定制化硅芯片势在必行：应对制造和供应链的现实挑战.pdf

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1、RISC-V Powering Bespoke Silicon and European SemiconductorPablo ValerioEditor-Supply ChainBespoke Chips:Navigating Disruption and Supply Chain Challenges in the era of AI and HPCThe semiconductor industry is experiencing a major shift towards custom silicon driven by the immense computational demand

2、s of AI and HPC.Companies are moving away from off-the-shelf processors to custom chips for optimized performance,power efficiency,and lower TCO,especially for cloud,AI/ML,and specialized devices.Hyperscalers and AI firms are investing heavily in bespoke silicon to gain a competitive edge through su

3、perior performance and cost reduction.Architectural ShiftBespoke silicon adoption has driven architectural diversification.Arm architecture now underpins custom CPU development for major companies like AWS,Google,Microsoft,Alibaba,and Apple,challenging x86 in data centers due to its power efficiency

4、 and ecosystem.The open-standard RISC-V ISA is a significant disruptive force,offering a compelling alternative for specialized processors in Automotive,AI,HPC,etc.RISC-V adoption has geopolitical implications,particularly in China,while Western companies adopt it for tactical optimizations.RISC-V i

5、ncreasingly targets AI and HPC,with major players using it in TPUs and accelerators.It is projected to generate substantial SoC revenue in the compute segment by 2030.Manufacturing&Supply Chain ChallengesA few players dominate the global foundry market,with TSMC being the primary partner for advance

6、d logic(under 7nm),holding over 90%of high-end units and 67%of global semiconductor revenue.Advanced manufacturing is geographically concentrated in Taiwan(TSMC)and South Korea(Samsung),creating single points of failure for sub-10nm chips.Geopolitical tensions,like the US-China tech rivalry,disrupt