{"id":589200,"date":"2025-08-22T07:35:24","date_gmt":"2025-08-22T14:35:24","guid":{"rendered":"https:\/\/nai500.com\/?p=589200"},"modified":"2025-08-22T07:35:24","modified_gmt":"2025-08-22T14:35:24","slug":"huang-nvidia-tsmc","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/08\/huang-nvidia-tsmc\/","title":{"rendered":"Huang \u5728\u53f0\u7b2c\u4e09\u7ad9\u978f\u56fa Nvidia\u2013TSMC \u4f9b\u61c9\u93c8"},"content":{"rendered":"

\u53f0\u7063\u7522\u696d\u5a92\u9ad4\u5728\u5e02\u5834\u958b\u76e4\u524d\u5c31\u5b9a\u8abf\uff1a\u96c6\u90a6\u79d1\u6280\u5831\u5c0e\uff0cRubin \u5e73\u53f0\u5c07\u65bc 10 \u6708\u5728\u53f0\u7a4d\u96fb\u9032\u5165\u8a66\u7522\uff0c\u91cf\u7522\u9810\u8a08 2026 \u5e74\u7b2c\u4e8c\u5b63\u3002\u9019\u8207 Nvidia \u57f7\u884c\u9577 Jensen Huang \u4eca\u5e74\u7b2c\u4e09\u5ea6\u8a2a\u53f0\u4e26\u8207\u53f0\u7a4d\u96fb\u5c31\u6b21\u4e16\u4ee3 AI \u8a08\u7b97\u3001\u7db2\u8def\u8207\u5c01\u88dd\u9032\u884c\u65b0\u4e00\u8f2a\u6703\u8ac7\u76f8\u547c\u61c9\u3002\u5730\u65b9\u5831\u5c0e\u6307\u51fa\uff0c\u672c\u6ce2\u6d89\u53ca\u516d\u6b3e\u6676\u7247\u8a2d\u8a08\uff0c\u6db5\u84cb\u4e00\u9846 CPU\u3001\u4e00\u9846 GPU \u4ee5\u53ca\u8207 NVLink \u76f8\u95dc\u7684\u4ea4\u63db\u5668\u77fd\u6676\uff0c\u4e26\u5305\u542b Spectrum\u2011X \u4e59\u592a\u7db2\u8def\u5143\u4ef6\u3002\u6b64\u884c\u6b63\u503c\u83ef\u76db\u9813\u8207\u5317\u4eac\u5c31 AI \u6676\u7247\u5b58\u53d6\u6b0a\u722d\u8ad6\u4e4b\u969b\uff0c\u800c Nvidia \u4e5f\u5728\u57fa\u65bc Blackwell \u958b\u767c\u4e00\u6b3e\u7b26\u5408\u5c0d\u83ef\u898f\u7bc4\u7684 B30A\u3002<\/p>\n

\u5730\u65b9\u5a92\u9ad4\u8a0a\u865f\u8207\u5176\u6db5\u7fa9<\/h3>\n

\u53f0\u7063\u534a\u5c0e\u9ad4\u5a92\u9ad4\u5c07 Huang \u6b64\u884c\u6846\u5b9a\u70ba\u91dd\u5c0d\u7522\u54c1\u8def\u7dda\u8207\u7522\u80fd\u7684\u5de5\u4f5c\u6703\u8b70\uff0c\u800c\u975e\u5100\u5f0f\u6027\u62dc\u8a2a\u3002\u96c6\u90a6\u79d1\u6280\u6307\u51fa\uff1aRubin \u5e73\u53f0\u5c07\u65bc 10 \u6708\u5728\u53f0\u7a4d\u96fb\u9032\u5165\u8a66\u7522\uff0c\u91cf\u7522\u9810\u8a08 2026 \u5e74\u7b2c\u4e8c\u5b63\uff08TrendForce\uff0c\u4e2d\u6587\u7db2\u7ad9\uff09\u3002\u516c\u958b\u8a00\u8ad6\u7a81\u986f\u96d9\u65b9\u5408\u4f5c\u6df1\u5ea6\u3002Huang \u8b9a\u63da\u53f0\u7a4d\u96fb\u7684\u57f7\u884c\u529b\u8207\u6295\u8cc7\u7bc0\u594f\uff0c\u4e26\u91cd\u7533\u300c\u8ab0\u8cb7\u53f0\u7a4d\u96fb\u80a1\u7968\u90fd\u5f88\u8070\u660e\u300d\uff0c\u6b64\u8a71\u5728\u7f8e\u53f0\u5a92\u9ad4\u5ee3\u70ba\u5f15\u7528\u3002Focus Taiwan \u8207 RTI \u5831\u5c0e\u6703\u8b70\u8b70\u7a0b\u5305\u542b\u8a0e\u8ad6 VR \u76f8\u95dc\u6676\u7247\u3001NVLink \u4ea4\u63db\u5668\u5143\u4ef6\u8207 Spectrum\u2011X \u7db2\u8def\u8a2d\u5099\u3002\u7d9c\u5408\u4f86\u770b\uff0c\u7522\u54c1\u7dda\u986f\u793a Nvidia \u6b63\u5728\u9396\u5b9a\u5148\u9032\u88fd\u7a0b\u7684\u6676\u5713\u958b\u5de5\uff0c\u4e26\u9810\u7559\u672a\u4f86\u5169\u5e74\u7684\u5148\u9032\u5c01\u88dd\u7a97\u53e3\uff0c\u6b64\u6642\u7a0b\u7b26\u5408 CoWoS \u5bb9\u91cf\u64f4\u5145\u8207\u53f0\u7063\u4f9b\u61c9\u93c8\u57fa\u677f\u63a1\u8cfc\u7684\u4ea4\u671f\u3002<\/p>\n

\u4e9e\u6d32\u5e02\u5834\u53cd\u61c9<\/h3>\n

\u5728\u53f0\u5317\uff0c\u5c0d Nvidia 2026 \u5e74\u7bc0\u594f\u7684\u80fd\u898b\u5ea6\u56de\u5347\uff0c\u4f7f AI \u4f9b\u61c9\u93c8\u76f8\u95dc\u80a1\u7968\u53d7\u5230\u8cb7\u76e4\u9752\u775e\u3002\u534a\u5c0e\u9ad4\u80a1\u8207\u5148\u9032\u5c01\u88dd\u76f8\u95dc\u500b\u80a1\u8868\u73fe\u512a\u65bc\u5927\u76e4\uff0c\u800c\u90e8\u5206\u8207\u8a18\u61b6\u9ad4\u76f8\u8fd1\u7684\u53d7\u76ca\u8005\u5247\u56e0\u51fa\u53e3\u7ba1\u5236\u96dc\u97f3\u800c\u843d\u5f8c\u3002\u4ea4\u6613\u54e1\u6307\u51fa\u5916\u8cc7\u5728\u53f0\u7a4d\u96fb\u5448\u73fe\u7a69\u5b9a\u8cb7\u76e4\uff0c\u4e26\u9078\u64c7\u6027\u6d41\u5165 OSAT \u8207 ABF \u57fa\u677f\u5ee0\u3002\u5728\u65e5\u672c\uff0c\u8207 co\u2011packaged optics \u53ca\u9ad8\u5c64\u6578\u57fa\u677f\u76f8\u95dc\u7684\u534a\u5c0e\u9ad4\u8a2d\u5099\u8207\u96f6\u7d44\u4ef6\u5ee0\u53d7\u5230\u95dc\u6ce8\uff0c\u7136\u800c\u6295\u8cc7\u4eba\u9700\u5728 AI \u9806\u98a8\u8207\u65e5\u5713\u8d70\u5f37\u53ca\u6d88\u8cbb\u6027\u79d1\u6280\u8a02\u55ae\u75b2\u5f31\u9593\u53d6\u5f97\u5e73\u8861\uff0c\u4f7f TOPIX \u96fb\u5b50\u985e\u80a1\u8868\u73fe\u53c3\u5dee\u3002\u97d3\u570b\u7684 HBM \u4f9b\u61c9\u93c8\u56e0\u4e2d\u570b\u76f8\u95dc\u65b0\u805e\u5448\u73fe\u96d9\u5411\u4ea4\u6613\uff0c\u4f46\u8003\u91cf\u5230\u5df2\u78ba\u8a8d\u4f86\u81ea Nvidia \u4e0b\u4e00\u5e73\u53f0\u7684\u9700\u6c42\uff0c\u5e02\u5834\u60c5\u7dd2\u4ecd\u504f\u5efa\u8a2d\u6027\u3002\u6574\u500b\u5340\u57df\u50b3\u905e\u7684\u8a0a\u606f\u4e00\u81f4\uff1aAI \u8a08\u7b97\u5efa\u7f6e\u4ecd\u5c07\u662f 2025\u20132026 \u5e74\u8cc7\u672c\u652f\u51fa\u7684\u4e3b\u5c0e\u56e0\u7d20\uff0c\u53f0\u7063\u5728\u5c01\u88dd\u8207\u6574\u5408\u7684\u89d2\u8272\u63d0\u524d\u5438\u5f15\u6295\u8cc7\u4eba\u95dc\u6ce8\u3002<\/p>\n

Nvidia \u5728\u53f0\u7a4d\u96fb\u6240\u9396\u5b9a\u7684\u9805\u76ee<\/h3>\n

\u5730\u65b9\u8a0e\u8ad6\u7684\u516d\u6b3e\u6676\u7247\u5305\u62ec\u4e00\u9846 CPU\u3001\u4e00\u9846 GPU\uff0c\u4ee5\u53ca\u628a\u52a0\u901f\u5668\u4e32\u63a5\u6210\u66f4\u5927\u53e2\u96c6\u7684 NVLink \u4ea4\u63db\u5668\u77fd\u6676\u3002Nvidia \u7684 Spectrum\u2011X \u63a8\u52d5\u5c07\u4e59\u592a\u7db2\u8def\u70ba\u57fa\u5e95\u7684\u7db2\u8def\u67b6\u69cb\u52a0\u5165\u751f\u614b\uff0c\u8207 NVLink \u4e92\u88dc\u4ee5\u9054\u5230\u898f\u6a21\u64f4\u5c55\u3002Rubin \u5e73\u53f0\u9810\u8a08\u65bc 10 \u6708\u5728\u53f0\u7a4d\u96fb\u9032\u884c\u8a66\u7522\u30012026 \u5e74\u7b2c\u4e8c\u5b63\u91cf\u7522\uff0c\u63a1\u7528\u5148\u9032\u88fd\u7a0b\u4e26\u9700\u9ad8\u826f\u7387\u7684 2.5D \u6216 3D \u6574\u5408\u3002\u9810\u671f GPU \u8207\u4ea4\u63db\u5668\u6676\u7c92\u6703\u5927\u91cf\u63a1\u7528 CoWoS \u8b8a\u9ad4\uff0c\u800c\u5728\u5ef6\u9072\u95dc\u9375\u8655\u5247\u4ee5 SoIC \u5806\u758a\u6c42\u5f97\u66f4\u7dca\u5bc6\u6574\u5408\u3002\u95dc\u9375\u4e0d\u50c5\u662f\u6676\u7c92\u6548\u80fd\uff0c\u800c\u662f\u5c01\u88dd\u5167\u7684\u4e92\u9023\u5bc6\u5ea6\u8207\u96fb\u529b\u4f9b\u61c9\u65bc reticle \u5c3a\u5bf8\u5c01\u88dd\u9593\u7684\u8868\u73fe\u3002\u9019\u9a45\u52d5\u66f4\u591a\u5de5\u4f5c\u6d41\u5411\u53f0\u7a4d\u96fb\u7684\u5148\u9032\u5f8c\u6bb5\u7522\u7dda\u8207\u80fd\u8655\u7406\u5927\u578b\u4e92\u9023\u57fa\u677f\u3001\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\u5b89\u88dd\u53ca\u9ad8\u5c64\u6578 ABF \u57fa\u677f\u7684\u5408\u4f5c\u5ee0\u5546\u3002\u672c\u9031\u8a0e\u8ad6\u91cd\u9ede\u662f\u5728\u4e0b\u4e00\u500b\u5169\u8f2a\u63a1\u8cfc\u5faa\u74b0\u4f7f\u5e02\u5834\u518d\u5ea6\u7dca\u7e43\u524d\uff0c\u78ba\u4fdd\u7aef\u5c0d\u7aef\u4f9b\u61c9\u93c8\u3002<\/p>\n

\u5c01\u88dd\u662f\u74f6\u9838\uff0c\u800c\u975e 3 \u5948\u7c73\u6676\u5713<\/h3>\n

\u6676\u5713\u7522\u80fd\u6b63\u5728\u64f4\u5145\uff0c\u4f46\u622a\u81f3 2026 \u5e74\u7684\u9650\u5236\u56e0\u7d20\u4ecd\u662f\u5148\u9032\u5c01\u88dd\u3002CoWoS \u8a2d\u5099\u3001\u6f54\u6de8\u5ba4\u8f49\u63db\u4ee5\u53ca\u57fa\u677f\u4f9b\u61c9\u90fd\u9700\u8981\u6578\u5b63\u7684\u722c\u5347\u671f\u3002\u53f0\u7063\u7684\u751f\u614b\u7cfb\u5c45\u65bc\u6838\u5fc3\uff1a\u53f0\u7a4d\u96fb\u8ca0\u8cac CoWoS \u8207 SoIC\uff1bASE \u8207 SPIL \u63d0\u4f9b\u4e92\u88dc\u7684\u7d44\u88dd\uff1bUnimicron \u8207 Nanya PCB \u63d0\u4f9b ABF \u57fa\u677f\uff1b\u8a2d\u5099\u5ee0\u652f\u6301 redistribution \u8207\u6df7\u5408\u9375\u5408\u3002\u6bcf\u500b\u74b0\u7bc0\u90fd\u6709\u81ea\u8eab\u7684\u7bc0\u594f\u8207\u826f\u7387\u66f2\u7dda\u3002\u9019\u5c31\u662f\u70ba\u4f55 Rubin \u5728 2026 \u5e74\u7b2c\u4e8c\u5b63\u91cf\u7522\u7684\u6642\u9593\u9ede\uff0c\u6bd4\u4efb\u4f55\u55ae\u4e00 tape\u2011out \u66f4\u5177\u610f\u7fa9\u3002\u5b83\u6307\u793a\u4f55\u6642\u5c01\u88dd\u63d2\u69fd\u3001HBM \u5b89\u88dd\u8207\u57fa\u677f\u5c64\u6578\u6703\u5230\u4f4d\u4ee5\u652f\u63f4\u5be6\u8cea\u91cf\u7522\u3002\u628a\u5730\u65b9\u982d\u689d\u4e2d\u63d0\u5230\u7684\u300c\u5c01\u88dd\u7522\u80fd\u300d\u7576\u6210 Nvidia \u51fa\u8ca8\u65e5\u671f\u7684\u524d\u5c0e\u6307\u6a19\u3002\u5982\u679c TrendForce \u7684\u6642\u7a0b\u6210\u7acb\uff0c2025 \u5e74\u5c07\u662f\u8f49\u578b\u5e74\uff0c\u7522\u80fd\u7dca\u5f35\u6301\u7e8c\uff0c\u800c\u4e0b\u534a\u5e74\u96a8\u8457\u65b0 CoWoS \u7dda\u8207\u57fa\u677f\u6295\u8cc7\u4e0a\u7dda\u6703\u6709\u6b65\u968e\u6027\u589e\u52a0\u3002<\/p>\n

\u5730\u7de3\u653f\u6cbb\u8207\u7b26\u5408\u5c0d\u83ef\u898f\u7bc4\u7684 B30A<\/h3>\n

\u6b64\u884c\u6b63\u503c\u51fa\u53e3\u7ba1\u5236\u9650\u5236 Nvidia \u5c0d\u4e2d\u570b\u51fa\u8ca8\u4e4b\u969b\u3002\u7f8e\u806f\u793e\u5831\u5c0e\u6307\u51fa Nvidia \u6b63\u8207\u83ef\u76db\u9813\u8ac7\u5224 B30A\uff0c\u4e00\u6b3e\u57fa\u65bc Blackwell \u7684\u5c0d\u83ef\u5408\u898f AI \u6676\u7247\uff0c\u4e26\u5728\u6548\u80fd\u4e0a\u8abf\u4f4e\u4ee5\u7b26\u5408\u9580\u6abb\u3002\u8a72\u7522\u54c1\u5c07\u8207\u5176\u4ed6\u5730\u5340\u51fa\u8ca8\u7684\u65d7\u8266 B300 \u4e26\u5b58\u3002\u5c0d\u53f0\u7a4d\u96fb\u800c\u8a00\uff0c\u77ed\u671f\u7684\u7d44\u5408\u8f49\u5411\u66f4\u504f\u5411\u7f8e\u570b\u8d85\u5927\u91cf\u8cc7\u6599\u4e2d\u5fc3\u5ba2\u6236\u8207\u53f0\u7063\u672c\u5730\u7684 AI \u57fa\u790e\u5efa\u8a2d\uff0c\u6e1b\u5c11\u5c0d\u4e2d\u570b\u76f8\u95dc\u8b8a\u9ad4\u7684\u4f9d\u8cf4\u3002\u5c0d\u97d3\u570b\u8a18\u61b6\u9ad4\u4f9b\u61c9\u5546\u800c\u8a00\uff0c\u653f\u7b56\u8def\u5f91\u4ecd\u81f3\u95dc\u91cd\u8981\u3002HBM \u7684\u5206\u914d\u9700\u5c0d\u61c9\u5408\u898f\u898f\u5247\u8207\u9577\u671f\u5354\u8b70\u3002\u5317\u4eac\u7684\u96f2\u7aef\u696d\u8005\u6703\u6301\u7e8c\u5c0b\u6c42\u5408\u6cd5\u4e14\u66f4\u9ad8\u4f4d\u5bc6\u5ea6\u7684\u904b\u7b97\u55ae\u4f4d\uff0c\u4f46\u6548\u80fd\u5dee\u8ddd\u5c07\u64f4\u5927\u3002\u5be6\u52d9\u4e0a\u7684\u7d50\u8ad6\u662f\uff1a\u51fa\u53e3\u898f\u5247\u4e26\u672a\u963b\u6b62 AI \u5efa\u7f6e\uff1b\u5b83\u5011\u53ea\u662f\u91cd\u65b0\u5c0e\u5411\u5148\u9032\u5c01\u88dd\u8207\u6700\u9ad8\u7aef\u5806\u758a\u7684\u843d\u8173\u8655\u3002\u53f0\u7063\u4ecd\u662f\u9818\u5148\u5e73\u53f0\u7684\u7d44\u88dd\u5730\uff0c\u4e0d\u8ad6\u662f\u5426\u5305\u542b\u4e2d\u570b\u5e02\u5834\u3002<\/p>\n

\u95dc\u65bc\u53f0\u7a4d\u96fb\u7684\u554f\u984c\u8207\u570b\u5bb6\u6301\u80a1\u8a0e\u8ad6<\/h3>\n

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