{"id":792894,"date":"2026-06-04T12:33:44","date_gmt":"2026-06-04T04:33:44","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=792894"},"modified":"2026-06-04T12:33:44","modified_gmt":"2026-06-04T04:33:44","slug":"%e5%8f%b0%e7%a7%af%e7%94%b5%ef%bc%9a%e4%b8%80%e5%ae%9a%e8%a6%81%e8%ae%b0%e4%bd%8fcoupe","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=792894","title":{"rendered":"\u53f0\u79ef\u7535\uff1a\u201c\u4e00\u5b9a\u8981\u8bb0\u4f4fCOUPE\u201d"},"content":{"rendered":"
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\u6587 | \u534a\u5bfc\u4f53\u4ea7\u4e1a\u7eb5\u6a2a<\/p>\n<\/blockquote>\n<\/div>\n

2021\u5e74\uff0c\u53f0\u79ef\u7535\u5728Hot Chips\u4e0a\u53d1\u5e03\u4e86\u6700\u65b0\u76843D\u5c01\u88c5\u6280\u672f\u8def\u7ebf\u56fe\uff0c\u91cc\u9762\u6d89\u53ca\u4e86\u4e00\u4e2a\u7845\u5149\u5c01\u88c5COUPE\u3002<\/p>\n

\u8fd9\u4e00\u5e74\u884c\u4e1a\u6700\u70ed\u7684\u8bdd\u9898\u662f3nm\u30012nm\uff0c\u7845\u5149\u5c01\u88c5\u53ea\u662f\u5c0f\u5c0f\u4e00\u70b9\u3002\u4f46\u53f0\u79ef\u7535\u770b\u5230\u7684\u662f\u53e6\u4e00\u4e2a\u95ee\u9898\uff1a\u5f53AI\u8bad\u7ec3\u96c6\u7fa4\u7684GPU\u4ece\u51e0\u5341\u5757\u8df3\u5230\u4e07\u5361\u7ea7\u522b\uff0c\u6570\u636e\u5728\u82af\u7247<\/a>\u4e4b\u95f4\u8dd1\u6765\u8dd1\u53bb\u7684\u4ee3\u4ef7\uff0c\u5f00\u59cb\u53d8\u5f97\u8ba9\u4eba\u96be\u4ee5\u5ffd\u89c6\u3002<\/p>\n

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01\u4e00\u4e2a\u88ab\u5ffd\u89c6\u7684\u74f6\u9888<\/strong><\/h2>\n

\u8fc7\u53bb\u51e0\u5341\u5e74\uff0c\u6570\u636e\u4e2d\u5fc3\u5185\u90e8GPU\u548c\u4ea4\u6362\u673a\u7684\u901a\u4fe1\u9760\u7684\u662f\u53ef\u63d2\u62d4\u5149\u6a21\u5757\uff0c\u53ef\u4ee5\u7406\u89e3\u4e3a\u4e00\u4e2a\u53ef\u4ee5\u62d4\u63d2\u7684\u76d2\u5b50\uff0c\u628a\u7535\u4fe1\u53f7\u53d8\u6210\u5149\u4fe1\u53f7\u53d1\u51fa\u53bb\uff0c\u5bf9\u65b9\u518d\u628a\u5149\u4fe1\u53f7\u53d8\u56de\u7535\u4fe1\u53f7\u3002\u8fd9\u5957\u67b6\u6784\u7684\u597d\u5904\u662f\uff1a\u7b80\u5355\u3001\u597d\u7528\u3001\u51fa\u95ee\u9898\u6362\u6389\u5c31\u597d\u3002<\/p>\n

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\u94dc<\/a>\u80fd\u6551\u573a\u5417\uff1f\u77ed\u8ddd\u79bb\u53ef\u4ee5\uff0c\u4f46\u662f\u4e00\u65e6\u8de8\u673a\u67b6\u3001\u8de8\u8282\u70b9\uff0c\u4fe1\u53f7\u8870\u51cf\u548c\u5ef6\u8fdf\u5c31\u625b\u4e0d\u4f4f\u4e86\u3002\u4e1a\u754c\u9700\u8981\u65b0\u7684\u65b9\u6848\u3002<\/strong><\/p>\n

\n

\"\u53f0\u79ef\u7535\uff1a\u201c\u4e00\u5b9a\u8981\u8bb0\u4f4fCOUPE\u201d\"<\/p>\n

\u53ef\u63d2\u62d4\u5149\u5b66\u5668\u4ef6\u3001OBO\u3001NPO \u548c CPO<\/p>\n<\/div>\n

\n

\"\u53f0\u79ef\u7535\uff1a\u201c\u4e00\u5b9a\u8981\u8bb0\u4f4fCOUPE\u201d\"<\/p>\n

\u53ef\u63d2\u62d4\u548cCPO \u7684\u529f\u8017<\/p>\n<\/div>\n

\u4e1a\u5185\u9009\u62e9\u4e86\u5149\u4e92\u8fde\uff0c\u7528\u5149\u4ee3\u66ff\u7535\u6765\u4f20\u6570\u636e\uff0c\u529f\u8017\u66f4\u4f4e\u3001\u5ef6\u8fdf\u66f4\u77ed\u3001\u5e26\u5bbd\u5bc6\u5ea6\u66f4\u9ad8\u3002\u4f46\u95ee\u9898\u5728\u4e8e\uff0c\u600e\u4e48\u628a\u5149\u5b66\u5668\u4ef6\u548c\u7535\u5b66\u82af\u7247\u9ad8\u6548\u5730\u96c6\u6210\u5728\u4e00\u8d77\uff1f\u4f20\u7edf\u505a\u6cd5\u662f\u5206\u7acb\u8bbe\u8ba1\u3001\u5149\u6a21\u5757\u5355\u72ec\u5c01\u88c5\uff0c\u4f46\u8fd9\u79cd\u65b9\u5f0f\u5728AI\u573a\u666f\u4e0b\u663e\u5f97\u592a\u677e\u6563\uff0c\u4fe1\u53f7\u8def\u5f84\u592a\u957f\uff0c\u635f\u8017\u592a\u5927\u3002<\/p>\n

CPO\uff0c\u5171\u5c01\u88c5\u5149\u5b66\uff0c\u5c31\u662f\u6765\u89e3\u51b3\u8fd9\u4e2a\u95ee\u9898\u7684\uff1a\u628a\u5149\u5b66\u5f15\u64ce\u76f4\u63a5\u585e\u8fdb\u82af\u7247\u5c01\u88c5\u91cc\uff0c\u8ba9\u5149\u4fe1\u53f7\u5728\u6700\u9760\u8fd1\u5904\u7406\u5668\u7684\u5730\u65b9\u4ea7\u751f\u3002<\/p>\n

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02COUPE\u662f\u4ec0\u4e48\uff1f<\/strong><\/h2>\n

\u7845\u5149\u5b50\u4e0d\u662f\u4ec0\u4e48\u65b0\u9c9c\u4e8b\u30022000\u5e74\u4ee3\u521d\u5c31\u6709\u4eba\u5728\u7814\u7a76\u4e86\u3002\u4f18\u52bf\u660e\u786e\uff1a\u8ddfCMOS\u5de5\u827a\u517c\u5bb9\uff0c\u6210\u672c\u53ef\u63a7\uff0c\u53ef\u5927\u89c4\u6a21\u96c6\u6210\u3002\u4f46\u96be\u9898\u540c\u6837\u660e\u786e\uff1a\u5149\u5b66\u5668\u4ef6\u548c\u7535\u5b66\u82af\u7247\u600e\u4e48\u9ad8\u5bc6\u5ea6\u5730\u634f\u5728\u4e00\u8d77\uff1f\u5149\u5b66\u8026\u5408\u600e\u4e48\u641e\uff1f\u5c01\u88c5\u7cbe\u5ea6\u600e\u4e48\u4fdd\u8bc1\uff1f\u6d4b\u8bd5\u600e\u4e48\u641e\uff1f\u8fd9\u4e9b\u95ee\u9898\u4e0d\u89e3\u51b3\uff0c\u7845\u5149\u5b50\u5c31\u65e0\u6cd5\u5927\u89c4\u6a21\u91cf\u4ea7\u3002<\/p>\n

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\n

\"\u53f0\u79ef\u7535\uff1a\u201c\u4e00\u5b9a\u8981\u8bb0\u4f4fCOUPE\u201d\"<\/p>\n<\/div>\n

2023\u5e74\uff0c\u53f0\u79ef\u7535\u5728IEEE ECTC\u4e0a\u63a8\u51faCOUPE 2.0\uff0c\u6838\u5fc3\u5347\u7ea7\u662f\u5f15\u5165\u6df7\u5408\u952e\u5408\uff08Hybrid Bonding\uff09\u6280\u672f\u3002<\/strong>\u82af\u7247\u4e4b\u95f4\u4e0d\u518d\u9760\u5fae\u51f8\u5757\uff08bump\uff09\u8fde\u63a5\uff0c\u800c\u662f\u5728\u5ba4\u6e29\u4e0b\u8ba9\u6c27\u5316\u7269\u5206\u5b50\u76f4\u63a5“\u5438”\u5728\u4e00\u8d77\uff0c\u518d\u5347\u6e29\u9000\u706b\u8ba9\u94dc\u952e\u5408\u3002\u8fd9\u4e2a\u5de5\u827a\u5927\u5e45\u7f29\u77ed\u4e86\u7535\u5b50\u82af\u7247\u548c\u5149\u5b50\u82af\u7247\u7684\u95f4\u8ddd\uff0c\u628a\u4fe1\u53f7\u4f20\u8f93\u7684\u635f\u8017\u538b\u5230\u6700\u4f4e\u3002<\/p>\n

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\n

\"\u53f0\u79ef\u7535\uff1a\u201c\u4e00\u5b9a\u8981\u8bb0\u4f4fCOUPE\u201d\"<\/p>\n<\/div>\n

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\u8fd9\u4e2a\u5dee\u5f02\u6700\u7ec8\u51b3\u5b9a\u4e86\u5ba2\u6237\u7684\u6d41\u5411\u30022025\u5e74\uff0c\u82f1\u4f1f\u8fbe\u548c\u535a\u901a\u5f00\u59cb\u628a\u90e8\u5206\u4ea7\u54c1\u4eceGlobalFoundries\u8fc1\u79fb\u5230\u53f0\u79ef\u7535COUPE\u5e73\u53f0\u3002\u66f4\u5173\u952e\u7684\u662f\uff0c\u5f53\u82f1\u4f1f\u8fbe\u51b3\u5b9a\u75286nm\u5148\u8fdb\u903b\u8f91\u8282\u70b9\u505a\u7535\u5b50\u63a7\u5236\u82af\u7247\u65f6\uff0c\u53ea\u6709\u53f0\u79ef\u7535\u80fd\u540c\u65f6\u641e\u5b9a\u5148\u8fdb\u5236\u7a0b\u548c\u6df7\u5408\u952e\u5408\u5c01\u88c5\uff0c\u5176\u4ed6\u5bb6\u8981\u4e48\u5de5\u827a\u9886\u5148\u4f46\u5c01\u88c5\u8ddf\u4e0d\u4e0a\uff0c\u8981\u4e48\u5c01\u88c5\u53ef\u4ee5\u4f46\u5148\u8fdb\u8282\u70b9\u6ca1\u6709\u3002<\/p>\n

\u7ed5\u4e86\u4e00\u5708\uff0cCoWoS\u6210\u4e86\u5165\u573a\u5238\uff0c\u800c\u53f0\u79ef\u7535\u72ec\u53d1\u3002<\/strong><\/p>\n

03COUPE\u91cf\u4ea7\uff0c\u4ea7\u4e1a\u94fe\u53d8\u5c40<\/strong><\/h2>\n

COUPE\u91cf\u4ea7\u7684\u5f71\u54cd\uff0c\u8fdc\u4e0d\u6b62\u53f0\u79ef\u7535\u81ea\u5df1\u3002\u76ee\u524d\uff0c\u4f9b\u5e94\u94fe\u4ef7\u503c\u6b63\u5728\u4ece\u4f20\u7edf\u5149\u6a21\u5757\u5382\u5546\u5411\u534a\u5bfc\u4f53\u4e0e\u5148\u8fdb\u5c01\u88c5\u73af\u8282\u8f6c\u79fb\u3002<\/p>\n

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FAU\u5382\u5546\u4e5f\u5c06\u53d7\u76ca\u3002<\/strong>\u5149\u7ea4\u9635\u5217\u5355\u5143\uff08FAU\uff09\u662f\u628a\u82af\u7247\u4ea7\u751f\u7684\u5149\u4fe1\u53f7\u8026\u5408\u8fdb\u5149\u7ea4\u7684\u5173\u952e\u7ec4\u4ef6\u3002\u5728CPO\u67b6\u6784\u4e0b\uff0cFAU\u9700\u8981\u66f4\u9ad8\u7684\u8026\u5408\u7cbe\u5ea6\u548c\u66f4\u590d\u6742\u7684\u5c01\u88c5\u96c6\u6210\u3002\u5728CPO\u573a\u666f\u4e0b\uff0c\u5355\u4e2aFAU\u7684\u4ef7\u503c\u91cf\u5c06\u663e\u8457\u63d0\u5347\u3002\u5929\u5b5a\u901a\u4fe1\u7b49\u56fd\u5185FAU\u5382\u5546\u51ed\u501f\u7cbe\u5bc6\u52a0\u5de5\u80fd\u529b\uff0c\u6b63\u6210\u4e3aCPO\u4ea7\u4e1a\u94fe\u4e2d\u4e0d\u53ef\u6216\u7f3a\u7684\u4e00\u73af\u3002<\/p>\n

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04\u7ade\u8d5b\u624d\u521a\u8d77\u6b65<\/strong><\/h2>\n

2026\u5e74\uff0cScale-out CPO\uff08\u673a\u67b6\u95f4\u4e92\u8054\uff09\u4ea4\u6362\u673a\u5f00\u59cb\u91cf\u4ea7\u51fa\u8d27\uff0c\u8fd9\u662f\u5f53\u524d\u7684\u4e3b\u6218\u573a\u3002\u4f46\u771f\u6b63\u7684\u6311\u6218\u662f2027\u5e74-2028\u5e74\u65f6\uff0cScale-up CPO\uff08\u673a\u67b6\u5185GPU\u4e92\u8054\uff09\u65b9\u6848\u3002Scale-up CPO\u610f\u5473\u7740\u5149\u4e92\u8fde\u8981\u8fdb\u5230\u673a\u67b6\u5185\u90e8\uff0c\u76f4\u63a5\u548cGPU\u5c01\u88c5\u5728\u4e00\u8d77\u3002\u8fd9\u4e2a\u573a\u666f\u5bf9\u6280\u672f\u7684\u8981\u6c42\u66f4\u9ad8\uff0c\u5bf9\u4f9b\u5e94\u94fe\u7684\u63a7\u5236\u4e5f\u66f4\u4e25\u3002<\/p>\n

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\u76ee\u524d\uff0cTower Semiconductor<\/strong>\u7684\u7845\u5149\u5b50\u6536\u5165\u8fd8\u5728\u6301\u7eed\u589e\u957f\u3002\u4ece2024\u5e74\u7ea61.06\u4ebf\u7f8e\u5143\u589e\u957f\u52302025\u5e74\u7ea62.28\u4ebf\u7f8e\u5143\uff0c\u5e76\u8ba1\u5212\u5c06\u4ea7\u80fd\u6269\u59275\u500d\u4ee5\u4e0a\u3002\u4eca\u5e74\u5df2\u7ecf\u4e0e\u6700\u5927\u7845\u5149\u5b50\u5ba2\u6237\u7b7e\u7f72\u603b\u989d13\u4ebf\u7f8e\u5143\u76842027\u5e74\u4f9b\u8d27\u5408\u540c\uff0c\u5e76\u5df2\u6536\u52302.9\u4ebf\u7f8e\u5143\u9884\u4ed8\u6b3e\u7528\u4e8e\u4ea7\u80fd\u9884\u7559\u3002\u516c\u53f8\u8fd8\u62ab\u9732\uff0c\u5ba2\u6237\u5df2\u5c312028\u5e74\u627f\u8bfa\u66f4\u5927\u89c4\u6a21\u7684\u6676\u5706\u8ba2\u5355\uff0c\u76f8\u5173\u8ffd\u52a0\u9884\u4ed8\u6b3e\u5c06\u4e8e2027\u5e741\u6708\u524d\u5230\u4f4d\u3002<\/p>\n

\u540c\u65f6\u4e1a\u5185\u4e5f\u6709\u5f88\u591a\u540e\u8d77\u4e4b\u79c0\uff0cAyar Labs\u3001Lightmatter\u3001Celestial AI<\/strong>\uff0c\u8fd9\u6ce2\u4f01\u4e1a\u8d70\u7684\u66f4\u6fc0\u8fdb\uff0c\u76f4\u63a5\u628a\u5149\u5b50\u585e\u8fdbXPU\u5c01\u88c5\u91cc\uff0c\u7784\u51c62028\u5e74\u4ee5\u540e\u7684\u4e0b\u4e00\u4ee3\u5e02\u573a\u3002Marvell<\/strong>\u5ba3\u5e03\u752832.5\u4ebf\u7f8e\u5143\u6536\u8d2d<\/a>Celestial AI\uff0c\u5c31\u662f\u5e0c\u671b\u65e9\u65e9\u5360\u4f4d\u3002<\/p>\n

05\u7ed3\u8bed<\/strong><\/h2>\n

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COUPE\u7684\u9700\u6c42\u5c06\u8d8a\u53d1\u65fa\u76db\u3002<\/p>\n

(\u6765\u6e90\uff1a\u949b\u5a92\u4f53)<\/p>\n","protected":false},"excerpt":{"rendered":"

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