\uff09\u5fae\u7f29\u5236\u7a0b\u5df2\u9762\u4e34\u7269\u7406\u6781\u9650\u4e0e\u9ad8\u6602\u6210\u672c\u6311\u6218\u3002\u5728\u8d44\u7b56\u4f1a\u4ea7\u4e1a\u60c5\u62a5\u7814\u7a76\u6240\uff08MIC\uff09\u4e3b\u529e\u7684\u300c2026\u8dc3\u8fdb AI Leap \u7814\u8ba8\u4f1a\u300d\u4e2d\uff0c\u8d44\u6df1\u4ea7\u4e1a\u5206\u6790\u5e08\u674e\u4f9d\u73ca\u53d1\u8868\u300cAI\u5e94\u7528\u9700\u6c42\u4e0b\u7684\u9ad8\u9636\u82af\u7247\u5c01\u88c5\u53d1\u5c55\u8d8b\u52bf\u300d\u4e13\u9898\u6f14\u8bb2\uff0c\u6df1\u5165\u89e3\u6790\u9ad8\u9636\u82af\u7247\u5982\u4f55\u900f\u8fc7\u5148\u8fdb\u5c01\u88c5\u4e0e\u5c0f\u82af\u7247\uff08Chiplet\uff09\u6280\u672f\u7a81\u7834\u7b97\u529b\u74f6\u9888\uff0c\u4ee5\u53ca\u53f0\u6e7e\u534a\u5bfc\u4f53\u4ea7\u4e1a\u4f9b\u5e94\u94fe\u7684\u5173\u952e\u673a\u4f1a\u3002<\/p><\/blockquote>\n<figure id=\"attachment_71812\" aria-describedby=\"caption-attachment-71812\" style=\"width: 1290px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-71812 size-full\" src=\"https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2026\/09\/MIC_D.png\" alt=\"\" width=\"1290\" height=\"860\" srcset=\"https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2026\/09\/MIC_D.png 1290w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2026\/09\/MIC_D-768x512.png 768w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2026\/09\/MIC_D-1068x712.png 1068w\" sizes=\"auto, (max-width: 1290px) 100vw, 1290px\" \/><figcaption id=\"caption-attachment-71812\" class=\"wp-caption-text\">\u8d44\u7b56\u4f1a\u4ea7\u4e1a\u60c5\u62a5\u7814\u7a76\u6240\uff08MIC\uff09\u8d44\u6df1\u4ea7\u4e1a\u5206\u6790\u5e08\u674e\u4f9d\u73ca<\/figcaption><\/figure>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_69_1 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">\u76ee\u9304<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span 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ez-toc-heading-1\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/71847\/#%E5%85%B3%E9%94%AE%E8%B6%8B%E5%8A%BF%E4%B8%80%EF%BC%9AAI_%E5%B7%A5%E4%BD%9C%E8%B4%9F%E8%BD%BD%E5%89%A7%E5%A2%9E%EF%BC%8C%E5%B0%8F%E8%8A%AF%E7%89%87%EF%BC%88Chiplet%EF%BC%89%E6%9E%B6%E6%9E%84%E8%B7%83%E5%B1%85%E4%B8%BB%E6%B5%81\" title=\"\u5173\u952e\u8d8b\u52bf\u4e00\uff1aAI \u5de5\u4f5c\u8d1f\u8f7d\u5267\u589e\uff0c\u5c0f\u82af\u7247\uff08Chiplet\uff09\u67b6\u6784\u8dc3\u5c45\u4e3b\u6d41\">\u5173\u952e\u8d8b\u52bf\u4e00\uff1aAI \u5de5\u4f5c\u8d1f\u8f7d\u5267\u589e\uff0c\u5c0f\u82af\u7247\uff08Chiplet\uff09\u67b6\u6784\u8dc3\u5c45\u4e3b\u6d41<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" 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\u5c01\u88c5\uff08\u6a2a\u5411\u6574\u5408\uff09<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/71847\/#3D_%E5%B0%81%E8%A3%85%EF%BC%88%E5%9E%82%E7%9B%B4%E5%A0%86%E6%A0%88%EF%BC%89\" title=\"3D \u5c01\u88c5\uff08\u5782\u76f4\u5806\u6808\uff09\">3D \u5c01\u88c5\uff08\u5782\u76f4\u5806\u6808\uff09<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/71847\/#25D_3D_%E5%A4%8D%E5%90%88%E6%95%B4%E5%90%88\" title=\"2.5D + 3D \u590d\u5408\u6574\u5408\">2.5D + 3D \u590d\u5408\u6574\u5408<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/71847\/#%E5%85%B3%E9%94%AE%E8%B6%8B%E5%8A%BF%E4%B8%89%EF%BC%9A%E6%96%B0%E4%B8%80%E4%BB%A3%E8%BD%BD%E6%9D%BF%E4%B8%8E%E5%85%89%E7%94%B5%E6%95%B4%E5%90%88%EF%BC%88CPO%EF%BC%89%E6%8A%80%E6%9C%AF%E5%B4%9B%E8%B5%B7\" title=\"\u5173\u952e\u8d8b\u52bf\u4e09\uff1a\u65b0\u4e00\u4ee3\u8f7d\u677f\u4e0e\u5149\u7535\u6574\u5408\uff08CPO\uff09\u6280\u672f\u5d1b\u8d77\">\u5173\u952e\u8d8b\u52bf\u4e09\uff1a\u65b0\u4e00\u4ee3\u8f7d\u677f\u4e0e\u5149\u7535\u6574\u5408\uff08CPO\uff09\u6280\u672f\u5d1b\u8d77<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/71847\/#%E5%85%B3%E9%94%AE%E8%B6%8B%E5%8A%BF%E5%9B%9B%EF%BC%9A%E8%AE%BE%E8%AE%A1%E6%80%9D%E7%BB%B4%E8%BD%AC%E5%8F%98%EF%BC%8C%E8%B7%A8%E5%9F%9F%E5%85%B1%E5%90%8C%E8%AE%BE%E8%AE%A1%E4%B8%8EUCIe%E6%A0%87%E5%87%86%E5%B4%9B%E8%B5%B7\" title=\"\u5173\u952e\u8d8b\u52bf\u56db\uff1a\u8bbe\u8ba1\u601d\u7ef4\u8f6c\u53d8\uff0c\u8de8\u57df\u5171\u540c\u8bbe\u8ba1\u4e0eUCIe\u6807\u51c6\u5d1b\u8d77\">\u5173\u952e\u8d8b\u52bf\u56db\uff1a\u8bbe\u8ba1\u601d\u7ef4\u8f6c\u53d8\uff0c\u8de8\u57df\u5171\u540c\u8bbe\u8ba1\u4e0eUCIe\u6807\u51c6\u5d1b\u8d77<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/71847\/#%E4%BA%A7%E4%B8%9A%E5%B8%83%E5%B1%80%E4%B8%8E%E5%8F%B0%E6%B9%BE%E4%BE%9B%E5%BA%94%E9%93%BE%E7%9A%84%E6%96%B0%E5%A5%91%E6%9C%BA\" title=\"\u4ea7\u4e1a\u5e03\u5c40\u4e0e\u53f0\u6e7e\u4f9b\u5e94\u94fe\u7684\u65b0\u5951\u673a\">\u4ea7\u4e1a\u5e03\u5c40\u4e0e\u53f0\u6e7e\u4f9b\u5e94\u94fe\u7684\u65b0\u5951\u673a<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/71847\/#%E7%BB%93%E8%AE%BA\" title=\"\u7ed3\u8bba\">\u7ed3\u8bba<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"%E5%85%B3%E9%94%AE%E8%B6%8B%E5%8A%BF%E4%B8%80%EF%BC%9AAI_%E5%B7%A5%E4%BD%9C%E8%B4%9F%E8%BD%BD%E5%89%A7%E5%A2%9E%EF%BC%8C%E5%B0%8F%E8%8A%AF%E7%89%87%EF%BC%88Chiplet%EF%BC%89%E6%9E%B6%E6%9E%84%E8%B7%83%E5%B1%85%E4%B8%BB%E6%B5%81\"><\/span><strong>\u5173\u952e\u8d8b\u52bf\u4e00\uff1a<\/strong><strong>AI <\/strong><strong>\u5de5\u4f5c\u8d1f\u8f7d\u5267\u589e\uff0c\u5c0f\u82af\u7247\uff08<\/strong><strong>Chiplet<\/strong><strong>\uff09\u67b6\u6784\u8dc3\u5c45\u4e3b\u6d41<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u674e\u4f9d\u73ca\u5206\u6790\uff0cAI \u5e94\u7528\u7684\u5ef6\u4f38\u540c\u6b65\u63a8\u5347\u4e86\u8fd0\u7b97\u6838\u5fc3\u7b97\u529b\u3001\u5185\u5b58\u5bb9\u91cf\u4e0e\u5e26\u5bbd\uff0c\u4ee5\u53ca\u82af\u7247\u95f4\u7684\u6570\u636e\u4f20\u8f93\u9700\u6c42\u3002\u82e5\u4ec5\u4f9d\u8d56\u5355\u4e00\u5927\u578b\u6676\u7c92\uff08Die\uff09\uff0c\u5bb9\u6613\u56e0\u9762\u79ef\u8fc7\u5927\u5bfc\u81f4\u5236\u9020\u7f3a\u9677\u3001\u826f\u7387\u4e0b\u964d\u5e76\u62c9\u9ad8\u6210\u672c\u3002<\/p>\n<p>\u76f8\u8f83\u4e4b\u4e0b\uff0c\u5c0f\u82af\u7247\uff08Chiplet\uff09\u67b6\u6784\u5c06\u82af\u7247\u529f\u80fd\u62c6\u5206\uff0c\u8ba9\u8fd0\u7b97\u3001\u5185\u5b58\u3001I\/O \u7b49\u4e0d\u540c\u5355\u5143\u4f9d\u9700\u6c42\u914d\u7f6e\u6700\u9002\u5408\u7684\u5236\u7a0b\u3002\u4f8b\u5982\uff1a<\/p>\n<ul>\n<li><strong>\u8fd0\u7b97\u6838\u5fc3<\/strong>\u91c7\u7528\u6700\u5148\u8fdb\u8282\u70b9\u4ee5\u8ffd\u6c42\u6781\u81f4\u7b97\u529b\u3002<\/li>\n<li><strong>\u6210\u719f\u6216\u7279\u6b8a\u5355\u5143<\/strong>\uff08\u5982 I\/O\u3001RF\u3001SerDes\uff09\u5219\u91c7\u7528\u5177\u6210\u672c\u6548\u76ca\u7684\u5236\u7a0b\u3002<\/li>\n<\/ul>\n<p>\u8fd9\u79cd\u6a21\u5757\u5316\u8bbe\u8ba1\u4e0d\u4ec5\u80fd\u63d0\u5347\u826f\u7387\u3001\u63a7\u5236\u6210\u672c\uff0c\u66f4\u4fdd\u7559\u4e86\u5ba2\u5236\u5316\u5f39\u6027\u3002\u56fd\u9645\u5927\u5382\u5982 AMD\uff08Ryzen 7 3D Cache\u3001Instinct M1350 \u7cfb\u5217\uff09\u3001NVIDIA\uff08B200\uff09\u3001Graphcore \u53ca Apple\uff08M3 Ultra\uff09\u7b49\uff0c\u7686\u5df2\u5e7f\u6cdb\u8fd0\u7528\u6a2a\u5411\u4e0e\u5782\u76f4\u6574\u5408\u7684\u5c0f\u82af\u7247\u67b6\u6784\u3002<\/p>\n<figure id=\"attachment_71839\" aria-describedby=\"caption-attachment-71839\" style=\"width: 1489px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-71839 size-full\" src=\"https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2024\/09\/MIC_F.png\" alt=\"\" width=\"1489\" height=\"557\" srcset=\"https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2024\/09\/MIC_F.png 1489w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2024\/09\/MIC_F-768x287.png 768w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2024\/09\/MIC_F-1068x400.png 1068w\" sizes=\"auto, (max-width: 1489px) 100vw, 1489px\" \/><figcaption id=\"caption-attachment-71839\" class=\"wp-caption-text\">2.5D\u5c01\u88c5\u4e0e3D\u5806\u6808\u6574\u5408\u6709\u6548\u63d0\u5347AI\u8fd0\u7b97\u6548\u80fd\u4e0e\u5185\u5b58\u5e26\u5bbd\uff1b\u6570\u636e\u6e90\uff1aMIC\uff0c2026\u5e749\u6708<\/figcaption><\/figure>\n<h2><span class=\"ez-toc-section\" id=\"%E5%85%B3%E9%94%AE%E8%B6%8B%E5%8A%BF%E4%BA%8C%EF%BC%9A%E4%BB%8E25D%E6%A8%AA%E5%90%91%E6%89%A9%E5%85%85%E5%88%B03D%E5%9E%82%E7%9B%B4%E5%A0%86%E6%A0%88%EF%BC%8C%E6%89%93%E9%80%A0%E8%B6%85%E5%A4%A7%E5%9E%8B%E7%B3%BB%E7%BB%9F%E6%95%B4%E5%90%88%E5%B9%B3%E5%8F%B0\"><\/span><strong>\u5173\u952e\u8d8b\u52bf\u4e8c\uff1a\u4ece<\/strong><strong>2.5D<\/strong><strong>\u6a2a\u5411\u6269\u5145\u5230<\/strong><strong>3D<\/strong><strong>\u5782\u76f4\u5806\u6808\uff0c\u6253\u9020\u8d85\u5927\u578b\u7cfb\u7edf\u6574\u5408\u5e73\u53f0<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u4e3a\u5b9e\u73b0\u5c0f\u82af\u7247\u95f4\u7684\u9ad8\u901f\u6570\u636e\u4ea4\u6362\uff0c\u5c01\u88c5\u6280\u672f\u5df2\u7531\u4f20\u7edf\u6253\u7ebf\u4e0e\u8986\u6676\uff0c\u8fc8\u5411\u9ad8\u5bc6\u5ea6\u7684 2.5D \u4e0e3D\u5f02\u8d28\u6574\u5408\uff0c\u5404\u79cd\u5c01\u88c5\u6280\u672f\u4e3b\u8981\u7279\u70b9\u5982\u4e0b\uff1a<\/p>\n<h3><span class=\"ez-toc-section\" id=\"25D_%E5%B0%81%E8%A3%85%EF%BC%88%E6%A8%AA%E5%90%91%E6%95%B4%E5%90%88%EF%BC%89\"><\/span><strong>2.5D <\/strong><strong>\u5c01\u88c5\uff08\u6a2a\u5411\u6574\u5408\uff09<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u900f\u8fc7\u5168\u7845\u4e2d\u4ecb\u5c42\uff08\u5982\u53f0\u79ef\u7535 CoWoS-S\uff09\u3001\u5c40\u90e8\u7845\u6865\uff08\u5982 Intel EMIB\u3001\u53f0\u79ef\u7535 CoWoS-L\uff09\u6216\u6247\u51fa\u578b\u91cd\u5e03\u7ebf\u5c42\uff08RDL\uff0c\u5982\u65e5\u6708\u5149 FOCOS-B\uff09\u7b49\u67b6\u6784\uff0c\u5c06\u8fd0\u7b97\u6676\u7c92\u4e0e\u9ad8\u5e26\u5bbd\u5185\u5b58\uff08HBM\uff09\u5e76\u6392\u6574\u5408\u3002\u56e0\u5e94 AI GPU \u6574\u5408\u66f4\u591a\u8fd0\u7b97\u6676\u7c92\u4e0e HBM \u7684\u9700\u6c42\uff08\u5982\u7531 8 \u4e2a HBM3 \u6269\u5c55\u81f3 12\/24 \u4e2a HBM4\/HBM5\uff09\uff0c\u5355\u4e00\u5c01\u88c5\u9762\u79ef\u663e\u8457\u6269\u5927\uff0c\u672a\u6765\u66f4\u5c06\u63a8\u5347\u81f3\u6676\u5143\u7ea7\u7cfb\u7edf\uff08System-on-Wafer, SoW\uff09\u5e73\u53f0\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"3D_%E5%B0%81%E8%A3%85%EF%BC%88%E5%9E%82%E7%9B%B4%E5%A0%86%E6%A0%88%EF%BC%89\"><\/span><strong>3D <\/strong><strong>\u5c01\u88c5\uff08\u5782\u76f4\u5806\u6808\uff09<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u8fd0\u7528\u7845\u7a7f\u5b54\uff08TSV\uff09\u4e0e\u5fae\u51f8\u5757\uff08Microbump\uff09\u5c06\u903b\u8f91\u82af\u7247\u6216 HBM \u7684 DRAM \u6676\u7c92\u4e0a\u4e0b\u5806\u6808\uff0c\u5927\u5e45\u7f29\u77ed\u4f20\u8f93\u8ddd\u79bb\u3002\u5f53\u63a5\u70b9\u8ddd\u79bb\u5fae\u7f29\u81f3 10 \u5fae\u7c73\u4ee5\u4e0b\u65f6\uff0c\u65e0\u51f8\u5757\u7684\u6df7\u5408\u952e\u5408\uff08Hybrid Bonding\uff09\u6280\u672f\u6210\u4e3a\u5173\u952e\uff0c\u53ef\u663e\u8457\u63d0\u5347\u4e92\u8fde\u5bc6\u5ea6\u4e0e\u4f20\u8f93\u80fd\u6548\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"25D_3D_%E5%A4%8D%E5%90%88%E6%95%B4%E5%90%88\"><\/span><strong>2.5D + 3D <\/strong><strong>\u590d\u5408\u6574\u5408<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u5982 AMD Instinct M1350 \u7cfb\u5217\uff0c\u5373\u7ed3\u5408 3D \u5782\u76f4\u5806\u6808\u8fd0\u7b97\u6838\u5fc3\uff08XCD\uff09\u4e0e I\/O Die\uff0c\u518d\u900f\u8fc7 2.5D \u6a2a\u5411\u6269\u5145\u8fde\u7ed3 HBM\uff0c\u6781\u81f4\u5316\u4f20\u8f93\u6548\u80fd\u4e0e\u5185\u5b58\u5bb9\u91cf\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E5%85%B3%E9%94%AE%E8%B6%8B%E5%8A%BF%E4%B8%89%EF%BC%9A%E6%96%B0%E4%B8%80%E4%BB%A3%E8%BD%BD%E6%9D%BF%E4%B8%8E%E5%85%89%E7%94%B5%E6%95%B4%E5%90%88%EF%BC%88CPO%EF%BC%89%E6%8A%80%E6%9C%AF%E5%B4%9B%E8%B5%B7\"><\/span><strong>\u5173\u952e\u8d8b\u52bf\u4e09\uff1a\u65b0\u4e00\u4ee3\u8f7d\u677f\u4e0e\u5149\u7535\u6574\u5408\uff08<\/strong><strong>CPO<\/strong><strong>\uff09\u6280\u672f\u5d1b\u8d77<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u968f\u7740\u5c01\u88c5\u5c3a\u5bf8\u4e0e\u4f20\u8f93\u5e26\u5bbd\u9700\u6c42\u66b4\u589e\uff0c\u4e1a\u754c\u6b63\u79ef\u6781\u5bfb\u6c42\u65b0\u6750\u6599\u4e0e\u6280\u672f\u74f6\u9888\u7684\u7a81\u7834\uff1a<\/p>\n<ul>\n<li><strong>\u9762\u677f\u7ea7\u5c01\u88c5\uff08<\/strong><strong>PLP<\/strong><strong>\uff09\uff1a<\/strong> \u91c7\u7528\u5927\u5c3a\u5bf8\u77e9\u5f62\u73bb\u7483\u8f7d\u5177\uff08\u5982 $510mm \\times 515mm$ \u4ee5\u4e0a\uff09\uff0c\u63d0\u9ad8\u5927\u9762\u79ef\u5c01\u88c5\u7684\u6750\u6599\u5229\u7528\u7387\u4e0e\u4ea7\u80fd\uff0c\u964d\u4f4e\u6210\u672c\u3002<\/li>\n<li><strong>\u73bb\u7483\u6838\u5fc3\u8f7d\u677f\uff08<\/strong><strong>Glass Core Substrate, GCS<\/strong><strong>\uff09\uff1a<\/strong> \u5177\u5907\u9ad8\u521a\u6027\u3001\u4f4e\u7fd8\u66f2\u4e0e\u5e73\u5766\u5ea6\u6781\u4f73\u7b49\u7279\u6027\uff0c\u80fd\u652f\u6301 2 \u5fae\u7c73\u7ea7\uff08L\/S\uff09\u6781\u7ec6\u7ebf\u8def\u4e0e\u73bb\u7483\u901a\u5b54\uff08TGV\uff09\u6280\u672f\uff0c\u6210\u4e3a\u5927\u5c3a\u5bf8\u9ad8\u5bc6\u5ea6\u5c01\u88c5\u7684\u6f5c\u529b\u65b9\u6848\u3002<\/li>\n<li><strong>\u5171\u5c01\u88c5\u5149\u5b66\uff08<\/strong><strong>CPO<\/strong><strong>\uff09\u4e0e\u5149\u4e92\u8fde\uff1a<\/strong> \u5f53\u7535\u8baf\u53f7\u5728\u9ad8\u5e26\u5bbd\u3001\u957f\u8ddd\u79bb\u4f20\u8f93\u9762\u4e34\u9ad8\u635f\u8017\u4e0e\u9ad8\u529f\u8017\u74f6\u9888\u65f6\uff0c\u5c06\u5149\u5b66\u5f15\u64ce\uff08Optical Engine\uff09\u900f\u8fc7\u5148\u8fdb\u5c01\u88c5\u76f4\u63a5\u4e0e\u8fd0\u7b97\/\u4ea4\u6362\u82af\u7247\u6574\u5408\uff08\u5982\u53f0\u79ef\u7535 COUPE \u6280\u672f\u6216 Lightmatter M1000 \u67b6\u6784\uff09\uff0c\u5b9e\u73b0\u300c\u5149\u8fdb\u94dc\u9000\u300d\uff0c\u5927\u5e45\u4f18\u5316\u4f20\u8f93\u5e26\u5bbd\u4e0e\u80fd\u6548\u3002<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"%E5%85%B3%E9%94%AE%E8%B6%8B%E5%8A%BF%E5%9B%9B%EF%BC%9A%E8%AE%BE%E8%AE%A1%E6%80%9D%E7%BB%B4%E8%BD%AC%E5%8F%98%EF%BC%8C%E8%B7%A8%E5%9F%9F%E5%85%B1%E5%90%8C%E8%AE%BE%E8%AE%A1%E4%B8%8EUCIe%E6%A0%87%E5%87%86%E5%B4%9B%E8%B5%B7\"><\/span><strong>\u5173\u952e\u8d8b\u52bf\u56db\uff1a\u8bbe\u8ba1\u601d\u7ef4\u8f6c\u53d8\uff0c\u8de8\u57df\u5171\u540c\u8bbe\u8ba1\u4e0e<\/strong><strong>UCIe<\/strong><strong>\u6807\u51c6\u5d1b\u8d77<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u5148\u8fdb\u5c01\u88c5\u5bc6\u5ea6\u7684\u63d0\u5347\uff0c\u4f7f\u70ed\u7ba1\u7406\u3001\u7535\u6e90\u5b8c\u6574\u6027\u3001\u8baf\u53f7\u5b8c\u6574\u6027\u3001\u5e94\u529b\u7fd8\u66f2\u53ca\u6d4b\u8bd5\u96be\u5ea6\u5927\u5e45\u589e\u52a0\u3002\u4f20\u7edf\u300c\u7cfb\u7edf\u9700\u6c42=&gt;\u82af\u7247\u8bbe\u8ba1=&gt;\u5c01\u88c5\u8bbe\u8ba1=&gt;\u7ec4\u88c5\u9a8c\u8bc1\u300d\u7684\u4f9d\u5e8f\u6d41\u7a0b\uff0c\u6781\u6613\u5728\u540e\u6bb5\u66b4\u9732\u4e25\u91cd\u95ee\u9898\u3002<\/p>\n<p>\u73b0\u4eca\u4ea7\u4e1a\u5df2\u8d70\u5411\u8de8\u57df\u5171\u540c\u8bbe\u8ba1\uff08System-Technology Co-Optimization, STCO\uff09\uff0c\u4e8e\u8bbe\u8ba1\u65e9\u671f\u5373\u540c\u6b65\u5206\u6790\u82af\u7247\/\u5c01\u88c5\u5e03\u5c40\u3001\u4f9b\u7535\u3001\u70ed\u5e94\u529b\u4e0e\u53ef\u6d4b\u8bd5\u6027\uff0c\u964d\u4f4e\u8fed\u4ee3\u6210\u672c\u3002\u540c\u65f6\uff0c\u900f\u8fc7\u901a\u7528\u5c0f\u82af\u7247\u4e92\u8fde\u63a5\u53e3\uff08UCIe\uff09\u6807\u51c6\u7684\u6f14\u8fdb\uff08\u4ece 1.0 \u7684 2D\/2.5D \u8de8\u81f3 2.0\/3.0 \u7684 3D \u5806\u6808\u4e0e 64 GT\/s \u9ad8\u5e26\u5bbd\uff09\uff0c\u8ba9\u6765\u81ea\u4e0d\u540c\u4f9b\u8d27\u5546\u4e0e\u5236\u7a0b\u7684\u5c0f\u82af\u7247\u5f97\u4ee5\u65e0\u7f1d\u4e92\u901a\u3002<\/p>\n<figure id=\"attachment_71833\" aria-describedby=\"caption-attachment-71833\" style=\"width: 1466px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-71833 size-full\" src=\"https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2024\/09\/MIC_E.png\" alt=\"\" width=\"1466\" height=\"779\" srcset=\"https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2024\/09\/MIC_E.png 1466w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2024\/09\/MIC_E-768x408.png 768w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2024\/09\/MIC_E-1068x568.png 1068w\" sizes=\"auto, (max-width: 1466px) 100vw, 1466px\" \/><figcaption id=\"caption-attachment-71833\" class=\"wp-caption-text\">\u6676\u5143\u4ee3\u5de5\u4e0e\u751f\u6001\u7cfb\u9f99\u5934\uff08\u53f0\u79ef\u7535\uff09\uff1a \u6253\u9020 3DFabric \u6574\u5408\u5e73\u53f0\uff08\u542b CoWoS\u3001SoIC\u3001SoW \u53ca COUPE \u5149\u7535\u6574\u5408\uff09\uff0c\u5e76\u6210\u7acb 3DFabric \u8054\u76df\uff1b\u6570\u636e\u6e90\uff1aMIC\uff0c2026\u5e749\u6708<\/figcaption><\/figure>\n<h2><span class=\"ez-toc-section\" id=\"%E4%BA%A7%E4%B8%9A%E5%B8%83%E5%B1%80%E4%B8%8E%E5%8F%B0%E6%B9%BE%E4%BE%9B%E5%BA%94%E9%93%BE%E7%9A%84%E6%96%B0%E5%A5%91%E6%9C%BA\"><\/span><strong>\u4ea7\u4e1a\u5e03\u5c40\u4e0e\u53f0\u6e7e\u4f9b\u5e94\u94fe\u7684\u65b0\u5951\u673a<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u674e\u4f9d\u73ca\u6307\u51fa\uff0c\u9ad8\u9636 AI \u82af\u7247\u4e1a\u8005\uff08NVIDIA\u3001AMD\uff09\u53ca\u4e91\u7aef CSP \u5927\u5382\u81ea\u7814 AI \u82af\u7247\uff08AWS Trainium3\u3001Google Ironwood TPU\u3001Microsoft Maia 200\u3001Meta MTIA 400\uff09\u5747\u5c06\u5148\u8fdb\u5c01\u88c5\u4e0e\u5ba2\u5236\u5316\u6574\u5408\u5217\u4e3a\u4ea7\u54c1\u4e16\u4ee3\u5347\u7ea7\u7684\u6838\u5fc3\u3002<\/p>\n<p>\u5148\u8fdb\u5c01\u88c5\u5df2\u6210\u4e3a\u8de8\u9886\u57df\u7684\u7cfb\u7edf\u5de5\u7a0b\uff0c\u5355\u4e00\u4e1a\u8005\u65e0\u6cd5\u5355\u6253\u72ec\u6597\u3002\u53f0\u5382\u5728\u6b64\u6d6a\u6f6e\u4e2d\u5177\u5907\u5f3a\u5927\u7684\u6574\u4f53\u6218\u529b\uff1a<\/p>\n<ul>\n<li><strong>\u6676\u5143\u4ee3\u5de5\u4e0e\u751f\u6001\u7cfb\u9f99\u5934\uff08\u53f0\u79ef\u7535\uff09\uff1a<\/strong> \u6253\u9020 3DFabric \u6574\u5408\u5e73\u53f0\uff08\u542b CoWoS\u3001SoIC\u3001SoW \u53ca COUPE \u5149\u7535\u6574\u5408\uff09\uff0c\u5e76\u6210\u7acb <strong>3DFabric <\/strong><strong>\u8054\u76df<\/strong>\uff0c\u4e32\u8054 EDA\u3001IP\u3001\u5185\u5b58\u3001\u6d4b\u8bd5\u3001\u8f7d\u677f\u53ca\u5c01\u6d4b\u4f19\u4f34\u5171\u540c\u5f00\u53d1\u3002<\/li>\n<li><strong>\u5c01\u6d4b\u5de8\u5934\uff08\u65e5\u6708\u5149\uff09\uff1a<\/strong> \u63a8\u51fa\u7684 <strong>VIPack <\/strong><strong>\u5e73\u53f0<\/strong>\uff0c\u6db5\u76d6 Fan-Out\u30012.5D\/3D\u3001SiP \u4e0e CPO \u6280\u672f\uff0c\u4e3a\u5ba2\u6237\u63d0\u4f9b\u5f39\u6027\u5316\u4e0e\u5ba2\u5236\u5316\u7684\u91cf\u4ea7\u670d\u52a1\u3002<\/li>\n<li><strong>\u7845\u5149\u5b50\u4ea7\u4e1a\u8054\u76df\uff08<\/strong><strong>SiPhIA<\/strong><strong>\uff09\uff1a<\/strong> \u7531 SEMI 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