中美科技霸权之争,就是半导体决战

芯工厂
12 hours ago

半导体行业目前正处于动荡之中。各国都在投入大量资金来提升技术能力,但谁也不知道何时会达到极限。那一刻到来时,炸弹就会爆炸。目前在AI半导体市场赚钱的都是第一代半导体。也是NVIDIA专注于游戏的半导体在AI市场占据主导地位的原因。NVIDIA的核心是GPU,周围是HBM。HBM位于最顶层。它的连接方式至关重要。我们在AI软层面取得了成功。这个层面最重要的问题是如何散热、降低功耗、降低成本。最终,...

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