大奇跡日的个人主页 - 老虎社区

大奇跡日

大奇跡日

专业中美股

IP属地：河南

71关注

61粉丝

1主题

0勋章

2020-12-08

$英特尔(INTC)$这走势[喷血]

2020-12-08

$百度(BIDU)$百度就是骗子广告聚集地，骗子

2020-11-27

$卡隆石油(CPE)$好准

2020-11-24

$小鹏汽车(XPEV)$牛叉啊，今天看了下已经超过宝马市值了[喷血] 这都可以[捂脸] 就快要追上奔驰了[捂脸] 话说奔驰新能源不香吗[笑哭]

2020-11-19

$蛋壳公寓(DNK)$完犊子

2020-11-19

$蛋壳公寓(DNK)$完犊子

2020-11-18

$蛋壳公寓(DNK)$这量，牛逼啊，壮士断腕？？应该请跟谁学的庄来操作

2020-10-21

$跟谁学(GSX)$石锤和美国做空机构一条裤子还有zoom发出做空报告然后配合机构拉爆做空的。信不信由你们

2020-10-21

$Zoom(ZM)$1000多亿美元市值可以考虑收购百度或者抖音了[开心]

2020-09-11

$老虎证券(TIGR)$**啊天天跌[喷血] 重仓你真是亏死我了，宁死不割。看能退市吗？

2020-09-10

$老虎证券(TIGR)$特喵的几千美金都能拉升4个点[喷血] [捂脸]

2020-09-09

中芯国际内牛满面

3D封装战开战在即！三大芯片巨头已就位

2020-09-08

$特斯拉(TSLA)$马斯克定增完，大股东减持前几天晚上那70万手刚出才那晚还没崩，接着大机构BG接这个机会做空也是配合大股东减持，威力加倍啊[喷血]

2020-09-06

$老虎证券(TIGR)$持仓60股盈利中我睡觉前挂了止损单60股，早上起来止损单被撤销。亏损17个点。理由如图。很老虎@老虎

2020-09-04

$特斯拉(TSLA)$全仓抄底[开心]

2020-09-04

$卡隆石油(CPE)$没割肉的拿好了，最迟10月大反弹[财迷] [得意] 没进的不要冒风险还不如去赌特斯拉，昨晚开盘抄底期权成功[龇牙]

2020-09-03

$老虎证券(TIGR)$高精度控盘杀之前的看涨期权

2020-09-03

$特斯拉(TSLA)$1前两天晚上的70万手空单2最大的股东减持1半3增发50亿新股

2020-09-02

$卡隆石油(CPE)$破产节奏[龇牙]

2020-09-02

$英特尔(INTC)$金叉跳空高开，有啥利好吗，莫名其妙

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[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/976241944","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976361884,"gmtCreate":1599603536448,"gmtModify":1703819009743,"author":{"id":"3547077001319739","authorId":"3547077001319739","name":"大奇跡日","avatar":"https://static.tigerbbs.com/d4301e8720e6121b530e68e6a8eb27ef","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"中芯国际内牛满面","listText":"中芯国际内牛满面","text":"中芯国际内牛满面","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/976361884","repostId":"1132608715","repostType":4,"repost":{"id":"1132608715","pubTimestamp":1599575454,"share":"https://www.laohu8.com/m/news/1132608715?lang=&edition=full","pubTime":"2020-09-08 22:30","market":"us","language":"zh","title":"3D封装战开战在即！三大芯片巨头已就位","url":"https://stock-news.laohu8.com/highlight/detail?id=1132608715","media":"芯东西","summary":"近日，中国台湾工业技术研究院研究总监Yang Rui预测，台积电(TSM.US)将在芯片制造业再占主导地位五年，此后3D封装将成为主要工艺挑战。过去十年各种计算工作负载飞速发展，而摩尔定律却屡屡被传将","content":"<p>近日，中国台湾工业技术研究院研究总监Yang Rui预测，台积电(TSM.US)将在芯片制造业再占主导地位五年，此后3D封装将成为主要工艺挑战。</p><p>过去十年各种计算工作负载飞速发展，而摩尔定律却屡屡被传将走到尽头。面对更家多样化的计算应用需求，为了将更多功能“塞”到同一颗芯片里，先进封装技术成为持续优化芯片性能和成本的关键创新路径。</p><p>台积电、英特尔(INTC.US)、三星均在加速3D封装技术的部署。今年8月，这三大芯片制造巨头均亮出，使得这一战场愈发硝烟四起。</p><p><img src=\"https://static.tigerbbs.com/a8f4fcaa13230e71933f832845f18962\" tg-width=\"800\" tg-height=\"419\"></p><p>英特尔封装技术路线图</p><p>通过三大芯片制造巨头的先进封装布局，我们可以看到在接下来的一年，3D封装技术将是超越摩尔定律的重要杀手锏。</p><p>01 先进封装：将更多功能塞进一颗芯片</p><p>此前芯片多采用2D平面封装技术，但随着异构计算应用需求的增加，能将不同尺寸、不同制程工艺、不同材料的芯片集成整合的3D封装技术，已成为兼顾更高性能和更高灵活性的必要选择。</p><p>从最新3D封装技术落地进展来看，英特尔Lakefield采用3D封装技术Foveros，台积电的3D封装技术SoIC按原计划将在2021年量产，三星的3D封装技术已应用于7nm EUV芯片。</p><p><img src=\"https://static.tigerbbs.com/701c00f1d99f127f80ef3e808fd87eaf\" tg-width=\"800\" tg-height=\"267\"></p><p>为什么要迈向先进封装技术?主要原因有二点，一是迄今处理器的大多数性能限制来自内存带宽，二是生产率提高。</p><p>一方面，存储带宽的开发速度远远低于处理器逻辑电路的速度，因此存在“内存墙”的问题。</p><p>在传统PCB封装中，走线密度和信号传输速率难以提升，因而内存带宽缓慢增长。而先进封装的走线密度短，信号传输速率有很大的提升空间，同时能大大提高互连密度，因而先进封装技术成为解决内存墙问题的主要方法之一。</p><p>另一方面，高性能处理器的体系架构越来越复杂，晶体管的数量也在增加，但先进的半导体工艺仍然很昂贵，并且生产率也不令人满意。</p><p>在半导体制造中，芯片面积越小，往往成品率越高。为了降低使用先进半导体技术的成本并提高良率，一种有效的方法是将大芯片切分成多个小芯片，然后使用先进的封装技术将它们连接在一起。</p><p>在这一背景下，以台积电、英特尔、三星为代表的三大芯片巨头正积极探索3D封装技术及其他先进封装技术。</p><p>02 台积电的3D封装组合拳</p><p>今年8月底，台积电推出3DFabric整合技术平台，旨在加快系统级方案的创新速度，并缩短上市时间。</p><p>台积电3DFabric可将各种逻辑、存储器件或专用芯片与SoC集成在一起，为高性能计算机、智能手机、IoT边缘设备等应用提供更小尺寸的芯片，并且可通过将高密度互连芯片集成到封装模块中，从而提高带宽、延迟和电源效率。</p><p>3DFabric由台积电前端和后端封装技术组成。前端3D IC技术为台积电SoIC技术，于2018年首次对外公布，支持CoW(Chip on Wafer)和WoW(Wafer on Wafer)两种键合方式。</p><p><img src=\"https://static.tigerbbs.com/a6f172ed4e7cbf9416ca93b23f5282e9\" tg-width=\"800\" tg-height=\"489\"></p><p>a为芯片分割前的SoC;b、c、d为台积电SoIC服务平台支持的多种分区小芯片和重新集成方案</p><p>通过采用硅穿孔(TSV)技术，台积电SoIC技术可达到无凸起的键合结构， 从而可将不同尺寸、制程、材料的小芯片重新集成到一个类似SoC的集成芯片中，使最终的集成芯片面积更小，并且系统性能优于原来的SoC。</p><p><img src=\"https://static.tigerbbs.com/430b9f859c089353bf0ddc7d5ec0d8a3\" tg-width=\"800\" tg-height=\"579\"></p><p>台积电后端技术包括CoWoS(Chip on Wafer on Substrate)和InFO(Integrated Fan-out)系列封装技术，已经广泛落地。例如今年全球TOP 500超算榜排名第一的日本超算“富岳”所搭载的Fujitsu A64FX 处理器采用了台积电CoWoS封装技术，苹果手机芯片采用了台积电InFO封装技术。</p><p>此外，台积电拥有多个专门的后端晶圆厂，负责组装和测试包括3D堆叠芯片在内的硅芯片，将其加工成封装后的设备。</p><p><img src=\"https://static.tigerbbs.com/bba7b0ef7811cb003579a53b36ca7576\" tg-width=\"800\" tg-height=\"711\"></p><p>这带来的一大好处是，客户可以在模拟IO、射频等不经常更改、扩展性不大的模块上采用更成熟、更低成本的半导体技术，在核心逻辑设计上采用最先进的半导体技术，既节约了成本，又缩短了新产品的上市时间。</p><p>台积电3DFabric将先进的逻辑、高速存储器件集成到封装模块中。在给定的带宽下，高带宽内存(HBM)较宽的接口使其能以较低的时钟速度运行，从而减少功耗。</p><p>如果以数据中心规模来看，这些逻辑和HBM器件节省的成本十分可观。</p><p>03 英特尔用“分解设计”策略打出差异化优势</p><p>和台积电相似，英特尔也早已在封装领域布局了多种维度的先进封装技术。</p><p>在8月13日的2020年英特尔架构日上，英特尔发布一个全新的混合结合(Integrated Fan-out)技术，使用这一技术的测试芯片已在2020年第二季度流片。</p><p>相比当前大多数封装技术所使用的热压结合(Thermocompression bonding)技术，混合结合技术可将凸点间距降到10微米以下，提供更高互连密度、更高带宽和更低功率。</p><p><img src=\"https://static.tigerbbs.com/ba4c39fa22b69800cc6ee994a38a86b2\" tg-width=\"800\" tg-height=\"412\"></p><p>英特尔混合结合技术</p><p>此前英特尔已推出标准封装、2.5D嵌入式多互连桥(EMIB)技术、3D封装Foveros技术、将EMIB与Foveros相结合的Co-EMIB技术、全方位互连(ODI)技术和多模I/O(MDIO)技术等，这些封装互连技术相互叠加后，能带来更大的可扩展性和灵活性。</p><p>据英特尔研究院院长宋继强介绍：“封装技术的发展就像我们盖房子，一开始盖的是茅庐单间，然后盖成四合院，最后到高楼大厦。以Foveros 3D来说，它所实现的就是在建高楼的时候，能够让线路以低功率同时高速率地进行传输。”</p><p>他认为，英特尔在封装技术的优势在于，可以更早地知道未来这个房子会怎么搭，也就是说可以更好地对未来芯片进行设计。</p><p><img src=\"https://static.tigerbbs.com/d57c8ee0fde20b059a35ee9231bfe6b5\" tg-width=\"800\" tg-height=\"465\"></p><p>面向未来的异构计算趋势，英特尔推出“分解设计(Digression design)”策略，结合新的设计方法和先进的封装技术，将关键的架构组件拆分为仍在统一封装中单独晶片。</p><p>也就是说，将原先整个SoC芯片“化整为零”，先做成如CPU、GPU、I/O等几个大部分，再将SoC的细粒度进一步提升，将以前按照功能性来组合的思路，转变为按晶片IP来进行组合。</p><p>这种思路的好处是，不仅能提升芯片设计效率、减少产品化的时间，而且能有效减少此前复杂设计所带来的Bug数量。</p><p>“原来一定要放到一个晶片上做的方案，现在可以转换成多晶片来做。另外，不仅可以利用英特尔的多节点制程工艺，也可以利用合作伙伴的工艺。”宋继强解释。</p><p>这些分解开的小部件整合起来之后，速度快、带宽足，同时还能实现低功耗，有很大的灵活性，将成为英特尔的一大差异性优势。</p><p>04 三星首秀3D封装技术，可用于7nm工艺</p><p>除了台积电和英特尔外，三星也在加速其3D封装技术的部署。</p><p>8月13日，三星也公布了其3D封装技术为“eXtended-Cube”，简称“X-Cube”，通过TSV进行互连，已能用于7nm乃至5nm工艺。</p><p>据三星介绍，目前其X-Cube测试芯片可以做到将SRAM层堆叠在逻辑层上，可将SRAM与逻辑部分分离，从而能腾出更多空间来堆栈更多内存。</p><p>三星X-Cube测试芯片架构</p><p>此外，TSV技术能大幅缩短裸片间的信号距离，提高数据传输速度和降低功耗。三星称，该3D封装技术在速度和功效方面实现了重大飞跃，将帮助满足5G、AI、AR、VR、HPC、移动和可穿戴设备等前沿应用领域的严格性能要求。</p><p>05 结语：三大芯片巨头强攻先进封装</p><p>可以看到，在2020年，围绕3D封装技术的战火继续升级，台积电、英特尔、三星这三大先进芯片制造商纷纷加码，探索更广阔的芯片创新空间。</p><p>尽管这些技术方法的核心细节有所不同，但殊途同归，都是为了持续提升芯片密度、实现更为复杂和灵活的系统级芯片，以满足客户日益丰富的应用需求。</p><p>而随着制程工艺逼近极限，以及应用需求的持续多元化，未来芯片制造商除了要解决散热等技术挑战外，还有望推进来自不同厂商的先进封装技术的融合。</p>","source":"lsy1584082462595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3D封装战开战在即！三大芯片巨头已就位</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3D封装战开战在即！三大芯片巨头已就位\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-08 22:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/335702.html><strong>芯东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，中国台湾工业技术研究院研究总监Yang Rui预测，台积电(TSM.US)将在芯片制造业再占主导地位五年，此后3D封装将成为主要工艺挑战。过去十年各种计算工作负载飞速发展，而摩尔定律却屡屡被传将走到尽头。面对更家多样化的计算应用需求，为了将更多功能“塞”到同一颗芯片里，先进封装技术成为持续优化芯片性能和成本的关键创新路径。台积电、英特尔(INTC.US)、三星均在加速3D封装技术的部署。今年...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/335702.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/701c00f1d99f127f80ef3e808fd87eaf","relate_stocks":{"TSM":"台积电","INTC":"英特尔"},"source_url":"https://www.zhitongcaijing.com/content/detail/335702.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132608715","content_text":"近日，中国台湾工业技术研究院研究总监Yang Rui预测，台积电(TSM.US)将在芯片制造业再占主导地位五年，此后3D封装将成为主要工艺挑战。过去十年各种计算工作负载飞速发展，而摩尔定律却屡屡被传将走到尽头。面对更家多样化的计算应用需求，为了将更多功能“塞”到同一颗芯片里，先进封装技术成为持续优化芯片性能和成本的关键创新路径。台积电、英特尔(INTC.US)、三星均在加速3D封装技术的部署。今年8月，这三大芯片制造巨头均亮出，使得这一战场愈发硝烟四起。英特尔封装技术路线图通过三大芯片制造巨头的先进封装布局，我们可以看到在接下来的一年，3D封装技术将是超越摩尔定律的重要杀手锏。01 先进封装：将更多功能塞进一颗芯片此前芯片多采用2D平面封装技术，但随着异构计算应用需求的增加，能将不同尺寸、不同制程工艺、不同材料的芯片集成整合的3D封装技术，已成为兼顾更高性能和更高灵活性的必要选择。从最新3D封装技术落地进展来看，英特尔Lakefield采用3D封装技术Foveros，台积电的3D封装技术SoIC按原计划将在2021年量产，三星的3D封装技术已应用于7nm EUV芯片。为什么要迈向先进封装技术?主要原因有二点，一是迄今处理器的大多数性能限制来自内存带宽，二是生产率提高。一方面，存储带宽的开发速度远远低于处理器逻辑电路的速度，因此存在“内存墙”的问题。在传统PCB封装中，走线密度和信号传输速率难以提升，因而内存带宽缓慢增长。而先进封装的走线密度短，信号传输速率有很大的提升空间，同时能大大提高互连密度，因而先进封装技术成为解决内存墙问题的主要方法之一。另一方面，高性能处理器的体系架构越来越复杂，晶体管的数量也在增加，但先进的半导体工艺仍然很昂贵，并且生产率也不令人满意。在半导体制造中，芯片面积越小，往往成品率越高。为了降低使用先进半导体技术的成本并提高良率，一种有效的方法是将大芯片切分成多个小芯片，然后使用先进的封装技术将它们连接在一起。在这一背景下，以台积电、英特尔、三星为代表的三大芯片巨头正积极探索3D封装技术及其他先进封装技术。02 台积电的3D封装组合拳今年8月底，台积电推出3DFabric整合技术平台，旨在加快系统级方案的创新速度，并缩短上市时间。台积电3DFabric可将各种逻辑、存储器件或专用芯片与SoC集成在一起，为高性能计算机、智能手机、IoT边缘设备等应用提供更小尺寸的芯片，并且可通过将高密度互连芯片集成到封装模块中，从而提高带宽、延迟和电源效率。3DFabric由台积电前端和后端封装技术组成。前端3D IC技术为台积电SoIC技术，于2018年首次对外公布，支持CoW(Chip on Wafer)和WoW(Wafer on Wafer)两种键合方式。a为芯片分割前的SoC;b、c、d为台积电SoIC服务平台支持的多种分区小芯片和重新集成方案通过采用硅穿孔(TSV)技术，台积电SoIC技术可达到无凸起的键合结构， 从而可将不同尺寸、制程、材料的小芯片重新集成到一个类似SoC的集成芯片中，使最终的集成芯片面积更小，并且系统性能优于原来的SoC。台积电后端技术包括CoWoS(Chip on Wafer on Substrate)和InFO(Integrated Fan-out)系列封装技术，已经广泛落地。例如今年全球TOP 500超算榜排名第一的日本超算“富岳”所搭载的Fujitsu A64FX 处理器采用了台积电CoWoS封装技术，苹果手机芯片采用了台积电InFO封装技术。此外，台积电拥有多个专门的后端晶圆厂，负责组装和测试包括3D堆叠芯片在内的硅芯片，将其加工成封装后的设备。这带来的一大好处是，客户可以在模拟IO、射频等不经常更改、扩展性不大的模块上采用更成熟、更低成本的半导体技术，在核心逻辑设计上采用最先进的半导体技术，既节约了成本，又缩短了新产品的上市时间。台积电3DFabric将先进的逻辑、高速存储器件集成到封装模块中。在给定的带宽下，高带宽内存(HBM)较宽的接口使其能以较低的时钟速度运行，从而减少功耗。如果以数据中心规模来看，这些逻辑和HBM器件节省的成本十分可观。03 英特尔用“分解设计”策略打出差异化优势和台积电相似，英特尔也早已在封装领域布局了多种维度的先进封装技术。在8月13日的2020年英特尔架构日上，英特尔发布一个全新的混合结合(Integrated Fan-out)技术，使用这一技术的测试芯片已在2020年第二季度流片。相比当前大多数封装技术所使用的热压结合(Thermocompression bonding)技术，混合结合技术可将凸点间距降到10微米以下，提供更高互连密度、更高带宽和更低功率。英特尔混合结合技术此前英特尔已推出标准封装、2.5D嵌入式多互连桥(EMIB)技术、3D封装Foveros技术、将EMIB与Foveros相结合的Co-EMIB技术、全方位互连(ODI)技术和多模I/O(MDIO)技术等，这些封装互连技术相互叠加后，能带来更大的可扩展性和灵活性。据英特尔研究院院长宋继强介绍：“封装技术的发展就像我们盖房子，一开始盖的是茅庐单间，然后盖成四合院，最后到高楼大厦。以Foveros 3D来说，它所实现的就是在建高楼的时候，能够让线路以低功率同时高速率地进行传输。”他认为，英特尔在封装技术的优势在于，可以更早地知道未来这个房子会怎么搭，也就是说可以更好地对未来芯片进行设计。面向未来的异构计算趋势，英特尔推出“分解设计(Digression design)”策略，结合新的设计方法和先进的封装技术，将关键的架构组件拆分为仍在统一封装中单独晶片。也就是说，将原先整个SoC芯片“化整为零”，先做成如CPU、GPU、I/O等几个大部分，再将SoC的细粒度进一步提升，将以前按照功能性来组合的思路，转变为按晶片IP来进行组合。这种思路的好处是，不仅能提升芯片设计效率、减少产品化的时间，而且能有效减少此前复杂设计所带来的Bug数量。“原来一定要放到一个晶片上做的方案，现在可以转换成多晶片来做。另外，不仅可以利用英特尔的多节点制程工艺，也可以利用合作伙伴的工艺。”宋继强解释。这些分解开的小部件整合起来之后，速度快、带宽足，同时还能实现低功耗，有很大的灵活性，将成为英特尔的一大差异性优势。04 三星首秀3D封装技术，可用于7nm工艺除了台积电和英特尔外，三星也在加速其3D封装技术的部署。8月13日，三星也公布了其3D封装技术为“eXtended-Cube”，简称“X-Cube”，通过TSV进行互连，已能用于7nm乃至5nm工艺。据三星介绍，目前其X-Cube测试芯片可以做到将SRAM层堆叠在逻辑层上，可将SRAM与逻辑部分分离，从而能腾出更多空间来堆栈更多内存。三星X-Cube测试芯片架构此外，TSV技术能大幅缩短裸片间的信号距离，提高数据传输速度和降低功耗。三星称，该3D封装技术在速度和功效方面实现了重大飞跃，将帮助满足5G、AI、AR、VR、HPC、移动和可穿戴设备等前沿应用领域的严格性能要求。05 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