Page 22 - Demo
P. 22


                                    www.eettaiwan.com | 2025%u5e745-6%u670820 INDUSTRY TRENDSStonebridge Group%u9867%u554fPaul Triolo%u6307%u51fa%uff0c%u7576%u524d%u5e7e%u4e4e%u6240%u6709%u4f86%u81eaNvidia%u7684%u5148%u9032GPU%uff0c%u4ee5%u53caGoogle%u3001AWS%u548cMeta%u7b49%u79d1%u6280%u5de8%u982d%u7684AI ASIC%u90fd%u7531%u53f0%u7a4d%u96fb%u751f%u7522%u3002Triolo%u5c0d%u300aEE Times%u300b%u8868%u793a%uff0c%u300c%u9019%u7a2e%u56b4%u91cd%u7684%u4f9d%u8cf4%u77ed%u671f%u5167%u7121%u6cd5%u6539%u8b8a%uff0c%u81f3%u5c11%u57282030%u5e74%u524d%u4e0d%u6703%u6709%u660e%u986f%u8b8a%u5316%u3002%u300d%u4ed6%u9032%u4e00%u6b65%u88dc%u5145%uff0c%u53ea%u6709%u5728%u300c%u53f0%u7a4d%u96fb%u7684%u4e9e%u5229%u6851%u90a3%u5dde%u8d85%u7d1a%u6676%u5713%u5ee0%u4e00%u5207%u9806%u5229%u63a8%u9032%uff0c%u4e14%u82f1%u7279%u723e(Intel)%u8207%u4e09%u661f(Samsung)%u80fd%u5920%u5728%u9019%u4e00%u9818%u57df%u5efa%u7acb%u7af6%u722d%u529b%u300d%u7684%u60c5%u6cc1%u4e0b%uff0c%u7f8e%u570b%u624d%u53ef%u80fd%u964d%u4f4e%u5c0d%u53f0%u7063%u5730%u5340%u7684%u4f9d%u8cf4%u3002%u7136 %u800c%uff0c%u7f8e %u570b %u7684 %u534a %u5c0e %u9ad4 %u7522 %u80fd %u64f4%u5c55%u8a08%u756b%u9032%u5c55%u7de9%u6162%u3002%u82f1%u7279%u723e%u8207%u4e09%u661f%u7684%u7f8e%u570b%u6676%u5713%u5ee0%u555f%u52d5%u5ef6%u9072%uff0c%u986f%u793a%u62dc%u767b%u653f%u5e9c%u6642%u4ee3%u63a8%u52d5%u7684%u300a%u6676%u7247%u8207%u79d1%u5b78%u6cd5%u6848%u300b(CHIPS Act)%u6fc0%u52f5%u63aa%u65bd%u53ef%u80fd%u672a%u80fd%u9054%u5230%u9810%u671f%u76ee%u6a19%uff0c%u5169%u5bb6%u516c%u53f8%u81f3%u4eca%u672a%u80fd%u8d95%u4e0aAI%u6676%u7247%u5e02%u5834%u7684%u6210%u9577%u6d6a%u6f6e%u3002%u300cAI%u6676%u7247%u7522%u696d%u7684%u56de%u6d41%u9700%u8981%u591a%u5e74%u6642%u9593%uff0c%u300dKoch%u8868%u793a%u3002%u300c%u7f8e%u570b%u653f%u5e9c%u5fc5%u9808%u6301%u7e8c%u63d0%u4f9b%u6fc0%u52f5%uff0c%u4e26%u5411%u6676%u7247%u88fd%u9020%u5546%u65bd%u58d3%uff0c%u4ee5%u78ba%u4fdd%u95dc%u9375%u6280%u8853%u80fd%u5920%u5728%u672c%u571f%u751f%u7522%u3002%u5426%u5247%uff0c%u7f8e%u570b%u4e0d%u50c5%u53ef%u80fd%u5931%u53bbAI%u6676%u7247%u7684%u9818%u5148%u5730%u4f4d%uff0c%u751a%u81f3%u53ef%u80fd%u5728%u4e94%u5e74%u5167%u843d%u5f8c%u65bc%u4e2d%u570b%u3002%u300dAI%u7af6%u8cfd%u8207%u5730%u7de3%u653f%u6cbb%u98a8%u96aaTriolo%u8b66%u544a%uff0c%u5c07AI%u7af6%u8cfd%u6846%u5b9a%u70ba%u4e2d%u7f8e%u5c0d%u6297%u7684%u6a21%u5f0f%u53ef%u80fd%u5e36%u4f86%u98a8%u96aa%u3002%u300c%u90e8%u4efd%u89c0%u9ede%u8a8d%u70ba%uff0c%u7387%u5148%u9054%u6210%u901a%u7528%u4eba%u5de5%u667a%u6167(AGI)%u6216%u5148%u9032%u6a5f%u5668%u5b78%u7fd2(AML)%u5c07%u8ce6%u4e88%u8d0f%u5bb6%u6c7a%u5b9a%u6027%u7684%u7b56%u7565%u512a%u52e2%uff0c%u4f46%u9019%u7a2e%u8aaa%u6cd5%u904e%u65bc%u5371%u96aa%u3002%u300dTriolo%u8aaa%u3002%u5176%u4ed6%u5206%u6790%u5e2b%u5247%u8a8d%u70ba%uff0c%u99ac%u65af%u514b%u5f37%u8abfAI%u6676%u7247%u904e%u5ea6%u4f9d%u8cf4%u53f0%u7063%u5730%u5340%u7684%u554f%u984c%u5408%u60c5%u5408%u7406%u3002Te c h I n s i g h t s %u526f %u4e3b %u5e2d D a n Hutcheson%u8868%u793a%uff0c%u4e8b%u5be6%u4e0a%uff0c%u300c%u99ac%u65af%u514b%u7684%u8a00%u8ad6%u8207%u6211%u904e%u53bb10%u5e74%u4f86%u6240%u77e5%u9053%u7684%u8ad6%u9ede%u4e26%u7121%u4e0d%u540c%u3002%u552f%u4e00%u7684%u5dee%u5225%u662f%uff0c%u6211%u7684%u5f71%u97ff%u529b%u9060%u4e0d%u53ca%u4ed6%u3002%u99ac%u65af%u514b%u7684%u89c0%u9ede%u7d14%u7cb9%u662f%u57fa%u65bc%u73fe%u5be6%u653f%u6cbb(realpolitik)%u7684%u5206%u6790%u3002%u300d%u96a8%u8457%u4eba%u5de5%u667a%u6167(AI)%u7684%u5feb%u901f%u767c%u5c55%uff0c%u5f9e%u908a%u7de3AI (%u7269%u806f%u7db2%u88dd%u7f6e)%u5230%u70ba%u6df1%u5ea6%u5b78%u7fd2(Deep Learning)%u6a21%u578b%u63d0%u4f9b%u52d5%u529b%u7684%u5927%u578b%u8cc7%u6599%u4e2d%u5fc3%uff0c%u5c0d%u66f4%u9ad8%u6027%u80fd%u3001%u66f4%u4f4e%u529f%u8017%u548c%u9ad8%u6548%u8a18%u61b6%u9ad4%u89e3%u6c7a%u65b9%u6848%u7684%u9700%u6c42%u8de8%u8d8a%u4e86%u5ee3%u6cdb%u7684%u61c9%u7528%u9818%u57df%u3002%u5118%u7ba1AI%u767c%u5c55%u8fc5%u901f%uff0c%u4f46%u8a18%u61b6%u9ad4%u4ecd%u7136%u662fAI%u6280%u8853%u767c%u5c55%u81f4%u547d%u5f31%u9ede%u3002%u5982%u679c%u8a18%u61b6%u9ad4%u6280%u8853%u6c92%u6709%u7a81%u7834%uff0cAI%u7684%u6027%u80fd%u63d0%u5347%u5c07%u505c%u6eef%u4e0d%u524d%u3002%u50b3%u7d71%u7684%u8a18%u61b6%u9ad4%u67b6%u69cb%u96e3%u4ee5%u8ddf%u4e0a%u65e5%u76ca%u6210%u9577%u7684AI%u5de5%u4f5c%u8ca0%u8f09%uff0c%u56e0%u6b64%u5fc5%u9808%u91cd%u65b0%u601d%u8003%u4e0b%u4e00%u4ee3AI%u7cfb%u7d71%u7684%u8a18%u61b6%u9ad4%u6280%u8853%u3002AI%u4e2d%u65e5%u76ca%u6210%u9577%u7684%u8a18%u61b6%u9ad4%u6311%u6230%u7121%u8ad6%u662f%u9ad8%u80fd%u6548%u7684%u908a%u7de3AI%u61c9%u7528%uff0c%u9084%u662f%u9ad8%u6027%u80fd%u7684%u8cc7%u6599%u4e2d%u5fc3AI%u8a13%u7df4%uff0cAI%u5de5%u4f5c%u8ca0%u8f09%u90fd%u9700%u8981%u5373%u6642%u8655%u7406%u5927%u91cf%u8cc7%u6599%u3002%u7136%u800c%uff0c%u50b3%u7d71%u7684%u8a18%u61b6%u9ad4%u6280%u8853%uff0c%u5982SRAM%u3001%u4f4e%u529f%u8017%u96d9%u500d%u6578%u64da%u901f%u7387(LPDDR) DRAM%u548c%u9ad8%u983b%u5bec%u8a18%u61b6%u9ad4(HBM) DRAM%uff0c%u90fd%u5b58%u5728%u91cd%u5927%u5c40%u9650%u6027%uff1a%uff0eSR AM%u901f%u5ea6%u5feb%uff0c%u4f46%u6f0f%u96fb%u529f%u8017%u9ad8%uff0c%u5c0d%u5927%u578b%u5343%u767e%u842c%u4f4d%u5143%u7d44%u96e2%u6563%u5f0f%u8a18%u61b6%u9ad4%u6676%u7247%u800c%u8a00%u53ef%u64f4%u5c55%u6027%u5dee%uff1b%uff0eLPDDR DRAM%u5bb9%u91cf%u66f4%u5927%uff0c%u4f46%u5b58%u5728%u5ef6%u9072%u548c%u80fd%u6548%u4f4e%u7684%u554f%u984c%uff1b%u7a81%u7834%u8a18%u61b6%u9ad4%u74f6%u9838%uff1a%u4eba%u5de5%u667a%u6167%u6027%u80fd%u7684%u4e0b%u4e00%u500b%u524d%u77bbKoji Motomori%uff0cNumem%u8cc7%u6df1%u884c%u92b7%u7e3d%u76e3%uff0eHBM DRAM%u983b%u5bec%u9ad8%uff0c%u4f46%u529f%u8017%u8f03%u5927%uff0c%u5f71%u97ff%u6574%u9ad4%u7cfb%u7d71%u6548%u7387%u3002DRAM%u529f%u8017%u7684%u96b1%u6027%u6210%u672cAI%u8a18%u61b6%u9ad4%u6700%u7dca%u8feb%u7684%u6311%u6230%u4e4b%u4e00%u662fDRAM%u7684%u529f%u8017%uff0c%u800cDRAM%u4ecd%u7136%u662f%u8cc7%u6599%u4e2d%u5fc3%u7684%u4e3b%u8981%u8a18%u61b6%u9ad4%u6280%u8853%u3002%u7531%u65bcDRAM%u7684%u8017%u96fb%u91cf%u4f54%u8cc7%u6599%u4e2d%u5fc3%u7e3d%u8017%u96fb%u91cf%u768430%%u4ee5%u4e0a%uff0c%u56e0%u6b64%u63d0%u9ad8%u8a18%u61b6%u9ad4%u6548%u7387%u5c0d%u65bc%u6c38%u7e8c%u7684AI%u904b%u7b97%u81f3%u95dc%u91cd%u8981%u3002%u9020%u6210%u9019%u7a2e%u9ad8%u8017%u96fb%u91cf%u7684%u56e0%u7d20%u6709%u5e7e%u500b%uff1a%uff0e%u80fd%u6e90%u6d88%u8017%u5de8%u5927%uff1a%u96a8%u8457AI%u5de5%u4f5c%u8ca0%u8f09%u9700%u8981%u66f4%u5927%u7684%u8a18%u61b6%u9ad4%u5bb9%u91cf%uff0cDRAM
                                
   16   17   18   19   20   21   22   23   24   25   26