Cov Ntsiab Lus
1. Kev Kub Ntxhov Hauv AI Chips Thiab Kev Tshwm Sim Ntawm Silicon Carbide Cov Khoom Siv
2. Cov yam ntxwv thiab cov txiaj ntsig ntawm kev siv tshuab ntawm Silicon Carbide Substrates
3. Cov Phiaj Xwm Tswv Yim thiab Kev Koom Tes Txhim Kho los ntawm NVIDIA thiab TSMC
4.Txoj Kev Siv thiab Cov Teeb Meem Tseem CeebKev Siv Tshuab
5.Kev Lag Luam Yav Tom Ntej thiab Kev Nthuav Dav ntawm Lub Peev Xwm
6. Kev cuam tshuam rau Kev Muab Khoom thiab Kev Ua Tau Zoo ntawm Cov Tuam Txhab Txheeb Ze
7.Cov Ntawv Thov Dav Dav thiab Qhov Loj Tag Nrho ntawm Kev Lag Luam ntawm Silicon Carbide
8. XKH cov kev daws teeb meem thiab kev txhawb nqa khoom
Qhov teeb meem ntawm kev tso cua sov ntawm cov chips AI yav tom ntej tab tom raug kov yeej los ntawm cov ntaub ntawv silicon carbide (SiC) substrate.
Raws li cov xov xwm txawv teb chaws tshaj tawm, NVIDIA npaj yuav hloov cov khoom siv nruab nrab hauv CoWoS cov txheej txheem ntim khoom ntawm nws cov txheej txheem tom ntej nrog silicon carbide. TSMC tau caw cov chaw tsim khoom loj los koom ua ke tsim cov thev naus laus zis tsim khoom rau SiC nruab nrab substrates.
Qhov laj thawj tseem ceeb yog vim tias kev txhim kho kev ua tau zoo ntawm cov chips AI tam sim no tau ntsib cov kev txwv ntawm lub cev. Thaum lub zog GPU nce ntxiv, kev koom ua ke ntau lub chips rau hauv silicon interposers ua rau muaj kev thov kom muaj cua sov ntau heev. Cov cua sov tsim tawm hauv cov chips tab tom yuav txog nws qhov txwv, thiab cov silicon interposers ib txwm tsis tuaj yeem daws qhov teeb meem no tau zoo.
NVIDIA Processors Hloov Cov Khoom Siv Uas Ua Rau Kub Tsis Tawm! Silicon Carbide Substrate Demand Teem Rau Kev Tawg!Silicon carbide yog ib lub semiconductor dav dav, thiab nws cov khoom tshwj xeeb muab nws cov txiaj ntsig zoo hauv cov chaw ib puag ncig hnyav nrog lub zog siab thiab cov cua sov siab. Hauv GPU advanced packaging, nws muaj ob qhov txiaj ntsig tseem ceeb:
1. Muaj Peev Xwm Tshem Tawm Kub: Hloov cov silicon interposers nrog SiC interposers tuaj yeem txo qhov kev tiv thaiv thermal los ntawm ze li ntawm 70%.
2. Kev Tsim Kho Fais Fab Zoo: SiC ua rau muaj cov modules tswj hluav taws xob me dua thiab ua haujlwm tau zoo dua, ua rau txoj kev xa hluav taws xob luv dua, txo qhov poob ntawm lub voj voog, thiab muab cov lus teb tam sim no sai dua thiab ruaj khov dua rau AI computing loads.
Qhov kev hloov pauv no lub hom phiaj yog los daws cov teeb meem ntawm kev tshem tawm cua sov uas tshwm sim los ntawm kev nce zog GPU tas li, muab kev daws teeb meem zoo dua rau cov chips ua haujlwm siab.
Qhov thermal conductivity ntawm silicon carbide yog 2-3 npaug ntau dua li ntawm silicon, ua kom zoo dua kev tswj hwm thermal thiab daws cov teeb meem dissipation cua sov hauv cov chips muaj zog siab. Nws qhov kev ua tau zoo thermal zoo heev tuaj yeem txo qhov kub ntawm qhov sib txuas ntawm GPU chips los ntawm 20-30 ° C, ua rau muaj kev ruaj khov hauv cov xwm txheej high-computing.
Txoj Kev Siv thiab Cov Teeb Meem
Raws li cov chaw muab khoom, NVIDIA yuav siv qhov kev hloov pauv khoom siv no hauv ob kauj ruam:
•2025-2026: Lub Rubin GPU tiam thawj tseem yuav siv cov silicon interposers. TSMC tau caw cov chaw tsim khoom loj los koom ua ke tsim cov thev naus laus zis tsim khoom SiC interposer.
•Xyoo 2027: Cov khoom sib xyaw SiC yuav raug koom ua ke rau hauv cov txheej txheem ntim khoom siab heev.
Txawm li cas los xij, txoj kev npaj no ntsib ntau yam teeb meem, tshwj xeeb tshaj yog hauv cov txheej txheem tsim khoom. Qhov nyuaj ntawm silicon carbide zoo ib yam li pob zeb diamond, xav tau cov thev naus laus zis txiav siab heev. Yog tias cov thev naus laus zis txiav tsis txaus, qhov chaw SiC yuav dhau los ua wavy, ua rau nws tsis siv tau rau kev ntim khoom siab heev. Cov chaw tsim khoom siv xws li Nyiv Pooj DISCO tab tom ua haujlwm los tsim cov khoom siv txiav laser tshiab los daws qhov teeb meem no.
Kev cia siab yav tom ntej
Tam sim no, SiC interposer technology yuav siv ua ntej hauv cov AI chips siab heev. TSMC npaj yuav tsim 7x reticle CoWoS hauv xyoo 2027 los koom ua ke ntau cov processors thiab nco, ua rau thaj chaw interposer nce mus txog 14,400 mm², uas yuav tsav kev xav tau ntau dua rau cov substrates.
Morgan Stanley kwv yees tias lub peev xwm ntim khoom CoWoS thoob ntiaj teb txhua hli yuav nce ntxiv los ntawm 38,000 12-nti wafers hauv xyoo 2024 mus rau 83,000 hauv xyoo 2025 thiab 112,000 hauv xyoo 2026. Qhov kev loj hlob no yuav txhawb nqa qhov kev thov rau SiC interposers ncaj qha.
Txawm hais tias cov khoom siv SiC 12-nti tam sim no kim heev, cov nqi yuav maj mam poob qis mus rau qib tsim nyog thaum cov khoom loj hlob thiab thev naus laus zis loj hlob, tsim cov xwm txheej rau cov ntawv thov loj.
Cov khoom siv SiC tsis yog tsuas yog daws cov teeb meem cua sov xwb tab sis kuj tseem txhim kho qhov sib xyaw ua ke. Thaj chaw ntawm 12-nti SiC substrates yog ze li ntawm 90% loj dua li ntawm 8-nti substrates, uas tso cai rau ib tus neeg sib xyaw ua ke ntau dua Chiplet modules, txhawb nqa NVIDIA's 7x reticle CoWoS cov kev cai ntim khoom.
TSMC tab tom koom tes nrog cov tuam txhab Nyiv Pooj xws li DISCO los tsim cov thev naus laus zis tsim khoom SiC interposer. Thaum cov khoom siv tshiab tau muab tso rau hauv qhov chaw, kev tsim khoom SiC interposer yuav ua mus zoo dua, nrog rau kev nkag mus rau hauv kev ntim khoom siab heev sai tshaj plaws hauv xyoo 2027.
Vim yog cov xov xwm no, cov khoom lag luam ntsig txog SiC tau ua haujlwm zoo heev rau lub Cuaj Hlis 5, nrog rau cov ntsuas nce 5.76%. Cov tuam txhab xws li Tianyue Advanced, Luxshare Precision, thiab Tiantong Co. tau mus txog qhov txwv txhua hnub, thaum Jingsheng Mechanical & Electrical thiab Yintang Intelligent Control tau nce ntau dua 10%.
Raws li Daily Economic News, txhawm rau txhim kho kev ua tau zoo, NVIDIA npaj yuav hloov cov khoom siv nruab nrab hauv CoWoS cov txheej txheem ntim khoom nrog silicon carbide hauv nws cov qauv tsim Rubin processor tiam tom ntej.
Cov ntaub ntawv pej xeem qhia tau hais tias silicon carbide muaj cov khoom zoo heev. Piv rau cov khoom siv silicon, SiC cov khoom siv muaj cov txiaj ntsig xws li lub zog ceev ceev, poob hluav taws xob tsawg, thiab kev ruaj khov kub heev. Raws li Tianfeng Securities, SiC kev lag luam saw hlau upstream cuam tshuam nrog kev npaj SiC substrates thiab epitaxial wafers; qhov nruab nrab suav nrog kev tsim, kev tsim khoom, thiab ntim / sim ntawm SiC cov khoom siv fais fab thiab RF cov khoom siv.
Hauv qab no, cov ntawv thov SiC muaj ntau yam, suav nrog kaum qhov kev lag luam, suav nrog cov tsheb siv hluav taws xob tshiab, photovoltaics, kev tsim khoom lag luam, kev thauj mus los, chaw sib txuas lus, thiab radar. Ntawm cov no, tsheb yuav dhau los ua qhov chaw siv tseem ceeb rau SiC. Raws li Aijian Securities, txog xyoo 2028, kev lag luam tsheb yuav suav txog 74% ntawm kev lag luam thoob ntiaj teb ntawm lub zog SiC.
Hais txog qhov loj ntawm kev ua lag luam tag nrho, raws li Yole Intelligence, qhov loj ntawm kev ua lag luam thoob ntiaj teb conductive thiab semi-insulating SiC substrate yog 512 lab thiab 242 lab, raws li, xyoo 2022. Nws tau kwv yees tias los ntawm xyoo 2026, qhov loj ntawm kev ua lag luam thoob ntiaj teb SiC yuav ncav cuag 2.053 billion, nrog rau qhov loj ntawm kev ua lag luam conductive thiab semi-insulating SiC substrate ncav cuag 1.62 billion thiab $ 433 lab, raws li. Cov nqi loj hlob txhua xyoo (CAGRs) rau conductive thiab semi-insulating SiC substrates txij xyoo 2022 txog 2026 xav tias yuav yog 33.37% thiab 15.66%, raws li.
XKH Tshwj Xeeb Hauv Kev Tsim Kho Tshwj Xeeb Thiab Kev Muag Khoom Thoob Ntiaj Teb ntawm Silicon Carbide (SiC), muab ntau qhov loj me ntawm 2 txog 12 ntiv tes rau ob qho tib si conductive thiab semi-insulating silicon carbide substrates. Peb txhawb nqa kev hloov kho tus kheej ntawm cov kev teeb tsa xws li crystal orientation, resistivity (10⁻³–10¹⁰ Ω·cm), thiab thickness (350–2000μm). Peb cov khoom siv dav dav hauv cov teb high-end suav nrog cov tsheb fais fab tshiab, photovoltaic inverters, thiab cov motors kev lag luam. Siv lub kaw lus xa khoom muaj zog thiab pab pawg txhawb nqa kev tshaj lij, peb ua kom muaj kev teb sai thiab kev xa khoom meej, pab cov neeg siv khoom txhim kho kev ua haujlwm ntawm cov khoom siv thiab txhim kho cov nqi ntawm lub kaw lus.
Lub sijhawm tshaj tawm: Cuaj hlis-12-2025