{"id":786302,"date":"2026-05-25T19:47:16","date_gmt":"2026-05-25T11:47:16","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=786302"},"modified":"2026-05-25T19:47:16","modified_gmt":"2026-05-25T11:47:16","slug":"ai-%e8%8a%af%e7%89%87%e7%9a%84%e7%94%b5%e5%8a%9b%e9%9d%a9%e5%91%bd","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=786302","title":{"rendered":"AI \u82af\u7247\u7684&quot;\u7535\u529b\u9769\u547d&quot;"},"content":{"rendered":"<blockquote>\n<p>\u6587 | \u90b1\u5409\u6d32\u804aAIDC\u7535\u6e90\u6a21\u5757<\/p>\n<\/blockquote>\n<h2>\u5f15\u8a00\uff1a\u4e00\u9897<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%8a%af%e7%89%87\" title=\"View all posts in \u82af\u7247\" target=\"_blank\" class=\"tag_link\">\u82af\u7247<\/a>\uff0c\u5403\u6389\u4e00\u5ea7\u5c0f\u57ce\u5e02\u7684\u7535<\/h2>\n<p>\u5982\u679c\u4f60\u5173\u6ce8 AI \u548c\u6570\u636e\u4e2d\u5fc3\u884c\u4e1a\uff0c\u4f60\u53ef\u80fd\u542c\u8fc7\u8fd9\u6837\u4e00\u53e5\u8bdd\uff1a\"\u7b97\u529b\u7684\u5c3d\u5934\u662f\u7535\u529b\u3002\" \u8fd9\u5e76\u975e\u5938\u5f20\u3002<\/p>\n<p>\u4ee5\u82f1\u4f1f\u8fbe\uff08NVIDIA\uff09\u6700\u65b0\u7684 GPU \u4e3a\u4f8b\uff0c\u5355\u9897\u82af\u7247\u7684\u529f\u8017\u5df2\u7ecf\u4ece\u51e0\u5e74\u524d\u7684 300W \u98d9\u5347\u5230 1000W \u4ee5\u4e0a\uff0c\u672a\u6765\u751a\u81f3\u53ef\u80fd\u7a81\u7834 2000W&mdash;&mdash;\u76f8\u5f53\u4e8e\u4e00\u53f0\u5bb6\u7528\u7a7a\u8c03\u7684\u529f\u7387\uff0c\u5168\u90e8\u96c6\u4e2d\u5728\u4e00\u5f20\u94f6\u884c\u5361\u5927\u5c0f\u7684\u82af\u7247\u4e0a\u3002\u66f4\u5938\u5f20\u7684\u662f\uff0c\u8fd9\u4e9b\u82af\u7247\u7684\u5de5\u4f5c\u7535\u538b\u6781\u4f4e\uff08\u4e0d\u5230 1V\uff09\uff0c\u8fd9\u5c31\u610f\u5473\u7740\u4f9b\u7535\u7535\u6d41\u9ad8\u8fbe\u6570\u5343\u5b89\u57f9\u3002<\/p>\n<p>\u5728\u8fd9\u79cd\"\u4f4e\u538b\u5927\u7535\u6d41\"\u7684\u6781\u7aef\u6761\u4ef6\u4e0b\uff0c\u4f20\u7edf\u7684\u4f9b\u7535\u65b9\u5f0f\u5df2\u7ecf\u8d70\u5230\u5c3d\u5934\u3002\u4e8e\u662f\uff0c\u4e00\u79cd\u88ab\u79f0\u4e3a VPD\uff08Vertical Power Delivery\uff0c\u5782\u76f4\u4f9b\u7535\uff09\u7684\u65b0\u6280\u672f\u5e94\u8fd0\u800c\u751f\uff0c\u6b63\u5728\u6210\u4e3a AI \u82af\u7247\u884c\u4e1a\u7684\"\u6807\u914d\"\u3002<\/p>\n<p>\u672c\u6587\u5c06\u7528\u901a\u4fd7\u7684\u8bed\u8a00\uff0c\u5e26\u4f60\u7406\u89e3\uff1a\u4e3a\u4ec0\u4e48 VPD \u5982\u6b64\u91cd\u8981\uff1f\u5b83\u6539\u53d8\u4e86\u4ec0\u4e48\uff1f\u8c01\u4f1a\u4ece\u4e2d\u53d7\u76ca\uff1f<\/p>\n<h2>\u4e00\u3001\u4f20\u7edf\u4f9b\u7535\u7684\u74f6\u9888\uff1a\u4e3a\u4ec0\u4e48\"\u6a2a\u5411\"\u4e0d\u591f\u7528\u4e86\uff1f<\/h2>\n<h3>1.1 \u4e00\u4e2a\u76f4\u89c2\u6bd4\u55bb\uff1a\u6c34\u7ba1\u8d8a\u957f\uff0c\u6c34\u538b\u635f\u5931\u8d8a\u5927<\/h3>\n<p>\u60f3\u8c61\u4f60\u8981\u7ed9\u4e00\u680b 50 \u5c42\u7684\u9ad8\u697c\u4f9b\u6c34\u3002\u5982\u679c\u628a\u6c34\u6cf5\u653e\u5728\u5927\u697c\u65c1\u8fb9\u7684\u5730\u9762\u4e0a\uff0c\u6c34\u9700\u8981\u7ecf\u8fc7\u5f88\u957f\u7684\u7ba1\u9053\u624d\u80fd\u5230\u8fbe\u9876\u5c42\uff0c\u4e00\u8def\u4e0a\u6c34\u538b\u635f\u5931\u5de8\u5927\u3002\u66f4\u597d\u7684\u65b9\u6848\u662f\u628a\u6c34\u6cf5\u653e\u5728\u697c\u9876\u9644\u8fd1\uff0c\u7f29\u77ed\u8f93\u6c34\u8ddd\u79bb\u3002<\/p>\n<p>AI \u82af\u7247\u7684\u4f9b\u7535\u95ee\u9898\uff0c\u672c\u8d28\u4e0a\u662f\u4e00\u6837\u7684\u9053\u7406\u3002<\/p>\n<p>\u4f20\u7edf\u7684\u4f9b\u7535\u65b9\u5f0f\u662f\"\u6a2a\u5411\u4f9b\u7535\"\uff08Lateral Power Delivery\uff0cLPD\uff09\uff1a\u7535\u6e90\u6a21\u5757\u653e\u5728\u82af\u7247\u65c1\u8fb9\u7684\u4e3b\u677f\u4e0a\uff0c\u7535\u6d41\u4ece\u7535\u6e90\u6a21\u5757\u51fa\u53d1\uff0c\u7a7f\u8fc7\u5370\u5237\u7535\u8def\u677f\uff08PCB\uff09\u7684<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%93%9c\" title=\"View all posts in \u94dc\" target=\"_blank\" class=\"tag_link\">\u94dc<\/a>\u5c42\u3001\u7a7f\u8fc7\u6210\u767e\u4e0a\u5343\u4e2a\u7ec6\u5c0f\u7684\u710a\u7403\uff08BGA Solder Ball\uff09\u3001\u7a7f\u8fc7\u5c01\u88c5\u57fa\u677f\uff0c\u6700\u540e\u5230\u8fbe\u82af\u7247\u6838\u5fc3\u3002\u6574\u4e2a\u8def\u5f84\u5f2f\u5f2f\u66f2\u66f2\uff0c\u957f\u5ea6\u53ef\u80fd\u8fbe\u5230\u51e0\u5398\u7c73\u3002<\/p>\n<p>\u5728\u7535\u6d41\u53ea\u6709\u51e0\u5341\u5b89\u57f9\u7684\u5e74\u4ee3\uff0c\u8fd9\u70b9\u8ddd\u79bb\u4e0d\u7b97\u4ec0\u4e48\u3002\u4f46\u5f53\u7535\u6d41\u7a81\u7834 1000A\u30012000A \u751a\u81f3\u66f4\u9ad8\u65f6\uff0c\u8def\u5f84\u4e0a\u7684\u6bcf\u4e00\u6bb5\u5fae\u5c0f\u7535\u963b\u90fd\u4f1a\u88ab\u5de8\u5927\u7684\u7535\u6d41\"\u653e\u5927\"&mdash;&mdash;\u8fd9\u5c31\u662f I&sup2;R \u635f\u8017\u7684\u6838\u5fc3\uff1a\u7535\u6d41\u7ffb\u500d\uff0c\u635f\u8017\u7ffb\u56db\u500d\u3002<\/p>\n<h3>1.2 \u4e00\u4e2a\"\u6b7b\u5faa\u73af\"<\/h3>\n<p>\u4f20\u7edf\u6a2a\u5411\u4f9b\u7535\u8fd8\u9762\u4e34\u4e00\u4e2a\u4ee4\u4eba\u5934\u75bc\u7684\"\u6b7b\u5faa\u73af\"\uff1a<\/p>\n<ul>\n<li>\u7535\u6d41\u8d8a\u5927 &rarr; \u9700\u8981\u66f4\u591a\u710a\u7403\u6765\u4f20\u8f93\u7535\u6d41<\/li>\n<li>\u710a\u7403\u8d8a\u591a &rarr; \u5c01\u88c5\u9762\u79ef\u8d8a\u5927<\/li>\n<li>\u5c01\u88c5\u9762\u79ef\u8d8a\u5927 &rarr; \u4f9b\u7535\u8def\u5f84\u8d8a\u957f\u3001\u7535\u963b\u8d8a\u9ad8<\/li>\n<li>\u7535\u963b\u8d8a\u9ad8 &rarr; \u635f\u8017\u66f4\u5927\u3001\u9700\u8981\u66f4\u5f37\u7684\u4f9b\u7535\u80fd\u529b<\/li>\n<li>\u53c8\u56de\u5230\u7b2c\u4e00\u6b65&hellip;&hellip;<\/li>\n<\/ul>\n<p>\u6700\u7ec8\uff0c\u4ec5\u4ec5\u4e3a\u4e86\u7ed9\u82af\u7247\u4f9b\u7535\u6240\u9700\u7684\u9762\u79ef\uff0c\u53ef\u80fd\u63a5\u8fd1\u751a\u81f3\u8d85\u8fc7\u82af\u7247\u672c\u8eab\u7684\u9762\u79ef\u3002\u8fd9\u4e2a\u6a21\u5f0f\u7684\u7269\u7406\u5929\u82b1\u677f\u5df2\u7ecf\u89e6\u624b\u53ef\u53ca\u3002<\/p>\n<h3>1.3 \u538b\u5012\u9a86\u9a7c\u7684\u6700\u540e\u4e00\u6839\u7a3b\u8349\uff1aHBM \u6324\u5360\u4e86\u6240\u6709\u7a7a\u95f4<\/h3>\n<p>\u66f4\u5173\u952e\u7684\u662f\uff0c\u65b0\u4e00\u4ee3 AI \u82af\u7247\u9700\u8981\u5728 GPU\/XPU \u5468\u8fb9\u653e\u7f6e\u5927\u91cf HBM\uff08\u9ad8\u5e26\u5bbd\u5185\u5b58\uff09\uff0cHBM \u5df2\u7ecf\u5360\u636e\u4e86\u5c01\u88c5\u5468\u56f4\u51e0\u4e4e\u6240\u6709\u7684\u7269\u7406\u7a7a\u95f4\u30022026 \u5e74 CES \u4e0a\uff0c\u82f1\u4f1f\u8fbe\u5ba3\u5e03\u5176\u4e0b\u4e00\u4ee3 Rubin \u67b6\u6784\u5c06 100% \u91c7\u7528 VPD&mdash;&mdash;\u539f\u56e0\u5f88\u7b80\u5355\uff1aHBM4 \u5185\u5b58\u5df2\u7ecf\u6ca1\u6709\u7ed9\u6a2a\u5411\u4f9b\u7535\u7559\u4f4d\u7f6e\u4e86\u3002<\/p>\n<h2>\u4e8c\u3001VPD \u662f\u4ec0\u4e48\uff1f\u4e00\u5f20\u56fe\u5c31\u591f\u4e86\uff0c\u6211\u4eec\u6765\u7528\u6587\u5b57\u753b\u7ed9\u4f60<\/h2>\n<p>VPD \u7684\u6838\u5fc3\u601d\u60f3\u6781\u5176\u7b80\u6d01\uff1a\u628a\u7535\u6e90\u6a21\u5757\u653e\u5230\u82af\u7247\u7684\u6b63\u4e0b\u65b9\uff08PCB \u80cc\u9762\uff09\uff0c\u8ba9\u7535\u6d41\"\u5782\u76f4\u5411\u4e0a\"\u7a7f\u900f PCB \u5c42\u76f4\u63a5\u7ed9\u82af\u7247\u4f9b\u7535\u3002<\/p>\n<p>\u6253\u4e2a\u6bd4\u65b9\uff1a\u4f20\u7edf\u6a2a\u5411\u4f9b\u7535\uff0c\u597d\u6bd4\u628a\u7535\u6e90\u653e\u5728\u684c\u5b50\u65c1\u8fb9\uff0c\u7535\u7ebf\u7ed5\u4e00\u5708\u624d\u63a5\u5230\u684c\u4e0a\u7684\u8bbe\u5907\uff1bVPD \u5219\u662f\u5728\u684c\u5b50\u4e0b\u65b9\u76f4\u63a5\u6253\u5b54\uff0c\u7535\u6e90\u4ece\u6b63\u4e0b\u65b9\u5782\u76f4\u4f9b\u7535&mdash;&mdash;\u8def\u5f84\u6700\u77ed\u3001\u635f\u8017\u6700\u5c0f\u3002<\/p>\n<p>\u8fd9\u4e0d\u662f\u7b80\u5355\u7684\"\u628a\u7535\u6e90\u505a\u5f97\u66f4\u5c0f\"\uff0c\u800c\u662f\u4e00\u6b21\u4f9b\u7535\u8def\u5f84\u7684\u7cfb\u7edf\u7ea7\u91cd\u6784\u3002\u7528\u4e00\u53e5\u5de5\u7a0b\u5e08\u7684\u8bdd\u6765\u6982\u62ec\uff1aVPD \u662f\u7528\u7a7a\u95f4\u4f4d\u7f6e\u6362\u53d6\u7535\u6c14\u6548\u7387\uff0c\u7528\u5c01\u88c5\u590d\u6742\u5ea6\u6362\u53d6\u7cfb\u7edf\u53ef\u6269\u5c55\u6027\u3002<\/p>\n<h3>2.1 VPD \u7684\u56db\u5927\u6838\u5fc3\u6536\u76ca<\/h3>\n<table>\n<tbody>\n<tr>\n<td width=\"192\">\n<p><strong>\u6536\u76ca\u7ef4\u5ea6<\/strong><\/p>\n<\/td>\n<td width=\"192\">\n<p><strong>\u5177\u4f53\u8868\u73b0<\/strong><\/p>\n<\/td>\n<td width=\"192\">\n<p><strong>\u901a\u4fd7\u7406\u89e3<\/strong><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"192\">\n<p><strong>\u5927\u5e45\u964d\u4f4e\u635f\u8017<\/strong><\/p>\n<\/td>\n<td width=\"192\">\n<p>PDN \u7535\u963b\u4ece 90~140 &mu;&Omega; \u964d\u81f3 10~15 &mu;&Omega;\uff0c\u964d\u4f4e\u7ea6 89%<\/p>\n<\/td>\n<td width=\"192\">\n<p>\u539f\u6765 30% \u7684\u7535\u6d6a\u8d39\u5728\u8def\u4e0a\uff0c\u73b0\u5728\u4e0d\u5230 5%<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"192\">\n<p><strong>\u91ca\u653e\u4e3b\u677f\u7a7a\u95f4<\/strong><\/p>\n<\/td>\n<td width=\"192\">\n<p>\u7535\u6e90\u6a21\u5757\u79fb\u5230\u80cc\u9762\uff0c\u6b63\u9762\u7559\u51fa\u7a7a\u95f4<\/p>\n<\/td>\n<td width=\"192\">\n<p>\u53ef\u4ee5\u591a\u653e HBM \u5185\u5b58\u548c\u5149\u6a21\u5757<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"192\">\n<p><strong>\u6539\u5584\u4f9b\u7535\u8d28\u91cf<\/strong><\/p>\n<\/td>\n<td width=\"192\">\n<p>\u8def\u5f84\u7f29\u77ed &rarr; \u7535\u611f\u964d\u4f4e &rarr; \u77ac\u6001\u54cd\u5e94\u66f4\u5feb<\/p>\n<\/td>\n<td width=\"192\">\n<p>AI \u7a81\u7b97\u65f6\u7535\u538b\u4e0d\u4f1a\"\u6389\u94fe\u5b50\"<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"192\">\n<p><strong>\u652f\u6491\u66f4\u9ad8\u7535\u6d41<\/strong><\/p>\n<\/td>\n<td width=\"192\">\n<p>\u7a81\u7834\u710a\u7403\u74f6\u9888\uff0c\u53ef\u6269\u5c55\u5230 10000A+<\/p>\n<\/td>\n<td width=\"192\">\n<p>\u652f\u6301\u4e0b\u4e00\u4ee3\u66f4\u5f3a AI \u82af\u7247<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>2.2 \u5173\u952e\u6280\u672f\u6982\u5ff5\uff1aIn-Package IVR<\/h3>\n<p>VPD \u7684\u4e00\u79cd\u6838\u5fc3\u5b9e\u73b0\u65b9\u5f0f\u662f In-Package IVR\uff08\u5c01\u88c5\u5185\u96c6\u6210\u7535\u538b\u8c03\u8282\u5668\uff09\u3002\u5b83\u7684\u5173\u952e\u7406\u5ff5\u662f\uff1a\u628a\u7535\u538b\u8f6c\u6362\u7684\u4f4d\u7f6e\u5c3d\u91cf\u9760\u8fd1\u82af\u7247\u6838\u5fc3\uff0c\u8ba9\u66f4\u9ad8\u7535\u538b\uff08\u635f\u8017\u66f4\u5c0f\uff09\u8d70\u957f\u9014\uff0c\u8ba9\u4f4e\u538b\u5927\u7535\u6d41\u53ea\u8d70\u6781\u77ed\u8ddd\u79bb\u3002<\/p>\n<p>\u5177\u4f53\u6765\u8bf4\uff0cIVR \u53ef\u4ee5\u5728\u5c01\u88c5\u5185\u90e8\u5b8c\u6210 48V&rarr;0.8V \u7684\u7535\u538b\u8f6c\u6362\uff0c\u6839\u636e\u8f6c\u6362\u6bd4\u7684\u4e0d\u540c\uff0c\u884d\u751f\u51fa 2:1\u30014:1\u30018:1 \u7b49\u591a\u79cd\u62d3\u6251\u65b9\u6848\u3002\u6bcf\u4e00\u4ee3\u90fd\u610f\u5473\u7740\u66f4\u77ed\u7684\u7535\u6d41\u8def\u5f84\u548c\u66f4\u9ad8\u7684\u7cfb\u7edf\u6548\u7387\u3002<\/p>\n<h2>\u4e09\u3001\u6280\u672f\u6f14\u8fdb\uff1a\u4ece\"\u8d34\u818f\u836f\"\u5230\"\u5d4c\u5165\u5f0f\"\u7684\u4e09\u6b65\u8d70<\/h2>\n<p>\u82f1\u98de\u51cc\uff08Infineon\uff09\u63d0\u51fa\u4e86\u4e00\u4e2a\u6e05\u6670\u7684\u4e09\u9636\u6bb5\u6f14\u8fdb\u6846\u67b6\uff0c\u5df2\u7ecf\u5f97\u5230\u884c\u4e1a\u5e7f\u6cdb\u8ba4\u53ef\uff1a<\/p>\n<table>\n<tbody>\n<tr>\n<td width=\"115\">\n<p><strong>\u9636\u6bb5<\/strong><\/p>\n<\/td>\n<td width=\"115\">\n<p><strong>\u540d\u79f0<\/strong><\/p>\n<\/td>\n<td width=\"115\">\n<p><strong>\u65b9\u6848\u63cf\u8ff0<\/strong><\/p>\n<\/td>\n<td width=\"115\">\n<p><strong>PDN \u603b\u7535\u963b<\/strong><\/p>\n<\/td>\n<td width=\"115\">\n<p><strong>\u72b6\u6001<\/strong><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"115\">\n<p><strong>\u7b2c\u4e00\u9636\u6bb5<\/strong><\/p>\n<\/td>\n<td width=\"115\">\n<p>\u79bb\u6563\/\u6a2a\u5411\u4f9b\u7535<br \/>(Discrete\/Lateral)<\/p>\n<\/td>\n<td width=\"115\">\n<p>\u529f\u7387\u7ea7\u3001\u7535\u611f\u3001\u7535\u5bb9\u5e03\u7f6e\u5728\u82af\u7247\u65c1\u8fb9\uff1b\u6210\u672c\u4f4e\uff0c\u751f\u6001\u6210\u719f<\/p>\n<\/td>\n<td width=\"115\">\n<p>90~140 &mu;&Omega;<\/p>\n<\/td>\n<td width=\"115\">\n<p>\u6210\u719f\uff0c\u4f46\u903c\u8fd1\u6781\u9650<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"115\">\n<p><strong>\u7b2c\u4e8c\u9636\u6bb5<\/strong><\/p>\n<\/td>\n<td width=\"115\">\n<p>\u80cc\u9762\u5782\u76f4\u4f9b\u7535<br \/>(BVM, Backside Vertical Module)<\/p>\n<\/td>\n<td width=\"115\">\n<p>\u4f9b\u7535\u6a21\u5757\u653e\u5728 PCB \u80cc\u9762\u3001\u82af\u7247\u6b63\u4e0b\u65b9\uff0c\u5782\u76f4\u7a7f\u900f\u4f9b\u7535<\/p>\n<\/td>\n<td width=\"115\">\n<p>10~15 &mu;&Omega;<br \/>\uff08\u964d\u4f4e 89%\uff09<\/p>\n<\/td>\n<td width=\"115\">\n<p>\u2605 \u5f53\u524d\u5927\u89c4\u6a21<br \/>\u5546\u4e1a\u5316\u9636\u6bb5<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"115\">\n<p><strong>\u7b2c\u4e09\u9636\u6bb5<\/strong><\/p>\n<\/td>\n<td width=\"115\">\n<p>\u57fa\u677f\u96c6\u6210\u7a33\u538b\u5668<br \/>(SIVR)<\/p>\n<\/td>\n<td width=\"115\">\n<p>\u7535\u538b\u8c03\u8282\u5668\u76f4\u63a5\u96c6\u6210\u5728\u5c01\u88c5\u57fa\u677f\u5185\uff0c\u8def\u5f84\u6781\u81f4\u7cbe\u7b80<\/p>\n<\/td>\n<td width=\"115\">\n<p>7~10 &mu;&Omega;<br \/>\uff08\u964d\u4f4e 93%\uff09<\/p>\n<\/td>\n<td width=\"115\">\n<p>\u6982\u5ff5\/\u9884\u7814\u9636\u6bb5<br \/>\u9700\u82af\u7247\u5382\u7275\u5934<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\u76ee\u524d\uff0c\u6211\u4eec\u6b63\u5904\u4e8e\u7b2c\u4e8c\u9636\u6bb5\uff08BVM\uff09\u7684\u5927\u89c4\u6a21\u5546\u4e1a\u5316\u8d77\u70b9\u3002\u6807\u5fd7\u6027\u4e8b\u4ef6\u5c31\u662f\u82f1\u4f1f\u8fbe Rubin \u67b6\u6784\u5168\u9762\u91c7\u7528 VPD \u65b9\u6848\u3002\u800c\u7b2c\u4e09\u9636\u6bb5\u7684 SIVR \u53ef\u80fd\u9700\u8981\u53f0\u79ef\u7535\uff08TSMC\uff09\u7b49\u6676\u5706\u5382\u4e0e\u82af\u7247\u8bbe\u8ba1\u516c\u53f8\u6df1\u5ea6\u5408\u4f5c\u624d\u80fd\u5b9e\u73b0\uff0c\u9884\u8ba1\u8fd8\u9700\u8981 3~5 \u5e74\u3002<\/p>\n<h2>\u56db\u3001\u4ea7\u4e1a\u94fe\u5168\u666f\uff1a\u8c01\u5728\u5e03\u5c40 VPD\uff1f<\/h2>\n<p>VPD \u4e0d\u662f\u4e00\u5bb6\u516c\u53f8\u7684\u4e8b\u60c5\uff0c\u5b83\u662f\u4e00\u4e2a\u6a2a\u8de8\u82af\u7247\u8bbe\u8ba1\u3001\u5148\u8fdb\u5c01\u88c5\u3001\u7535\u6e90\u7ba1\u7406 IC\u3001\u78c1\u6027\u5143\u4ef6\u3001PCB \u5236\u9020\u7684\u5b8c\u6574\u4ea7\u4e1a\u94fe\u3002\u4ee5\u4e0b\u662f\u4e3b\u8981\u53c2\u4e0e\u8005\u7684\u68b3\u7406\uff1a<\/p>\n<h3>4.1 \u82af\u7247\u8bbe\u8ba1\u65b9\uff08\u9700\u6c42\u9a71\u52a8\u8005\uff09<\/h3>\n<ul>\n<li>\u82f1\u4f1f\u8fbe\uff08NVIDIA\uff09\uff1aRubin \u67b6\u6784\u7387\u5148\u5168\u9762\u91c7\u7528 VPD\uff0c\u662f\u6700\u5927\u63a8\u52a8\u529b<\/li>\n<li>\u8c37\u6b4c\uff08Google\uff09\uff1aTPU \u81ea\u7814\u82af\u7247\u4e5f\u5728\u63a2\u7d22 VPD \u8def\u7ebf<\/li>\n<li><a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%8b%b1%e7%89%b9%e5%b0%94\" title=\"View all posts in \u82f1\u7279\u5c14\" target=\"_blank\" class=\"tag_link\">\u82f1\u7279\u5c14<\/a>\uff08Intel\uff09\u3001AMD\uff1a\u5747\u6709\u5e03\u5c40<\/li>\n<li><a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%8d%8e%e4%b8%ba\" title=\"View all posts in \u534e\u4e3a\" target=\"_blank\" class=\"tag_link\">\u534e\u4e3a<\/a>\uff1a\u5df2\u63d0\u4ea4\"\u82af\u7247\u5782\u76f4\u4f9b\u7535\u7cfb\u7edf\"\u53d1\u660e\u4e13\u5229<\/li>\n<\/ul>\n<h3>4.2 \u7535\u6e90\u65b9\u6848\u63d0\u4f9b\u5546\uff08\u6838\u5fc3\u53d7\u76ca\u8005\uff09<\/h3>\n<table>\n<tbody>\n<tr>\n<td width=\"144\">\n<p><strong>\u516c\u53f8<\/strong><\/p>\n<\/td>\n<td width=\"144\">\n<p><strong>\u6838\u5fc3\u65b9\u6848<\/strong><\/p>\n<\/td>\n<td width=\"144\">\n<p><strong>\u5173\u952e\u6307\u6807<\/strong><\/p>\n<\/td>\n<td width=\"144\">\n<p><strong>\u5907\u6ce8<\/strong><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"144\">\n<p><strong>Vicor<br \/>\uff08\u7f8e\uff09<\/strong><\/p>\n<\/td>\n<td width=\"144\">\n<p>Factorized Power<br \/>Architecture (FPA)<br \/>\u4e09\u5c42\u96c6\u6210\u6a21\u5757<\/p>\n<\/td>\n<td width=\"144\">\n<p>PDN \u7535\u963b 5~7 &mu;&Omega;<br \/>\u635f\u8017\u964d\u4f4e 95%<br \/>\u652f\u6301 &gt;1000A<\/p>\n<\/td>\n<td width=\"144\">\n<p>\u6700\u5927\u53d7\u76ca\u8005<br \/>\u66fe\u5360 48V AI \u5e02\u573a 85%<br \/>\u82f1\u4f1f\u8fbe\u786e\u8ba4\u5408\u4f5c\u4f19\u4f34<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"144\">\n<p><strong>Infineon<br \/>\uff08\u5fb7\uff09<\/strong><\/p>\n<\/td>\n<td width=\"144\">\n<p>OptiMOS TDM2454xx<br \/>\u56db\u76f8\u529f\u7387\u6a21\u5757<br \/>\u771f\u6b63\u5782\u76f4\u4f9b\u7535<\/p>\n<\/td>\n<td width=\"144\">\n<p>\u7535\u6d41\u5bc6\u5ea6 2A\/mm&sup2;<br \/>\u56db\u76f8\u6700\u9ad8 280A<br \/>\u5c01\u88c5 10&times;9 mm&sup2;<\/p>\n<\/td>\n<td width=\"144\">\n<p>\u6c9f\u69fd\u5f0f\u6280\u672f +<br \/>\u5d4c\u5165\u5f0f\u82af\u7247\u5c01\u88c5<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"144\">\n<p><strong>MPS<br \/>\uff08\u7f8e\/\u4e2d\uff09<\/strong><\/p>\n<\/td>\n<td width=\"144\">\n<p>Z \u8f74\u4f9b\u7535\uff08ZPD\uff09<br \/>MPC24380 \u7b49<\/p>\n<\/td>\n<td width=\"144\">\n<p>PDN \u635f\u8017\u964d\u4f4e &gt;10 \u500d<br \/>\u529f\u7387\u5bc6\u5ea6 2A\/mm&sup2;<br \/>\u56db\u8def 260A<\/p>\n<\/td>\n<td width=\"144\">\n<p>\u96c6\u6210\u8f93\u51fa\u7535\u5bb9<br \/>DrMOS \u9876\u7f6e\u6563\u70ed<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"144\">\n<p><strong>ADI<br \/>\uff08\u7f8e\uff09<\/strong><\/p>\n<\/td>\n<td width=\"144\">\n<p>Notch CL \u8026\u5408\u7535\u611f<br \/>\u65e9\u671f\u7814\u7a76<\/p>\n<\/td>\n<td width=\"144\">\n<p>\u6539\u5584\u77ac\u6001\u4e0e\u7eb9\u6ce2<\/p>\n<\/td>\n<td width=\"144\">\n<p>\u5c1a\u9700\u5ba2\u6237\u9a8c\u8bc1<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"144\">\n<p><strong>Delta<\/strong><strong><br \/>\uff08<\/strong><strong>\u53f0\u6e7e<\/strong><strong>\uff09<\/strong><\/p>\n<\/td>\n<td width=\"144\">\n<p>\u53cc\u5c42\u53e0\u677f\u96c6\u6210\u6a21\u5757<\/p>\n<\/td>\n<td width=\"144\">\n<p>16\u76f8\uff0c24\u76f8\uff0c28\u76f8\uff0c32\u76f8\uff0c40\u76f8<\/p>\n<\/td>\n<td width=\"144\">\n<p>\u57cb\u7535\u611f\u6280\u672f<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"144\">\n<p><strong>Renesas<br \/>\uff08\u65e5\uff09<\/strong><\/p>\n<\/td>\n<td width=\"144\">\n<p>\u591a\u76f8\u63a7\u5236\u5668 +<br \/>DrMOS \u529f\u7387\u7ea7<\/p>\n<\/td>\n<td width=\"144\">\n<p>\u652f\u6301 AI \u5927\u7535\u6d41\u573a\u666f<\/p>\n<\/td>\n<td width=\"144\">\n<p>\u751f\u6001\u6210\u719f<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>4.3 \u5c01\u88c5\u4e0e\u5236\u9020\u73af\u8282<\/h3>\n<ul>\n<li>\u53f0\u79ef\u7535\uff08TSMC\uff09\uff1aCoWoS \u5148\u8fdb\u5c01\u88c5\u662f VPD \u7684\u5173\u952e\u8f7d\u4f53\uff0cIn-Package IVR \u4f9d\u8d56 TSMC \u7684\u4f4e\u963b Interposer \u548c RDL \u4e92\u8fde\u6280\u672f<\/li>\n<li>\u65e5\u6708\u5149\uff08ASE\uff09\u3001\u5b89\u9760\uff08Amkor\uff09\uff1a\u5c01\u88c5\u6d4b\u8bd5\u73af\u8282<\/li>\n<li>PCB \u5382\u5546\uff1a\u9ad8\u591a\u5c42\u677f\u3001\u539a\u94dc\u677f\u9700\u6c42\u589e\u52a0\uff0c\u5982\u6caa\u7535\u80a1\u4efd\u3001\u6df1\u5357\u7535\u8def\u3001\u4e2d\u5bcc\u7535\u8def\u7b49<\/li>\n<\/ul>\n<h3>4.4 \u4e0a\u6e38\u6750\u6599\u4e0e\u5668\u4ef6<\/h3>\n<ul>\n<li>\u78c1\u6027\u5143\u4ef6\uff08\u7535\u611f\/\u53d8\u538b\u5668\uff09\uff1aVPD \u6a21\u5757\u8981\u6c42\u8d85\u8584\u3001\u9ad8\u9891\u7387\u3001\u4f4e\u635f\u8017&mdash;&mdash;\u662f\u6838\u5fc3\u589e\u91cf\u73af\u8282<\/li>\n<li>\u7535\u5bb9\uff1a\u9ad8\u5bc6\u5ea6\u3001\u4f4e ESL \u7684 MLCC \u9700\u6c42\u589e\u957f<\/li>\n<\/ul>\n<h2>\u4e94\u3001\u5e02\u573a\u524d\u666f\uff1a\u4e00\u4e2a\u6b63\u5728\u7206\u53d1\u7684\u767e\u4ebf\u7ea7\u8d5b\u9053<\/h2>\n<h3>5.1 AI \u6570\u636e\u4e2d\u5fc3\u7684\u7535\u529b\"\u9ed1\u6d1e\"<\/h3>\n<p>AI \u6b63\u5728\u5f7b\u5e95\u6539\u53d8\u6570\u636e\u4e2d\u5fc3\u7684\u7535\u529b\u9700\u6c42\u7ed3\u6784\uff1a<\/p>\n<ul>\n<li>\u6570\u636e\u4e2d\u5fc3\u76ee\u524d\u6d88\u8017\u5168\u7403\u7ea6 2% \u7684\u7535\u529b<\/li>\n<li>AI \u63a8\u52a8\u4e0b\uff0c2023-2030 \u5e74\u6570\u636e\u4e2d\u5fc3\u529f\u7387\u9700\u6c42\u9884\u8ba1\u589e\u957f 165%<\/li>\n<li>\u5355\u9897 AI \u82af\u7247\u7684\u529f\u8017\u4ece 400W\uff082020\uff09&rarr; 1000W\uff082024\uff09&rarr; 2000W+\uff082026-2027\uff09<\/li>\n<li>\u6838\u5fc3\u7535\u538b\u6301\u7eed\u8d70\u4f4e\uff086~0.8V\uff09\uff0c\u4f7f\u7535\u6d41\u5448\u6307\u6570\u7ea7\u589e\u957f<\/li>\n<\/ul>\n<p>\u8fd9\u79cd\u8d8b\u52bf\u4e0b\uff0cVPD \u4e0d\u4ec5\u662f\"\u66f4\u597d\u7684\u65b9\u6848\"\uff0c\u800c\u662f\"\u552f\u4e00\u53ef\u884c\u7684\u65b9\u6848\"\u3002<\/p>\n<h3>5.2 \u5e02\u573a\u91cf\u7ea7\u4f30\u7b97<\/h3>\n<p>\u57fa\u4e8e\u516c\u5f00\u4fe1\u606f\u63a8\u7b97\uff1a<\/p>\n<ul>\n<li>\u82f1\u4f1f\u8fbe Rubin \u7cfb\u5217 GPU \u9884\u8ba1 2026-2027 \u5e74\u51fa\u8d27\u91cf\u5728\u767e\u4e07\u9897\u7ea7\u522b<\/li>\n<li>\u6bcf\u9897\u9ad8\u7aef GPU \u5bf9\u5e94\u4e00\u5957 VPD \u7535\u6e90\u6a21\u5757\uff08\u542b\u591a\u8def\u8f93\u51fa\uff09\uff0c\u4ef7\u503c\u7ea6 50~200 \u7f8e\u5143<\/li>\n<li>\u4ec5\u82f1\u4f1f\u8fbe GPU \u5bf9\u5e94\u7684 VPD \u5e02\u573a\uff0c\u5e74\u89c4\u6a21\u53ef\u8fbe 5~20 \u4ebf\u7f8e\u5143<\/li>\n<li>\u52a0\u4e0a\u8c37\u6b4c TPU\u3001AMD\u3001\u82f1\u7279\u5c14\u3001\u534e\u4e3a\u7b49\uff0c\u4ee5\u53ca\u6570\u636e\u4e2d\u5fc3\u6574\u673a\u67dc\u65b9\u6848\uff0c\u6574\u4f53 VPD \u76f8\u5173\u5e02\u573a\u89c4\u6a21\u6709\u671b\u5728 2030 \u5e74\u524d\u7a81\u7834 50 \u4ebf\u7f8e\u5143<\/li>\n<li>\u5982\u679c\u8003\u8651\u4e0a\u6e38\u78c1\u6027\u5143\u4ef6\u3001\u7535\u5bb9\u3001PCB \u7b49\u914d\u5957\u5e02\u573a\uff0c\u95f4\u63a5\u5e26\u52a8\u7684\u4ea7\u4e1a\u94fe\u89c4\u6a21\u66f4\u4e3a\u53ef\u89c2<\/li>\n<\/ul>\n<h3>5.3 \u5173\u952e\u50ac\u5316\u8282\u70b9<\/h3>\n<ul>\n<li>2026 \u5e74 CES\uff1a\u82f1\u4f1f\u8fbe\u5b98\u5ba3 Rubin \u91c7\u7528 VPD &rarr; \u884c\u4e1a\u786e\u5b9a\u6027\u786e\u7acb<\/li>\n<li>2026-2027\uff1aRubin \u91cf\u4ea7 &rarr; VPD \u8fdb\u5165\u5927\u89c4\u6a21\u9a8c\u8bc1\u9636\u6bb5<\/li>\n<li>2027-2028\uff1aAMD\u3001\u8c37\u6b4c\u7b49\u8ddf\u8fdb &rarr; VPD \u6210\u4e3a\u884c\u4e1a\u6807\u914d<\/li>\n<li>2028-2030\uff1aSIVR\uff08\u5c01\u88c5\u5185\u96c6\u6210\uff09\u5f00\u59cb\u843d\u5730 &rarr; \u4e0b\u4e00\u6ce2\u6280\u672f\u5347\u7ea7<\/li>\n<\/ul>\n<h2>\u516d\u3001<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%8a%95%e8%b5%84\" title=\"View all posts in \u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u6295\u8d44<\/a>\u89c6\u89d2\uff1a\u5173\u6ce8\u4ec0\u4e48\uff1f<\/h2>\n<h3>6.1 \u786e\u5b9a\u6027\u6700\u9ad8\u7684\u73af\u8282<\/h3>\n<p>VPD \u7535\u6e90\u6a21\u5757\u4f9b\u5e94\u5546\u662f\u786e\u5b9a\u6027\u6700\u9ad8\u7684\u53d7\u76ca\u65b9\u5411\u3002\u76ee\u524d\u4e3b\u8981\u7684\u5382\u5bb6\u662fVicor\uff0c Flex Power\u548cDelta\uff0c\u4f46 Infineon\u3001MPS \u7b49\u4e5f\u5728\u5feb\u901f\u8ffd\u8d76\uff0c\u540e\u8d77\u4e4b\u79c0\u8fd8\u6709\u6c9b\u586c\u548c\u80fd\u5229\u82af\u3002<\/p>\n<h3>6.2 \u589e\u91cf\u6700\u5927\u7684\u73af\u8282<\/h3>\n<p>\u78c1\u6027\u5143\u4ef6\uff08\u82af\u7247\u7535\u611f\/\u53d8\u538b\u5668\uff09\u53ef\u80fd\u662f\u589e\u91cf\u6700\u5927\u7684\u73af\u8282\u4e4b\u4e00\u3002VPD \u6a21\u5757\u4e2d\u7684\u8d85\u8584\u7535\u611f\u662f\u6838\u5fc3\u96be\u70b9\uff0c\u6bcf\u9897 GPU\/XPU \u9700\u8981\u591a\u4e2a\u7535\u611f\uff0c\u4e14\u5bf9\u9891\u7387\u3001\u635f\u8017\u3001\u5c3a\u5bf8\u6709\u4e25\u683c\u8981\u6c42\u3002<\/p>\n<p>A 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