Nrog rau txoj kev loj hlob sai ntawm AI thiab siab - kev lag luam kev ua tau zoo (HPC), qhov tseem ceeb ntawm kev ntim khoom siv technology tau dhau los ua qhov tseem ceeb. Tam sim no, cov tuam txhab ntim khoom loj thiab kev sim xws li ASE Technology Holding, Sigurd, thiab Ardentec tau sib tw hnyav rau kev sib koom ntawm kev lag luam ntim khoom siab heev. Lub caij no, Samsung Electronics thiab ASE Inc. tab tom txhim kho kev txhim kho ntawm cov khoom ntim khoom siab heev los ntawm kev tshawb fawb, kev tsim kho, thiab kev sib koom tes nthuav dav, ua rau lawv tseem ceeb ntawm kev lag luam kev loj hlob.
ASE Technology Holding, Sigurd, thiab Ardentec Sib Tw rau Kev Ua Lag Luam Zoo Tshaj Plaws
Kev lag luam ntim siab heev yog kev sib tw heev. Raws li ntau qhov chaw xa khoom, ASE Technology Holding, Sigurd, thiab Ardentec yog txhua tus ua haujlwm tseem ceeb los nthuav lawv txoj kev lag luam.
Tsis ntev los no, ASE Inc., ib lub koom haum ntawm ASE Technology Holding, tshaj tawm nws qhov kev yuav khoom ntawm 100% kev ncaj ncees hauv Sumitomo Chemical lub tuam txhab, Sumitomo Bakelite Technology, nrog rau tag nrho cov peev txheej kwv yees li ntawm NT $ 356 lab.
Lub hom phiaj tseem ceeb ntawm qhov kev nqis peev no los ntawm ASE Inc. yog kom ruaj ntseg cov cai siv av rau Sumitomo Bakelite Technology lub Hoobkas chaw nyob hauv Nanzih District ntawm Kaohsiung, Taiwan. Muab ASE Inc. yav dhau los nthuav tawm cov phiaj xwm nthuav dav, cov kws tshuaj ntsuam xyuas kev lag luam kwv yees tias lub tuam txhab yuav ua kom nws cov khoom ntim tau zoo tshaj plaws ntawm qhov chaw no.
ASE tab tom nthuav dav nws cov chaw ntim khoom qib siab hauv Kaohsiung. CEO Tien Wu yav dhau los tau tshaj tawm tias ASE Technology Holding tau nqis peev $ 200 lab los tsim nws thawj 600x600 loj- kiv cua loj- tawm vaj huam sib luag- qib ntim (FOPLP) cov kab ntau lawm hauv Kaohsiung. Cov cuab yeej yuav tsum tau nruab rau hauv lub quarter thib ob ntawm lub xyoo no, nrog rau kev sim ntau lawm pib rau lub quarter thib peb. Tsis tas li ntawd, thaum ntxov Lub Kaum Hli 2024, ASE Inc. tau tuav lub rooj sib tham rau nws lub Hoobkas K28 tshiab hauv Kaohsiung, uas xav tias yuav ua kom tiav los ntawm 2026. Lub Hoobkas npaj kom nthuav dav CoWoS ntim khoom siab heev.
ASE Technology Holding thiab nws cov chaw muag khoom, Siliconware Precision Industries (SPIL), tau txais kev ntim khoom loj thiab kev xeem xaj los ntawm NVIDIA thiab AMD rau siab -kev ua tau zoo suav (HPC). Txhawm rau ua kom tau raws li kev xav tau ntawm kev lag luam loj hlob, ASE Technology Holding tau nquag nthuav dav nws cov peev txheej ntim siab thoob plaws nws cov chaw hauv Kaohsiung, Central Taiwan Science Park, thiab Huwei. Ntawm cov no, lub Hoobkas Kaohsiung K18 yuav tsum ua kom tiav thiab ua haujlwm los ntawm 2026, tsom rau AI nti thiab HPC daim ntawv thov. Tsis tas li ntawd, SPIL's Central Taiwan Science Park thiab Huwei cov chaw tau nrawm tsim cov kab tshiab CoW ntau lawm, nrog rau kev tsim khoom loj ntawm Huwei qhov chaw xav tias yuav pib xyoo 2025.
Lub caij no, Sigurd thiab nws cov chaw muag khoom, TeraPower Technology, tab tom nthuav dav lawv lub xub ntiag nyob rau hauv kev lag luam ntim siab heev, tsom rau cov thawj coj tsim qauv thoob ntiaj teb xws li NVIDIA, AMD, Broadcom, thiab Marvell. Sigurd twb tau txais ntau qhov kev txiav txim los ntawm Suav IC tsim tuam txhab thiab tau tsim ib lub tuam tsev rau kev txiav txim xyuas thiab tshuaj xyuas. Kev txhim kho ntxiv los ntawm Sigurd tau cia siab tias nyob rau ib nrab xyoo 2025.
Ardentec tseem nquag nthuav dav nws lub xub ntiag nyob rau hauv kev lag luam ntim khoom siab heev, tshwj xeeb yog los ntawm kev ruaj ntseg cov ntawv xeem tawm los ntawm TSMC. Cov ntawv ceeb toom qhia tias Ardentec tau txais AI- hais txog kev xeem xaj los ntawm Asmeskas cov chaw tsim khoom loj hauv kev sib txuas, nrog cov ntim ntau lawm yuav tsum nce siab los ntawm 2025. Tsis tas li ntawd, Ardentec npaj yuav ua kom zoo dua nws cov chaw ua haujlwm hauv Taiwan kom zoo dua nrog cov neeg siv khoom xav tau.
Samsung Electronics thiab ASE Inc. Kev Txhim Kho Ua Ntej hauv Cov Txheej Txheem Txheej Txheem Txheej Txheem
Kev sib tw hauv kev lag luam ntim qib siab yog khaus, thiab kev txhim kho ntawm cov txheej txheem ntim khoom tau nrawm dua. Raws li kev tshaj tawm xov xwm txawv teb chaws tsis ntev los no, ASE Inc. tau kos npe rau daim ntawv cog lus kev nkag siab nrog AI- tau tsav cov ntxhiab digitization tuam txhab Ainos los koom ua ke Ainos 'patented AINose technology rau hauv semiconductor ntim thiab kuaj cov chaw. Qhov kev sib koom tes no yog txhawm rau txhim kho cov txheej txheem kev ua tau zoo thiab kev nyab xeeb ib puag ncig.
Cov ntaub ntawv pej xeem qhia tau hais tias Ainos 'AINose thev naus laus zis yog AI-tsav tsw ntxhiab digitization thev naus laus zis tau tsim los rau kev kuaj mob. Nws siv cov cuab yeej ntsuas siab tshaj plaws txhawm rau txheeb xyuas thiab txheeb xyuas cov tshuaj tsis haum cov organic sib txuas (VOCs) hauv huab cua thiab ntiav AI algorithms los hloov lawv mus rau hauv cov teeb liab digital, ua kom pom tseeb tsw.
Hauv kev tsim khoom semiconductor, kev hloov pauv ntawm qhov concentration thiab muaj pes tsawg leeg ntawm VOCs tuaj yeem cuam tshuam cov txheej txheem kev ruaj ntseg, khoom siv lub neej, thiab ib puag ncig. Los ntawm kev koom ua ke AINose thev naus laus zis, ASE Semiconductor yuav tuaj yeem saib xyuas cov kev hloov pauv hloov pauv ntawm cov pa roj hauv lub sijhawm tiag tiag, ua kom zoo rau kev tsim khoom.
Tsis tas li ntawd, Samsung Electronics tab tom tsim ib qho tom ntej - cov khoom ntim khoom hu ua "iav interposer." Cov thev naus laus zis no tau xav tias yuav nkag mus rau ntau lawm los ntawm 2027 thiab yog tsim los hloov cov tam sim no tseem ceeb tseem tsis tau muaj nqi silicon interposers, txhim kho chip kev ua tau zoo thiab ntau lawm efficiency.
Raws li cov lus ceeb toom, Samsung Electronics 'Device Solutions (DS) division tsis ntev los no tau tsim kho cov iav interposer thiab tau txais kev pom zoo los ntawm Australian cov khoom lag luam Chemtronics thiab South Kauslim cov chaw tsim khoom Philoptics, pom zoo kom siv Corning iav rau nws cov khoom. Tam sim no Samsung tab tom ntsuas qhov ua tau ntawm outsourcing ntau lawm rau cov tuam txhab no txhawm rau txhawm rau ua lag luam ntawm iav interposers.
Lub caij no, Samsung Electro-Mechanics, ib lub chaw muag khoom ntawm Samsung Electronics, kuj tseem nquag txhawb kev txhim kho cov iav substrates (tseem hu ua iav-raws li substrates) thiab npaj yuav pib tsim khoom loj los ntawm 2027. Ob qhov kev tshawb fawb txuas ntxiv no tau txhawb nqa kev noj qab haus huv hauv kev sib tw, uas yuav tsum tau ua kom muaj txiaj ntsig zoo thiab kev tsim kho tshiab.