{"id":462,"date":"2026-09-30T15:57:41","date_gmt":"2026-09-30T07:57:41","guid":{"rendered":"https:\/\/47.109.77.201\/?p=462"},"modified":"2026-09-30T15:57:41","modified_gmt":"2026-09-30T07:57:41","slug":"what-is-cowos","status":"publish","type":"post","link":"http:\/\/47.109.77.201\/?p=462","title":{"rendered":"\u4ec0\u4e48\u662f CoWoS\uff1f\u4e3a\u4ec0\u4e48\u6240\u6709 AI \u82af\u7247\u90fd\u7ed5\u4e0d\u5f00\u5b83"},"content":{"rendered":"\n<div class=\"cws-meta\">\n  <span><b>\u661f\u8fb0\u840c\u82bd\u7684\u601d\u7eea<\/b> \u7b2c 01 \u7bc7<\/span>\n  <span><b>\u9605\u8bfb\u65f6\u957f<\/b> \u7ea6 12 \u5206\u949f<\/span>\n  <span><b>\u9002\u5408<\/b> \u534a\u5bfc\u4f53\u6295\u7814 \/ \u4ea7\u4e1a\u7814\u7a76 \/ \u5de5\u7a0b\u5e08<\/span>\n<\/div>\n\n\n\n<p class=\"cws-sub\">\u4e00\u5757 AI \u52a0\u901f\u5361\u91cc\uff0c\u6700\u8d35\u7684\u73af\u8282\u65e2\u4e0d\u662f\u82af\u7247\u8bbe\u8ba1\uff0c\u4e5f\u4e0d\u662f\u5149\u523b\u673a\uff0c\u800c\u662f\u4e00\u9053&#8221;\u628a\u82af\u7247\u88c5\u8d77\u6765&#8221;\u7684\u5de5\u5e8f\u3002\u8fd9\u7bc7\u6587\u7ae0\u7528\u516c\u5f00\u6570\u636e\uff0c\u628a CoWoS \u8fd9\u4ef6\u4e8b\u8bb2\u900f\u3002<\/p>\n\n\n\n<p class=\"cws-byline\">\u6587 \/ \u661f\u8fb0\u840c\u82bd\u7684\u601d\u7eea\u3000\u3000\u6570\u636e\u622a\u6b62 2026 \u5e74 9 \u6708\uff0c\u5747\u6765\u81ea\u516c\u5f00\u4fe1\u606f<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5148\u770b\u4e09\u4e2a\u6570\u5b57\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b2c\u4e00\u4e2a\uff1a\u53f0\u79ef\u7535\u7684 CoWoS \u4ea7\u7ebf\uff0c2026 \u5e74\u5168\u5e74\u4ea7\u80fd\u5df2\u7ecf\u88ab\u8ba2\u5b8c\uff0c\u5ba2\u6237\u62ff\u8d27\u7684\u4ea4\u671f\u62c9\u957f\u5230 <strong>52 \u5230 156 \u5468<\/strong>\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b2c\u4e8c\u4e2a\uff1a\u8fd9\u5bb6\u516c\u53f8\u4e3a\u4e86\u8fd9\u4ef6\u4e8b\uff0c\u628a\u6708\u4ea7\u80fd\u4ece 2022 \u5e74\u5e95\u7684\u7ea6 1.5 \u4e07\u7247\uff0c\u6269\u5230 2026 \u5e74\u5e95\u9884\u8ba1\u7684 12 \u5230 14 \u4e07\u7247\u2014\u2014<strong>\u56db\u5e74\u6269\u4e86\u8fd1\u5341\u500d\uff0c\u5e74\u590d\u5408\u589e\u901f\u8d85\u8fc7 80%<\/strong>\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b2c\u4e09\u4e2a\uff1a\u8fd8\u662f\u4e0d\u591f\u3002\u6309\u673a\u6784\u6d4b\u7b97\uff0c\u5168\u884c\u4e1a\u4ea7\u80fd\u7f3a\u53e3\u73b0\u5728\u5927\u7ea6 20%\uff0c2027 \u5e74\u6709\u53ef\u80fd\u91cd\u65b0\u6269\u5927\u5230 30% \u4ee5\u4e0a\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7f3a\u7684\u4e0d\u662f\u7845\u7247\uff0c\u4e0d\u662f\u5149\u523b\u673a\uff0c\u4e5f\u4e0d\u662f\u8bbe\u8ba1\u80fd\u529b\u3002\u7f3a\u7684\u662f<strong>\u628a\u4e00\u9897 GPU \u548c\u4e00\u5806\u5185\u5b58&#8221;\u88c5\u5230\u4e00\u8d77&#8221;\u7684\u90a3\u6761\u4ea7\u7ebf<\/strong>\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u5c31\u662f CoWoS \u7684\u5168\u90e8\u6545\u4e8b\u3002\u5b83\u542c\u8d77\u6765\u50cf\u4e2a\u6280\u672f\u9ed1\u8bdd\uff0c\u4f46\u5982\u679c\u4f60\u5173\u5fc3 AI \u4ea7\u4e1a\u94fe\u4e0a\u94b1\u5f80\u54ea\u6d41\uff0c\u5b83\u662f\u7ed5\u4e0d\u8fc7\u53bb\u7684\u7b2c\u4e00\u7ad9\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"cws-num\">01<\/span>\u5148\u628a\u540d\u5b57\u62c6\u5f00\uff1aCoWoS \u5230\u5e95\u662f\u54ea\u4e09\u9053\u5de5\u5e8f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CoWoS \u662f\u56db\u4e2a\u82f1\u6587\u5355\u8bcd\u7684\u7f29\u5199\uff1a<strong>Chip on Wafer on Substrate<\/strong>\u3002\u62c6\u5f00\u5c31\u662f\u5b83\u7684\u5de5\u827a\u987a\u5e8f\u2014\u2014<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Chip on Wafer\uff08\u82af\u7247\u5230\u6676\u5706\uff09<\/strong>\uff1a\u5148\u628a GPU \u88f8\u7247\u548c HBM \u5185\u5b58\u5806\u6808\uff0c\u4e00\u9897\u4e00\u9897\u8d34\u5230\u4e00\u6574\u7247\u6676\u5706\u4e0a\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>on Substrate\uff08\u518d\u5230\u57fa\u677f\uff09<\/strong>\uff1a\u628a\u4e0a\u9762\u90a3\u7247\u6676\u5706\u5207\u6210\u4e00\u4e2a\u4e2a\u5355\u5143\uff0c\u518d\u6574\u4f53\u8d34\u5230\u5c01\u88c5\u57fa\u677f\uff08\u901a\u5e38\u662f ABF \u8f7d\u677f\uff09\u4e0a\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f46\u540d\u5b57\u91cc\u5176\u5b9e\u6f0f\u6389\u4e86\u6700\u5173\u952e\u7684\u7b2c\u4e09\u6837\u4e1c\u897f\uff1a<strong>\u7845\u4e2d\u4ecb\u5c42\uff08Interposer\uff09<\/strong>\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b83\u624d\u662f\u6574\u4ef6\u4e8b\u7684\u7075\u9b42\u3002\u771f\u6b63\u7684\u4e00\u9897 AI \u82af\u7247\uff0c\u4ece\u4e0b\u5f80\u4e0a\u662f\u8fd9\u6837\u7684\u56db\u5c42\u7ed3\u6784\uff1a\u6700\u4e0b\u9762\u662f\u6211\u4eec\u719f\u6089\u7684 PCB \u4e3b\u677f\uff0c\u5f80\u4e0a\u662f\u5c01\u88c5\u57fa\u677f\uff0c\u518d\u5f80\u4e0a\u662f\u7845\u4e2d\u4ecb\u5c42\uff0c\u6700\u4e0a\u9762\u624d\u662f GPU \u88f8\u7247\u548c HBM \u5806\u6808\u2014\u2014\u800c GPU \u548c HBM \u4e4b\u95f4\u7684\u6240\u6709\u9ad8\u901f\u4fe1\u53f7\uff0c\u5168\u90e8\u8d70\u4e2d\u4ecb\u5c42\u5185\u90e8\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6253\u4e2a\u4e0d\u592a\u7cbe\u786e\u4f46\u5f88\u597d\u61c2\u7684\u6bd4\u65b9\uff1a\u8fd9\u4e0d\u662f\u628a\u623f\u5b50\u76d6\u5f97\u66f4\u5927\uff0c\u800c\u662f<em class=\"cws-hl\">\u628a\u4e00\u6574\u5ea7\u57ce\u5e02\u585e\u8fdb\u540c\u4e00\u680b\u697c<\/em>\u3002\u6240\u6709\u5c45\u6c11\u697c\uff08HBM\uff09\u548c\u5199\u5b57\u697c\uff08GPU\uff09\u90fd\u5728\u697c\u91cc\uff0c\u697c\u5185\u4ea4\u901a\u5168\u9760\u7535\u68af\u548c\u5185\u90e8\u9ad8\u901f\u8def\uff0c\u4e0d\u51fa\u95e8\u3001\u4e0d\u4e0a\u9a6c\u8def\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/47.109.77.201\/wp-content\/uploads\/2026\/09\/cowos-01-structure-comparison.png\" alt=\"\u4f20\u7edf\u5c01\u88c5\u65b9\u6848\u4e0e CoWoS 2.5D \u65b9\u6848\u7684\u7ed3\u6784\u5256\u9762\u5bf9\u6bd4\"\/><figcaption class=\"wp-element-caption\">\u540c\u4e00\u4e2a GPU\u3001\u540c\u4e00\u6279 HBM\uff0c\u552f\u4e00\u533a\u522b\u662f&#8221;\u653e\u5728\u54ea\u513f&#8221;\u3002\u5de6\uff1aHBM \u72ec\u7acb\u5c01\u88c5\u540e\u88c5\u5728\u4e3b\u677f\u4e0a\uff0c\u4fe1\u53f7\u8981\u51fa\u95e8\u7ed5\u4e00\u5708\uff1b\u53f3\uff1aHBM \u4e0e GPU \u76f4\u63a5\u5750\u5728\u540c\u4e00\u5757\u7845\u4e2d\u4ecb\u5c42\u4e0a\u3002\u4f5c\u8005\u81ea\u7ed8\u3002<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u4ec0\u4e48\u8d39\u8fd9\u4e48\u5927\u52b2\u628a\u5185\u5b58\u642c\u5230\u82af\u7247\u65c1\u8fb9\uff1f\u56e0\u4e3a\u4e0d\u8fd9\u4e48\u505a\uff0cAI \u82af\u7247\u6839\u672c\u8dd1\u4e0d\u8d77\u6765\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"cws-num\">02<\/span>\u4e3a\u4ec0\u4e48\u5fc5\u987b\u4f4f\u5728\u4e00\u8d77\uff1a\u8fd9\u662f\u4e2a\u7269\u7406\u95ee\u9898\uff0c\u4e0d\u662f\u5546\u4e1a\u9009\u62e9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f88\u591a\u4eba\u4ee5\u4e3a\u5c01\u88c5\u662f&#8221;\u6700\u540e\u4e00\u9053\u6536\u5c3e\u5de5\u5e8f&#8221;\uff0c\u6280\u672f\u542b\u91cf\u4f4e\u3002\u8fd9\u4e2a\u5370\u8c61\u5728\u5341\u5e74\u524d\u6210\u7acb\uff0c\u73b0\u5728\u5b8c\u5168\u4e0d\u6210\u7acb\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u539f\u56e0\u85cf\u5728 HBM \u7684\u63a5\u53e3\u4e0a\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">HBM3E \u7684\u5355\u5806\u6808\u63a5\u53e3\u5bbd\u5ea6\u662f <strong>1024 \u4f4d<\/strong>\uff0c\u5230\u4e86 HBM4 \u76f4\u63a5\u7ffb\u500d\u5230 <strong>2048 \u4f4d<\/strong>\uff0c\u5206 32 \u4e2a\u901a\u9053\u3002\u8fd9\u610f\u5473\u7740\u4ec0\u4e48\uff1f\u610f\u5473\u7740 GPU \u548c\u5185\u5b58\u4e4b\u95f4\u8981\u540c\u65f6\u8dd1\u51e0\u5343\u6839\u4fe1\u53f7\u7ebf\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u51e0\u5343\u6839\u7ebf\uff0c\u8981\u5e76\u884c\u3001\u8981\u7b49\u957f\u3001\u8981\u63a7\u5236\u963b\u6297\u3001\u8981\u5728 10 Gbps \u4ee5\u4e0a\u7684\u901f\u7387\u4e0b\u4e0d\u4e32\u6270\u2014\u2014\u8fd9\u79cd\u4e1c\u897f<strong>\u5728 PCB \u4e3b\u677f\u4e0a\u6839\u672c\u505a\u4e0d\u51fa\u6765<\/strong>\u3002\u5c31\u7b97\u52c9\u5f3a\u505a\u51fa\u6765\uff0c\u8d70\u7ebf\u957f\u5ea6\u5e26\u6765\u7684\u5ef6\u8fdf\u548c\u529f\u8017\u4e5f\u5df2\u7ecf\u628a\u6536\u76ca\u5403\u5149\u4e86\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">PCB \u505a\u4e0d\u5230\uff0c\u53ea\u6709\u4e00\u6761\u8def\uff1a\u628a GPU \u548c HBM \u7684\u8ddd\u79bb\uff0c\u4ece\u4e3b\u677f\u7ea7\u522b\u7684&#8221;\u4e8c\u4e09\u5341\u6beb\u7c73&#8221;\uff0c\u538b\u7f29\u5230\u4e2d\u4ecb\u5c42\u5185\u90e8\u7684&#8221;\u4e9a\u6beb\u7c73\u7ea7&#8221;\uff0c\u7528\u5fae\u51f8\u70b9\uff08\u95f4\u8ddd\u53ef\u4ee5\u505a\u5230 20 \u5230 40 \u5fae\u7c73\uff09\u76f4\u63a5\u5bf9\u63a5\u3002\u8fd9\u5c31\u662f CoWoS \u5b58\u5728\u7684\u552f\u4e00\u7406\u7531\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e8e\u662f\u8861\u91cf AI \u82af\u7247\u7b97\u529b\u7684\u65b9\u5f0f\u4e5f\u53d8\u4e86\u3002\u8fc7\u53bb\u5927\u5bb6\u770b FLOPS\uff0c\u73b0\u5728\u771f\u6b63\u5361\u8116\u5b50\u7684\u662f\u5185\u5b58\u5e26\u5bbd\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\u4ee3\u9645<\/th><th>\u5bb9\u91cf<\/th><th>\u5185\u5b58\u5e26\u5bbd<\/th><th>\u5c01\u88c5\u65b9\u6848<\/th><\/tr><\/thead><tbody><tr><td>H100\uff082023\uff09<\/td><td>80 GB<\/td><td>3.35 TB\/s<\/td><td>CoWoS-S<\/td><\/tr><tr><td>B200\uff082025\uff09<\/td><td>192 GB<\/td><td>\u7ea6 8 TB\/s<\/td><td>CoWoS-L<\/td><\/tr><tr><td>Rubin\uff082026\uff09<\/td><td>288 GB<\/td><td>\u6700\u9ad8 22 TB\/s<\/td><td>CoWoS-L<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e09\u5e74\u65f6\u95f4\uff0c\u5e26\u5bbd\u63d0\u5347\u5c06\u8fd1 7 \u500d\u3002\u800c\u8fd9 7 \u500d\uff0c\u5168\u90e8\u8981\u9760\u5c01\u88c5\u6765\u5b9e\u73b0\u3002\u53f0\u79ef\u7535 2026 \u5e74\u91cf\u4ea7\u7684 5.5 \u500d\u5149\u7f69\u5c3a\u5bf8 CoWoS\uff0c\u826f\u7387\u5df2\u7ecf\u8d85\u8fc7 98%\u2014\u2014\u8fd9\u662f\u4e00\u4e2a\u76f8\u5f53\u9ad8\u7684\u5236\u9020\u6210\u719f\u5ea6\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>\u4e00\u53e5\u8bdd\u603b\u7ed3\u8fd9\u4e00\u8282\uff1aAI \u7b97\u529b\u7684\u7ade\u4e89\uff0c\u5df2\u7ecf\u4ece&#8221;\u7b97\u5f97\u5feb&#8221;\u53d8\u6210\u4e86&#8221;\u5582\u5f97\u9971&#8221;\u3002\u800c\u51b3\u5b9a\u80fd\u4e0d\u80fd\u5582\u9971\u7684\uff0c\u662f\u5c01\u88c5\uff0c\u4e0d\u662f\u5236\u7a0b\u3002<\/p><\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"cws-num\">03<\/span>CoWoS \u4e0d\u662f\u4e00\u79cd\u6280\u672f\uff0c\u800c\u662f\u4e09\u6761\u8def\u7ebf<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u662f\u5916\u884c\u6700\u5bb9\u6613\u641e\u6df7\u7684\u5730\u65b9\u3002CoWoS \u5176\u5b9e\u6709\u4e09\u4e2a\u5b50\u7248\u672c\uff0c\u540d\u5b57\u540e\u9762\u5206\u522b\u8ddf\u7740 S\u3001R\u3001L\uff0c\u5dee\u522b\u53ea\u5728\u4e00\u4ef6\u4e8b\uff1a<strong>\u4e2d\u4ecb\u5c42\u600e\u4e48\u505a<\/strong>\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">CoWoS-S\uff1a\u7528\u4e00\u6574\u5757\u7845\u505a\u4e2d\u4ecb\u5c42<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u7ecf\u5178\u7684\u7248\u672c\u3002\u6574\u5757\u4e2d\u4ecb\u5c42\u90fd\u662f\u7845\uff0c\u5e03\u7ebf\u5bc6\u5ea6\u6700\u9ad8\uff0c\u6027\u80fd\u6700\u597d\uff0c\u4e5f\u6700\u8d35\u3002\u4f46\u5b83\u6709\u4e00\u4e2a\u786c\u7ea6\u675f\u2014\u2014<strong>\u5149\u523b\u673a\u7684\u5355\u6b21\u66dd\u5149\u9762\u79ef\uff0c\u4e5f\u5c31\u662f&#8221;\u5149\u7f69&#8221;<\/strong>\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u5757\u7845\u4e2d\u4ecb\u5c42\u8d8a\u5927\uff0c\u5c31\u9700\u8981\u628a\u591a\u6b21\u66dd\u5149\u62fc\u63a5\u8d77\u6765\uff08reticle stitching\uff09\u3002\u53f0\u79ef\u7535\u7684\u5b9e\u9645\u5de5\u7a0b\u4e0a\u9650\u662f <strong>3.3 \u500d\u5149\u7f69\u9762\u79ef\uff0c\u7ea6 2,700 mm\u00b2<\/strong>\u3002\u4e00\u65e6\u8d85\u8fc7\u8fd9\u6761\u7ebf\uff0c\u6210\u672c\u548c\u826f\u7387\u4f1a\u540c\u65f6\u5931\u63a7\uff1a\u6a21\u62df\u6d4b\u7b97\u663e\u793a\uff0c\u8fd9\u79cd\u5c3a\u5bf8\u4e0b\u6574\u7247\u7845\u4e2d\u4ecb\u5c42\u7684\u826f\u7387\u53ea\u6709\u7ea6 <strong>60% \u5230 70%<\/strong>\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">H100 \u7528\u7684\u5c31\u662f\u8fd9\u4e00\u4ee3\u3002\u4f46\u4eca\u5929\u7684 AI \u82af\u7247\u65e9\u5c31\u8d85\u8fc7\u8fd9\u4e2a\u5c3a\u5bf8\u4e86\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">CoWoS-R\uff1a\u5e72\u8106\u4e0d\u7528\u7845<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u628a\u6602\u8d35\u7684\u7845\u4e2d\u4ecb\u5c42\u6362\u6210\u6709\u673a\u7684 RDL\uff08\u91cd\u5e03\u7ebf\u5c42\uff09\u4e2d\u4ecb\u5c42\u3002\u6210\u672c\u5927\u5e45\u4e0b\u964d\uff0c\u4f46\u5e03\u7ebf\u5bc6\u5ea6\u4e5f\u8ddf\u7740\u964d\u3002AWS \u7684 Trainium 2 \u548c 3 \u7528\u7684\u5c31\u662f\u8fd9\u4e00\u8def\u7ebf\u2014\u2014\u539f\u56e0\u662f\u5b83\u4f5c\u4e3a\u81ea\u7814 ASIC\uff0c\u5bf9\u4e92\u8fde\u5bc6\u5ea6\u7684\u8981\u6c42\u672c\u6765\u5c31\u6ca1 GPU \u90a3\u4e48\u6781\u7aef\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">CoWoS-L\uff1a\u76ee\u524d\u7684\u6700\u4f18\u89e3\uff0c\u4e5f\u662f\u6700\u8d35\u7684\u90a3\u4e00\u4e2a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u662f 2026 \u5e74\u7684\u4e3b\u529b\u8def\u7ebf\uff0cB200\u3001B300\u3001Rubin \u90fd\u5728\u7528\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b83\u7684\u601d\u8def\u975e\u5e38\u806a\u660e\uff1a<strong>\u4e0d\u518d\u7ed9\u6574\u5757\u5c01\u88c5\u94fa\u7845\uff0c\u53ea\u5728\u771f\u6b63\u9700\u8981\u6781\u9ad8\u5e26\u5bbd\u7684\u5730\u65b9\uff0c\u5d4c\u4e00\u5c0f\u5757\u7845\u6865\u3002<\/strong>\u4e5f\u5c31\u662f GPU \u4e0e HBM \u4e4b\u95f4\u7684\u90a3\u51e0\u4e2a&#8221;\u9ad8\u901f\u8def\u53e3&#8221;\uff0c\u7528\u5c0f\u5757\u7684 LSI\uff08Local Silicon Interconnect\uff09\u505a\u5c40\u90e8\u7845\u4e92\u8fde\uff0c\u5176\u4f59\u533a\u57df\u5168\u90e8\u7528\u4fbf\u5b9c\u7684\u6709\u673a RDL\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5316\u6574\u4e3a\u96f6\u7684\u597d\u5904\u662f\u53cc\u91cd\u7684\u3002\u7b2c\u4e00\uff0c\u7a81\u7834\u4e86\u5149\u7f69\u9762\u79ef\u9650\u5236\uff0c\u80fd\u505a\u5230 5.5 \u500d\u5149\u7f69\uff08\u7ea6 4,720 mm\u00b2\uff09\u751a\u81f3\u66f4\u5927\uff1b\u7b2c\u4e8c\uff0c\u5c0f\u5757\u7845\u6865\u7684\u826f\u7387\u80fd\u505a\u5230\u7ea6 <strong>90%<\/strong>\uff0c\u8fdc\u9ad8\u4e8e\u5927\u5757\u6574\u7247\u7845\u7684 60% \u5230 70%\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/47.109.77.201\/wp-content\/uploads\/2026\/09\/cowos-02-s-r-l-routes.png\" alt=\"CoWoS-S\u3001CoWoS-R\u3001CoWoS-L \u4e09\u6761\u6280\u672f\u8def\u7ebf\u5bf9\u6bd4\"\/><figcaption class=\"wp-element-caption\">\u4e09\u6761\u8def\u7ebf\u7684\u5dee\u522b\u53ea\u5728&#8221;\u4e2d\u4ecb\u5c42\u600e\u4e48\u9020&#8221;\u3002CoWoS-L \u7528\u5c0f\u5757\u7845\u6865\u6362\u6389\u4e86\u6574\u7247\u7845\uff0c\u9762\u79ef\u4e0a\u9650\u548c\u826f\u7387\u540c\u65f6\u6539\u5584\u3002\u6570\u636e\u6765\u6e90\uff1a\u516c\u5f00\u7814\u62a5\u4e0e\u5382\u5546\u6280\u672f\u62ab\u9732\u6574\u7406\u3002<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u91cc\u6709\u4e2a\u5f88\u597d\u7684\u5de5\u7a0b\u6848\u4f8b\u503c\u5f97\u6211\u4eec\u8bb0\u4f4f\uff1a<strong>CoWoS-L \u7684\u5355\u9897\u6210\u672c\u6bd4 CoWoS-S \u9ad8\u7ea6 47%\uff0c\u4f46\u5728\u5927\u5c3a\u5bf8\u4e0a\u53cd\u800c\u66f4\u5212\u7b97\u3002<\/strong>\u56e0\u4e3a\u5982\u679c\u786c\u8981\u5728\u4e00\u7247 2,700 mm\u00b2 \u7684\u7845\u7247\u4e0a\u505a\u51fa\u66f4\u5927\u7684\u4e2d\u4ecb\u5c42\uff0c\u62a5\u5e9f\u7387\u5e26\u6765\u7684\u635f\u5931\u4f1a\u8fdc\u8fdc\u8d85\u8fc7\u6750\u6599\u672c\u8eab\u7701\u4e0b\u7684\u94b1\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&#8220;\u8d35\u7684\u4e1c\u897f\u53cd\u800c\u66f4\u4fbf\u5b9c&#8221;\u2014\u2014\u8fd9\u662f\u5236\u9020\u4e1a\u91cc\u5f88\u5178\u578b\u7684\u975e\u7ebf\u6027\u65f6\u523b\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"cws-num\">04<\/span>\u94b1\u5230\u5e95\u82b1\u5728\u54ea\uff1a\u8fd9\u95e8\u751f\u610f\u7684\u7ecf\u6d4e\u5b66<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5982\u679c\u628a\u8fd9\u4e00\u5c42\u4ece&#8221;\u6280\u672f\u8bdd\u9898&#8221;\u5207\u6362\u5230&#8221;\u8d22\u52a1\u8bdd\u9898&#8221;\uff0c\u4f1a\u770b\u5230\u51e0\u4e2a\u76f8\u5f53\u53cd\u76f4\u89c9\u7684\u6570\u5b57\u3002<\/p>\n\n\n\n<div class=\"cws-kpi\">\n  <div><div class=\"v\">17\u201323%<\/div><div class=\"k\">\u5148\u8fdb\u5c01\u88c5\u5360<br>AI \u52a0\u901f\u5668\u5236\u9020\u6210\u672c<\/div><\/div>\n  <div><div class=\"v\">60\u201370%<\/div><div class=\"k\">\u5b58\u50a8 + \u5c01\u88c5\u5408\u8ba1<br>\u5360\u82af\u7247\u6210\u672c<\/div><\/div>\n  <div><div class=\"v\">50\u201370%<\/div><div class=\"k\">\u7845\u4e2d\u4ecb\u5c42\u5355\u9879<br>\u5360\u5c01\u88c5\u6210\u672c<\/div><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b2c\u4e00\u4ef6\u4e8b\uff1a<strong>\u903b\u8f91\u88f8\u7247\u5df2\u7ecf\u4e0d\u662f\u6210\u672c\u5927\u5934\u4e86\u3002<\/strong>\u5728 2026 \u5e74\u7684\u4e00\u9897 AI \u52a0\u901f\u5668\u91cc\uff0cHBM \u5b58\u50a8\u52a0\u4e0a\u5148\u8fdb\u5c01\u88c5\uff0c\u5408\u8ba1\u5360\u5230\u4e86\u82af\u7247\u6210\u672c\u7684 60% \u5230 70%\u3002\u4e5f\u5c31\u662f\u8bf4\uff0c\u4f60\u4e3a\u7b97\u529b\u4ed8\u7684\u94b1\uff0c\u5927\u90e8\u5206\u4ed8\u7ed9\u4e86&#8221;\u5185\u5b58&#8221;\u548c&#8221;\u7ec4\u88c5&#8221;\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b2c\u4e8c\u4ef6\u4e8b\uff1a<strong>\u5c01\u88c5\u5355\u4ef7\u5728\u5feb\u901f\u4e0a\u53f0\u9636\u3002<\/strong>H100 \u90a3\u4e00\u4ee3\uff0c\u5355\u9897\u5c01\u88c5\u6210\u672c\u7ea6 750 \u7f8e\u5143\uff1b\u6362\u5230 B200 \u8fd9\u4e00\u4ee3\u7684 CoWoS-L\uff0c\u662f 1,000 \u5230 1,100 \u7f8e\u5143\u3002\u800c\u8fd9\u53ea\u662f\u5305\u88c5\u914d\u73af\u8282\u2014\u2014\u5b83\u4e0a\u9762\u8fd8\u538b\u7740 8 \u9897 HBM\uff0c\u6309 HBM4 \u5355\u9897 600 \u7f8e\u5143\u4ee5\u4e0a\u8ba1\u7b97\uff0c\u4ec5\u5185\u5b58\u4e00\u9879\u5c31\u8d85\u8fc7 <span class=\"cws-red\">4,800 \u7f8e\u5143<\/span>\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b2c\u4e09\u4ef6\u4e8b\uff0c\u4e5f\u662f\u6700\u5173\u952e\u7684\uff1a<strong>\u8fd9\u95e8\u751f\u610f\u7684\u6bdb\u5229\u7387\uff0c\u5df2\u7ecf\u4e0d\u662f\u4f20\u7edf\u5c01\u88c5\u7684\u6837\u5b50\u4e86\u3002<\/strong>\u5148\u8fdb\u5c01\u88c5\u7ea6\u5360\u53f0\u79ef\u7535\u8425\u6536\u7684 10%\uff0c\u4f46\u6bdb\u5229\u7387\u63a5\u8fd1\u516c\u53f8\u6574\u4f53\u6c34\u5e73\uff08\u7ea6 60%\uff09\u2014\u2014\u5b8c\u5168\u4e0d\u540c\u4e8e\u8fc7\u53bb\u90a3\u79cd\u4f4e\u6bdb\u5229\u3001\u5f3a\u5468\u671f\u7684\u5c01\u88c5\u4ee3\u5de5\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/47.109.77.201\/wp-content\/uploads\/2026\/09\/cowos-05-cost-structure.png\" alt=\"2026 \u5e74 AI \u52a0\u901f\u5668\u5236\u9020\u6210\u672c\u6784\u6210\"\/><figcaption class=\"wp-element-caption\">\u6210\u672c\u7ed3\u6784\u793a\u610f\uff08\u53d6\u673a\u6784\u533a\u95f4\u4e2d\u503c\uff09\u3002\u5b58\u50a8\u4e0e\u5c01\u88c5\u5408\u8ba1\u5df2\u5360\u82af\u7247\u6210\u672c 60\u201370%\uff0c\u8fd9\u662f&#8221;\u5c01\u88c5\u6210\u4e3a\u74f6\u9888&#8221;\u7684\u7ecf\u6d4e\u5b66\u89e3\u91ca\u3002\u6570\u636e\u6765\u6e90\uff1aSilicon Analysts\u3001JPMorgan\u3001Morgan Stanley\u3001Epoch AI \u7b49\u516c\u5f00\u6d4b\u7b97\u6574\u7406\u3002<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u628a\u8fd9\u4e9b\u4e32\u8d77\u6765\u770b\uff0c\u4e00\u5e45\u66f4\u6e05\u695a\u7684\u56fe\u666f\u5c31\u51fa\u6765\u4e86\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u53f0 H200 \u4ece\u53f0\u79ef\u7535\u51fa\u6765\uff0c\u6676\u5706\u5236\u9020\u52a0\u5c01\u88c5\uff0c\u53f0\u79ef\u7535\u5355\u4ef7\u6536\u5165\u5927\u7ea6 5,000 \u5230 8,300 \u7f8e\u5143\u3002\u6309 67.7% \u7684\u6bdb\u5229\u7387\u7b97\uff0c\u5176\u4e2d\u5229\u6da6\u7ea6 3,400 \u5230 5,600 \u7f8e\u5143\u3002\u800c\u82f1\u4f1f\u8fbe\u628a\u8fd9\u5757\u5361\u5356\u5230 30,000 \u5230 35,000 \u7f8e\u5143\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6362\u53e5\u8bdd\u8bf4\uff0c<strong>\u53f0\u79ef\u7535\u4e0d\u78b0\u8bbe\u8ba1\u3001\u4e0d\u78b0\u8f6f\u4ef6\u3001\u4e0d\u78b0\u5ba2\u6237\u5173\u7cfb\uff0c\u5374\u62ff\u8d70\u4e86\u6700\u7ec8\u552e\u4ef7\u7684 14% \u5230 24%\u3002<\/strong>\u6709\u4eba\u628a\u5b83\u6298\u7b97\u6210\u4e00\u4e2a\u66f4\u72e0\u7684\u8bf4\u6cd5\uff1a\u5927\u5382\u6bcf\u82b1\u5728 AI \u4e0a\u7684 1 \u7f8e\u5143\u91cc\uff0c\u5927\u7ea6\u6709 8 \u5206\u94b1\u53d8\u6210\u53f0\u79ef\u7535\u7684\u7eaf\u5229\u3002<\/p>\n\n\n\n<div class=\"cws-callout\">\n  <div class=\"t\">\u4e00\u4e2a\u5bb9\u6613\u88ab\u8bef\u8bfb\u7684\u70b9\uff1a\u6da8\u4ef7\u4e0d\u7b49\u4e8e\u6210\u672c\u51b2\u51fb<\/div>\n  <p>CoWoS \u5728 2025 \u5e74\u5df2\u7ecf\u6da8\u4e86 10% \u5230 20%\uff0c\u673a\u6784\u9884\u8ba1\u5230 2026 \u5e74\u8fd8\u6709\u7d2f\u8ba1\u7ea6 20% \u7684\u6da8\u5e45\uff1b\u53f0\u79ef\u7535\u4e5f\u8ba1\u5212\u81ea 2027 \u5e74\u8d77\u6574\u4f53\u63d0\u4ef7 5% \u5230 10%\u3002<\/p>\n  <p>\u4f46\u56e0\u4e3a\u5c01\u88c5\u53ea\u5360\u82af\u7247\u6210\u672c\u7684 17% \u5230 23%\uff0c\u5373\u4fbf\u5c01\u6d4b\u5382\u62a5\u4ef7\u6da8 20%\uff0c\u4f20\u5bfc\u5230\u5355\u9897 AI \u82af\u7247\u4e0a\u7684\u6210\u672c\u589e\u91cf\u4e5f\u53ea\u6709\u7ea6 1% \u5230 1.5%\u3002<\/p>\n  <p><strong>\u6240\u4ee5\u8fd9\u8f6e\u6da8\u4ef7\u7684\u672c\u8d28\u4e0d\u662f&#8221;\u6210\u672c\u8f6c\u79fb&#8221;\uff0c\u800c\u662f&#8221;\u7a00\u7f3a\u6027\u5206\u6210&#8221;\u3002<\/strong>\u82f1\u4f1f\u8fbe\u5df2\u7ecf\u5bf9\u670d\u52a1\u5668\u7aef\u63d0\u4ef7 15% \u4ee5\u4e0a\uff0c\u4e91\u5382\u5546\u751a\u81f3\u76f4\u63a5\u9884\u8ba2\u5c01\u88c5\u4ea7\u80fd\u2014\u2014\u94fe\u6761\u4e0a\u6ca1\u6709\u8c01\u5728\u4e3a\u8fd9\u7b14\u94b1\u6297\u4e89\uff0c\u56e0\u4e3a\u5927\u5bb6\u90fd\u7f3a\u8d27\u3002<\/p>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"cws-num\">05<\/span>\u4ea7\u80fd\u5230\u5e95\u7f3a\u591a\u5c11\uff1a\u4e0d\u8981\u53ea\u770b\u4ea7\u80fd\u8868\uff0c\u8981\u770b\u5206\u914d\u8868<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u662f\u6211\u89c9\u5f97\u7814\u7a76\u8fd9\u6761\u94fe\u65f6\u6700\u5bb9\u6613\u7b97\u9519\u7684\u5730\u65b9\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/47.109.77.201\/wp-content\/uploads\/2026\/09\/cowos-03-capacity-ramp-gap.png\" alt=\"\u53f0\u79ef\u7535 CoWoS \u6708\u4ea7\u80fd 2022 \u81f3 2027 \u5e74\u589e\u957f\u8d8b\u52bf\"\/><figcaption class=\"wp-element-caption\">\u53f0\u79ef\u7535 CoWoS \u6708\u4ea7\u80fd\u722c\u5761\u66f2\u7ebf\u3002\u6570\u5b57\u5f88\u58ee\u89c2\uff0c\u4f46\u771f\u6b63\u51b3\u5b9a\u7a00\u7f3a\u7a0b\u5ea6\u7684\u662f\u9700\u6c42\u589e\u901f\u548c\u4ea7\u80fd\u5206\u914d\uff0c\u4e0d\u662f\u8fd9\u4e2a\u7edd\u5bf9\u503c\u3002\u6570\u636e\u6765\u6e90\uff1aTrendForce \/ DIGITIMES \/ UBS \/ \u7231\u5efa\u8bc1\u5238\u7b49\u516c\u5f00\u7814\u62a5\u6574\u7406\u3002<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5148\u8bf4\u4f9b\u7ed9\u7aef\u7684\u4e8b\u5b9e\uff1a\u4ea7\u80fd\u4ece 2024 \u5e74\u5e95\u7ea6 3.5 \u4e07\u7247\/\u6708\uff0c\u5230 2025 \u5e74\u5e95\u7ea6 7.5 \u4e07\u7247\/\u6708\uff0c2026 \u5e74\u5e95\u9884\u8ba1 12 \u5230 14 \u4e07\u7247\/\u6708\u3002\u53f0\u79ef\u7535\u7ba1\u7406\u5c42\u5728 2026 \u5e74 6 \u6708\u7684\u80a1\u4e1c\u4f1a\u4e0a\u660e\u786e\u8868\u793a\u4ea7\u80fd&#8221;\u6781\u5ea6\u7d27\u5f20&#8221;\u3001\u5168\u5e74\u552e\u7f44\uff1b\u82f1\u4f1f\u8fbe\u5728\u4e1a\u7ee9\u4f1a\u4e0a\u4e5f\u7528\u4e86\u540c\u4e00\u4e2a\u8bf4\u6cd5\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u518d\u770b\u9700\u6c42\u7aef\uff1a\u673a\u6784\u6d4b\u7b97\uff0c\u5168\u884c\u4e1a CoWoS \u6708\u4ea7\u80fd\u5c06\u4ece 2026 \u5e74\u5e95\u7ea6 16 \u4e07\u7247\uff0c\u589e\u81f3 2027 \u5e74\u5e95\u7ea6 25 \u4e07\u7247\uff0c\u589e\u5e45\u7ea6 56%\uff1b\u4f46\u540c\u671f\u4ea7\u80fd\u603b\u9700\u6c42\u5c06\u4ece 130.7 \u4e07\u7247\/\u5e74 \u589e\u81f3 247.5 \u4e07\u7247\/\u5e74\uff0c<strong>\u589e\u5e45\u7ea6 89%<\/strong>\u3002\u9700\u6c42\u8dd1\u5f97\u6bd4\u4f9b\u7ed9\u5feb\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u800c\u771f\u6b63\u8ba9\u4eba\u4e0d\u5b89\u7684\u662f\u5206\u914d\u8868\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/47.109.77.201\/wp-content\/uploads\/2026\/09\/cowos-04-capacity-allocation.png\" alt=\"2026 \u5e74\u53f0\u79ef\u7535 CoWoS \u4ea7\u80fd\u5206\u914d\u7ed3\u6784\"\/><figcaption class=\"wp-element-caption\">\u82f1\u4f1f\u8fbe\u4e00\u5bb6\u9501\u5b9a\u7ea6 60%\uff0c\u524d\u4e09\u5bb6\u5ba2\u6237\u5408\u8ba1\u8d85\u8fc7 85%\u3002\u8fd9\u610f\u5473\u7740\u7ade\u4e89\u8005\u65e0\u6cd5\u9760&#8221;\u628a\u82af\u7247\u8bbe\u8ba1\u5f97\u66f4\u597d&#8221;\u7ed5\u5f00\u8fd9\u4e2a\u74f6\u9888\u2014\u2014\u74f6\u9888\u4f4d\u4e8e\u8bbe\u8ba1\u7684\u4e0b\u6e38\u3002\u6570\u636e\u6765\u6e90\uff1aSilicon Analysts \u4ea7\u80fd\u8ffd\u8e2a\u3001TrendForce\u3001CNBC \u62a5\u9053\u6574\u7406\u3002<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u82f1\u4f1f\u8fbe\u4e00\u5bb6\u62ff\u8d70\u7ea6 60%\uff0c\u535a\u901a\u7ea6 15%\uff08\u5bf9\u5e94 Google TPU\u3001Meta MTIA \u7b49\u81ea\u7814 ASIC\uff09\uff0cAMD \u7ea6 11%\u3002\u524d\u4e09\u5bb6\u5408\u8ba1\u9501\u5b9a 85% \u4ee5\u4e0a\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4efd\u5206\u914d\u8868\u5f88\u597d\u5730\u89e3\u91ca\u4e86\u4e00\u4e2a\u73b0\u8c61\uff1a\u4e3a\u4ec0\u4e48\u67d0\u4e9b\u8d22\u529b\u548c\u5de5\u7a0b\u80fd\u529b\u90fd\u6781\u5f3a\u7684\u516c\u53f8\uff0c\u5728 AI \u82af\u7247\u4e0a\u4f9d\u7136\u5403\u529b\u3002\u56e0\u4e3a<strong>\u74f6\u9888\u4e0d\u5728\u5b83\u4eec\u80fd\u63a7\u5236\u7684\u90a3\u4e00\u6bb5<\/strong>\u3002\u82af\u7247\u8bbe\u8ba1\u5f97\u518d\u597d\uff0c\u88c5\u4e0d\u8d77\u6765\uff0c\u8fd8\u662f\u51fa\u4e0d\u4e86\u8d27\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u4e09\u4e2a\u5bb9\u6613\u88ab\u7b97\u9519\u7684\u5730\u65b9<\/h3>\n\n\n\n<ol class=\"wp-block-list\"><li><strong>\u540d\u4e49\u4ea7\u80fd \u2260 \u6709\u6548\u4f9b\u7ed9\u3002<\/strong>\u5355\u4e2a AI \u82af\u7247\u7684\u5c01\u88c5\u9762\u79ef\u5728\u5feb\u901f\u53d8\u5927\uff0cHBM \u642d\u8f7d\u91cf\u5728\u589e\u52a0\u3002\u8fd9\u610f\u5473\u7740\u540c\u6837\u4e00\u7247 12 \u82f1\u5bf8\u6676\u5706\uff0c\u80fd\u5207\u51fa\u7684\u6709\u6548\u4e2d\u4ecb\u5c42\u6570\u91cf\u5728<em class=\"cws-hl\">\u51cf\u5c11<\/em>\u3002\u6708\u4ea7\u80fd\u7ffb\u500d\uff0c\u4e0d\u7b49\u4e8e\u53ef\u4f9b\u8d27\u7684\u82af\u7247\u6570\u7ffb\u500d\u3002<\/li><li><strong>\u74f6\u9888\u5df2\u7ecf\u4ece&#8221;\u8ba2\u5355&#8221;\u8f6c\u79fb\u5230&#8221;\u8bbe\u5907\u548c\u6750\u6599&#8221;\u3002<\/strong>\u90e8\u5206\u5148\u8fdb\u5c01\u88c5\u8bbe\u5907\u7684\u4ea4\u4ed8\u5468\u671f\u5df2\u8d85\u8fc7\u4e00\u5e74\uff0c\u9ad8\u7aef ABF \u8f7d\u677f\u548c\u8986\u94dc\u677f\u6b63\u5728\u6210\u4e3a\u65b0\u7684\u5361\u70b9\u3002\u53f0\u79ef\u7535\u4e4b\u5916\uff0c\u5176\u4ed6\u5382\u5546\u9762\u4e34\u7684\u662f&#8221;\u88c5\u673a\u901f\u5ea6&#8221;\u95ee\u9898\u800c\u4e0d\u662f&#8221;\u63a5\u5355&#8221;\u95ee\u9898\u3002<\/li><li><strong>\u7d27\u5f20\u662f\u7ed3\u6784\u6027\u7684\uff0c\u4e0d\u662f\u5468\u671f\u6027\u7684\u3002<\/strong>\u673a\u6784\u666e\u904d\u5224\u65ad 2027 \u5e74\u4e4b\u524d\u96be\u4ee5\u5f7b\u5e95\u7f13\u89e3\u3002\u8fd9\u662f\u7531\u5c01\u88c5\u9762\u79ef\u6269\u5927\u548c\u591a\u65b9\u5ba2\u6237\uff08GPU + \u4e91\u5382\u5546\u81ea\u7814 ASIC\uff09\u540c\u65f6\u62a2\u4ea7\u80fd\u5171\u540c\u9020\u6210\u7684\u3002<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"cws-num\">06<\/span>\u4f9b\u7ed9\u683c\u5c40\u6b63\u5728\u88ab\u91cd\u5199<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fc7\u53bb\u4e09\u5e74\uff0c\u6700\u5c16\u7aef AI \u82af\u7247\u7684\u5c01\u88c5\u51e0\u4e4e\u5168\u90e8\u7531\u53f0\u79ef\u7535\u5305\u63fd\u3002\u8fd9\u4e2a\u683c\u5c40\u6b63\u5728\u677e\u52a8\uff0c\u800c\u539f\u56e0\u4e0d\u662f\u522b\u4eba\u8ffd\u4e0a\u4e86\uff0c\u662f<strong>\u53f0\u79ef\u7535\u4e3b\u52a8\u5f80\u5916\u5206<\/strong>\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b83\u7684\u7b56\u7565\u5f88\u6e05\u6670\uff1a\u628a\u8d44\u6e90\u96c6\u4e2d\u5230\u9644\u52a0\u503c\u6700\u9ad8\u7684 CoWoS-L \u548c SoIC\uff0c\u628a\u76f8\u5bf9\u6210\u719f\u7684 CoWoS-S\u3001CoWoS-R \u4ee5\u53ca\u90e8\u5206\u5c01\u88c5\u73af\u8282\uff0c\u4ea4\u7ed9\u5916\u90e8\u5c01\u6d4b\u5382\uff08OSAT\uff09\u627f\u63a5\u3002\u627f\u63a5\u65b9\u62ff\u5230\u7684\u6570\u5b57\u662f\u8fd9\u6837\u7684\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\u627f\u63a5\u65b9<\/th><th>2026 \u5e74<\/th><th>2027 \u5e74\u9884\u8ba1<\/th><th>\u5907\u6ce8<\/th><\/tr><\/thead><tbody><tr><td>\u65e5\u6708\u5149 \/ \u77fd\u54c1<\/td><td>\u7ea6 3 \u4e07\u7247\/\u6708<\/td><td>\u7ea6 5 \u4e07\u7247\/\u6708<\/td><td>\u5148\u8fdb\u5c01\u88c5\u8425\u6536\u4e00\u5e74\u589e\u903e\u516d\u6210<\/td><\/tr><tr><td>Amkor\uff08\u5b89\u9760\uff09<\/td><td>\u7ea6 2 \u4e07\u7247\/\u6708<\/td><td>\u7ea6 3 \u4e07\u7247\/\u6708<\/td><td>\u4e9a\u5229\u6851\u90a3 70 \u4ebf\u7f8e\u5143\u5148\u8fdb\u5c01\u88c5\u5382\uff0c2027 \u5e74\u4e2d\u5b8c\u5de5<\/td><\/tr><tr><td>\u975e\u53f0\u79ef\u7535\u9635\u8425\u5408\u8ba1<\/td><td>\u2014<\/td><td>\u7ea6 8 \u4e07\u7247\/\u6708<\/td><td>\u4fa7\u91cd\u4e8e CoWoS-L \u4e0e CoWoS-R<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u66f4\u6709\u610f\u601d\u7684\u662f\u65b0\u73a9\u5bb6\u3002\u57fa\u677f\u5382\uff08\u5982\u4e09\u661f\u7535\u673a\uff09\u6b63\u5728\u4ece\u4f20\u7edf\u8f7d\u677f\u4f9b\u5e94\u5546\uff0c\u5411&#8221;\u5c01\u88c5\u65b9\u6848\u5171\u540c\u5f00\u53d1\u8005&#8221;\u5ef6\u4f38\uff1b\u800c\u90e8\u5206\u9762\u677f\u5382\u51ed\u501f\u5927\u5c3a\u5bf8\u73bb\u7483\u52a0\u5de5\u548c\u7cbe\u5bc6\u5236\u9020\u80fd\u529b\uff0c\u5f00\u59cb\u5207\u5165 <strong>FOPLP\uff08\u9762\u677f\u7ea7\u6247\u51fa\uff09\u548c\u73bb\u7483\u57fa\u5c01\u88c5<\/strong>\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u80cc\u540e\u7684\u903b\u8f91\u662f\uff1aCoWoS \u7d27\u7f3a\u5e26\u6765\u7684\u4e0d\u53ea\u662f\u4ea7\u80fd\u8f6c\u79fb\uff0c\u800c\u662f<strong>\u6280\u672f\u8def\u7ebf\u548c\u4f9b\u7ed9\u4e3b\u4f53\u540c\u65f6\u6269\u5bb9<\/strong>\u3002\u4ea7\u4e1a\u94fe\u4ece&#8221;\u6676\u5706\u5382\u5355\u70b9\u4e3b\u5bfc&#8221;\uff0c\u53d8\u6210\u4e86\u6676\u5706\u5382\u3001\u5c01\u6d4b\u5382\u3001\u57fa\u677f\u5382\u3001\u9762\u677f\u5382\u5171\u540c\u6269\u4ea7\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u66ff\u4ee3\u8def\u7ebf\uff1aEMIB \u662f\u7b2c\u4e00\u4e2a\u771f\u6b63\u6709\u5206\u91cf\u7684\u6311\u6218\u8005<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u82f1\u7279\u5c14\u7684 EMIB \u65b9\u6848\u5728\u67b6\u6784\u4e0a\u548c CoWoS-L \u7684\u601d\u8def\u4e00\u81f4\u2014\u2014\u53ea\u5728\u9700\u8981\u9ad8\u5bc6\u5ea6\u4e92\u8fde\u7684\u5730\u65b9\u653e\u7845\u6865\u3002\u4f46\u6709\u4e00\u4e2a\u51b3\u5b9a\u6027\u7684\u7ed3\u6784\u5dee\u5f02\uff1a<strong>CoWoS-L \u7684\u7845\u6865\u5d4c\u5728 RDL \u4e2d\u4ecb\u5c42\u91cc\uff0c\u800c RDL \u4e2d\u4ecb\u5c42\u5fc5\u987b\u5728\u5706\u5f62\u6676\u5706\u4e0a\u5236\u9020\uff1bEMIB \u76f4\u63a5\u628a\u7845\u6865\u5d4c\u8fdb\u6709\u673a\u5c01\u88c5\u57fa\u677f\uff0c\u800c\u57fa\u677f\u662f\u77e9\u5f62\u7684\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u770b\u8d77\u6765\u662f\u4e2a\u7ec6\u8282\uff0c\u5b9e\u9645\u5f71\u54cd\u5f88\u5927\u3002\u77e9\u5f62\u9762\u677f\u5207\u5272\u77e9\u5f62\u7684\u5c01\u88c5\u4ef6\uff0c\u5229\u7528\u7387\u8fdc\u9ad8\u4e8e\u5706\u5f62\u6676\u5706\u2014\u2014\u8fd9\u4e2a\u51e0\u4f55\u95ee\u9898\uff0c\u540e\u9762\u8fd8\u4f1a\u518d\u51fa\u73b0\u4e00\u6b21\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u76ee\u524d EMIB \u5df2\u652f\u6301\u8d85\u8fc7 8 \u500d\u5149\u7f69\uff08\u7ea6 6,860 mm\u00b2\uff09\u7684\u5c01\u88c5\u5c3a\u5bf8\uff0c\u6210\u672c\u636e\u6d4b\u7b97\u6bd4 CoWoS \u4f4e 30% \u5230 40%\uff0c\u5df2\u6709\u771f\u5b9e\u91cf\u4ea7\u5ba2\u6237\uff0c\u90e8\u5206\u4e91\u5382\u5546\u7684\u81ea\u7814\u82af\u7247\u88ab\u62a5\u9053\u5c06\u5728 2027 \u5e74\u4e0b\u534a\u5e74\u8f6c\u5f80\u8be5\u8def\u7ebf\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0d\u8fc7\u8981\u5ba2\u89c2\uff1a<strong>\u67b6\u6784\u4e0a\u7684\u5c3a\u5bf8\u4f18\u52bf\uff0c\u4e0d\u7b49\u4e8e\u91cf\u4ea7\u80fd\u529b\u4e0a\u7684\u9886\u5148\u3002<\/strong>\u53f0\u79ef\u7535\u6bcf\u6708\u51fa\u8d27\u6570\u4ee5\u767e\u4e07\u8ba1\u7684\u5c01\u88c5\u4ef6\uff0c\u4e09\u5e74\u72ec\u5bb6\u4f9b\u5e94\u79ef\u7d2f\u7684\u5ba2\u6237\u78e8\u5408\u4e0e\u5de5\u827a\u6570\u636e\uff0c\u77ed\u671f\u5185\u65e0\u6cd5\u88ab\u590d\u5236\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u56fd\u4ea7\u8fdb\u5c55\uff1a\u4e2d\u6bb5\u5df2\u901a\uff0c\u6700\u96be\u7684\u4e00\u6bb5\u8fd8\u6ca1\u901a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e00\u6bb5\u5bf9\u56fd\u5185\u8bfb\u8005\u66f4\u6709\u610f\u4e49\u3002\u76ee\u524d\u56fd\u5185\u7b97\u529b\u82af\u7247\u7684\u5148\u8fdb\u5c01\u88c5\uff0c\u4e3b\u6d41\u8d70\u7684\u4ecd\u662f 2.5D\uff0c\u4ee5\u53f0\u79ef\u7535\u6d41\u7a0b\u4e3a\u84dd\u672c\uff0c\u5934\u90e8\u5382\u5546\u4e3b\u8981\u662f\u901a\u5bcc\u5fae\u7535\u3001\u957f\u7535\u79d1\u6280\u3001\u76db\u5408\u6676\u5fae\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5927\u81f4\u7684\u60c5\u51b5\u662f\uff1a<strong>CoWoS-S \u8fd9\u4e00\u7c7b\uff08\u7845\u4e2d\u4ecb\u5c42\u8fde\u63a5\u4e00\u9897 GPU \u52a0\u6570\u9897 HBM\uff09\u5728\u56fd\u5185\u5df2\u7ecf\u5b9e\u73b0\u89c4\u6a21\u91cf\u4ea7\uff0c\u826f\u7387\u8868\u73b0\u826f\u597d<\/strong>\uff1b\u5176\u4e2d\u76db\u5408\u6676\u5fae\u5728\u56fd\u5185 12 \u82f1\u5bf8\u7845\u4e2d\u4ecb\u5c42\u5e02\u573a\u5360\u636e 85% \u4ee5\u4e0a\u4efd\u989d\uff0c\u5e76\u5df2\u5b8c\u6210\u4e86 6 \u500d\u5149\u7f69\u8d85\u5927\u5c3a\u5bf8\u7845\u6865\u65b9\u6848\u7684\u5de5\u827a\u5f00\u53d1\u548c\u53ef\u5236\u9020\u6027\u9a8c\u8bc1\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f46<strong>\u771f\u6b63\u610f\u4e49\u4e0a\u7684 CoWoS-L\uff0c\u56fd\u5185\u5c1a\u672a\u5b9e\u73b0\u91cf\u4ea7<\/strong>\u3002\u5176\u4e2d\u957f\u7535\u79d1\u6280\u7684\u8fdb\u5ea6\u76f8\u5bf9\u9886\u5148\uff0c\u8d70\u7684\u8fd8\u662f\u504f\u5411\u6865\u63a5\u7684\u6280\u672f\u8def\u7ebf\uff08\u601d\u8def\u63a5\u8fd1 EMIB\uff09\uff0c\u4f46\u826f\u7387\u76ee\u524d\u4ecd\u672a\u8fbe\u5230\u91cf\u4ea7\u6c34\u5e73\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u91cc\u6709\u4e2a\u5173\u952e\u7684\u95e8\u69db\u6570\u5b57\uff1a<strong>\u8fd9\u7c7b\u9ad8\u4ef7\u503c\u5148\u8fdb\u5c01\u88c5\uff0c\u91cf\u4ea7\u826f\u7387\u901a\u5e38\u8981\u6c42 90% \u4ee5\u4e0a\u3002<\/strong>\u539f\u56e0\u5f88\u7b80\u5355\u2014\u2014\u5b83\u4e0a\u9762\u96c6\u6210\u7684 HBM \u592a\u8d35\u4e86\uff0c\u4efb\u4f55\u4e00\u70b9\u826f\u7387\u635f\u5931\u90fd\u88ab\u653e\u5927\u6210\u5b9e\u6253\u5b9e\u7684\u6210\u672c\u3002\u8fd9\u4e5f\u662f\u5224\u65ad\u56fd\u4ea7\u8fdb\u5c55\u65f6\u6700\u8be5\u76ef\u4f4f\u7684\u6307\u6807\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"cws-num\">07<\/span>\u4e0b\u4e00\u573a\u7ade\u8d5b\u662f&#8221;\u5c3a\u5bf8&#8221;\uff0c\u4e0d\u662f&#8221;\u7247\u6570&#8221;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5982\u679c\u628a\u65f6\u95f4\u8f74\u62c9\u957f\uff0c\u4f60\u4f1a\u53d1\u73b0\u53f0\u79ef\u7535\u5728 CoWoS \u4e0a\u505a\u7684\u4e8b\uff0c\u672c\u8d28\u662f\u4e00\u573a<strong>\u5c3a\u5bf8\u7684\u7ade\u8d5b<\/strong>\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/47.109.77.201\/wp-content\/uploads\/2026\/09\/cowos-06-size-roadmap.png\" alt=\"CoWoS \u5c01\u88c5\u9762\u79ef\u4ece 3.3 \u500d\u5149\u7f69\u5230 14 \u500d\u5149\u7f69\u7684\u6f14\u8fdb\u8def\u7ebf\"\/><figcaption class=\"wp-element-caption\">\u4ece 3.3 \u500d\u5149\u7f69\u5230 14 \u500d\u5149\u7f69\uff0c\u4e94\u5e74\u653e\u5927\u8fd1\u4e94\u500d\u3002\u5c3a\u5bf8\u6bcf\u4e0a\u4e00\u4e2a\u53f0\u9636\uff0c\u90fd\u8981\u5728\u6750\u6599\u3001\u952e\u5408\u3001\u7fd8\u66f2\u63a7\u5236\u4e0a\u91cd\u65b0\u89e3\u51b3\u4e00\u904d\u5de5\u7a0b\u95ee\u9898\u3002\u6570\u636e\u6765\u6e90\uff1a\u53f0\u79ef\u7535\u516c\u5f00\u6280\u672f\u84dd\u56fe\u4e0e\u516c\u5f00\u7814\u62a5\u6574\u7406\u3002<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">2024 \u5e74\u662f 3.3 \u500d\u5149\u7f69\u3001\u96c6\u6210 8 \u9897 HBM3\uff1b2026 \u5e74\u662f 5.5 \u500d\u5149\u7f69\u3001\u96c6\u6210 12 \u9897 HBM3E\/4\uff0c\u826f\u7387\u5df2\u8d85 98%\uff1b2027 \u5e74\u89c4\u5212 9.5 \u500d\u5149\u7f69\uff0c2028 \u5e74 14 \u500d\u5149\u7f69\uff08\u96c6\u6210 20 \u9897 HBM5\uff09\uff0c2029 \u5e74\u8fdb\u4e00\u6b65\u8d85\u8fc7 14 \u500d\u5149\u7f69\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u800c\u5c3a\u5bf8\u4e00\u65e6\u63a8\u5230\u8fd9\u4e2a\u91cf\u7ea7\uff0c\u524d\u9762\u63d0\u5230\u7684\u90a3\u4e2a\u51e0\u4f55\u95ee\u9898\u5c31\u4f1a\u56de\u6765\u54ac\u4eba\uff1a<strong>14 \u500d\u5149\u7f69\u8fd9\u4e48\u5927\u7684\u4e2d\u4ecb\u5c42\uff0c\u5728 300 mm \u5706\u5f62\u6676\u5706\u4e0a\u53ea\u80fd\u5207\u51fa\u5927\u7ea6 3 \u9897\uff0c\u9762\u79ef\u5229\u7528\u7387\u7ea6 51%\u3002<\/strong>\u540c\u6837\u7684\u5c3a\u5bf8\u5728 310\u00d7310 mm \u7684\u77e9\u5f62\u9762\u677f\u4e0a\u80fd\u6392\u4e0b 6 \u9897\uff08\u5229\u7528\u7387\u7ea6 75%\uff09\uff0c\u6362\u5230 510\u00d7515 mm \u7684\u66f4\u5927\u9762\u677f\uff0c\u5219\u80fd\u6392\u5230\u7ea6 20 \u9897\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u5c31\u662f\u53f0\u79ef\u7535\u63a8\u52a8 <strong>CoPoS\uff08\u9762\u677f\u7ea7\u5c01\u88c5\uff09<\/strong>\u7684\u6839\u672c\u52a8\u56e0\u2014\u2014\u628a\u4e2d\u4ecb\u5c42\u7684\u5236\u9020\u4ece\u5706\u5f62\u6676\u5706\u642c\u5230\u77e9\u5f62\u9762\u677f\u4e0a\u3002\u8bd5\u70b9\u4ea7\u7ebf\u9884\u8ba1 2026 \u5e74\u5e74\u4e2d\u5b8c\u6210\u8c03\u8bd5\uff0c\u5927\u89c4\u6a21\u91cf\u4ea7\u53ef\u80fd\u8981\u5230 2028 \u5230 2029 \u5e74\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u518d\u5f80\u540e\u4e00\u6b65\uff0c\u662f<strong>\u73bb\u7483\u57fa\u677f<\/strong>\u3002\u5f53\u5c01\u88c5\u5c3a\u5bf8\u7ee7\u7eed\u53d8\u5927\u3001\u529f\u8017\u7ee7\u7eed\u5347\u9ad8\uff0c\u6709\u673a\u57fa\u677f\u56e0\u4e3a\u70ed\u81a8\u80c0\u7cfb\u6570\u4e0e\u7845\u4e0d\u5339\u914d\uff0c\u4f1a\u53d1\u751f\u4e25\u91cd\u7684\u7fd8\u66f2\u53d8\u5f62\uff0c\u76f4\u63a5\u626f\u65ad\u5185\u90e8\u5fae\u5c0f\u7684\u8fde\u63a5\u70b9\u3002\u73bb\u7483\u7684\u4f18\u52bf\u5728\u4e8e\uff1a\u81a8\u80c0\u7cfb\u6570\u66f4\u63a5\u8fd1\u7845\u3001\u521a\u6027\u66f4\u9ad8\u3001\u4ecb\u7535\u635f\u8017\u66f4\u4f4e\uff0c\u800c\u4e14\u53ef\u4ee5\u7528\u9762\u677f\u7ea7\u5de5\u827a\u52a0\u5de5\uff0c\u6750\u6599\u5229\u7528\u7387\u66f4\u9ad8\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53f0\u79ef\u7535\u548c\u82f1\u7279\u5c14\u5728\u8fd9\u4e2a\u65b9\u5411\u4e0a\u505a\u51fa\u4e86\u540c\u6837\u7684\u9009\u62e9\u3002\u8fd9\u4e5f\u8bf4\u660e\u4e00\u4ef6\u4e8b\uff1a<strong>\u5c01\u88c5\u7684\u6280\u672f\u6f14\u8fdb\uff0c\u63a5\u4e0b\u6765\u4f1a\u7531\u6750\u6599\u4e3b\u5bfc\u3002<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"cws-num\">08<\/span>\u4e00\u4e2a\u4ece\u4e1a\u8005\u7684\u8865\u5145\uff1a\u826f\u7387\u5728\u8fd9\u4e2a\u73af\u8282\u4e0d\u662f\u767e\u5206\u6bd4\uff0c\u662f\u94b1<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u524d\u9762\u8bb2\u7684\u90fd\u662f\u5b8f\u89c2\u6570\u5b57\u3002\u4f5c\u4e3a\u5929\u5929\u548c\u8fd9\u4e9b\u5de5\u5e8f\u6253\u4ea4\u9053\u7684\u4eba\uff0c\u6211\u60f3\u8865\u5145\u4e00\u4e2a\u5916\u754c\u901a\u5e38\u770b\u4e0d\u5230\u7684\u89c6\u89d2\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u8fd9\u4e2a\u73af\u8282\uff0c\u826f\u7387\u4e0d\u662f\u4e00\u4e2a\u8003\u6838\u6307\u6807\uff0c\u800c\u662f\u4e00\u7b14\u5b9e\u6253\u5b9e\u7684\u8d44\u4ea7\u655e\u53e3\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b97\u4e00\u7b14\u8d26\uff1a\u4e00\u9897 B200 \u7ea7\u7684\u5c01\u88c5\uff0c\u5149\u5c01\u88c5\u6210\u672c\u5c31\u8d85\u8fc7 1,000 \u7f8e\u5143\uff1b\u5b83\u4e0a\u9762\u8fd8\u538b\u7740 8 \u9897 HBM\uff0c\u5408\u8ba1\u8d85\u8fc7 4,800 \u7f8e\u5143\u3002<strong>\u4e5f\u5c31\u662f\u8bf4\uff0c\u5728\u952e\u5408\u5de5\u5e8f\u5f00\u59cb\u7684\u90a3\u4e00\u523b\uff0c\u4f60\u624b\u4e0a\u5c31\u63e1\u7740\u63a5\u8fd1 5,800 \u7f8e\u5143\u7684\u4ef7\u503c\u3002\u5982\u679c\u8fd9\u9053\u5de5\u5e8f\u5931\u8d25\uff0c\u8fd9\u7b14\u94b1\u76f4\u63a5\u5f52\u96f6\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u66f4\u9ebb\u70e6\u7684\u662f\uff0c\u5c01\u88c5\u5c5e\u4e8e<strong>\u4e0d\u53ef\u9006\u5de5\u827a<\/strong>\u2014\u2014\u82af\u7247\u4e00\u65e6\u952e\u5408\u4e0a\u53bb\uff0c\u5c31\u6ca1\u6709\u8fd4\u4fee\u7684\u53ef\u80fd\u3002\u524d\u9053\u6676\u5706\u8fd8\u80fd\u6311\u6311\u9009\u9009\uff0c\u540e\u9053\u952e\u5408\u4e4b\u540e\uff0c\u53ea\u80fd\u6574\u9897\u62a5\u5e9f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u5c31\u662f\u4e3a\u4ec0\u4e48\u5728\u5148\u8fdb\u5c01\u88c5\u91cc\uff0c<strong>KGD\uff08Known Good Die\uff0c\u5df2\u77e5\u826f\u597d\u88f8\u7247\uff09\u6d4b\u8bd5<\/strong>\u4f1a\u53d8\u5f97\u8fd9\u4e48\u5173\u952e\uff0c\u4e5f\u662f\u4e3a\u4ec0\u4e48 chiplet \u67b6\u6784\u7684\u6d4b\u8bd5\u6210\u672c\u6bd4\u5355\u82af\u7247\u65b9\u6848\u8981\u9ad8 15% \u5230 30%\u3002\u4f60\u5fc5\u987b\u5728\u952e\u5408\u4e4b\u524d\uff0c\u5c31\u5df2\u7ecf\u786e\u4fe1\u6bcf\u4e00\u9897\u8d34\u4e0a\u53bb\u7684\u88f8\u7247\u90fd\u662f\u597d\u7684\u3002\u6d4b\u8bd5\u73af\u8282\u5728\u5148\u8fdb\u5c01\u88c5\u91cc\u88ab\u4e25\u91cd\u4f4e\u4f30\u4e86\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>\u4e00\u53e5\u8bdd\u6982\u62ec\u8fd9\u4e2a\u884c\u4e1a\u7684\u5206\u5de5\uff1a\u524d\u9053\u51b3\u5b9a\u82af\u7247\u80fd\u8dd1\u591a\u5feb\uff0c\u540e\u9053\u51b3\u5b9a\u8fd9\u6279\u82af\u7247\u6709\u591a\u5c11\u80fd\u5356\u51fa\u53bb\u3002\u5728 AI \u82af\u7247\u8fd9\u4e2a\u4ef7\u4f4d\u4e0a\uff0c\u540e\u8005\u5bf9\u5229\u6da6\u7684\u5f71\u54cd\u5f80\u5f80\u66f4\u5927\u3002<\/p><\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"cws-num\">09<\/span>\u4e09\u6761\u53ef\u4ee5\u5e26\u8d70\u7684\u5224\u65ad<\/h2>\n\n\n\n<ol 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