{"id":595,"date":"2025-08-15T22:52:00","date_gmt":"2025-08-15T14:52:00","guid":{"rendered":"http:\/\/www.applicationsofllm.com\/?p=595"},"modified":"2025-09-16T22:57:09","modified_gmt":"2025-09-16T14:57:09","slug":"%e5%85%88%e8%bf%9b%e5%b0%81%e8%a3%85%e6%8a%80%e6%9c%af%e5%85%a8%e6%99%af%e8%a7%a3%e6%9e%90%ef%bc%9a%e4%bb%8echiplet%e5%88%b03d%e9%9b%86%e6%88%90%e7%9a%84%e6%bc%94%e8%bf%9b%e4%b9%8b%e8%b7%af","status":"publish","type":"post","link":"http:\/\/www.applicationsofllm.com\/index.php\/2025\/08\/15\/%e5%85%88%e8%bf%9b%e5%b0%81%e8%a3%85%e6%8a%80%e6%9c%af%e5%85%a8%e6%99%af%e8%a7%a3%e6%9e%90%ef%bc%9a%e4%bb%8echiplet%e5%88%b03d%e9%9b%86%e6%88%90%e7%9a%84%e6%bc%94%e8%bf%9b%e4%b9%8b%e8%b7%af\/","title":{"rendered":"\u5148\u8fdb\u5c01\u88c5\u6280\u672f\u5168\u666f\u89e3\u6790\uff1a\u4eceChiplet\u52303D\u96c6\u6210\u7684\u6f14\u8fdb\u4e4b\u8def"},"content":{"rendered":"\n<p><strong>\u5f15\u8a00<\/strong><\/p>\n\n\n\n<p>\u534a\u5bfc\u4f53\u4ea7\u4e1a\u6b63\u5904\u4e8e\u6df1\u5ea6\u53d8\u9769\u7684\u5173\u952e\u65f6\u671f\u3002\u968f\u7740\u6469\u5c14\u5b9a\u5f8b\u9010\u6e10\u5931\u53bb\u4f20\u7edf\u610f\u4e49\u4e0a\u7684\u9a71\u52a8\u529b\uff0c\u5148\u8fdb\u5236\u7a0b\u8282\u70b9\u7684\u6210\u672c\u6301\u7eed\u6500\u5347\uff0c\u5355\u4e00\u82af\u7247\u7684\u6027\u80fd\u63d0\u5347\u5df2\u65e0\u6cd5\u5355\u7eaf\u4f9d\u8d56\u6676\u4f53\u7ba1\u5c3a\u5bf8\u7684\u7f29\u5c0f\u3002\u9762\u5bf9\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u3001\u9ad8\u6027\u80fd\u8ba1\u7b97\uff08HPC\uff09\u30015G\u901a\u4fe1\u3001\u4e91\u6570\u636e\u4e2d\u5fc3\u4ee5\u53ca\u6d88\u8d39\u7535\u5b50\u7b49\u9886\u57df\u5bf9\u8ba1\u7b97\u80fd\u529b\u3001\u529f\u8017\u6548\u7387\u548c\u96c6\u6210\u5ea6\u7684\u4e0d\u65ad\u5347\u7ea7\u9700\u6c42\uff0c\u5148\u8fdb\u5c01\u88c5\u6280\u672f\u6210\u4e3a\u7a81\u7834\u6027\u80fd\u74f6\u9888\u3001\u5ef6\u7eed\u884c\u4e1a\u589e\u957f\u66f2\u7ebf\u7684\u6838\u5fc3\u8def\u5f84\u3002<\/p>\n\n\n\n<p>\u5148\u8fdb\u5c01\u88c5\u4e0d\u4ec5\u662f\u5c01\u88c5\u73af\u8282\u7684\u5ef6\u4f38\u5347\u7ea7\uff0c\u66f4\u662f\u7cfb\u7edf\u67b6\u6784\u4e0e\u82af\u7247\u8bbe\u8ba1\u8303\u5f0f\u7684\u5168\u9762\u9769\u65b0\u3002Chiplet\uff08\u82af\u7c92\u5316\uff09\u3001\u6247\u51fa\u578b\u6676\u5706\u7ea7\u5c01\u88c5\uff08FOWLP\uff09\u3001\u5c01\u88c5\u53e0\u5c42\uff08PoP\uff09\u30012.5D\u53ca3D\u5806\u53e0\u7b49\u6280\u672f\u7684\u5feb\u901f\u53d1\u5c55\uff0c\u6b63\u5728\u5b9e\u73b0\u591a\u82af\u7247\u6a21\u5757\u5316\u3001\u5f02\u6784\u96c6\u6210\u548c\u9ad8\u5e26\u5bbd\u4e92\u8fde\uff0c\u4e3a\u7cfb\u7edf\u6027\u80fd\u548c\u80fd\u6548\u6bd4\u5e26\u6765\u8de8\u4ee3\u63d0\u5347\u3002\u5728\u9ad8\u6027\u80fd\u8ba1\u7b97\u5e73\u53f0\u4e2d\uff0c\u901a\u8fc72.5D\u4e2d\u4ecb\u5c42\u96c6\u6210HBM\uff08\u9ad8\u5e26\u5bbd\u5b58\u50a8\uff09\u5df2\u6210\u4e3a\u884c\u4e1a\u6807\u51c6\uff0c\u800c\u6df7\u5408\u952e\u5408\uff08Hybrid 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<\/strong><strong>\u5148\u8fdb\u5c01\u88c5\u7684\u4ea7\u4e1a\u80cc\u666f\u4e0e\u53d1\u5c55\u52a8\u56e0<\/strong><br>\u534a\u5bfc\u4f53\u884c\u4e1a\u6b63\u5728\u7ecf\u5386\u6df1\u523b\u53d8\u9769\uff0c\u6027\u80fd\u63d0\u5347\u3001\u529f\u8017\u4f18\u5316\u53ca\u7cfb\u7edf\u5c0f\u578b\u5316\u7684\u9700\u6c42\u4e0d\u65ad\u52a0\u5267\u3002\u968f\u7740\u4f20\u7edf\u6676\u4f53\u7ba1\u7f29\u653e\u8d8b\u7f13\uff0c\u5355\u4e00\u82af\u7247\u8bbe\u8ba1\u96be\u4ee5\u6301\u7eed\u6ee1\u8db3\u9ad8\u6027\u80fd\u4e0e\u4f4e\u6210\u672c\u7684\u8981\u6c42\u3002\u5148\u8fdb\u5c01\u88c5\u6280\u672f\u901a\u8fc7\u591a\u82af\u7247\u6574\u5408\u4e0e\u7cfb\u7edf\u7ea7\u4f18\u5316\uff0c\u6210\u4e3a\u63a8\u52a8\u4e0b\u4e00\u4ee3\u7535\u5b50\u4ea7\u54c1\u53d1\u5c55\u7684\u5173\u952e\u8def\u5f84\u3002TechInsights\u51ed\u501f\u5728\u5e02\u573a\u5206\u6790\u3001\u6280\u672f\u9884\u6d4b\u53ca\u53cd\u5411\u5de5\u7a0b\u7b49\u65b9\u9762\u7684\u6df1\u5ea6\u79ef\u7d2f\uff0c\u7cfb\u7edf\u7814\u7a76\u4e86\u5c01\u88c5\u6280\u672f\u5728\u6210\u672c\u63a7\u5236\u3001\u8bbe\u8ba1\u590d\u6742\u5ea6\u4e0e\u5236\u9020\u6548\u7387\u65b9\u9762\u7684\u6218\u7565\u4ef7\u503c\u3002<\/p>\n\n\n\n<p><strong>1.2 <\/strong><strong>\u6469\u5c14\u5b9a\u5f8b\u653e\u7f13\u4e0e<\/strong><strong>\u201cMore than Moore\u201d<\/strong><strong>\u7684\u8d8b\u52bf<\/strong><br>\u7535\u8def\u5bc6\u5ea6\u7684\u7ebf\u6027\u6269\u5c55\u6b63\u9010\u6b65\u653e\u7f13\uff0c\u5148\u8fdb\u5236\u7a0b\u8282\u70b9\u7684\u5355\u4f4d\u9762\u79ef\u6210\u672c\u6301\u7eed\u4e0a\u5347\u3002\u4e3a\u4e86\u7a81\u7834\u6469\u5c14\u5b9a\u5f8b\u7684\u9650\u5236\uff0c\u4ea7\u4e1a\u754c\u5f00\u59cb\u901a\u8fc7\u201cMore than Moore\u201d\u7b56\u7565\uff0c\u501f\u52a9\u5c01\u88c5\u5c42\u9762\u7684\u521b\u65b0\u5b9e\u73b0\u7cfb\u7edf\u529f\u80fd\u7684\u591a\u7ef4\u96c6\u6210\u3002\u5f53\u524d\u7684\u8bbe\u8ba1\u8d8b\u52bf\u5305\u62ec\uff1a\u66f4\u9ad8\u7684\u63a5\u53e3\u5e26\u5bbd\uff08\u5982PCIe\u3001\u4ee5\u592a\u7f51\u3001DDR\u7cfb\u5217\uff09\u3001\u66f4\u4e30\u5bcc\u7684\u5e94\u7528\u52a0\u901f\u5668\uff08\u5982NPU\uff09\u3001\u4ee5\u53ca\u9488\u5bf9\u591a\u5143\u5316\u5e94\u7528\u9700\u6c42\u7684\u7075\u6d3b\u786c\u6838IP\u590d\u7528\u3002\u8fd9\u4e9b\u8d8b\u52bf\u63a8\u52a8\u4e862.5D\u30013D\u3001Chiplet\u7b49\u5148\u8fdb\u5c01\u88c5\u67b6\u6784\u7684\u5feb\u901f\u5e94\u7528\u3002<\/p>\n\n\n\n<p><strong>1.3 <\/strong><strong>\u82af\u7c92\u5316\uff08<\/strong><strong>Chiplet<\/strong><strong>\uff09\u4e0e\u5f02\u6784\u96c6\u6210\u5bf9\u5c01\u88c5\u7684\u63a8\u52a8\u4f5c\u7528<\/strong><br>Chiplet\uff08\u82af\u7c92\u5316\uff09\u8bbe\u8ba1\u901a\u8fc7\u5c06\u590d\u6742SoC\u5206\u89e3\u4e3a\u591a\u4e2a\u529f\u80fd\u82af\u7c92\uff0c\u5229\u7528\u6210\u719f\u5236\u7a0b\u4e0e\u5148\u8fdb\u5c01\u88c5\u6280\u672f\u8fdb\u884c\u5f02\u6784\u96c6\u6210\uff0c\u5927\u5e45\u63d0\u5347\u8bbe\u8ba1\u7075\u6d3b\u6027\u548c\u6210\u672c\u6548\u7387\u3002\u5148\u8fdb\u5c01\u88c5\u5728\u591a\u82af\u7c92\u4e92\u8fde\u3001\u4fe1\u53f7\u5b8c\u6574\u6027\u53ca\u529f\u7387\u4f20\u8f93\u7b49\u65b9\u9762\u626e\u6f14\u4e86\u6838\u5fc3\u89d2\u8272\u3002\u9ad8\u5e26\u5bbd\u5b58\u50a8\u5668\uff08HBM\uff09\u4e0e\u5904\u7406\u5668\u7684\u7d27\u5bc6\u8026\u5408\u662f\u5178\u578b\u5e94\u7528\u6848\u4f8b\uff0c\u501f\u52a92.5D\u7845\u4e2d\u4ecb\u5c42\u3001\u5d4c\u5165\u5f0f\u6865\u63a5\uff08EMIB\uff09\u53ca3D\u6df7\u5408\u952e\u5408\uff0cChiplet\u67b6\u6784\u53ef\u4ee5\u5b9e\u73b0\u66f4\u9ad8\u7684\u6570\u636e\u541e\u5410\u91cf\u548c\u66f4\u4f4e\u7684\u5ef6\u8fdf\u3002<\/p>\n\n\n\n<p><strong>1.4 <\/strong><strong>\u5148\u8fdb\u5c01\u88c5\u6280\u672f\u7684\u6218\u7565\u610f\u4e49\u4e0e\u5e94\u7528\u524d\u666f<\/strong><br>\u5148\u8fdb\u5c01\u88c5\u5df2\u6210\u4e3a\u9ad8\u6027\u80fd\u8ba1\u7b97\u3001\u4eba\u5de5\u667a\u80fd\u30015G\u901a\u4fe1\u548c\u6d88\u8d39\u7535\u5b50\u7b49\u5173\u952e\u9886\u57df\u7684\u6838\u5fc3\u7ade\u4e89\u529b\u3002\u5176\u4f18\u52bf\u4e0d\u4ec5\u4f53\u73b0\u5728\u63d0\u5347\u8ba1\u7b97\u6548\u7387\u4e0e\u7cfb\u7edf\u5e26\u5bbd\uff0c\u8fd8\u80fd\u5728\u7a7a\u95f4\u53d7\u9650\u548c\u529f\u8017\u654f\u611f\u7684\u5e94\u7528\u573a\u666f\u4e2d\u63d0\u4f9b\u66f4\u4f18\u89e3\u51b3\u65b9\u6848\u3002TechInsights\u7684\u5206\u6790\u6570\u636e\u53caCAPM\uff08\u5c01\u88c5\u4e0e\u6d4b\u8bd5\u6210\u672c\u6a21\u578b\uff09\u5e2e\u52a9\u8bbe\u8ba1\u56e2\u961f\u5728\u4ea7\u54c1\u5f00\u53d1\u521d\u671f\u4f18\u5316\u65b9\u6848\u3001\u964d\u4f4e\u5236\u9020\u98ce\u9669\u3002\u672a\u6765\uff0c\u968f\u7740HBM3\/3e\u30013D\u6df7\u5408\u952e\u5408\u4ee5\u53caFan-Out\u7b49\u65b0\u6280\u672f\u7684\u6210\u719f\uff0c\u5148\u8fdb\u5c01\u88c5\u5c06\u7ee7\u7eed\u6210\u4e3a\u9a71\u52a8\u534a\u5bfc\u4f53\u884c\u4e1a\u589e\u957f\u7684\u91cd\u8981\u5f15\u64ce\u3002<\/p>\n\n\n\n<p><strong>\u4e8c\u3001\u5148\u8fdb\u5c01\u88c5\u7684\u4e3b\u8981\u7c7b\u578b\u4e0e\u5b9a\u4e49<\/strong><\/p>\n\n\n\n<p>\u5148\u8fdb\u5c01\u88c5\u6280\u672f\u901a\u8fc7\u521b\u65b0\u7684\u4e92\u8fde\u7ed3\u6784\u3001\u6750\u6599\u4e0e\u67b6\u6784\u8bbe\u8ba1\uff0c\u5b9e\u73b0\u4e86\u66f4\u9ad8\u7684\u96c6\u6210\u5ea6\u4e0e\u7cfb\u7edf\u6027\u80fd\u3002TechInsights\u5bf9\u5f53\u524d\u4e3b\u6d41\u5148\u8fdb\u5c01\u88c5\u7c7b\u578b\u4e0e\u5173\u952e\u6982\u5ff5\u8fdb\u884c\u4e86\u7cfb\u7edf\u6027\u5b9a\u4e49\u548c\u8bf4\u660e\uff0c\u6db5\u76d6\u4ece\u82af\u7c92\u5316\uff08Chiplet\uff09\u52302.5D\u30013D\u96c6\u6210\u7b49\u591a\u7ef4\u5ea6\u65b9\u6848\u3002<\/p>\n\n\n\n<p><strong>2.1 Chiplet<\/strong><strong>\uff08\u82af\u7c92\uff09<\/strong><br>Chiplet\uff08\u6216\u79f0\u201cTile\u201d\uff09\u662f\u4e00\u79cd\u6a21\u5757\u5316\u82af\u7247\u8bbe\u8ba1\u65b9\u6cd5\uff0c\u8981\u6c42\u82af\u7c92\u4e3a\u5df2\u77e5\u826f\u54c1\uff08KGD\uff09\u5e76\u652f\u6301\u5c01\u88c5\u7ea7\u6d4b\u8bd5\u3002\u5176\u8bbe\u8ba1\u91cd\u70b9\u5728\u4e8e\u4f18\u5316I\/O\u710a\u76d8\u95f4\u8ddd\uff08Pad Pitch\uff09\u4e0e\u4fe1\u53f7\u4e32\u6270\u6291\u5236\uff0c\u4ee5\u5339\u914d\u4e0b\u4e00\u5c42\u5c01\u88c5\u7684\u5e03\u7ebf\u95f4\u8ddd\u3002Chiplet\u901a\u5e38\u4e0d\u9002\u7528\u4e8e\u9a71\u52a8\u5927\u8d1f\u8f7d\u6216\u957f\u8ddd\u79bb\u4f20\u8f93\u7ebf\u8def\uff0c\u800c\u662f\u4f9d\u8d56\u9ad8\u5bc6\u5ea6\u4e92\u8fde\u5b9e\u73b0\u529f\u80fd\u6574\u5408\u3002TechInsights\u5229\u7528\u6218\u7565\u6210\u672c\u4e0e\u4ef7\u683c\u6a21\u578b\uff0c\u5bf9\u5355\u7247SoC\u53caChiplet\u3001\u7845\u4e2d\u4ecb\u5c42\uff08Interposer\uff09\u548cTSV\u7684\u6210\u672c\u8fdb\u884c\u4e86\u5efa\u6a21\u3002<\/p>\n\n\n\n<p><strong>2.2 Microbump<\/strong><strong>\u4e0e\u9ad8\u5bc6\u5ea6\u4e92\u8fde<\/strong><br>Microbump\u6280\u672f\u4e3b\u8981\u7528\u4e8e\u201c3D\u201d\u5782\u76f4\u5806\u53e0\u5c01\u88c5\u4e2d\uff0c\u4f8b\u5982\u9ad8\u5e26\u5bbd\u5185\u5b58\uff08HBM3\uff09\u5806\u53e0\u4e2d25\u03bcm\u95f4\u8ddd\u7684Die-to-Die\u5fae\u51f8\u70b9\u4e92\u8fde\u3002\u5176\u5de5\u827a\u8981\u6c42\u5728\u82af\u7247\u4e0e\u4e0b\u4e00\u7ea7\u5c01\u88c5\u5c42\u4e4b\u95f4\u5b9e\u73b0\u9ad8\u5bc6\u5ea6\u4e92\u8fde\uff0c\u4ee5\u652f\u6301\u9ad8\u901f\u4fe1\u53f7\u4f20\u8f93\u548c\u529f\u7387\u5206\u914d\u3002<\/p>\n\n\n\n<p><strong>2.3 Hybrid Bonding<\/strong><strong>\uff08\u6df7\u5408\u952e\u5408\uff09<\/strong><br>\u6df7\u5408\u952e\u5408\u662f\u4e00\u79cd\u65e0\u9700\u4e2d\u4ecb\u5fae\u51f8\u70b9\u7684\u5782\u76f4\u82af\u7247\u8fde\u63a5\u65b9\u5f0f\uff0c\u901a\u8fc7\u5728\u82af\u7247\u8868\u9762\u5f62\u6210\u7531\u4ecb\u8d28\u5c42\u548c\u91d1\u5c5e\u4e92\u8fde\u533a\u7ec4\u6210\u7684\u201c\u6df7\u5408\u201d\u754c\u9762\uff0c\u5e76\u901a\u8fc7\u70ed\u538b\u7f29\u8fc7\u7a0b\u5f62\u6210\u7535\u6c14\u8fde\u63a5\u3002\u5176\u4e92\u8fde\u95f4\u8ddd\u6781\u4e3a\u7d27\u51d1\uff0c\u5e38\u7528\u4e8eDie-to-Die\u7684Face-to-Face\u6216Face-to-Back\u952e\u5408\uff0c\u4ee5\u6ee1\u8db3\u66f4\u9ad8\u5e26\u5bbd\u4e0e\u66f4\u4f4e\u5ef6\u8fdf\u7684\u9700\u6c42\u3002<\/p>\n\n\n\n<p><strong>2.4 Interposer<\/strong><strong>\uff08\u4e2d\u4ecb\u5c42\uff09<\/strong><br>Interposer\u4f5c\u4e3a\u82af\u7247\u4e0e\u5c01\u88c5\u57fa\u677f\u4e4b\u95f4\u7684\u4e2d\u95f4\u5c42\uff0c\u63d0\u4f9b\u5c40\u90e8\u4e92\u8fde\u548c\u9ad8\u5e26\u5bbd\u901a\u9053\u3002\u5176\u5206\u4e3a\u7845\u4e2d\u4ecb\u5c42\u548c\u6709\u673a\u4e2d\u4ecb\u5c42\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7845\u4e2d\u4ecb\u5c42\uff1a\u7528\u4e8e2.5D\u5c01\u88c5\uff0c\u652f\u6301\u9ad8\u7ebf\u5bbd\/\u7ebf\u8ddd\u5e03\u7ebf\u548c\u5927\u5e26\u5bbd\u63a5\u53e3\uff08\u5982CPU\u4e0eHBM\u4e4b\u95f4\u7684\u8fde\u63a5\uff09\uff0c\u5e76\u4f7f\u7528\u6807\u51c6\u7845\u5149\u523b\u6280\u672f\u3002<\/li>\n\n\n\n<li>\u6709\u673a\u4e2d\u4ecb\u5c42\uff1a\u5229\u7528\u5370\u5237\u7535\u8def\u677f\u5de5\u827a\uff0c\u6210\u672c\u66f4\u4f4e\uff0c\u9002\u5408\u90e8\u5206\u6027\u80fd\u9700\u6c42\u8f83\u4f4e\u7684\u5e94\u7528\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u90e8\u5206\u5927\u578b\u7845\u4e2d\u4ecb\u5c42\u8d85\u8fc7\u5355\u6b21\u5149\u523b\u7684\u6700\u5927\u63a9\u819c\u5c3a\u5bf8\uff08Reticle Size\uff09\uff0c\u9700\u8981\u201c\u62fc\u63a5\u201d\uff08Stitching\uff09\u6280\u672f\u3002\u884c\u4e1a\u9884\u8ba12027\u5e74\u5c06\u5b9e\u73b09\u500d\u6700\u5927\u63a9\u819c\u5c3a\u5bf8\u7684\u7845\u4e2d\u4ecb\u5c42\u91cf\u4ea7\u3002<\/p>\n\n\n\n<p><strong>2.5 Redistribution Layer<\/strong><strong>\uff08<\/strong><strong>RDL<\/strong><strong>\uff09\u91cd\u5e03\u7ebf\u5c42<\/strong><br>RDL\u662f\u5c01\u88c5\u4e2d\u7528\u4e8e\u91cd\u65b0\u5206\u914d\u82af\u7247\u710a\u76d8\u4f4d\u7f6e\u7684\u91d1\u5c5e\u5e03\u7ebf\u5c42\u3002\u5b83\u65e2\u53ef\u5b58\u5728\u4e8e\u7845\u4e2d\u4ecb\u5c42\u4e0a\uff0c\u4e5f\u53ef\u5728\u6247\u51fa\u578b\u91cd\u7ec4\u6676\u5706\uff08FOWLP\uff09\u4e2d\u5b9e\u73b0\u3002RDL\u7684\u5173\u952e\u53c2\u6570\u5305\u62ec\u7ebf\u5bbd\/\u7ebf\u8ddd\uff08Pitch\uff09\u4e0e\u5c42\u6570\u3002\u5927\u5c3a\u5bf8\u7845\u4e2d\u4ecb\u5c42\u4e2d\u7684RDL\u901a\u8fc7\u591a\u6b21\u91d1\u5c5e\u201c\u62fc\u63a5\u201d\u5de5\u827a\u5b9e\u73b0\u3002<\/p>\n\n\n\n<p><strong>2.6 High Bandwidth Memory<\/strong><strong>\uff08<\/strong><strong>HBM<\/strong><strong>\uff09\u5806\u53e0<\/strong><br>HBM\u91c7\u7528\u591a\u5c42DRAM\u82af\u7247\u5782\u76f4\u5806\u53e0\u5e76\u901a\u8fc7Microbump\u5b9e\u73b0\u9ad8\u901f\u4e92\u8fde\uff0c\u5e95\u90e8\u63a7\u5236\u5668ASIC\u82af\u7247\u8d1f\u8d23\u4e0e\u4e3b\u5904\u7406\u5668\u901a\u4fe1\u5e76\u652f\u6301\u540e\u7eed\u6d4b\u8bd5\u3002\u968f\u7740\u672a\u6765HBM\u8fed\u4ee3\uff0c\u6df7\u5408\u952e\u5408\u5c06\u9010\u6e10\u53d6\u4ee3\u4f20\u7edfMicrobump\uff0c\u4ee5\u652f\u6301\u66f4\u9ad8\u5c42\u6570\u7684\u5806\u53e0\uff0c\u540c\u65f6\u7ef4\u6301\u6574\u4f53\u5c01\u88c5\u539a\u5ea6\u4e0e\u6027\u80fd\u3002<\/p>\n\n\n\n<p><strong>2.7 Through-Silicon Via<\/strong><strong>\uff08<\/strong><strong>TSV<\/strong><strong>\uff09<\/strong><br>TSV\u662f\u7a7f\u8fc7\u7845\u4e2d\u4ecb\u5c42\u6216\u5c01\u88c5\u57fa\u677f\u7684\u5782\u76f4\u4e92\u8fde\u901a\u9053\uff0c\u7528\u4e8e\u5b9e\u73b0\u82af\u7247\u80cc\u9762\u63a5\u89e6\u3002\u5176\u5173\u952e\u6307\u6807\u5305\u62ec\u6700\u5c0f\u95f4\u8ddd\uff08Pitch\uff09\u3001\u7eb5\u6a2a\u6bd4\uff08Aspect Ratio\uff09\u4ee5\u53ca\u7535\u963b\/\u7535\u5bb9\u7279\u6027\u3002TSV\u4e5f\u662fHBM\u5806\u53e0\u7684\u91cd\u8981\u5de5\u827a\u73af\u8282\uff0c\u7528\u4e8e\u5b9e\u73b0DRAM\u5c42\u95f4\u7684\u5782\u76f4\u4e92\u8fde\u3002<\/p>\n\n\n\n<p><strong>2.8 Underfill<\/strong><strong>\u3001<\/strong><strong>TIM<\/strong><strong>\u4e0e<\/strong><strong>Stiffener<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Underfill<\/strong><strong>\uff08\u5e95\u90e8\u586b\u5145\u6750\u6599\uff09<\/strong>\uff1a\u7528\u4e8e2.5D\u5c01\u88c5\u7684\u82af\u7247\u4e0e\u4e2d\u4ecb\u5c42\u4e4b\u95f4\uff0c\u589e\u5f3a\u7ed3\u6784\u7684\u673a\u68b0\u5f3a\u5ea6\u5e76\u9632\u6b62\u6e7f\u6c14\u6e17\u5165\uff0c\u540c\u65f6\u7f13\u89e3\u70ed\u81a8\u80c0\u7cfb\u6570\u5dee\u5f02\u9020\u6210\u7684\u5e94\u529b\u3002<\/li>\n\n\n\n<li><strong>TIM<\/strong><strong>\uff08\u70ed\u754c\u9762\u6750\u6599\uff09<\/strong>\uff1a\u7528\u4e8e\u9ad8\u529f\u8017\u5c01\u88c5\u4e2d\uff0c\u586b\u5145\u82af\u7247\u4e0e\u6563\u70ed\u7247\u4e4b\u95f4\u7684\u95f4\u9699\uff0c\u964d\u4f4e\u70ed\u963b\u5e76\u63d0\u9ad8\u6563\u70ed\u6548\u7387\u3002<\/li>\n\n\n\n<li><strong>Stiffener<\/strong><strong>\uff08\u91d1\u5c5e\u52a0\u56fa\u6846\u67b6\uff09<\/strong>\uff1a\u5e94\u7528\u4e8e\u5927\u9762\u79ef\u5c01\u88c5\uff0c\u63d0\u5347\u7ed3\u6784\u521a\u6027\uff0c\u51cf\u5c11\u56e0\u70ed\u5faa\u73af\u548c\u88c5\u914d\u8fc7\u7a0b\u5bfc\u81f4\u7684\u7fd8\u66f2\u4e0e\u53d8\u5f62\u3002<\/li>\n<\/ul>\n\n\n\n<p><strong>2.9 <\/strong><strong>\u96c6\u6210\u65e0\u6e90\u5668\u4ef6\uff08<\/strong><strong>IPD<\/strong><strong>\uff09<\/strong><br>\u5148\u8fdb\u5c01\u88c5\u4e2d\u5e38\u96c6\u6210\u989d\u5916\u7684\u53bb\u8026\u7535\u5bb9\u6216\u5176\u4ed6\u65e0\u6e90\u5668\u4ef6\uff0c\u76f4\u63a5\u5e03\u7f6e\u4e8e\u5c01\u88c5\u57fa\u677f\u5e95\u90e8\uff0c\u4ee5\u7f29\u77ed\u7535\u6c14\u8def\u5f84\u5e76\u6539\u5584\u9ad8\u901f\u5207\u6362\u65f6\u7684\u7535\u6e90\u5b8c\u6574\u6027\u3002<\/p>\n\n\n\n<p><strong>\u4e09\u3001\u5178\u578b\u5148\u8fdb\u5c01\u88c5\u65b9\u6848\u5206\u6790<\/strong><\/p>\n\n\n\n<p>\u5148\u8fdb\u5c01\u88c5\u6280\u672f\u5728\u7ed3\u6784\u3001\u5de5\u827a\u4e0e\u5e94\u7528\u4e0a\u5448\u73b0\u591a\u6837\u5316\u8d8b\u52bf\uff0c\u5176\u4e2d\u6247\u51fa\u578b\u5c01\u88c5\uff08FOWLP\uff09\u3001\u5c01\u88c5\u53e0\u5c42\uff08PoP\uff09\u30012.5D\u5c01\u88c5\u30013D\u5c01\u88c5\u53ca\u5176\u6df7\u5408\u5f62\u6001\u5df2\u6210\u4e3a\u5f53\u524d\u7684\u4e3b\u6d41\u65b9\u6848\u3002TechInsights\u901a\u8fc7\u5177\u4f53\u6848\u4f8b\u5206\u6790\u4e86\u8fd9\u4e9b\u5c01\u88c5\u6280\u672f\u7684\u7ed3\u6784\u7279\u5f81\u4e0e\u5e94\u7528\u4f18\u52bf\u3002<\/p>\n\n\n\n<p><strong>3.1 FOWLP<\/strong><strong>\uff08<\/strong><strong>Fan-Out Wafer-Level Packaging<\/strong><strong>\uff09<\/strong><br>FOWLP\u662f\u4e00\u79cd\u4f4e\u6210\u672c\u3001\u9002\u7528\u4e8e\u4e2d\u7b49\u5f15\u811a\u6570\u76842.5D\u5c01\u88c5\u6280\u672f\uff0c\u6e90\u81ea\u82af\u7247\u7ea7\u5c01\u88c5\uff08CLP\uff09\uff0c\u5728I\/O\u6570\u91cf\u8d85\u8fc7\u88f8\u82af\u7247\u9762\u79ef\u65f6\u5177\u6709\u663e\u8457\u4f18\u52bf\u3002\u5176\u57fa\u672c\u5de5\u827a\u6d41\u7a0b\u5305\u62ec\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5c06\u5df2\u5207\u5272\u7684\u88f8\u82af\u7247\u6b63\u9762\u671d\u4e0b\u653e\u7f6e\u4e8e\u7c98\u9644\u5c42\u4e0a\uff1b<\/li>\n\n\n\n<li>\u901a\u8fc7\u73af\u6c27\u6750\u6599\u91cd\u65b0\u6784\u5efa\u201c\u518d\u9020\u6676\u5706\u201d\uff0c\u786e\u4fdd\u7cbe\u786e\u7684\u82af\u7247\u4f4d\u7f6e\uff1b<\/li>\n\n\n\n<li>\u5728\u73af\u6c27\u5c42\u4e0a\u5236\u4f5c\u91d1\u5c5e\u91cd\u5e03\u7ebf\u5c42\uff08RDL\uff09\uff0c\u5e76\u5728\u5176\u9876\u90e8\u5f62\u6210\u710a\u7403\u51f8\u70b9\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u8fd1\u5e74\u6765\uff0cFOWLP\u5df2\u6269\u5c55\u81f3\u591a\u82af\u7247\u96c6\u6210\uff0c\u53ef\u5728\u540c\u4e00\u518d\u9020\u6676\u5706\u4e2d\u5b9e\u73b0\u591a\u88f8\u7247\u7684\u9762\u5185\u4e92\u8fde\u3002TechInsights\u7684\u5206\u6790\uff08\u5982Qualcomm QET7100\u5c01\u88c5\u6848\u4f8b\uff09\u5c55\u793a\u4e86FOWLP\u7684\u6a2a\u622a\u9762\u7ed3\u6784\u3001RDL\u91d1\u5c5e\u5e03\u7ebf\u7ec6\u8282\u4ee5\u53ca\u710a\u70b9\u51b6\u91d1\u7279\u6027\u3002<\/p>\n\n\n\n<p><strong>3.2 PoP<\/strong><strong>\uff08<\/strong><strong>Package-on-Package<\/strong><strong>\uff09<\/strong><br>PoP\u662f\u4e00\u79cd\u5178\u578b\u76843D\u5782\u76f4\u96c6\u6210\u5c01\u88c5\u65b9\u6848\uff0c\u5c06\u5df2\u5b8c\u6210\u5c01\u88c5\u7684\u5668\u4ef6\u5806\u53e0\u5728\u4e00\u8d77\uff0c\u901a\u8fc7\u6709\u673a\u4e2d\u4ecb\u5c42\u5b9e\u73b0\u5782\u76f4\u4e92\u8fde\u3002\u4e0b\u5c42\u5c01\u88c5\u901a\u5e38\u4e3a\u5904\u7406\u5668\u6216\u903b\u8f91\u82af\u7247\uff0c\u4e0a\u5c42\u5c01\u88c5\u5219\u4e3a\u5185\u5b58\u6a21\u5757\uff08\u5982LPDDR5X\uff09\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4ee5MediaTek Dimensity 9400\u4e3a\u4f8b\uff0c\u4e0b\u5c42\u5904\u7406\u5668\u91c7\u7528\u5012\u88c5\u82af\u7247\uff08Flip-Chip\uff09\u6280\u672f\u5b89\u88c5\u5728\u4e09\u5c42PWB\u57fa\u677f\u4e0a\uff0c\u5e76\u901a\u8fc7\u73af\u6c27\u5c01\u88c5\u4e0e\u4e92\u8fde\u901a\u5b54\uff08Via\uff09\u4e0e\u4e0a\u5c42\u6709\u673a\u4e2d\u4ecb\u5c42\u76f8\u8fde\u3002<\/li>\n\n\n\n<li>\u4e0a\u5c42\u5185\u5b58\u5c01\u88c5\u5219\u4e3a4\u9897LPDDR5X\u88f8\u7247\u7684\u53cc\u5806\u53e0\uff0c\u5b89\u88c5\u5728\u72ec\u7acb\u7684\u4e09\u5c42PWB\u4e0a\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u8fd9\u79cd\u67b6\u6784\u4e0d\u4ec5\u63d0\u9ad8\u4e86\u7cfb\u7edf\u7684\u96c6\u6210\u5ea6\uff0c\u8fd8\u7f29\u77ed\u4e86\u903b\u8f91\u4e0e\u5185\u5b58\u4e4b\u95f4\u7684\u4fe1\u53f7\u8def\u5f84\uff0c\u6709\u52a9\u4e8e\u63d0\u5347\u6574\u4f53\u5e26\u5bbd\u3002<\/p>\n\n\n\n<p><strong>3.3 2.5D<\/strong><strong>\u5c01\u88c5<\/strong><br>2.5D\u5c01\u88c5\u901a\u8fc7\u4e2d\u4ecb\u5c42\uff08Interposer\uff09\u5b9e\u73b0\u591a\u82af\u7247\u5728\u5e73\u9762\u65b9\u5411\u7684\u5e76\u6392\u4e92\u8fde\uff0c\u662f\u9ad8\u5e26\u5bbd\u5b58\u50a8\uff08HBM\uff09\u4e0e\u5904\u7406\u5668\u96c6\u6210\u7684\u6838\u5fc3\u6280\u672f\u8def\u5f84\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>3.3.1 <\/strong><strong>\u4e0e<\/strong><strong>HBM<\/strong><strong>\u7684\u96c6\u6210\u65b9\u6848<\/strong>\uff1aJEDEC\u6807\u51c6\u5b9a\u4e49\u4e86HBM\u5806\u53e0\u7684\u7269\u7406\u7ed3\u6784\u548c\u4fe1\u53f7\u63a5\u53e3\u3002\u65e9\u671fHBM1\u7684\u5b9e\u73b0\uff08\u5982AMD Radeon R9 Fury X GPU\uff09\u91c7\u75284\u9897256MB DRAM\u88f8\u7247\u7684\u5806\u53e0\uff0c\u901a\u8fc7\u7845\u4e2d\u4ecb\u5c42\u4e0eGPU\u4e92\u8fde\u3002<\/li>\n\n\n\n<li><strong>3.3.2 <\/strong><strong>\u5927\u9762\u79ef\u7845\u4e2d\u4ecb\u5c42\u4e0e\u6210\u672c\u6311\u6218<\/strong>\uff1a\u968f\u7740HBM3\u548cHBM3e\u7684\u5174\u8d77\uff0c2.5D\u5c01\u88c5\u5bf9\u5927\u5c3a\u5bf8\u7845\u4e2d\u4ecb\u5c42\u7684\u9700\u6c42\u4e0d\u65ad\u589e\u52a0\u3002\u4f8b\u5982\uff0cNVIDIA Hopper GPU\u91c7\u75286\u5806HBM3\uff08\u603b\u5bb9\u91cf96GB\uff09\u4e0eTSMC CoWoS-S\u4e2d\u4ecb\u5c42\uff0c\u540e\u8005\u5c3a\u5bf8\u8fbe\u523047.2mm \u00d7 34.6mm\uff0c\u63a5\u8fd12\u500d\u6700\u5927\u63a9\u819c\u5c3a\u5bf8\u3002<\/li>\n\n\n\n<li><strong>3.3.3 Embedded Bridge<\/strong><strong>\uff08\u5d4c\u5165\u5f0f\u6865\u63a5\uff09\u6280\u672f<\/strong>\uff1a\u4e3a\u4e86\u964d\u4f4e\u5927\u9762\u79ef\u7845\u4e2d\u4ecb\u5c42\u7684\u5236\u9020\u6210\u672c\uff0cIntel\u63d0\u51faEMIB\uff08\u5d4c\u5165\u5f0f\u591a\u82af\u7247\u7845\u6865\uff09\uff0c\u5c06\u5c0f\u5c3a\u5bf8\u7845\u6865\u5d4c\u5165\u6709\u673a\u57fa\u677f\uff0c\u5b9e\u73b0\u9ad8\u5bc6\u5ea6\u4e92\u8fde\u3002\u4ee5Intel Xeon CPU Max 9462\u4e3a\u4f8b\uff0c\u8be5\u8bbe\u8ba1\u91c7\u752814\u4e2aEMIB\u6865\u63a5\uff0c\u5b9e\u73b04\u9897CPU\u88f8\u7247\u4e0e4\u5806HBM2e\u7684\u4e92\u8fde\uff0c\u57fa\u677f\u4e3a24\u5c42\u6709\u673a\u53e0\u5c42\u7ed3\u6784\uff0c\u5c3a\u5bf8\u4e3a100mm \u00d7 56.5mm\u3002<\/li>\n<\/ul>\n\n\n\n<p><strong>3.4 3D<\/strong><strong>\u5c01\u88c5<\/strong><br>3D\u5c01\u88c5\u901a\u8fc7\u5782\u76f4\u5806\u53e0\u591a\u4e2a\u529f\u80fd\u88f8\u7247\uff0c\u5e76\u501f\u52a9TSV\u3001Microbump\u6216Hybrid Bonding\u5b9e\u73b0\u9ad8\u5bc6\u5ea6\u4e92\u8fde\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AMD MI300\u7cfb\u5217\u662f3D\u5c01\u88c5\u7684\u4ee3\u8868\u6027\u6848\u4f8b\uff0c\u5176\u7ed3\u6784\u5305\u62ecGPU\u52a0\u901f\u82af\u7247\uff08XCD\uff09\u3001Zen 4 CPU\u6838\u5fc3\uff08CCD\uff09\u4e0eI\/O\u82af\u7c92\uff08IOD\uff09\u76843D\u6df7\u5408\u952e\u5408\uff0c\u5e76\u901a\u8fc72.5D\u7845\u4e2d\u4ecb\u5c42\u8fde\u63a58\u5806HBM3\u5b58\u50a8\u3002<\/li>\n\n\n\n<li>\u8fd9\u79cd\u591a\u5c42\u4e92\u8fde\u7ed3\u6784\u5728\u5c01\u88c5\u9762\u79ef\u53d7\u9650\u65f6\u80fd\u663e\u8457\u63d0\u9ad8\u96c6\u6210\u5ea6\u548c\u5e26\u5bbd\uff0c\u540c\u65f6\u964d\u4f4e\u529f\u8017\u3002<\/li>\n<\/ul>\n\n\n\n<p><strong>3.5 2.5D<\/strong><strong>\u4e0e<\/strong><strong>3D<\/strong><strong>\u7684\u6df7\u5408\u7cfb\u7edf\u96c6\u6210<\/strong><br>\u6700\u590d\u6742\u7684\u5148\u8fdb\u5c01\u88c5\u65b9\u6848\u901a\u5e38\u7ed3\u54082.5D\u4e0e3D\u6280\u672f\uff0c\u4ee5\u5f62\u6210\u201c\u7c7bSoC\u201d\u7684\u5b8c\u6574\u7cfb\u7edf\u7ea7\u5c01\u88c5\u3002\u4f8b\u5982AMD MI300\u7cfb\u5217\u4e0d\u4ec5\u5229\u75283D\u6df7\u5408\u952e\u5408\u5b9e\u73b0\u5782\u76f4\u96c6\u6210\uff0c\u8fd8\u5728\u5176\u5e95\u90e8\u901a\u8fc72.5D\u4e2d\u4ecb\u5c42\u5e76\u6392\u96c6\u6210\u591a\u4e2aHBM3\u5806\u6808\uff0c\u6700\u7ec8\u5f62\u6210\u96c6\u9ad8\u5e26\u5bbd\u3001\u4f4e\u5ef6\u8fdf\u4e0e\u591a\u529f\u80fd\u6a21\u5757\u4e8e\u4e00\u4f53\u7684\u5148\u8fdb\u5c01\u88c5\u4f53\u7cfb\u3002<\/p>\n\n\n\n<p><strong>\u56db\u3001\u5148\u8fdb\u5c01\u88c5\u7684\u6210\u672c\u4e0e\u6d4b\u8bd5\u5206\u6790<\/strong><\/p>\n\n\n\n<p>\u5148\u8fdb\u5c01\u88c5\u7684\u5236\u9020\u4e0e\u6d4b\u8bd5\u8fc7\u7a0b\u76f8\u8f83\u4f20\u7edf\u5c01\u88c5\u65b9\u6848\u66f4\u4e3a\u590d\u6742\uff0c\u6d89\u53ca\u591a\u82af\u7247\u4e92\u8fde\u3001\u7845\u4e2d\u4ecb\u5c42\u52a0\u5de5\u3001TSV\u3001Hybrid Bonding\u4ee5\u53ca\u591a\u5c42\u6709\u673a\u57fa\u677f\u7b49\u9ad8\u6210\u672c\u5de5\u827a\u3002TechInsights\u901a\u8fc7\u5176\u72ec\u7279\u7684&nbsp;<strong>Assembly and Test Cost &amp; Price Model<\/strong><strong>\uff08<\/strong><strong>CAPM<\/strong><strong>\uff09<\/strong>&nbsp;\uff0c\u5bf9\u5148\u8fdb\u5c01\u88c5\u65b9\u6848\u7684\u6210\u672c\u7ed3\u6784\u4e0e\u6d4b\u8bd5\u73af\u8282\u8fdb\u884c\u4e86\u8be6\u7ec6\u5efa\u6a21\u548c\u5206\u6790\u3002<\/p>\n\n\n\n<p><strong>4.1 Assembly and Test Cost &amp; Price Model (CAPM)<\/strong><br>TechInsights\u7684CAPM\u6a21\u578b\u53ef\u4e3a\u591a\u79cd\u5c01\u88c5\u6280\u672f\u63d0\u4f9b\u7cbe\u786e\u7684\u6210\u672c\u4f30\u7b97\uff0c\u5305\u62ec\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Package-on-Package<\/strong><strong>\uff08<\/strong><strong>PoP<\/strong><strong>\uff09<\/strong>\uff1a\u8003\u8651\u5e95\u5c42\u903b\u8f91\u82af\u7247\u4e0e\u4e0a\u5c42\u5b58\u50a8\u5c01\u88c5\u7684\u72ec\u7acb\u6210\u672c\u53ca\u96c6\u6210\u590d\u6742\u5ea6\u3002<\/li>\n\n\n\n<li><strong>Embedded Bridge<\/strong><strong>\u4e0e\u7845\u4e2d\u4ecb\u5c42\uff08<\/strong><strong>Si Interposer<\/strong><strong>\uff09<\/strong>\uff1a\u5bf9\u5d4c\u5165\u5f0f\u7845\u6865\uff08EMIB\uff09\u3001\u5927\u9762\u79ef\u7845\u4e2d\u4ecb\u5c42\u7684\u5236\u9020\u3001\u4e92\u8fde\u4ee5\u53caRDL\u5c42\u5de5\u827a\u6210\u672c\u8fdb\u884c\u5efa\u6a21\u3002<\/li>\n\n\n\n<li><strong>TSV<\/strong><strong>\u4e0e<\/strong><strong>HBM<\/strong><strong>\u5806\u53e0<\/strong>\uff1a\u6db5\u76d6DRAM\u88f8\u7247\u5806\u53e0\u3001TSV\u586b\u5145\u3001Microbump\u952e\u5408\u53ca\u540e\u7eed\u5c01\u88c5\u6d4b\u8bd5\u73af\u8282\u7684\u6210\u672c\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u8be5\u6a21\u578b\u7ed3\u5408\u6676\u5706\u7ea7\u6210\u672c\u6a21\u578b\uff08Wafer-level CAPM\uff09\uff0c\u53ef\u6784\u5efa\u4ece\u82af\u7247\u5236\u9020\u5230\u5c01\u88c5\u6d4b\u8bd5\u7684&nbsp;<strong>\u5168\u6d41\u7a0b\u7cfb\u7edf\u6210\u672c\u9884\u6d4b<\/strong>\uff0c\u5e2e\u52a9\u4f01\u4e1a\u5728\u4ea7\u54c1\u5f00\u53d1\u65e9\u671f\u505a\u51fa\u5408\u7406\u7684\u5c01\u88c5\u6280\u672f\u4e0e\u6210\u672c\u51b3\u7b56\u3002<\/p>\n\n\n\n<p><strong>4.2 <\/strong><strong>\u5355\u82af\u7247\u4e0e\u5f02\u6784\u96c6\u6210\u5c01\u88c5\u7684\u6210\u672c\u6bd4\u8f83<\/strong><br>\u4e0e\u5355\u4e00SoC\u8bbe\u8ba1\u76f8\u6bd4\uff0c\u57fa\u4e8eChiplet\u7684\u5f02\u6784\u96c6\u6210\u65b9\u6848\u53ef\u5728\u5236\u7a0b\u9009\u62e9\u548c\u8bbe\u8ba1\u7075\u6d3b\u6027\u65b9\u9762\u964d\u4f4e\u90e8\u5206\u6676\u5706\u5236\u9020\u6210\u672c\uff0c\u4f46\u5c01\u88c5\u7aef\u7684\u590d\u6742\u6027\u548c\u6210\u672c\u663e\u8457\u589e\u52a0\u3002\u4f8b\u5982\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u91c7\u75282.5D\u4e2d\u4ecb\u5c42\u62163D\u5806\u53e0\u7684\u65b9\u6848\u9700\u8981\u591a\u6b21\u6676\u5706\u7ea7\u5bf9\u51c6\u4e0e\u4e92\u8fde\u5de5\u827a\uff0c\u8fd9\u4e9b\u5de5\u827a\u76f4\u63a5\u63a8\u52a8\u4e86\u5c01\u88c5\u6210\u672c\u4e0a\u5347\u3002<\/li>\n\n\n\n<li>\u5bf9\u4e8eHBM\u7b49\u9ad8\u5e26\u5bbd\u5b58\u50a8\u96c6\u6210\uff0c\u968f\u7740\u5806\u53e0\u5c42\u6570\u589e\u52a0\uff0cMicrobump\u6216Hybrid Bonding\u7684\u6210\u672c\u4ea6\u5448\u6307\u6570\u589e\u957f\u3002<\/li>\n\n\n\n<li>PoP\u4e0eFOWLP\u7b49\u65b9\u6848\u5728\u4e2d\u4f4e\u7aef\u5e94\u7528\u4e2d\u5177\u5907\u4e00\u5b9a\u6210\u672c\u4f18\u52bf\uff0c\u4f46\u5728\u9ad8\u6027\u80fd\u8ba1\u7b97\u548cAI\u5e94\u7528\u4e2d\u5f80\u5f80\u9700\u8981\u7ed3\u5408\u590d\u6742\u76842.5D\/3D\u6280\u672f\uff0c\u5bfc\u81f4\u6574\u4f53\u5c01\u88c5\u6210\u672c\u4e0a\u626c\u3002<\/li>\n<\/ul>\n\n\n\n<p><strong>4.3 <\/strong><strong>\u6d4b\u8bd5\u590d\u6742\u5ea6\u4e0e\u8bbe\u8ba1\u4f18\u5316\u7b56\u7565<\/strong><br>\u5148\u8fdb\u5c01\u88c5\u4e2d\uff0c\u591a\u82af\u7247\u7ed3\u6784\u663e\u8457\u589e\u52a0\u4e86\u6d4b\u8bd5\u96be\u5ea6\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>KGD<\/strong><strong>\uff08<\/strong><strong>Known Good Die<\/strong><strong>\uff09\u6d4b\u8bd5<\/strong>\uff1a\u4e3a\u786e\u4fdd\u591a\u82af\u7247\u6a21\u5757\u7684\u826f\u7387\uff0c\u6bcf\u9897\u82af\u7c92\u5fc5\u987b\u5728\u5c01\u88c5\u524d\u901a\u8fc7\u4e25\u683c\u7684KGD\u7b5b\u9009\uff0c\u4ee5\u907f\u514d\u5355\u9897\u82af\u7247\u5931\u6548\u5bfc\u81f4\u6574\u4f53\u5c01\u88c5\u62a5\u5e9f\u3002<\/li>\n\n\n\n<li><strong>\u5c01\u88c5\u7ea7\u4e92\u8fde\u6d4b\u8bd5<\/strong>\uff1a\u9700\u8981\u9488\u5bf9Microbump\u3001TSV\u53caRDL\u7b49\u5173\u952e\u4e92\u8fde\u73af\u8282\u8fdb\u884c\u7535\u6c14\u4e0e\u673a\u68b0\u53ef\u9760\u6027\u9a8c\u8bc1\u3002<\/li>\n\n\n\n<li><strong>\u7cfb\u7edf\u7ea7\u6d4b\u8bd5\uff08<\/strong><strong>SLT<\/strong><strong>\uff09<\/strong>\uff1a\u5bf9\u5c01\u88c5\u540e\u7684\u591a\u82af\u7247\u7cfb\u7edf\u8fdb\u884c\u5168\u529f\u80fd\u6d4b\u8bd5\uff0c\u4ee5\u786e\u4fdd\u5728\u76ee\u6807\u5e94\u7528\u4e0b\u7684\u7a33\u5b9a\u6027\u548c\u6027\u80fd\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u8bbe\u8ba1\u4f18\u5316\u7b56\u7565\u5305\u62ec\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5728\u82af\u7c92\u8bbe\u8ba1\u9636\u6bb5\u9884\u7559\u5d4c\u5165\u5f0f\u6d4b\u8bd5\u70b9\u548c\u5197\u4f59\u4e92\u8fde\uff0c\u4ee5\u964d\u4f4e\u5c01\u88c5\u540e\u6d4b\u8bd5\u96be\u5ea6\uff1b<\/li>\n\n\n\n<li>\u901a\u8fc7\u6807\u51c6\u5316\u63a5\u53e3\u8bbe\u8ba1\u63d0\u5347\u82af\u7247\u590d\u7528\u7387\uff0c\u964d\u4f4e\u6d4b\u8bd5\u8986\u76d6\u590d\u6742\u5ea6\uff1b<\/li>\n\n\n\n<li>\u5229\u7528\u4eff\u771f\u5de5\u5177\u548c\u5931\u6548\u5206\u6790\u6a21\u578b\uff0c\u63d0\u524d\u9884\u6d4b\u4e92\u8fde\u73af\u8282\u7684\u6f5c\u5728\u95ee\u9898\u5e76\u5236\u5b9a\u9884\u9632\u65b9\u6848\u3002<\/li>\n<\/ul>\n\n\n\n<p><strong>\u4e94\u3001\u6280\u672f\u4e0e\u5e02\u573a\u8d8b\u52bf\u5c55\u671b<\/strong><\/p>\n\n\n\n<p>\u968f\u7740\u6469\u5c14\u5b9a\u5f8b\u7684\u653e\u7f13\u548c\u7cfb\u7edf\u7ea7\u6027\u80fd\u9700\u6c42\u7684\u4e0d\u65ad\u63d0\u5347\uff0c\u5148\u8fdb\u5c01\u88c5\u6280\u672f\u6b63\u6210\u4e3a\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u6838\u5fc3\u9a71\u52a8\u529b\u3002\u901a\u8fc7Chiplet\u30012.5D\u30013D\u5c01\u88c5\u53ca\u5176\u6df7\u5408\u67b6\u6784\u7684\u521b\u65b0\uff0c\u5148\u8fdb\u5c01\u88c5\u4e3a\u9ad8\u6027\u80fd\u8ba1\u7b97\u3001AI\u30015G\u3001\u6d88\u8d39\u7535\u5b50\u7b49\u5e94\u7528\u63d0\u4f9b\u4e86\u7a81\u7834\u6027\u89e3\u51b3\u65b9\u6848\u3002TechInsights\u57fa\u4e8e\u5176\u6df1\u5165\u5206\u6790\u4e0e\u53cd\u5411\u5de5\u7a0b\u6570\u636e\uff0c\u5bf9\u672a\u6765\u6280\u672f\u4e0e\u5e02\u573a\u8d8b\u52bf\u505a\u51fa\u4ee5\u4e0b\u5c55\u671b\u3002<\/p>\n\n\n\n<p><strong>5.1 <\/strong><strong>\u65b0\u4e00\u4ee3<\/strong><strong>HBM3\/3e<\/strong><strong>\u7684\u53d1\u5c55\u4e0e\u5c01\u88c5\u6311\u6218<\/strong><br>\u9ad8\u5e26\u5bbd\u5b58\u50a8\uff08HBM\uff09\u7684\u6f14\u8fdb\u662f\u63a8\u52a82.5D\u548c3D\u5c01\u88c5\u5feb\u901f\u589e\u957f\u7684\u91cd\u8981\u52a8\u529b\u3002HBM3\u4e0eHBM3e\u5728\u5e26\u5bbd\u3001\u5bb9\u91cf\u4e0e\u529f\u8017\u4e0a\u7684\u6027\u80fd\u63d0\u5347\uff0c\u5bf9\u4e2d\u4ecb\u5c42\u9762\u79ef\u3001Microbump\u95f4\u8ddd\u53ca\u4e92\u8fde\u5bc6\u5ea6\u63d0\u51fa\u66f4\u9ad8\u8981\u6c42\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>NVIDIA Hopper GPU\u5df2\u91c7\u75286\u5806HBM3\uff08\u6bcf\u5806\u5305\u542b8\u5c4216Gb DRAM\uff0c\u5408\u8ba196GB\uff09\u4e0eTSMC CoWoS-S\u7845\u4e2d\u4ecb\u5c42\uff0c\u5c55\u793a\u4e86\u5927\u9762\u79ef\u4e2d\u4ecb\u5c42\u4e0e\u9ad8\u5c42\u5806\u53e0\u7684\u6280\u672f\u53ef\u884c\u6027\u3002<\/li>\n\n\n\n<li>\u672a\u6765\uff0c\u6df7\u5408\u952e\u5408\uff08Hybrid Bonding\uff09\u5c06\u9010\u6b65\u53d6\u4ee3\u4f20\u7edfMicrobump\u4e92\u8fde\uff0c\u4ee5\u652f\u6301\u66f4\u591aDRAM\u5c42\u5806\u53e0\u5e76\u51cf\u5c11\u603b\u539a\u5ea6\uff0c\u63d0\u5347\u5c01\u88c5\u53ef\u9760\u6027\u548c\u4fe1\u53f7\u5b8c\u6574\u6027\u3002<\/li>\n<\/ul>\n\n\n\n<p><strong>5.2 <\/strong><strong>\u9ad8\u6027\u80fd\u8ba1\u7b97\uff08<\/strong><strong>HPC<\/strong><strong>\uff09\u4e0e<\/strong><strong>AI<\/strong><strong>\u82af\u7247\u5bf9\u5c01\u88c5\u7684\u9700\u6c42<\/strong><br>HPC\u4e0eAI\u5de5\u4f5c\u8d1f\u8f7d\u5bf9\u5185\u5b58\u5e26\u5bbd\u3001\u8ba1\u7b97\u5bc6\u5ea6\u4e0e\u80fd\u6548\u6bd4\u7684\u9700\u6c42\u6781\u4e3a\u82db\u523b\uff0c\u8fd9\u63a8\u52a8\u4e86Chiplet\u548cHBM\u7684\u6df1\u5ea6\u6574\u5408\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AMD MI300\u7cfb\u5217\u901a\u8fc73D\u6df7\u5408\u952e\u5408\u4e0e2.5D\u7845\u4e2d\u4ecb\u5c42\u5b9e\u73b0CPU\u3001GPU\u53caHBM3\u7684\u7cfb\u7edf\u7ea7\u878d\u5408\uff0c\u662f\u5148\u8fdb\u5c01\u88c5\u5728HPC\u9886\u57df\u7684\u6807\u5fd7\u6027\u6848\u4f8b\u3002<\/li>\n\n\n\n<li>Intel Xeon CPU Max 9462\u91c7\u7528EMIB\u6280\u672f\uff0c\u5c064\u9897\u8ba1\u7b97\u82af\u7247\u4e0e4\u5806HBM2e\u8fdb\u884c\u9ad8\u5bc6\u5ea6\u4e92\u8fde\uff0c\u964d\u4f4e\u4e86\u4f20\u7edf\u5927\u9762\u79ef\u7845\u4e2d\u4ecb\u5c42\u7684\u5236\u9020\u6210\u672c\u3002<\/li>\n<\/ul>\n\n\n\n<p><strong>5.3 <\/strong><strong>\u7845\u6865\u3001<\/strong><strong>Fan-Out<\/strong><strong>\u7b49\u4f4e\u6210\u672c\u65b9\u6848\u7684\u6f5c\u529b<\/strong><br>\u9762\u5bf9\u5927\u9762\u79ef\u7845\u4e2d\u4ecb\u5c42\u7684\u9ad8\u6602\u6210\u672c\uff0c\u5d4c\u5165\u5f0f\u7845\u6865\uff08EMIB\uff09\u4e0eFan-Out\u5c01\u88c5\u65b9\u6848\u6210\u4e3a\u884c\u4e1a\u7684\u4f4e\u6210\u672c\u66ff\u4ee3\u8def\u5f84\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>EMIB<\/strong>\u901a\u8fc7\u5c0f\u5c3a\u5bf8\u7845\u6865\u5d4c\u5165\u6709\u673a\u57fa\u677f\uff0c\u51cf\u5c11\u5927\u5c3a\u5bf8\u7845\u7247\u7684\u4f7f\u7528\uff0c\u540c\u65f6\u4fdd\u7559\u9ad8\u4e92\u8fde\u5bc6\u5ea6\u3002<\/li>\n\n\n\n<li>**Fan-Out\uff08FOWLP\uff09**\u4e3a\u4e2d\u4f4e\u5f15\u811a\u6570\u3001\u591a\u82af\u7247\u96c6\u6210\u63d0\u4f9b\u7075\u6d3b\u65b9\u6848\uff0c\u5176\u5de5\u827a\u6210\u672c\u4f4e\u4e8e2.5D\u7845\u4e2d\u4ecb\u5c42\uff0c\u9002\u7528\u4e8e\u79fb\u52a8\u7ec8\u7aef\u548c\u529f\u8017\u654f\u611f\u578b\u5e94\u7528\u3002<\/li>\n<\/ul>\n\n\n\n<p><strong>5.4 2027<\/strong><strong>\u5e74\u53ca\u4ee5\u540e\u5148\u8fdb\u5c01\u88c5\u6280\u672f\u8def\u7ebf\u9884\u6d4b<\/strong><br>\u6839\u636eTechInsights\u7684\u5206\u6790\uff0c\u672a\u6765\u5148\u8fdb\u5c01\u88c5\u5c06\u5448\u73b0\u4ee5\u4e0b\u8d8b\u52bf\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7845\u4e2d\u4ecb\u5c42\u5c3a\u5bf8\u5c06\u7a81\u7834\u5f53\u524d\u6700\u5927\u63a9\u819c\u9650\u5236\uff0c2027\u5e74\u9884\u8ba1\u53ef\u5b9e\u73b0\u7ea69\u500d\u6700\u5927\u63a9\u819c\u5c3a\u5bf8\u7684\u5927\u9762\u79ef\u7845\u4e2d\u4ecb\u5c42\u91cf\u4ea7\uff1b<\/li>\n\n\n\n<li>\u6df7\u5408\u952e\u5408\u4e0e\u65e0\u51f8\u70b9\u4e92\u8fde\u6280\u672f\uff08Bump-less Bonding\uff09\u5c06\u9010\u6b65\u6210\u719f\uff0c\u663e\u8457\u63d0\u9ad8\u4e92\u8fde\u5bc6\u5ea6\uff1b<\/li>\n\n\n\n<li>AI\u4e0eHPC\u5e94\u7528\u5c06\u8fdb\u4e00\u6b65\u63a8\u52a8HBM3e\u53ca\u540e\u7eed\u8fed\u4ee3\u7248\u672c\u7684\u91c7\u7528\uff0c\u5c01\u88c5\u67b6\u6784\u671d\u54112.5D+3D\u7684\u590d\u5408\u96c6\u6210\u6f14\u8fdb\uff1b<\/li>\n\n\n\n<li>\u5728\u6210\u672c\u4e0e\u6027\u80fd\u5e73\u8861\u7684\u9a71\u52a8\u4e0b\uff0cFan-Out\u3001Chiplet\u6807\u51c6\u5316\u63a5\u53e3\u53ca\u4f4e\u6210\u672c\u7845\u6865\u5c06\u52a0\u901f\u666e\u53ca\u3002<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5f15\u8a00 \u534a\u5bfc\u4f53\u4ea7\u4e1a\u6b63\u5904\u4e8e\u6df1\u5ea6\u53d8\u9769\u7684\u5173\u952e\u65f6\u671f\u3002\u968f\u7740\u6469\u5c14\u5b9a\u5f8b\u9010\u6e10\u5931\u53bb\u4f20\u7edf\u610f\u4e49\u4e0a\u7684\u9a71\u52a8\u529b\uff0c\u5148\u8fdb\u5236\u7a0b\u8282\u70b9\u7684\u6210\u672c\u6301\u7eed\u6500\u5347\uff0c [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":599,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-595","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-7"],"_links":{"self":[{"href":"http:\/\/www.applicationsofllm.com\/index.php\/wp-json\/wp\/v2\/posts\/595","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.applicationsofllm.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.applicationsofllm.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.applicationsofllm.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.applicationsofllm.com\/index.php\/wp-json\/wp\/v2\/comments?post=595"}],"version-history":[{"count":2,"href":"http:\/\/www.applicationsofllm.com\/index.php\/wp-json\/wp\/v2\/posts\/595\/revisions"}],"predecessor-version":[{"id":602,"href":"http:\/\/www.applicationsofllm.com\/index.php\/wp-json\/wp\/v2\/posts\/595\/revisions\/602"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/www.applicationsofllm.com\/index.php\/wp-json\/wp\/v2\/media\/599"}],"wp:attachment":[{"href":"http:\/\/www.applicationsofllm.com\/index.php\/wp-json\/wp\/v2\/media?parent=595"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.applicationsofllm.com\/index.php\/wp-json\/wp\/v2\/categories?post=595"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.applicationsofllm.com\/index.php\/wp-json\/wp\/v2\/tags?post=595"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}