这一领域芯片,重度依赖台积电

半导体产业纵横
17 Jun

本文由半导体产业纵横(ID:ICVIEWS)编译自semiengineering英特尔和三星正在研发先进的制程节点和先进的封装技术,但目前所有大型厂商都已100%依赖台积电。大型语言模型(例如ChatGPT等LLM)正在推动数据中心AI容量和性能的快速扩展。更强大的LLM模型推动了需求,并需要更多的计算能力。AI数据中心需要GPU/AI加速器、交换机、CPU、存储和DRAM。目前,大约一半的半导体...

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