SemiAnalysis· @SemiAnalysis_ · X·· 3 小时前AI 评分51
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SemiAnalysis 估算 Rubin 上 HBM 控制器和 PHY 占约 16% GPU die 面积，Feynman 采用 NVHBM 后降至约 4%，做法是把内存控制器移到 HBM base die 并用 NV-HBI die-to-die 链路替代标准 PHY，三星定制 HBM4 接口比其标准 PHY 小约 60%。
正文
🚨Custom HBM frees up die space for compute🚨
On Rubin, HBM controllers and PHYs take up roughly 16% of the GPU die. On Feynman with NVHBM, we estimate that falls to ~4%.
How: the memory controller moves off the XPU and onto the HBM base die, and the wide standard PHY is replaced by Nvidia's compact NV-HBI die-to-die link. Samsung's custom HBM4 interface is ~60% smaller than its standard PHY.
Nvidia claims up to 25% more die area for compute, up to 30% more bandwidth, and 15% lower HBM power vs standard HBM4E. (1/2)🧵
来源：SemiAnalysis · x.com