Utshintsho kwishishini le-semiconductor luyakhawuleza, kwaye ukupakishwa okuphambili ayiseyiyo nje into ecingelwayo. Umhlalutyi owaziwayo uLu Xingzhi uthe ukuba iinkqubo eziphambili ziziko lamandla lexesha le-silicon, ke ukupakishwa okuphambili kuba yinqaba yomda wobukumkani obulandelayo betekhnoloji.
Kwiposti kuFacebook, uLu wachaza ukuba kwiminyaka elishumi eyadlulayo, le ndlela yayingaqondwa kakuhle kwaye yayingahoywa. Nangona kunjalo, namhlanje, iye yatshintsha ngokuzolileyo ukusuka "kwiSicwangciso esingesona siqhelekileyo" kwi "Plan A yendlela eqhelekileyo."
Ukuvela kokupakishwa okuphambili njengenqaba engumda wobukumkani obulandelayo betekhnoloji akwenzekanga nje ngamabona-ndenzile; sisiphumo esingenakuthintelwa samandla amathathu okuqhuba.
Amandla okuqhuba okuqala kukukhula okugqabhukileyo kumandla ekhompyutha, kodwa inkqubela kwiinkqubo iye yacotha. Iichips kufuneka zisikwe, zipakishwe, kwaye ziqwalaselwe ngokutsha. U-Lu uthe ngenxa yokuba unokufezekisa i-5nm ayithethi ukuba ungangena ngamaxesha angama-20 amandla ekhompyuter. Imida yeefotomasks ithintela indawo yeechips, kwaye ziiChiplets kuphela ezinokugqitha kulo mqobo, njengoko kubonwa ngeNvidia's Blackwell.
Olwesibini amandla okuqhuba lusetyenziso olwahlukeneyo; iitshiphusi azisekho ubukhulu obunye. Uyilo lwenkqubo luhambela kwimodyuli. U-Lu uqaphele ukuba ixesha letshiphu enye ephethe zonke izicelo liphelile. Ukuqeqeshwa kwe-AI, ukwenza izigqibo ezizimeleyo, i-edge computing, izixhobo ze-AR-isicelo ngasinye sidinga ukudibanisa okuhlukeneyo kwe-silicon. Ukupakishwa okuphezulu okudityaniswe neChiplets kunika isisombululo esilungeleleneyo sokuguquguquka koyilo kunye nokusebenza kakuhle.
Amandla okuqhuba wesithathu kukunyuka kweendleko zothutho lwedatha, kunye nokusetyenziswa kwamandla kuye kwaba ngumqobo ophambili. Kwiitshiphusi ze-AI, amandla asetyenzisiweyo kugqithiso lwedatha akholisa ukodlula elo lokubala. Umgama wokupakishwa kwendabuko uye waba sisikhubekiso ekusebenzeni. Ukupakishwa okukwinqanaba eliphezulu kubhala kwakhona le ngqiqo: ukusondeza idatha kufutshane kwenza kube lula ukuya phambili.
UkuPakisha okuPhezulu: Ukukhula okuphawulekayo
Ngokwengxelo ekhutshwe yinkampani ebonisana neYole Group ngoJulayi wonyaka ophelileyo, eqhutywa ziintsingiselo ze-HPC kunye ne-AI yokuvelisa, imboni yokupakisha ephucukileyo kulindeleke ukuba ifikelele kwinqanaba lokukhula lonyaka elihlanganisiweyo (CAGR) le-12.9% kule minyaka mithandathu izayo. Ngokukodwa, yonke ingeniso yeshishini kulindeleke ukuba ikhule ukusuka kwi-39.2 yeebhiliyoni zeedola ngo-2023 ukuya kwi-81.1 yeebhiliyoni zeedola ngo-2029 (malunga ne-589.73 yeebhiliyoni zeerandi).
Iingxilimbela zemizi-mveliso, kubandakanya i-TSMC, i-Intel, i-Samsung, i-ASE, i-Amkor, kunye ne-JCET, batyala imali eninzi kumthamo wokupakisha okumgangatho ophezulu, notyalo-mali oluqikelelwa malunga ne-11.5 yeebhiliyoni zeedola kumashishini abo okupakisha ahambele phambili ngo-2024.
Amaza obukrelekrele bokwenziwa ngokungathandabuzekiyo azisa amandla amatsha kushishino lokupakisha oluhambele phambili. Uphuhliso lwetekhnoloji yokupakisha ephucukileyo inokuxhasa ukukhula kwemimandla eyahlukeneyo, kubandakanya i-elektroniki yabathengi, i-computing esebenza kakhulu, ukugcinwa kwedatha, i-elektroniki yeemoto, kunye nonxibelelwano.
Ngokwezibalo zenkampani, ingeniso evela kwipakethe ephuculweyo kwikota yokuqala ka-2024 ifikelele kwi-10.2 yeebhiliyoni zeedola (malunga ne-74.17 yeebhiliyoni zeerandi), ebonisa ukwehla kwe-8.1% kwikota-ngekota, ngokuyintloko ngenxa yezinto zonyaka. Nangona kunjalo, eli nani lisephezulu kunexesha elifanayo ngo-2023. Kwikota yesibini ka-2024, ingeniso yokupakishwa ephezulu kulindeleke ukuba ibuyele nge-4.6%, ifikelele kwi-10.7 yeebhiliyoni zeedola (malunga ne-77.81 yezigidigidi ze-RMB).
Nangona imfuno epheleleyo yokupakishwa ephezulu ingenathemba ngakumbi, lo nyaka usalindeleke ukuba ube ngunyaka wokubuyisela kwishishini lokupakisha eliphucukileyo, kunye neendlela zokusebenza ezinamandla ezilindelwe kwisiqingatha sesibini sonyaka. Ngokumalunga nenkcitho eyinkunzi, abathathi-nxaxheba abaphambili kwinkalo yokupakisha ephucukileyo batyale imali emalunga ne-9.9 yeebhiliyoni zeedola (malunga ne-71.99 yeebhiliyoni zeerandi) kule ndawo kuyo yonke i-2023, ukuhla kwe-21% xa kuthelekiswa no-2022. Nangona kunjalo, ukunyuka kwe-20% kutyalo-mali kulindeleke ngo-2024.
Ixesha lokuposa: Jun-09-2025