从单芯作战迈向系统集成专题导读随着摩尔定律逼近物理极限与生成式AI对算力需求的爆发式增长,集成电路产业正面临数十年来最深刻的范式转移。传统的“单芯演进”模式已难以维系,以Chiplet(小芯片)和SoW(晶圆级系统)为代表的“系统集成”技术成为打破算力、存储与功耗高墙的关键路径。本专题研究报告将分五期深入剖析这一变革。我们将从产业变革的宏观背景出发,全面梳理Chiplet与SoW的技术内涵与现状;...
Source Link从单芯作战迈向系统集成专题导读随着摩尔定律逼近物理极限与生成式AI对算力需求的爆发式增长,集成电路产业正面临数十年来最深刻的范式转移。传统的“单芯演进”模式已难以维系,以Chiplet(小芯片)和SoW(晶圆级系统)为代表的“系统集成”技术成为打破算力、存储与功耗高墙的关键路径。本专题研究报告将分五期深入剖析这一变革。我们将从产业变革的宏观背景出发,全面梳理Chiplet与SoW的技术内涵与现状;...
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