bianyi｜bandaotichanyezongheng

suizheshichanggenshangrengongzhinengyingyongderiyizengzhang，bandaotixingyejiangzai2025nianzaigonglvyuanjian、xianjinfengzhuanghehbmfangmianqudetupo。

zaizhunbeijinru 2025 nianzhiji，jishujixuyiqiansuoweiyoudesudufazhan。suizhekejixingyedebianhua，bandaotixingyeyezaifashengbianhua，gaixingyezhengzaizhuanxingyizhichixindeyingyong。youyubandaotiyizhishijishuchuangxindehexin，dianziyuanjiandechuangxinduiyuqudongxiayidaizhinengshoujiherengongzhineng (ai) zhiguanzhongyao。

suizhebutongxingyelingyuchuxianxinqushi，quanqiushichangjiangzaiweilaiyinianheshinianneifashengzhongdazhuanbian。zheixiequshijiangyingxiangbandaotideshejifangshiyijitamenxuyaonaxiegongnenglaibangzhuxinchanpinzaijishulingyujuyoujingzhengli。

rengongzhineng，zuoweidangjinkejilingyudewangzhe，jiangzai 2025 nianjiweilaijinianjixusuzaodianziyuanjiangongyinglian。

人工智能助力HBM定制化兴起

rengongzhinengdekuaisufazhanshiguoquliangnianbandaotichuangxinzuizhongyaodequdonglizhiyi。zaizhengge 2025 nian，rengongzhinengjiangjixurongrugengguangfandeshebeizhong，liru 2024 niandituichude pc。tedingzujianlingyuduidingzhidexuqiuriyizengzhang，yinqilezhenggebandaotixingyedexingqu。

liru，nvidia、intelheamdyizhifuzeshejiyi ai weizhongxindechuliqi，baokuo gpu he cpu。zheixiezujianzhuanmenzhenduiziranyuyanchuli、shenduxuexiheshengchengxiangyingjinxingleyouhua。zaiweilaijinian，womenkeyiqidaizheixiezujianshixianchuangxin，caiyonggengjuchuangxinxingdeshenjingxingtaisheji，mofangleisirenleidanaodegongneng。

raner，qunianrenmenduigaodaikuanneicun (hbm) deguanzhudubuduantigao，yinweitadegongnengshiqichengweidaxingyuyanmoxing (llm) kaifarenyuanderemenxuanze。youyugongyingyuelaiyuejinzhang，zhizaoshangtourulegengduochannengheziyuanlaikaifa hbm，congerdailailexindedingzhihuaxuqiu。

sanxingbandaotifuzongcaijian dram chanpinguihuazhuguan indong kim taolunle hbm zai ai yingyonglingyudenenglisuodailaidexinfazhan。

kim biaoshi：“hbm jiagouzhengzaixianqiyigudalangchao——dingzhi hbm。ai jichusheshidejizengxuyaojigaodexiaolvhehengxiangkuozhannengli，womenyuzhuyaokehudachengleyizhi，jijiyu hbm de ai dingzhijiangshiguanjiandeyibu。ppa——gonglv、xingnenghemianjishi ai jiejuefangandeguanjian，erdingzhijiangzai ppa fangmiantigongjudadejiazhi。”

skhailishi、sanxingdianzihemeiguangkejishihbmdesandazhizaoshang，tamenzhengzaitansuotigaoqixingnenghechulisududexinfangfa。

sanxinghemeiguang“zaimeigetukuaicengmianshangdoucaiyonglefeidaodianbomo（ncf）hereyajianhe（tcb）”，er sk hailishize“jixucaiyongdaozhuangxinpiandaguimohuiliugongyidemosudibutianchong（mr-muf），gaigongyizhixuyibujikejiangduizhanmifengzaigaodaodianxingmosucailiaozhong。”

suizheyuelaiyueduoderengongzhinengchulizhuanyidaobianyuan（gengkaojinshujuyuan），weibianyuanshebeishejidebandaotijiangxuyaogengjieneng、gengkuai，bingnenggouchulifuzaderengongzhinenggongzuofuzai。zheiyiqushixuyaodigonghao、gaoxingnengxinpiandechuangxin，youqishiduiyuzhinengxiangji、wulianwangshebeihezidongwurenjidengyingyong。

先进封装将成为芯片创新的下一阶段

churengongzhinengwai，kaifaxindexianjinfengzhuanggongyiyichengwei 2024 nianderemenhuatizhiyi。bandaotixingyezhengzaimianlinmoerdinglvdezhongjie，moerdinglvji“jichengdianlushangjingtiguandeshuliangmeiliangnianfanyifan，erchengbenshangshengfuduhenxiao”。

suizhejiedianchicunyuelaiyuexiao，ocm zhengzaitansuotongguofengzhuangtigaoxinpianxingnengdeqitaxuanze。nvidia yizhizailiyongtaijidiandexianjinfengzhuangnenglilaibangzhutigaoxinpianxingneng。zheishitongguotaijidiandejingyuanjibanxinpian (cowos) shixiande，takeyitigaoxingneng、jianshaozhanyongkongjianbingtigaonengxiao。

cowos tongguozaidangejibanshangduidiexinpianlaicujinbandaotichuangxin。xianzaixianjinjiedianyijiejindangenamichicun，xinpianduidiekaifashibandaotinenglidexiayigechangshi。cowos jishudeyoushijiqikuaisukuozhandenengliquebaoleqizaidaguimoshengchanzhongdeguangfanyingyong。

zheixiefangmianjidadiyouliyurengongzhinengyingyongriyizengzhangdexuqiu，baokuoshengchenghedaxingyuyanmoxing (llm)。taijidianjihuazaikuodaqiquanqiuyewudetongshi，tigaoqixianjinfengzhuangyewudechanneng。juchuan，taijidianjihuazaimeiguoheribenjianlixinde cowos xianjinfengzhuanggongchang，yimanzuzheiyiriyizengzhangdexuqiu。

gaizhanlvebeihoudezhuyaodongjishirengongzhinengyingyongdui nvidia xinpiandexuqiuriyizengzhang。

tongyang，cowos jishudexiaochicunyouzhuyuzaisanreqihezhouliufengshanshejidengxianjinlengquejiejuefanganzhongshixiangenggaoxiaodereguanli。suizheshujuzhongxindekuozhangyimanzuriyizengzhangde ai shiyong，zheikenenghuidaozhiduixianjinfengzhuangyingyongdexuqiuzengjia。

juyanjiu，cowos jishudechixujichengjiangbangzhu ocm tupoxinpianfengzhuangdechuantongxianzhi，tongguotigaoxingnenghezengqianghulianxinglaigaishanyingyong。tongyang，neicun（youqishi dram he nand shancun）zhong 3d duidiedeshiyongliangyejiangzai 2025 nianzengzhang，yigenghaodizhichi ai yingyong。

数据中心的增长将推动电源组件需求激增

suizherengongzhinengbuduanrongrubutongdeyewuheshichanglingyu，shujuzhongxinchengzaizheixiexinxidexuqiuyezaibuduanzengjia。suizherengongzhinengxuqiudezengjia，shujuzhongxinxingyehenkuaiyudaoleyigezhongdawenti，zhuyaoshiyinweidianlihuokongjiangenbenbugou。

zai cnbc deyifenbaogaozhong，zhuanjiajinggaocheng，rengongzhinengyingyongduidianlidexuqiubuduanzengzhang，qiqianzaizengzhangqianlijuda，yizhiyudangeshujuzhongxindeyongdianliangkenengbiyixiedachengshishenzhizhenggemeiguozhoudouyaoduo。

rengongzhinengdegaoxuqiudaozhilingbujianchannengxiajiang，daozhidingzhilengquexitongdejiaohuoshijianbijinianqianyanzhangle 5 beiyishang。shenzhibeiyongfadianjidejiaohuoshijianyechaoguoletongchangdeyigeyuedaoliangnian。

zirengongzhinengbaofayilai，dianlihenengyuanyichengweizuituchudeduanquelingyuzhiyi。guoqujinian，dianqihuagongzuojinyibujiajuleduidianlidexuqiu。dianwangshimeigeguojiajingji、guojiaanquanyijishequjiankangheanquandezhizhu，youyuzhongduoxingyedexuqiubuduanzengzhang，dianwangdewendingxingbiandeyuelaiyuecuiruo。

geguodianwangdaduoyiyoushushinianlishi，shiyongshoumingwei 50-80 nian，jijiangjieshu。dianwanglaohuadaozhiqigengrongyishoudaotingdian、wangluogongjihuoshequjinjiqingkuangdeyingxiang。pulinsidundaxuejiaoshoujiexi·zhanjinsi (jesse jenkins) biaoshi，2030 niandedianlixuqiukenengbi 2021 niangaochu 14%-19%。

21 shijidedianwangbixumanzubuduanzengzhangdedianlixuqiu，weidiandongqiche、rebeng、gongyedianqihuaheqingdianjietigongdongli，bingqiexuyaoyanshendaogaiguodexindiqu，yiliyongzuijiadefengnenghetaiyangnengziyuan。zheilianggeyinsuyiweizhewomenxuyaoyigegengdadedianwanghegengduodezhangjulichuanshu。

zheigewentizhengzaituidongdianyuanyuanjianxingyedexinfazhan。gaoxiaodianyuanzhuanhuanqijiangliyongbichuantongguijiyuanjiangenggaoxiaodexincailiao，bangzhujianshaoshujuzhongxindenengyuansunhao。zheixiecailiaobaokuotanhuagui (sic) hedanhuajia (gan) yuanjian，tamenjuyougenggaodejichuandianya、gengkuaidekaiguansudu、genggaodegonglvmiduhegengxiaodechicun。

wolfspeed、yifabandaotiheyingfeilingshisanjiashengchan sic he/huo gan yuanjiandegongsi。wolfspeed shi sic jishudelingdaozhezhiyi，yizhizhiliyukuodaqiquanqiuyingxianglibingtigaoquanqiushengchannengli。tongyang，gan cengjingshiyizhongjinyongyuhangkonghangtianheguofangyingyongdeyuanjian，xianzaiyuelaiyueduodiyongyutongxinheshujuzhongxin。

tongyang，zheixiezujianyouyuqigonglvxiaolvgao，keyibangzhubandaotixingyebichuantongguizujiangengkuaidishixiankechixufazhanmubiao，zuizhongjianshaodianlixuqiu。sic he gan zujiandepaifangliangyediyuchuantonggui，kejiangzuizhongchanpindepaifangliangjianshaogaoda 30%。

zheijiangshiweilaishujuzhongxinjianshedebiyouzhilu，yinweishujuzhongxinduidianlidexuqiujuda，kenenghuizengjiatanpaifang。

半导体行业正在突破创新界限

suizhe 2025 niandelinjin，youyurengongzhinengtuidonglebandaotigejudebiange，bandaotixingyejiangzaisuzaojishuweilaifangmianfahuigengjiaguanjiandezuoyong。hbm dingzhi、xianjinfengzhuanghegonglvyuanjianchuangxinjiangshi 2025 niandeshaoshuqushizhiyi。weileyingduizheixietiaozhan，bandaotigongsibixutouziyujianduancailiao、xinzhizaogongyihechuangxinxinpianjiagou。

quanqiudianziyuanjianfenxiaoshangbixuyikaoqitexujingyinghezuohuobanguanxi、quanqiugongyingshangwangluoheshichangqingbaogongjulaibangzhukehucaigouzheixiejijiangshangshideyuanjian。suizhebandaotixingyeshiyingzheixiequshi，tajiangjixuchengweijuedingweilaishiniandejishutupodeguanjiantuidongyinsu。

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