消息称英伟达首批美国制造的GB300 GPU下线,封装本土化仍待补齐

IT之家
Jul 28

IT之家 7 月 28 日消息,工商时报昨日(7 月 27 日)发布博文,报道称台积电位于美国亚利桑那州的 Fab 21 工厂下线英伟达首批美国制造的 GB300 GPU,不过依然需要运输到台积电其它工厂完成后续的封装。

IT之家援引博文介绍,台积电 Fab 21 工厂采用 4nm 工艺,制造了首批 NVIDIA GB300 AI GPU。不过该工厂暂无高端封装能力,在后续的 CoWoS 封装环节,依然需要运输到其它台积电工厂处理。

图源:台积电

台积电目前正推进美国芯片封装落地,计划投资 2650 亿美元在亚利桑那州建设两座先进封装工厂,从而形成一个完整的制造集群,补齐美国生产芯片的最后一块拼图。

一旦台积电的 CoWoS 和 SoIC 封装工厂投产,它将能够在美国境内完成 NVIDIA Blackwell 和 Rubin 芯片的全部生产流程。台积电还计划在 2028 年前将 N2(2nm)和 A16(1.6nm)工艺迁到美国本土生产。

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