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大奇跡日
专业中美股
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大奇跡日
2020-07-10
一个新手韭菜的血泪史
都是盈利的我来总结下如何亏了一半的,一个新手韭菜的血泪史,仅仅供给新手参考。老韭菜别笑话我。 我是今年5月到六月陆陆续续入金8000多美金,不是没钱,是国内卡太严格了。 刚开始入金成功,也是兴奋的不得了。看着美股热潮第一时间反应就是,顺势而为,投资可以做美股的证券公司。 比如$老虎证券 $同花顺 $富途证券 打算长期持有。 巧不巧瑞幸咖啡事件在老虎炸开了锅,扰乱了初心[流泪] [笑哭] [捂脸] 然后一直犹犹豫豫感觉已经砸的这么低了,进去风险太大。就犹豫了很多天。 更巧妙的来了,$跟谁学 来了,再次炸响了老虎。瑞幸没吃上肉没喝到汤。这次可不能落下。于是等涨到历史新高44的时候加入了空军。重点来了。 1没有调查庄家筹码 流通股一大半在庄家手里 2机构还没出手,为什么需要炮灰,去替他打仗,打高股价。 3瑞幸是自曝丑闻主动承认,这个庄家是接机大炒作,趁着被浑水做空,在股市里声名大噪。而在线教育市场暂时没有特别的机构独占市场。市场份额还是非常大的。 现在名气也有了,懂事也不是不作为的,看了跟谁学的会议觉得说的很好。 昨晚[捂脸] 系统自动强平,全平了,留下一半的资产。一地**。 然而最初的初心 老虎 同花顺 富途全部都大涨 总结一句话,以后意志力不坚定的不要看社区新闻了。小白价格韭菜,要相信自己的直觉。 远离已经妖化的中概股。 哼(ˉ(∞)ˉ)唧
$老虎证券(TIGR)$
$跟谁学(GSX)$
一个新手韭菜的血泪史
大奇跡日
2020-09-01
$特斯拉(TSLA)$
70万手空单[喷血]
大奇跡日
2020-07-09
$跟谁学(GSX)$
散户别进!!!别进!,等机构出手跟着喝汤就行了,别再当做空机构的炮灰了!!!!每人做空,拉总也会慢慢放量回调降低他的风险。你要觉得你比机构比拉总牛逼你就做空吧。有做空的他就涨,没人理他他会慢慢回调。这个股是庄家绝对控股的,拉总团队有60%的流通股。自己掂量以后不说了!!!让我们那些先行做空的被拉爆。
大奇跡日
2020-08-25
$卡隆石油(CPE)$
不破产明年石油达到70美元/桶,这个股票能涨一二十倍。撑不住破产血本无归
大奇跡日
2020-07-25
$蓝城兄弟(BLCT)$
十几天告诉你们这种小众盘除了上市时,股东配合老虎以及铺天盖地的消息,拉高出货,韭菜接到盘子后无止境阴跌下跌。这种股票没流通性,你卖没人买,下跌必然趋势。和他的创始人一样是个流氓。没人喜欢。
大奇跡日
2020-07-08
$跟谁学(GSX)$
拉总控盘60%以上,除非机关出手抓人,或者查账要么横盘到年底。
大奇跡日
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]
大奇跡日
2020-08-19
$优步(UBER)$
曙光未现,赶快上车。美国的滴滴打车和美团二合一
大奇跡日
2020-08-06
$卡隆石油(CPE)$
十合一八元左右,立贴为为证。
大奇跡日
2020-07-28
$搜狗(SOGO)$
腾讯9美金收购,为嘛涨不到8.9美金啊????内部不是确定消息了吗?股东们不敢买吗?其他公司被收购基本都几个小时就和收购价格持平了。求解第一次遇到,这么大的利润空间没人买的?好慌
大奇跡日
2020-07-28
$蓝城兄弟(BLCT)$
真牛,几百股就可以随便拉股价🤣莫非这就是传说中的,左手到右手,顺便漏出去一点给韭菜接😂
大奇跡日
2020-07-24
$中芯国际(00981)$
没有盈利,第二个中石油。啥时候能自助生产了哪怕是12纳米我就信你。喷子看清是自主生产!!!
大奇跡日
2020-07-21
$跟谁学(GSX)$
真无敌,我40做空的,当时记得流通股40亿。拉总不仅仅多空两头吃。还能出货[呆住] 货都出给谁了????
大奇跡日
2020-07-16
$中芯国际(00981)$
明白了,这个估计是不是要从美国退市啊,已经回归国内上市了,美股正赶上历史上最高压时刻。估计只能退市了吧[捂脸] 求证一下
大奇跡日
2020-07-10
$跟谁学(GSX)$
圆桌会议毛用都没有,政府不出手,拉总还是逍遥,这股要他妈逆天了。还惨老子了
大奇跡日
2020-07-08
$跟谁学(GSX)$
庄家控盘60%以上,政府不出手,呵呵股价想多少就是多少
大奇跡日
2020-08-25
$农夫山泉(09633)$
上市前盈利全部分红,营业增长饱和,上市为了啥?
大奇跡日
2020-08-04
$搜狗(SOGO)$
收购不成功也不掉价吗
大奇跡日
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]
大奇跡日
2020-07-31
$搜狗(SOGO)$
收购价格9美元,没啥拉不到8.9美元,一直徘徊在8.5。看不起这0.4-0.5美元的差价吗?
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>**啊天天跌[喷血] 重仓你真是亏死我了,宁死不割。看能退市吗?","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>**啊天天跌[喷血] 重仓你真是亏死我了,宁死不割。看能退市吗?","text":"$老虎证券(TIGR)$**啊天天跌[喷血] 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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":1088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976361884,"gmtCreate":1599603536448,"gmtModify":1703819009743,"author":{"id":"3547077001319739","authorId":"3547077001319739","authorIdStr":"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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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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 <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":{"INTC":"英特尔","TSM":"台积电"},"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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