鐩磋拷7nm姘村钩 鏍艰姱鎺ㄥ嚭12LP+宸ヨ壓锛氭€ц兘鎻愬崌20%

鐩磋拷7nm姘村钩 鏍艰姱鎺ㄥ嚭12LP+宸ヨ壓锛氭€ц兘鎻愬崌20%

鍦ㄤ粖澶╁紑濮嬬殑鍏ㄧ悆鎶€鏈ぇ浼?span lang="EN-US">GTC涓婏紝Globalfoundries锛堟牸鑺紝绠€绉?span lang="EN-US">GF锛夊甯冩帹鍑?span lang="EN-US">12LP+宸ヨ壓锛岃繖鏄?span lang="EN-US">12nm LP宸ヨ壓鐨勬敼杩涚増锛屾€ц兘鎻愬崌20%锛屽姛鑰楅檷浣?span lang="EN-US">40%銆?span style="display:none">H1i鏄惧崱涔嬪

浠?span lang="EN-US">AMD鎷嗗垎鍑烘潵鐨?span lang="EN-US">GF鍏徃鍘诲勾8鏈堜唤绐佺劧瀹e竷鏀惧純7nm鍙婁互涓嬪伐鑹猴紝涓撴敞14/12nm鍙婄壒绉嶅伐鑹猴紝涓烘AMD涔熶笉寰椾笉灏?span lang="EN-US">7nm璁㈠崟瀹屽叏杞氦缁欏彴绉數銆?span lang="EN-US">GF杩欒竟锛?span lang="EN-US">14/12nm宸ヨ壓渚濈劧浼氱粰AMD浠e伐锛岀幇鍦ㄧ殑7nm閿愰緳鍙婇渼榫欏鐞嗗櫒鐨?span lang="EN-US">IO鏍稿績杩樻槸GF浠e伐鐨勩€?span style="display:none">H1i鏄惧崱涔嬪

铏界劧涓嶈拷姹傛洿灏栫鐨勭殑宸ヨ壓浜嗭紝浣嗘槸GF骞朵笉浼氬仠姝㈡妧鏈崌绾э紝杩欐鎺ㄥ嚭鐨?span lang="EN-US">12LP+宸ヨ壓鏄湪12nm LP锛堝畠鍙堟槸鍦?span lang="EN-US">14nm宸ヨ壓涓婃敼鑹殑锛夊熀纭€涓婃敼鑹紭鍖栫殑锛屼笌鍚庤€呯浉姣旀€ц兘鎻愬崌浜?span lang="EN-US">20%锛屽姛鑰楅檷浣庝簡40%锛岄潰绉缉灏忎簡15%銆?/strong>H1i鏄惧崱涔嬪

璇ュ伐鑹虹殑涓€澶х壒鐐规槸楂橀€燂紝SARM鍗曞厓鐢靛帇浣庤嚦0.5V锛屾敮鎸佸鐞嗗櫒銆佸唴瀛樹箣闂寸殑楂橀€熶綆鍔熻€楁暟鎹紶杈擄紝杩欐槸璁$畻鍙?span lang="EN-US">AI搴旂敤涓殑閲嶈瑕佹眰銆?span style="display:none">H1i鏄惧崱涔嬪

涓庢鍚屾椂锛?span lang="EN-US">GF杩樺悓姝ユ帹鍑轰簡閫傜敤浜?span lang="EN-US">AI搴旂敤鍙婄▼搴?span lang="EN-US">/鎶€鏈仈鍚堝紑鍙戯紙DTCO锛夋湇鍔$殑璁捐鍙傝€冨浠讹紝杩欎袱鑰呴兘鑳戒粠鏁翠綋涓婃彁楂?span lang="EN-US">AI鐢佃矾鐨勮璁★紝瀹炵幇浣庡姛鑰椼€佷綆鎴愭湰鐨勫紑鍙戙€?span style="display:none">H1i鏄惧崱涔嬪

鍙﹀涓€涓叧閿姛鑳藉氨鏄?span lang="EN-US">2.5D灏佽锛岃鎶€鏈湁鍔╀簬灏嗛珮甯﹀鍐呭瓨HBM涓庡鐞嗗櫒闆嗘垚鍦ㄤ竴璧凤紝浠ヤ究杩涜楂橀€熴€佷綆鍔熻€楃殑鏁版嵁浼犺緭銆?span style="display:none">H1i鏄惧崱涔嬪

GF琛ㄧず12LP+宸ヨ壓鍙互鍦?span lang="EN-US">AI搴旂敤涓厖鍒嗗埄鐢?span lang="EN-US">ARM鐨勭墿鐞?span lang="EN-US">IP鍙?span lang="EN-US">POP IP鏍稿績锛屽悓鏃惰繖涓ょIP鏂规涔熼€傜敤浜庡師濮嬬殑12nm宸ヨ壓銆?span style="display:none">H1i鏄惧崱涔嬪

瀵逛簬12LP+宸ヨ壓锛?span style="color:#ff0000;">GF瀹樻柟琛ㄧず浠栦滑鐨?span lang="EN-US">12LP+瑙e喅鏂规鍙互缁欏鎴锋彁渚涗粬浠笇鏈涗粠7nm宸ヨ壓涓幏寰楃殑鎬ц兘銆佸姛鑰椾紭鍔匡紝浣?span lang="EN-US">NRE鎴愭湰鍙湁7nm宸ヨ壓鐨勪竴鍗婏紝鍙互鑺傜害寰堝銆傛澶栵紝12nm宸ヨ壓宸茬粡瓒冲鎴愮啛锛屽鎴锋祦鐗囬€熷害涔熶細寰堝揩锛屾湁鍔╀簬蹇€熸弧瓒充笉鏂闀跨殑AI甯傚満闇€姹傘€?/span>H1i鏄惧崱涔嬪

鏍规嵁GF鐨勬秷鎭紝12LP+宸ヨ壓鐨?span lang="EN-US">PDK鐜板湪宸茬粡鍙敤锛屾鍦ㄨ窡澶氫釜瀹㈡埛鍚堜綔锛岄璁″湪2020涓嬪崐骞存祦鐗囷紝2021骞村紑濮嬪湪绾界害鐨?span lang="EN-US">Fab 8宸ュ巶閲忎骇銆?span style="display:none">H1i鏄惧崱涔嬪

鐩磋拷7nm姘村钩 鏍艰姱鎺ㄥ嚭12LP+宸ヨ壓锛氭€ц兘鎻愬崌20% 鍔熻€楅檷浣?0%H1i鏄惧崱涔嬪

鐩稿叧鎺ㄨ崘