{"id":12886,"date":"2026-03-10T23:10:39","date_gmt":"2026-03-10T15:10:39","guid":{"rendered":"https:\/\/vcai.cn\/?p=12886"},"modified":"2026-03-10T23:11:20","modified_gmt":"2026-03-10T15:11:20","slug":"zhutifupan-20260310","status":"publish","type":"post","link":"https:\/\/vcai.cn\/index.php\/zhutifupan-20260310\/","title":{"rendered":"3\u670810\u65e5\u4e3b\u9898\u590d\u76d8\uff1a\u9f99\u867eAI\u63a8\u52a8\u5149\u901a\u4fe1\u3001PCB\u7b49AI\u786c\u4ef6\u96c6\u4f53\u53cd\u5f39\uff0c\u673a\u5668\u4eba\u4e5f\u6709\u6240\u8868\u73b0"},"content":{"rendered":"\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><i class=\"ez-toc-toggle-el\"><\/i><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/vcai.cn\/index.php\/zhutifupan-20260310\/#25E425B8258025E32580258125E825A1258C25E62583258525E5259B259E25E925A125BE\" >\u4e00\u3001\u884c\u60c5\u56de\u987e<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/vcai.cn\/index.php\/zhutifupan-20260310\/#25E425BA258C25E32580258125E525BD259325E6259725A525E7258325AD25E7258225B9\" >\u4e8c\u3001\u5f53\u65e5\u70ed\u70b9<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/vcai.cn\/index.php\/zhutifupan-20260310\/#1_25E52585258925E92580259A25E425BF25A1\" >1. \u5149\u901a\u4fe1<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/vcai.cn\/index.php\/zhutifupan-20260310\/#2_PCB\" >2. PCB<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/vcai.cn\/index.php\/zhutifupan-20260310\/#3_25E6259C25BA25E5259925A825E425BA25BA\" >3. \u673a\u5668\u4eba<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E425B8258025E32580258125E825A1258C25E62583258525E5259B259E25E925A125BE\"><\/span>\u4e00\u3001\u884c\u60c5\u56de\u987e<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u5e02\u573a\u9ad8\u5f00\u9ad8\u8d70\uff0c\u521b\u4e1a\u677f\u6307\u3001\u79d1\u521b\u7efc\u6307\u5747\u6da8\u8d853%\uff0c\u4e24\u5e02\u8d854000\u53ea\u4e2a\u80a1\u4e0a\u6da8\uff0c\u6da8\u8dcc\u4e2d\u4f4d\u6570+1.58%\u3002\u4e24\u5e02\u6210\u4ea423979\u4ebf\u3001\u8f83\u524d\u4e00\u65e5\u51cf\u5c112497\u4ebf\u3002\u76d8\u9762\u4e0a\uff1a<\/p>\n\n\n\n<p>\u7b97\u529b\u786c\u4ef6\u6982\u5ff5\u96c6\u4f53\u7206\u53d1\uff0cCPO\u3001PCB\u3001\u6db2\u51b7\u670d\u52a1\u5668\u7b49\u65b9\u5411\u7eb7\u7eb7\u8d70\u5f3a\uff0c\u957f\u5149\u534e\u82af\u6da8\u505c\u521b\u65b0\u9ad8\uff0c\u4e2d\u82f1\u79d1\u6280\u3001\u8fc5\u6377\u5174\u3001\u4e1c\u5c71\u7cbe\u5bc6\u3001\u5e7f\u5408\u79d1\u6280\u7b4920\u591a\u53ea\u80a1\u7968\u6da8\u505c\u3002<\/p>\n\n\n\n<p>\u8d85\u786c\u6750\u6599\u6982\u5ff5\u8d70\u9ad8\uff0c\u9ec4\u6cb3\u65cb\u98ce\u6da8\u505c\u3002<\/p>\n\n\n\n<p>\u5546\u4e1a\u822a\u5929\u6982\u5ff5\u6d3b\u8dc3\uff0c\u822a\u5929\u7535\u5668\u7b49\u6da8\u505c\u3002<\/p>\n\n\n\n<p>\u4e0b\u8dcc\u65b9\u9762\uff0c\u5730\u7f18\u51b2\u7a81\u53d7\u76ca\u6982\u5ff5\u80a1\u8c03\u6574\u4e3a\u4e3b\u3002\u6cb9\u6c14\u6982\u5ff5\u4e0b\u8dcc\uff0c\u5c71\u4e1c\u58a8\u9f99\u3001\u51c6\u6cb9\u80a1\u4efd\u8dcc\u505c\uff1b\u5316\u5de5\u677f\u5757\u4e5f\u8c03\u6574\u4e3a\u4e3b\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E425BA258C25E32580258125E525BD259325E6259725A525E7258325AD25E7258225B9\"><\/span>\u4e8c\u3001\u5f53\u65e5\u70ed\u70b9<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_25E52585258925E92580259A25E425BF25A1\"><\/span><strong>1. \u5149\u901a\u4fe1<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u5149\u901a\u4fe1\u6982\u5ff5\u4eca\u65e5\u5927\u6da8\uff0c\u6c47\u7eff\u751f\u6001\u3001\u745e\u65af\u5eb7\u8fbe\u3001\u5929\u901a\u80a1\u4efd\u7b49\u591a\u80a1\u6da8\u505c\u3002<\/p>\n\n\n\n<p>3\u67089\u65e5\uff0c\u7f8e\u56fd\u5149\u901a\u4fe1\u516c\u53f8AOI\u5ba3\u5e03\u6536\u5230\u8d85\u5927\u89c4\u6a21\u5ba2\u6237\u9996\u62791.6T\u5149\u6536\u53d1\u5668\u91cf\u4ea7\u8ba2\u5355\uff0c\u91d1\u989d\u903e2\u4ebf\u7f8e\u5143\uff0c\u65b0\u4e00\u4ee3\u9ad8\u901f\u5149\u4e92\u8054\u4ea7\u54c1\u6b63\u5f0f\u8fdb\u5165\u89c4\u6a21\u5316\u5546\u7528\u9636\u6bb5\u3002<\/p>\n\n\n\n<p>\u53d7\u6b64\u6d88\u606f\u63d0\u632f\uff0cAOI\u80a1\u4ef7\u5f53\u65e5\u6da8\u8d8515.37%\uff0c\u53e6\u4e00\u53ea\u5149\u901a\u4fe1\u516c\u53f8Lumentum\u6da814.7%\u3002<\/p>\n\n\n\n<p>\u56fd\u8054\u6c11\u751f\u8bc1\u5238\u6307\u51fa\uff0c2026\u5e74\u88ab\u89c6\u4e3a1.6T\u5149\u6a21\u5757\u7684\u91cf\u4ea7\u5143\u5e74\uff0c\u6b64\u6b21\u8ba2\u5355\u843d\u5730\u9a8c\u8bc1\u4e86\u8be5\u5224\u65ad\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u82f1\u4f1f\u8fbe\u5ba3\u5e03\u4e0eLumentum\u8fbe\u6210\u591a\u5e74\u6218\u7565\u5408\u4f5c\uff0c\u6d89\u53ca20\u4ebf\u7f8e\u5143\u6295\u8d44\u53ca\u6570\u5341\u4ebf\u7f8e\u5143\u91c7\u8d2d\u627f\u8bfa\uff0c\u805a\u7126\u4e3aAI\u6570\u636e\u4e2d\u5fc3\u5f00\u53d1\u5149\u4e92\u8fde\u6280\u672f\u4e0e\u5c01\u88c5\u96c6\u6210\u65b9\u6848\u3002\u636eC114\u62a5\u9053\uff0c\u82f1\u4f1f\u8fbeCEO\u9ec4\u4ec1\u52cb\u8868\u793a\uff0c\u6b64\u6b21\u5408\u4f5c\u5c06\u63a8\u52a8\u5168\u7403\u6700\u5148\u8fdb\u7845\u5149\u5b50\u6280\u672f\u53d1\u5c55\uff0c&#8221;\u6253\u9020\u4e0b\u4e00\u4ee3\u5409\u74e6\u7ea7\u4eba\u5de5\u667a\u80fd\u5de5\u5382&#8221;\u3002<\/p>\n\n\n\n<p>\u5176\u8fd8\u8868\u793a\uff0c\u672c\u6b21GTC\u4e0a\uff0c\u4e1a\u754c\u6709\u671b\u770b\u5230CPO\u6280\u672f\u4ece\u7814\u53d1\u6d4b\u8bd5\u9636\u6bb5\u8d70\u5411\u5927\u89c4\u6a21\u5546\u7528\u7684\u6e05\u6670\u8def\u7ebf\u56fe\u3002\u540c\u65f6\uff0c3\u67082\u65e5\uff0c\u82f1\u4f1f\u8fbe\u6b63\u5f0f\u5b98\u5ba3\u4e0e\u5149\u901a\u4fe1\u9886\u57df\u5de8\u5934Lumentum\u53caCoherent\u8fbe\u6210\u6218\u7565\u5408\u4f5c\u3002\u6839\u636e\u534f\u8bae\uff0c\u82f1\u4f1f\u8fbe\u5c06\u5bf9\u4e24\u5bb6\u516c\u53f8\u5206\u522b\u6295\u516520\u4ebf\u7f8e\u5143\uff0c\u540c\u65f6\u7b7e\u4e0b\u5927\u989d\u91c7\u8d2d\u627f\u8bfa\uff0c\u5e76\u9501\u5b9a\u672a\u6765\u4ea7\u80fd\u4f7f\u7528\u6743\uff0c\u6df1\u523b\u4f53\u73b0\u4e86\u82f1\u4f1f\u8fbe\u5c06\u6838\u5fc3\u6218\u7565\u8d44\u6e90\u6295\u5165CPO\u6280\u672f\u7684\u4fe1\u5fc3\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_PCB\"><\/span><strong>2. PCB<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>PCB\u6982\u5ff5\u4e5f\u5927\u5e45\u4e0a\u6da8\uff0c\u91d1\u5b89\u56fd\u7eaa\u3001\u5e7f\u5408\u79d1\u6280\u3001\u4e2d\u82f1\u79d1\u6280\u7b49\u591a\u80a1\u6da8\u505c\u3002<\/p>\n\n\n\n<p>\u82f1\u4f1f\u8fbeGTC\u5927\u4f1a\u5c06\u4e8e3\u670816\u81f319\u65e5\u5728\u5723\u4f55\u585e\u53ec\u5f00\uff0c\u5e02\u573a\u9884\u671f3\u6708GTC\u5927\u4f1a\u6709\u671b\u5c55\u793a\u91c7\u7528LPU\u4f4e\u65f6\u5ef6\u67b6\u6784\u7684Feynman\u82af\u7247\uff0c\u4f20\u95fb\u79f0LPU\u6709\u671b\u91c7\u7528\u80cc\u9762\u4f9b\u7535\u6280\u672f\uff0c\u5e26\u52a8PCB\u9700\u6c42\u3002<\/p>\n\n\n\n<p>\u6d59\u5546\u8bc1\u5238\u8ba4\u4e3a\uff0c\u5728\u82f1\u4f1f\u8fbeGPU\u7684\u67b6\u6784\u5347\u7ea7\u8fc7\u7a0b\u4e2d\uff0cPCB\u7684\u7528\u91cf\u53ca\u4ef7\u503c\u91cf\u5747\u6709\u63d0\u5347\uff1aHopper\u67b6\u6784\u524d\uff0c\u82f1\u4f1f\u8fbe\u670d\u52a1\u5668\u6a21\u7ec4\u6240\u7528\u7684PCB\u4e3b\u8981\u4e3aOAM\u52a0\u901f\u5361\uff08HDI\uff09\u548cUBB\u80cc\u677f\uff08\u9ad8\u591a\u5c42\uff09\uff0c\u5728Blackwell\u67b6\u6784\u4e2d\uff0c\u5219\u4f7f\u7528HDI\u5de5\u827a\u7684switch\u677f\u66ff\u4ee3UBB\u80cc\u677f\uff0c\u672a\u6765\u7684\u67b6\u6784\u4e2d\uff0c\u66f4\u662f\u6709\u671b\u5f15\u516570\u5c42\u4ee5\u4e0a\u7684\u6b63\u4ea4\u80cc\u677f\u7528\u4e8ecomputertray\u548cswitchtray\u7684\u8fde\u63a5\u3002\u672a\u6765\uff0c\u5728ASIC\u670d\u52a1\u5668\u9886\u57df\uff0c\u6b63\u4ea4\u80cc\u677f\u7684\u5bfc\u5165\u3001PCB\u677f\u7684\u8f7d\u677f\u5316\u548c\u6a21\u7ec4\u5316\u4ea6\u662f\u53ef\u9884\u671f\u7684\u8d8b\u52bf\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_25E6259C25BA25E5259925A825E425BA25BA\"><\/span><strong>3. \u673a\u5668\u4eba<\/strong><span 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