Nhau dzeIndasitiri: Kurongedza kwepamusoro kwave pakati pezvinhu zvikuru

Shanduko dziri kuitika muindasitiri yema semiconductor dziri kukurumidza, uye kurongedza kwepamusoro hakuchisiri kungofungwa nezveramangwana. Nyanzvi inozivikanwa Lu Xingzhi yakati kana maitiro epamusoro ari iwo musimboti wesimba renguva yesilicon, saka kurongedza kwepamusoro kuri kuva nhare yemuganhu wehumambo hunotevera hwetekinoroji.

Muchinyorwa chake paFacebook, Lu akataura kuti makore gumi apfuura, nzira iyi yakanzwisiswa zvisizvo uye yakatoregeredzwa. Zvisinei, nhasi uno, yachinja chinyararire kubva pa "chirongwa B chisiri chehurongwa hwakajairika" kuenda pa "chirongwa A chehurongwa hwakajairika."

Kubuda kwemapakeji epamusoro senhare yemuganhu wehumambo hunotevera hwetekinoroji hakusi kungoitika netsaona; mugumisiro usingadzivisiki wemasimba matatu anotyaira.

Simba rekutanga rinotungamira kukura kwakanyanya kwesimba remakombiyuta, asi kufambira mberi mumabasa kwaderera. Machipisi anofanira kuchekwa, kuunganidzwa, uye kugadziriswazve. Lu akataura kuti kungoti unogona kusvika pa5nm hazvirevi kuti unogona kukwana simba remakombiyuta ka20. Miganhu yemaphotomasks inodzora nzvimbo yemachipisi, uye maChiplets chete ndiwo anogona kupfuura chipingamupinyi ichi, sezvinoonekwa neNvidia's Blackwell.

Chinhu chechipiri chinotungamira mashandisirwo akasiyana-siyana; machipisi haasisina kukwana pahukuru humwe chete. Kugadzira sisitimu kuri kuenda ku modularization. Lu akataura kuti nguva yekuti chip imwe chete ishandise mashandisirwo ese yapera. Kudzidziswa kweAI, kuita sarudzo dzega, edge computing, AR devices—application yega yega inoda musanganiswa wakasiyana wesilicon. Kurongedza kwepamusoro kwakabatana neChiplets kunopa mhinduro yakaringana yekuchinja-chinja uye kushanda zvakanaka kwedhizaini.

Chinhu chechitatu chinosimudzira mutengo wekutakura data uri kukwira, kushandiswa kwesimba kuchiva dambudziko guru. Mumachipisi eAI, simba rinoshandiswa pakutumira data rinowanzo pfuura rekuverenga. Kureba kuri mupakeji yechinyakare kwave chipingamupinyi pakushanda. Kurongedza kwepamusoro kunonyorazve pfungwa iyi: kuunza data pedyo kunoita kuti zvikwanisike kuenda mberi.

Kurongedza Kwakafambira Mberi: Kukura Kunoshamisa

Sekureva kwemushumo wakaburitswa nekambani yekupa mazano yeYole Group muna Chikunguru gore rapfuura, zvichikonzerwa nemafambiro eHPC uye generative AI, indasitiri yemhando yepamusoro yekurongedza inotarisirwa kuwana huwandu hwekuwedzera kwegore negore (CAGR) hwe12.9% mumakore matanhatu anotevera. Kunyanya, mari yese inowanikwa muindasitiri iyi inotarisirwa kukura kubva pamadhora mabhiriyoni makumi matatu nemapfumbamwe nemakumi maviri nemaviri muna 2023 kusvika pamadhora mabhiriyoni makumi masere nerimwe nerimwe panosvika gore ra2029 (inenge 589.73 mabhiriyoni RMB).

Makambani makuru eindasitiri, anosanganisira TSMC, Intel, Samsung, ASE, Amkor, neJCET, ari kuisa mari yakawanda mukugadzira zvinhu zvepamusoro-soro, nemutengo unofungidzirwa wemari inosvika mabhiriyoni gumi nerimwe nehafu emadhora ($11.5 bhiriyoni) mumabhizinesi avo ekugadzira zvinhu zvepamusoro-soro muna 2024.

Kuwanda kwehungwaru hwekugadzira pasina mubvunzo kunounza simba idzva kuindasitiri yemhando yepamusoro yekurongedza. Kuvandudzwa kwetekinoroji yepamusoro yekurongedza kunogonawo kutsigira kukura kwenzvimbo dzakasiyana-siyana, dzinosanganisira zvemagetsi zvinotengeswa nevatengi, komputa inoshanda zvakanyanya, kuchengetwa kwedata, zvemagetsi zvemotokari, uye kutaurirana.

Zvichienderana nenhamba dzekambani, mari inowanikwa kubva mukurongedza zvinhu zvakachipa muchikamu chekutanga cha2024 yakasvika mabhiriyoni emadhora gumi nemaviri emadhora ($10.2 bhiriyoni) (inenge mabhiriyoni 74.17 RMB), zvichiratidza kudzikira kwe8.1% muchikamu chekota, kunyanya nekuda kwemamiriro emwaka. Zvisinei, nhamba iyi ichiri yakakwira kupfuura nguva imwecheteyo muna 2023. Muchikamu chechipiri cha2024, mari inowanikwa mukurongedza zvinhu zvakachipa inotarisirwa kukwira ne4.6%, ichisvika mabhiriyoni gumi nemanomwe emadhora ($10.7 bhiriyoni) (inenge mabhiriyoni 77.81 RMB).