SemiAnalysis· @SemiAnalysis_ · X·· 3 小时前AI 评分31
AI 导读
计算裸片上的面积极其宝贵，但其中相当大一部分却仅用于与内存对接。我们估算，HBM4 控制器和 PHY 约占 Nvidia Rubin 计算裸片的 16%。这意味着大量先进制程硅片被用于与内存通信，而非执行计算。(1/3)🧵
正文
Real estate on the compute die is extremely valuable, yet a surprising share of it is spent just interfacing with memory. We estimate that HBM4 controllers and PHYs take up roughly 16% of Nvidia's Rubin compute die. That is a lot of leading-edge silicon spent talking to memory instead of performing computations. (1/3)🧵
Source: Nvidia
来源：SemiAnalysis · x.com