2026年6月26日 星期五

紐約時報這一頁Chips and Taiwan,獻給TSMC 及"先進晶片封裝技術:Subramanian Iyer ( 蘇布拉馬尼亞·艾耶爾,72 歲。長期專注於半導體行業原本默默無聞的細分領域,而如今,它已成為全球人工智慧領導權爭奪戰中的關鍵瓶頸。) 群英

 蘇布拉馬尼亞·艾耶爾是一位電氣工程師和教育家,他長期專注於半導體行業一個原本默默無聞的細分領域,而如今,這個領域已成為全球人工智慧領導權爭奪戰中的關鍵瓶頸。


這個細分領域是先進晶片封裝技術,它將多達數十個組件封裝在掌心大小的模組中。隨著傳統透過縮小電晶體尺寸來增加晶片封裝數量所帶來的運算效能提升逐漸減弱,英偉達和其他晶片巨頭已將目光轉向封裝技術,將其視為交付能夠執行更複雜人工智慧任務的半導體的關鍵途徑。

Subramanian Iyer, an electrical engineer and educator, has long specialized in a sleepy niche of the semiconductor industry that has now become a major choke point in the global contest for artificial intelligence leadership.

That niche is a technology called advanced chip packaging, which bundles as many as dozens of the components in palm-size modules. As computing gains from the traditional practice of shrinking transistors to pack more of them onto each chip have diminished, Nvidia and other chip giants have turned to packaging as an essential way to deliver semiconductors capable of more complex tasks for A.I.

https://www.nytimes.com/2026/06/26/technology/ai-advanced-chip-packaging-tsmc.html


Standing behind computer equipment, Jensen Huang holds up a small square in each hand.
Nvidia’s chief executive, Jensen Huang, with the company’s new Rubin processor, which uses advanced packaging.Credit...Mikayla Whitmore for The New York Times


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