{"id":7367,"date":"2026-10-02T10:29:39","date_gmt":"2026-10-02T02:29:39","guid":{"rendered":"https:\/\/nullthought.net\/?p=7367"},"modified":"2026-10-02T10:29:41","modified_gmt":"2026-10-02T02:29:41","slug":"%e7%aa%81%e7%a0%b4-ai-%e5%86%85%e5%ad%98%e5%a2%99%ef%bc%88memory-wall%ef%bc%89","status":"publish","type":"post","link":"https:\/\/nullthought.net\/?p=7367","title":{"rendered":"\u7a81\u7834 AI \u5185\u5b58\u5899\uff08Memory Wall\uff09"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\u8fc7\u53bb\u51e0\u5e74\uff0cAI \u82af\u7247\u7ade\u4e89\u6700\u9192\u76ee\u7684\u6307\u6807\u4e00\u76f4\u662f FLOPS\uff1a\u66f4\u591a Tensor Core\u3001\u66f4\u4f4e\u7cbe\u5ea6\u3001\u66f4\u9ad8\u7b97\u529b\u3002\u4f46\u8fdb\u5165\u5927\u6a21\u578b\u63a8\u7406\u3001\u957f\u4e0a\u4e0b\u6587\u548c Agentic AI \u9636\u6bb5\u540e\uff0c\u4e00\u4e2a\u8d8a\u6765\u8d8a\u73b0\u5b9e\u7684\u95ee\u9898\u6b63\u5728\u6d6e\u51fa\u6c34\u9762\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u82af\u7247\u53ef\u80fd\u5df2\u7ecf\u7b97\u5f97\u8db3\u591f\u5feb\uff0c\u4f46\u6570\u636e\u9001\u4e0d\u8fc7\u6765\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7279\u522b\u662f\u5728\u5927\u6a21\u578b\u9010 token \u751f\u6210\u9636\u6bb5\uff0c\u8ba1\u7b97\u5355\u5143\u9700\u8981\u4e0d\u65ad\u8bfb\u53d6\u6a21\u578b\u6743\u91cd\u3001KV Cache \u548c\u4e2d\u95f4\u6570\u636e\u3002\u7b97\u529b\u589e\u957f\u901f\u5ea6\u5982\u679c\u6301\u7eed\u8d85\u8fc7\u5185\u5b58\u5bb9\u91cf\u3001\u5185\u5b58\u5e26\u5bbd\u548c\u82af\u7247\u95f4\u4e92\u8fde\u901f\u5ea6\uff0c\u90a3\u4e48\u5927\u91cf\u6602\u8d35\u7684\u8ba1\u7b97\u5355\u5143\u6700\u7ec8\u53ea\u80fd\u7b49\u5f85\u6570\u636e\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u5c31\u662f AI \u65f6\u4ee3\u91cd\u65b0\u53d8\u5f97\u91cd\u8981\u7684 <strong>Memory Wall\u2014\u2014\u5185\u5b58\u5899<\/strong>\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u622a\u81f3 2026 \u5e74\uff0c\u4e00\u4e2a\u660e\u663e\u8d8b\u52bf\u5df2\u7ecf\u5f62\u6210\uff1a\u4ea7\u4e1a\u754c\u4e0d\u518d\u8bd5\u56fe\u4f9d\u9760\u5355\u4e00\u6280\u672f\u89e3\u51b3\u5b83\uff0c\u800c\u662f\u5728\u540c\u65f6\u63a8\u8fdb <strong>HBM\u3001\u5206\u5c42\u5185\u5b58\u3001CXL\u3001\u5148\u8fdb\u5c01\u88c5\u3001\u5149\u4e92\u8fde\u4ee5\u53ca\u8f6f\u4ef6\u4f18\u5316<\/strong>\u3002\u800c <a href=\"https:\/\/volantissemi.ai\/\" target=\"_blank\" rel=\"noopener\">Volantis Semiconductor <\/a>\u516c\u53f8\u7684\u65b9\u6848\uff0c\u5219\u662f\u53e6\u8f9f\u8e4a\u5f84\u7684\u521b\u65b0\u2014\u2014<strong>\u76f4\u63a5\u7528\u5149\u8fde\u63a5\u8ba1\u7b97\u82af\u7247\u548c\u5927\u89c4\u6a21\u5185\u5b58\u3002<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"1024\" src=\"https:\/\/nullthought.net\/wp-content\/uploads\/2026\/10\/\u7a81\u7834AI\u5185\u5b58\u5899\uff1a\u6280\u672f\u8def\u7ebf\u6982\u89c8-1024x1024.jpg\" alt=\"\" class=\"wp-image-7368\" srcset=\"https:\/\/nullthought.net\/wp-content\/uploads\/2026\/10\/\u7a81\u7834AI\u5185\u5b58\u5899\uff1a\u6280\u672f\u8def\u7ebf\u6982\u89c8-1024x1024.jpg 1024w, https:\/\/nullthought.net\/wp-content\/uploads\/2026\/10\/\u7a81\u7834AI\u5185\u5b58\u5899\uff1a\u6280\u672f\u8def\u7ebf\u6982\u89c8-150x150.jpg 150w, https:\/\/nullthought.net\/wp-content\/uploads\/2026\/10\/\u7a81\u7834AI\u5185\u5b58\u5899\uff1a\u6280\u672f\u8def\u7ebf\u6982\u89c8-300x300.jpg 300w, https:\/\/nullthought.net\/wp-content\/uploads\/2026\/10\/\u7a81\u7834AI\u5185\u5b58\u5899\uff1a\u6280\u672f\u8def\u7ebf\u6982\u89c8-120x120.jpg 120w, https:\/\/nullthought.net\/wp-content\/uploads\/2026\/10\/\u7a81\u7834AI\u5185\u5b58\u5899\uff1a\u6280\u672f\u8def\u7ebf\u6982\u89c8-768x768.jpg 768w, https:\/\/nullthought.net\/wp-content\/uploads\/2026\/10\/\u7a81\u7834AI\u5185\u5b58\u5899\uff1a\u6280\u672f\u8def\u7ebf\u6982\u89c8.jpg 1254w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u7a81\u7834AI\u5185\u5b58\u5899\uff1a\u6280\u672f\u8def\u7ebf\u6982\u89c8<\/figcaption><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u4e00\u3001AI \u7684\u201c\u5185\u5b58\u5899\u201d\u5df2\u7ecf\u4e0d\u53ea\u662f DRAM \u592a\u6162<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f20\u7edf\u8ba1\u7b97\u673a\u9886\u57df\u8ba8\u8bba Memory Wall\uff0c\u4e3b\u8981\u6307 CPU \u8fd0\u7b97\u6027\u80fd\u589e\u957f\u901f\u5ea6\u8fdc\u9ad8\u4e8e DRAM \u8bbf\u95ee\u6027\u80fd\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5230\u4e86 AI \u65f6\u4ee3\uff0c\u8fd9\u4e2a\u6982\u5ff5\u5df2\u7ecf\u6269\u5c55\u6210\u81f3\u5c11\u4e09\u4e2a\u95ee\u9898\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b2c\u4e00\u4e2a\u662f<strong>\u5e26\u5bbd\u5899<\/strong>\u3002GPU \u62e5\u6709\u6781\u9ad8\u7684\u77e9\u9635\u8ba1\u7b97\u80fd\u529b\uff0c\u4f46\u5fc5\u987b\u6301\u7eed\u83b7\u5f97\u6a21\u578b\u53c2\u6570\u624d\u80fd\u4fdd\u6301\u8fd9\u4e9b\u8ba1\u7b97\u5355\u5143\u6ee1\u8f7d\u3002\u5c24\u5176\u5728\u4f4e Batch\u3001\u5927\u6a21\u578b\u63a8\u7406\u573a\u666f\u4e0b\uff0c\u7b97\u672f\u5f3a\u5ea6\u5e76\u4e0d\u9ad8\uff0c\u6027\u80fd\u5f80\u5f80\u76f4\u63a5\u53d7\u5236\u4e8e\u6bcf\u79d2\u80fd\u591f\u8bfb\u53d6\u591a\u5c11\u6a21\u578b\u6570\u636e\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b2c\u4e8c\u4e2a\u662f<strong>\u5bb9\u91cf\u5899<\/strong>\u3002\u6a21\u578b\u6743\u91cd\u4e4b\u5916\uff0c\u8fd8\u6709\u4e0d\u65ad\u589e\u957f\u7684 KV Cache\u3002\u4e0a\u4e0b\u6587\u4ece\u51e0\u4e07 token \u6269\u5c55\u5230\u6570\u5341\u4e07\u751a\u81f3\u767e\u4e07 token \u540e\uff0c\u6bcf\u4e2a\u7528\u6237\u4f1a\u5360\u7528\u66f4\u591a\u5185\u5b58\uff1b\u591a\u4e2a Agent \u540c\u65f6\u8fd0\u884c\uff0c\u53c8\u4f1a\u8fdb\u4e00\u6b65\u6269\u5927\u5185\u5b58\u9700\u6c42\u3002\u4e00\u9879 2026 \u5e74\u7684 LLM \u63a8\u7406 I\/O \u7efc\u8ff0\u6307\u51fa\uff0c\u5927\u6a21\u578b\u63a8\u7406\u7684\u4e3b\u8981\u6570\u636e\u6d41\u5df2\u7ecf\u53ef\u4ee5\u5206\u6210\u6a21\u578b\u6743\u91cd\u3001KV Cache \u548c Activation \u4e09\u7c7b\uff0c\u74f6\u9888\u8d8a\u6765\u8d8a\u591a\u5730\u51fa\u73b0\u5728\u6574\u4e2a memory hierarchy\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u8ba1\u7b97\u672c\u8eab\u3002<a href=\"https:\/\/link.springer.com\/article\/10.1007\/s10462-026-11651-1?utm_source=chatgpt.com\">\u65bd\u666e\u6797\u683c<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b2c\u4e09\u4e2a\u5219\u662f<strong>\u8ddd\u79bb\u5899<\/strong>\u3002HBM \u53ef\u4ee5\u63d0\u4f9b\u5de8\u5927\u5e26\u5bbd\uff0c\u4f46\u5fc5\u987b\u975e\u5e38\u9760\u8fd1 GPU\u3002\u9ad8\u901f\u7535\u4fe1\u53f7\u7684\u8ddd\u79bb\u8d8a\u957f\uff0c\u4fe1\u53f7\u5b8c\u6574\u6027\u3001SerDes \u529f\u8017\u548c\u5ef6\u8fdf\u95ee\u9898\u8d8a\u660e\u663e\u3002\u56e0\u6b64\uff0c\u201c\u5185\u5b58\u80fd\u4e0d\u80fd\u653e\u5f97\u4e0b\u201d\u9010\u6e10\u53d8\u6210\u201c\u9ad8\u901f\u5185\u5b58\u8fd8\u80fd\u5728\u5904\u7406\u5668\u5468\u56f4\u653e\u591a\u5c11\u201d\u7684\u7269\u7406\u95ee\u9898\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6362\u53e5\u8bdd\u8bf4\uff1a<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>AI \u7684 Memory Wall \u6b63\u9010\u6e10\u6f14\u53d8\u6210 Data Movement Wall\u2014\u2014\u6570\u636e\u79fb\u52a8\u5899\u3002<\/strong><\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u4e8c\u3001\u7b2c\u4e00\u6761\u8def\u7ebf\uff1a\u7ee7\u7eed\u628a HBM \u505a\u5f97\u66f4\u5feb\u3001\u66f4\u5bbd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u76ee\u524d\u6700\u6210\u719f\u3001\u4e5f\u662f\u6700\u76f4\u63a5\u7684\u8def\u7ebf\u4ecd\u7136\u662f HBM\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA Vera Rubin GPU \u5df2\u91c7\u7528 HBM4\uff0c\u6bcf\u9897 GPU \u914d\u7f6e\u6700\u9ad8 <strong>288 GB HBM4<\/strong>\uff0c\u5185\u5b58\u5e26\u5bbd\u8fbe\u5230 <strong>22 TB\/s<\/strong>\uff1b\u4e0e\u6b64\u540c\u65f6\uff0cAMD Instinct MI455X \u5219\u8fbe\u5230 <strong>432 GB HBM4 \u548c 23.3 TB\/s<\/strong>\u3002\u4ec5\u4ec5\u51e0\u5e74\u524d\uff0c\u5355 GPU \u6570 TB\/s \u5df2\u7ecf\u88ab\u89c6\u4e3a\u975e\u5e38\u9ad8\u7684\u5185\u5b58\u5e26\u5bbd\uff0c\u73b0\u5728\u8fd9\u4e2a\u6570\u5b57\u6b63\u5728\u5411 20 TB\/s \u4ee5\u4e0a\u53d1\u5c55\u3002<a href=\"https:\/\/developer.nvidia.com\/blog\/inside-nvidia-rubin-gpu-architecture-powering-the-era-of-agentic-ai\/?trk=article-ssr-frontend-pulse_little-text-block&amp;utm_source=chatgpt.com\">NVIDIA Developer<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">HBM4 \u672c\u8eab\u4e5f\u53d1\u751f\u4e86\u67b6\u6784\u53d8\u5316\uff1a\u63a5\u53e3\u4ece\u4e0a\u4e00\u4ee3 1024 bit \u6269\u5c55\u5230 <strong>2048 bit<\/strong>\u3002Micron \u5f53\u524d HBM4 \u5355\u5806\u6808\u5e26\u5bbd\u5df2\u7ecf\u8d85\u8fc7 <strong>2.8 TB\/s<\/strong>\uff1bSamsung \u516c\u5e03\u7684 HBM4 \u5219\u6700\u9ad8\u8fbe\u5230\u7ea6 <strong>3.3 TB\/s<\/strong>\u3002<a href=\"https:\/\/www.micron.com\/products\/memory\/hbm\/hbm4?utm_source=chatgpt.com\">\u7f8e\u5149\u79d1\u6280<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0b\u4e00\u9636\u6bb5\u751a\u81f3\u5df2\u7ecf\u6765\u5230 HBM4E\u3002SK hynix \u5728 2026 \u5e74 6 \u6708\u5f00\u59cb\u5411\u4e3b\u8981\u5ba2\u6237\u63d0\u4f9b 12 \u5c42 HBM4E \u6837\u54c1\uff0c\u5176\u5355\u5f15\u811a\u901f\u5ea6\u6700\u9ad8\u8fbe\u5230 <strong>16 Gb\/s<\/strong>\uff0c\u540c\u65f6\u5ba3\u79f0\u80fd\u6548\u8f83\u524d\u4ee3\u7ee7\u7eed\u6539\u5584\u8d85\u8fc7 20%\u3002<a href=\"https:\/\/news.skhynix.com\/en\/sk-hynix-ships-samples-of-12-layer-next-gen-hbm4e-2\/?utm_source=chatgpt.com\">SK hynix \u65b0\u95fb\u4e2d\u5fc3<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6240\u4ee5 HBM \u5e76\u6ca1\u6709\u8d70\u5230\u7ec8\u70b9\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f46\u5b83\u9762\u4e34\u7684\u95ee\u9898\u4e5f\u8d8a\u6765\u8d8a\u660e\u663e\uff1a<strong>\u66f4\u9ad8\u5806\u53e0\u3001\u66f4\u5bbd\u63a5\u53e3\u3001\u66f4\u590d\u6742 Base Die \u548c\u66f4\u5148\u8fdb\u5c01\u88c5\uff0c\u4f1a\u540c\u6b65\u589e\u52a0\u5236\u9020\u6210\u672c\u3001\u5c01\u88c5\u96be\u5ea6\u548c\u6563\u70ed\u538b\u529b\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u56e0\u6b64\uff0cHBM \u5f88\u53ef\u80fd\u4ecd\u7136\u662f\u6700\u5feb\u7684\u201c\u7b2c\u4e00\u5c42\u5185\u5b58\u201d\uff0c\u5374\u4e0d\u4e00\u5b9a\u80fd\u591f\u72ec\u81ea\u627f\u62c5\u672a\u6765\u6574\u4e2a AI \u5185\u5b58\u4f53\u7cfb\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u4e09\u3001\u7b2c\u4e8c\u6761\u8def\u7ebf\uff1a\u5728 HBM \u548c SSD \u4e4b\u95f4\u589e\u52a0\u65b0\u7684\u5185\u5b58\u5c42<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026 \u5e74\u4e00\u4e2a\u503c\u5f97\u5173\u6ce8\u7684\u65b0\u65b9\u5411\u662f <strong>HBF\u2014\u2014High Bandwidth Flash\uff0c\u9ad8\u5e26\u5bbd\u95ea\u5b58<\/strong>\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">SK hynix \u548c Sandisk \u5728\u4eca\u5e74\u5df2\u7ecf\u901a\u8fc7 Open Compute Project \u63a8\u51fa\u4e86\u9996\u4e2a HBF \u6280\u672f\u89c4\u8303\u3002\u5176\u601d\u8def\u5e76\u4e0d\u662f\u7528 NAND \u53d6\u4ee3 HBM\uff0c\u800c\u662f\u5728 HBM \u548c SSD \u4e4b\u95f4\u521b\u9020\u4e00\u4e2a\u65b0\u7684\u5c42\u7ea7\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6bd4 HBM \u5bb9\u91cf\u5927\u5f97\u591a\uff0c\u540c\u65f6\u53c8\u6bd4\u4f20\u7edf SSD \u66f4\u9760\u8fd1\u8ba1\u7b97\u5355\u5143\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u76ee\u524d\u516c\u5e03\u7684\u89c4\u683c\u6700\u9ad8\u652f\u6301 <strong>512 GB<\/strong>\uff0c\u5e26\u5bbd\u7b49\u7ea7\u4ece\u7ea6 <strong>0.4 TB\/s \u5230 3 TB\/s<\/strong>\uff0c\u5e76\u91c7\u7528 UCIe \u4e0e CPU\/GPU \u7b49\u5904\u7406\u5668\u8fde\u63a5\u3002<a href=\"https:\/\/news.skhynix.com\/en\/hbf-at-fms-2026\/?utm_source=chatgpt.com\">SK hynix \u65b0\u95fb\u4e2d\u5fc3<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u6761\u8def\u7ebf\u5c24\u5176\u9002\u5408\u63a8\u7406\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8bad\u7ec3\u901a\u5e38\u975e\u5e38\u91cd\u89c6\u5199\u5165\u901f\u5ea6\u548c\u6781\u9ad8\u5e26\u5bbd\uff0c\u800c\u63a8\u7406\u8fc7\u7a0b\u4e2d\uff0c\u5927\u91cf\u6a21\u578b\u6743\u91cd\u672c\u8eab\u76f8\u5bf9\u7a33\u5b9a\uff0c\u66f4\u591a\u662f\u53cd\u590d\u8bfb\u53d6\u3002\u56e0\u6b64\u672a\u6765\u4e00\u4e2a AI \u52a0\u901f\u5668\u5b8c\u5168\u53ef\u80fd\u62e5\u6709\u8fd9\u6837\u7684\u5c42\u7ea7\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>SRAM \u2192 HBM \u2192 HBF \u2192 CXL Memory \u2192 SSD\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0d\u518d\u8ffd\u6c42\u201c\u6240\u6709\u6570\u636e\u90fd\u585e\u8fdb\u6700\u8d35\u7684 HBM\u201d\uff0c\u800c\u662f\u6309\u7167\u6570\u636e\u8bbf\u95ee\u9891\u7387\u8fdb\u884c\u5206\u5c42\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u5176\u5b9e\u662f\u4e00\u4e2a\u5f88\u91cd\u8981\u7684\u53d8\u5316\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7a81\u7834 Memory Wall \u4e0d\u4e00\u5b9a\u610f\u5473\u7740\u5236\u9020\u4e00\u79cd\u65e0\u9650\u5927\u7684\u8d85\u7ea7\u5185\u5b58\uff0c\u800c\u53ef\u80fd\u662f\u628a\u4e0d\u540c\u7c7b\u578b\u7684\u5185\u5b58\u7ec4\u7ec7\u6210\u4e00\u4e2a\u667a\u80fd\u5c42\u7ea7\u3002<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u56db\u3001\u7b2c\u4e09\u6761\u8def\u7ebf\uff1aCXL \u628a\u201c\u672c\u5730\u5185\u5b58\u201d\u53d8\u6210\u201c\u5185\u5b58\u6c60\u201d<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5982\u679c\u8bf4 HBM \u89e3\u51b3\u7684\u662f GPU \u8eab\u8fb9\u7684\u9ad8\u901f\u5185\u5b58\uff0c\u90a3\u4e48 <strong>CXL<\/strong> \u89e3\u51b3\u7684\u662f\u66f4\u5927\u8303\u56f4\u7684\u5185\u5b58\u6269\u5c55\u548c\u5171\u4eab\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025 \u5e74\u53d1\u5e03\u7684 CXL 4.0 \u5df2\u7ecf\u628a\u94fe\u8def\u901f\u5ea6\u4ece 64 GT\/s \u63d0\u5347\u5230 <strong>128 GT\/s<\/strong>\uff0c\u589e\u52a0 Bundled Ports\uff0c\u5e76\u7ee7\u7eed\u5f3a\u5316\u5185\u5b58\u5171\u4eab\u3001\u6c60\u5316\u548c RAS \u80fd\u529b\u30022026 \u5e74\u7684 CXL \u4ea7\u4e1a\u6d3b\u52a8\u4e5f\u5df2\u7ecf\u76f4\u63a5\u628a\u201cBeyond the Memory Wall\u201d\u4f5c\u4e3a AI \u63a8\u7406\u7684\u91cd\u8981\u5e94\u7528\u573a\u666f\uff0c\u91cd\u70b9\u8ba8\u8bba Memory Pooling\u3001Memory Sharing \u548c KV Cache Offloading\u3002<a href=\"https:\/\/computeexpresslink.org\/about-cxl\/?utm_source=chatgpt.com\">Compute Express Link &#8211;<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b83\u63d0\u4f9b\u7684\u601d\u8def\u662f\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fc7\u53bb\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>GPU A \u6709\u81ea\u5df1\u7684\u5185\u5b58\uff0cGPU B \u6709\u81ea\u5df1\u7684\u5185\u5b58\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672a\u6765\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u591a\u4e2a CPU\/GPU \u53ef\u4ee5\u8bbf\u95ee\u4e00\u4e2a\u66f4\u5927\u7684\u5171\u4eab\u5185\u5b58\u6c60\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u6837\u53ef\u4ee5\u7f13\u89e3\u201c\u67d0\u5f20\u5361\u5185\u5b58\u4e0d\u8db3\u3001\u53e6\u4e00\u5f20\u5361\u5374\u95f2\u7f6e\u201d\u7684\u8d44\u6e90\u788e\u7247\u95ee\u9898\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f46 CXL \u672c\u8d28\u4e0a\u89e3\u51b3\u7684\u662f<strong>\u5bb9\u91cf\u3001\u5171\u4eab\u548c\u8d44\u6e90\u5229\u7528\u7387<\/strong>\u95ee\u9898\uff0c\u5176\u5ef6\u8fdf\u548c\u5e26\u5bbd\u4ecd\u5f88\u96be\u771f\u6b63\u8fbe\u5230\u672c\u5730 HBM \u6c34\u5e73\u3002\u56e0\u6b64\u5b83\u66f4\u53ef\u80fd\u6210\u4e3a HBM \u7684\u8865\u5145\uff0c\u800c\u4e0d\u662f\u66ff\u4ee3\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u4e94\u3001\u7b2c\u56db\u6761\u8def\u7ebf\u6b63\u5728\u8fc5\u901f\u5347\u6e29\uff1a\u8ba9\u5149\u8fdb\u5165 AI \u7cfb\u7edf<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u9ad8\u901f\u7535\u4e92\u8fde\u5f00\u59cb\u53d7\u5230\u8ddd\u79bb\u548c\u80fd\u8017\u9650\u5236\u4ee5\u540e\uff0c\u4e00\u4e2a\u8d8a\u6765\u8d8a\u660e\u786e\u7684\u7b54\u6848\u5c31\u662f\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5149\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fc7\u53bb\u6570\u636e\u4e2d\u5fc3\u4e2d\u7684\u5149\u901a\u4fe1\u4e3b\u8981\u53d1\u751f\u5728\u4ea4\u6362\u673a\u3001\u670d\u52a1\u5668\u751a\u81f3\u673a\u67dc\u4e4b\u95f4\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f46\u73b0\u5728\u5149\u6b63\u5728\u9010\u6e10\u5411\u82af\u7247\u9760\u8fd1\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pluggable Optics<br>\u2192 On-Board Optics<br>\u2192 Near-Package Optics<br>\u2192 Co-Packaged Optics<br>\u2192 Optical I\/O\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026 \u5e74\uff0c\u8fd9\u4e2a\u8d8b\u52bf\u660e\u663e\u52a0\u901f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA \u5df2\u7ecf\u628a Spectrum-X Ethernet Photonics \u5f15\u5165 Vera Rubin AI Factory\uff0cCPO \u5149\u5f15\u64ce\u76f4\u63a5\u4e0e\u4ea4\u6362 ASIC \u96c6\u6210\uff0c\u5176 Spectrum-X Photonics \u7cfb\u7edf\u6700\u9ad8\u8fbe\u5230 <strong>409.6 Tb\/s<\/strong> \u7684\u4ea4\u6362\u5e26\u5bbd\u3002<a href=\"https:\/\/nvidianews.nvidia.com\/news\/vera-rubin-full-production-agentic-ai-factory?utm_source=chatgpt.com\">NVIDIA Newsroom<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Broadcom \u7684 Tomahawk 6 Davisson \u5df2\u7ecf\u628a <strong>102.4 Tb\/s Ethernet Switch + CPO<\/strong> \u505a\u6210\u4ea7\u54c1\uff1bLightmatter \u5219\u5728 2026 \u5e74\u63a8\u51fa Passage L20\uff0c\u5355\u6a21\u5757\u53cc\u5411\u5206\u522b\u8fbe\u5230 <strong>6.4 Tb\/s<\/strong>\uff0c\u5e76\u5c55\u793a\u4e86 <strong>1.6 Tb\/s per fiber<\/strong> \u7684 DWDM \u5149\u4e92\u8fde\u3002<a href=\"https:\/\/investors.broadcom.com\/news-releases\/news-release-details\/broadcom-announces-tomahawkr-6-davisson-industrys-first-1024?utm_source=chatgpt.com\">Broadcom Inc.<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ayar Labs \u4eca\u5e74\u4e5f\u52a0\u5165 NVIDIA NVLink Fusion \u751f\u6001\uff0c\u5e76\u4e0e Wiwynn \u5c55\u793a\u9762\u5411 AI Scale-Up \u7684\u5149\u8fde\u63a5 Rack\u3002\u5176\u6280\u672f\u91cd\u70b9\u540c\u6837\u662f\u628a\u5149\u5b66 I\/O \u4ece\u4f20\u7edf\u7f51\u7edc\u7aef\u53e3\u63a8\u8fdb\u5230 XPU \u5c01\u88c5\u9644\u8fd1\u3002<a href=\"https:\/\/ayarlabs.com\/news\/ayar-labs-joins-nvidia-nvlink-fusion-ecosystem-to-bring-co-packaged-optics-to-rack-scale-ai-infrastructure?utm_source=chatgpt.com\">Ayar Labs<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53e6\u4e00\u4e2a\u9887\u6709\u8c61\u5f81\u610f\u4e49\u7684\u4e8b\u4ef6\uff0c\u5219\u662f Marvell \u5728 2026 \u5e74\u5b8c\u6210\u5bf9 <strong>Celestial AI<\/strong> \u7684\u6536\u8d2d\u3002Celestial AI \u7684 Photonic Fabric \u539f\u672c\u5c31\u662f\u56f4\u7ed5 AI Scale-Up \u548c\u672a\u6765 Memory Fabric \u6784\u5efa\u7684\uff0cMarvell \u660e\u786e\u8868\u793a\uff0c\u5176\u957f\u671f\u5e94\u7528\u8fd8\u5305\u62ec <strong>pooled memory appliances<\/strong> \u548c\u7528\u5149\u66ff\u4ee3\u4f20\u7edf die-to-die \u7535\u4e92\u8fde\u3002<a href=\"https:\/\/www.marvell.com\/company\/newsroom\/marvell-completes-acquisition-of-celestial-ai.html?utm_source=chatgpt.com\">Marvell Technology<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u8bf4\u660e\u5149\u4e92\u8fde\u6b63\u5728\u4ece\u5b9e\u9a8c\u5ba4\u6280\u672f\u9010\u6e10\u8fdb\u5165 AI \u57fa\u7840\u8bbe\u65bd\u4e3b\u6d41\u8def\u7ebf\u56fe\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u516d\u3001Volantis \u66f4\u6fc0\u8fdb\uff1a\u4e0d\u662f\u7528\u5149\u8fde\u63a5 GPU\uff0c\u800c\u662f\u7528\u5149\u8fde\u63a5\u5185\u5b58<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u8fd9\u4e9b\u516c\u53f8\u4e2d\uff0c<strong>Volantis Semiconductor \u7684\u8def\u7ebf\u5c24\u5176\u503c\u5f97\u6ce8\u610f\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Lightmatter\u3001NVIDIA\u3001Broadcom \u548c\u76ee\u524d\u7684 Ayar Labs \u4e3b\u8981\u9996\u5148\u89e3\u51b3\u7684\u662f\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>XPU \u2194 XPU\u3001XPU \u2194 Switch<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e4b\u95f4\u7684 Scale-Up \/ Scale-Out \u4e92\u8fde\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u800c Volantis \u66f4\u76f4\u63a5\u7784\u51c6\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Compute \u2194 Memory\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Volantis \u628a\u81ea\u5df1\u7684\u6280\u672f\u79f0\u4e3a <strong>Photonic Wires<\/strong>\u3002\u5b83\u7684\u51fa\u53d1\u70b9\u975e\u5e38\u7b80\u5355\uff1a\u4f20\u7edf\u9ad8\u901f\u7535\u4e92\u8fde\u5728 interposer \u4e0a\u901a\u5e38\u53ea\u80fd\u6709\u6548\u5ef6\u4f38\u6570\u6beb\u7c73\uff0c\u800c\u5176\u5149\u6ce2\u5bfc\u76ee\u6807\u53ef\u4ee5\u8fbe\u5230 <strong>200 mm \u4ee5\u4e0a<\/strong>\uff0c\u56e0\u6b64 Memory Chiplet \u4e0d\u9700\u8981\u5168\u90e8\u7d27\u8d34\u8ba1\u7b97\u82af\u7247\u6392\u5217\u3002\u516c\u53f8\u5ba3\u79f0\uff0c\u5176\u67b6\u6784\u53ef\u4ee5\u8fde\u63a5\u8d85\u8fc7 <strong>220 \u4e2a Memory Chiplet<\/strong>\u3002<a href=\"https:\/\/volantissemi.ai\/technology\">Volantis<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"576\" height=\"1024\" src=\"https:\/\/nullthought.net\/wp-content\/uploads\/2026\/10\/Volantis\uff1a\u7528\u5149\u7a81\u7834AI\u5185\u5b58\u5899-576x1024.jpg\" alt=\"\" class=\"wp-image-7369\" srcset=\"https:\/\/nullthought.net\/wp-content\/uploads\/2026\/10\/Volantis\uff1a\u7528\u5149\u7a81\u7834AI\u5185\u5b58\u5899-576x1024.jpg 576w, https:\/\/nullthought.net\/wp-content\/uploads\/2026\/10\/Volantis\uff1a\u7528\u5149\u7a81\u7834AI\u5185\u5b58\u5899-169x300.jpg 169w, https:\/\/nullthought.net\/wp-content\/uploads\/2026\/10\/Volantis\uff1a\u7528\u5149\u7a81\u7834AI\u5185\u5b58\u5899-768x1364.jpg 768w, https:\/\/nullthought.net\/wp-content\/uploads\/2026\/10\/Volantis\uff1a\u7528\u5149\u7a81\u7834AI\u5185\u5b58\u5899-864x1536.jpg 864w, https:\/\/nullthought.net\/wp-content\/uploads\/2026\/10\/Volantis\uff1a\u7528\u5149\u7a81\u7834AI\u5185\u5b58\u5899.jpg 941w\" sizes=\"auto, (max-width: 576px) 100vw, 576px\" \/><figcaption class=\"wp-element-caption\">Volantis \u505a\u6cd5\uff1aCompute Chip \u2192 Micro-VCSEL \u2192 \u5c01\u88c5\u5185\u90e8\u5149\u6ce2\u5bfc \u2192 Memory Chiplet<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Volantis \u91c7\u7528\u5927\u91cf Micro-VCSEL \u548c\u5927\u91cf\u5e76\u884c\u4f4e\u901f\u5149\u901a\u9053\uff0c\u800c\u4e0d\u662f\u4f20\u7edf\u901a\u4fe1\u7cfb\u7edf\u4e2d\u8f83\u5c11\u6570\u91cf\u7684\u8d85\u9ad8\u901f SerDes\u3002\u5176\u516c\u5f00\u6307\u6807\u5305\u62ec <strong>24 Gb\/s \u6bcf lane\u3001\u6570\u4e07\u6761 lane\u3001\u603b\u5e26\u5bbd\u8d85\u8fc7 200 TB\/s\u3001\u4f4e\u4e8e 1 pJ\/bit \u548c\u4f4e\u4e8e 5 ns \u5ef6\u8fdf<\/strong>\u3002\u8fd9\u4e9b\u6570\u5b57\u76ee\u524d\u4e3b\u8981\u6765\u81ea\u516c\u53f8\u81ea\u8eab\u6d4b\u8bd5\u548c\u4ea7\u54c1\u62ab\u9732\uff0c\u4ecd\u9700\u8981\u672a\u6765\u91cf\u4ea7\u7cfb\u7edf\u9a8c\u8bc1\u3002<a href=\"https:\/\/volantissemi.ai\/technology\">Volantis<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5176\u7b2c\u4e00\u4ee3 A-1 \u66f4\u8fdb\u4e00\u6b65\u7ed9\u51fa\u4e86\u7cfb\u7edf\u76ee\u6807\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\u6280\u672f\u8def\u7ebf<\/th><th>2026 \u5e74\u4ee3\u8868\u8fdb\u5c55<\/th><th>\u4e3b\u8981\u89e3\u51b3\u7684\u95ee\u9898<\/th><\/tr><\/thead><tbody><tr><td>HBM4<\/td><td>Rubin 288 GB \/ 22 TB\/s\uff1bMI455X 432 GB \/ 23.3 TB\/s<\/td><td>\u672c\u5730\u6781\u9ad8\u5e26\u5bbd<\/td><\/tr><tr><td>HBM4E<\/td><td>SK hynix \u5df2\u63d0\u4f9b\u6837\u54c1\uff0c\u6700\u9ad8 16 Gb\/s\/pin<\/td><td>\u7ee7\u7eed\u63d0\u5347 HBM \u5e26\u5bbd\u4e0e\u80fd\u6548<\/td><\/tr><tr><td>HBF<\/td><td>\u6700\u9ad8 512 GB\u3001\u7ea6 3 TB\/s<\/td><td>HBM \u4e0e SSD \u4e4b\u95f4\u7684\u5bb9\u91cf\u5c42<\/td><\/tr><tr><td>CXL 4.0<\/td><td>128 GT\/s\u3001Memory Pooling<\/td><td>\u5185\u5b58\u6269\u5c55\u3001\u5171\u4eab\u3001\u6c60\u5316<\/td><\/tr><tr><td>CPO \/ Optical I\/O<\/td><td>NVIDIA\u3001Broadcom\u3001Lightmatter\u3001Ayar\u3001Marvell \u7b49\u52a0\u901f\u5e03\u5c40<\/td><td>XPU\/\u4ea4\u6362\u673a\u4e4b\u95f4\u7684\u6570\u636e\u79fb\u52a8<\/td><\/tr><tr><td>Volantis Photonic Memory<\/td><td>A-1 \u76ee\u6807 10 TB\u3001240 TB\/s<\/td><td>\u76f4\u63a5\u7a81\u7834 Compute-to-Memory \u8ddd\u79bb\u548c\u5bb9\u91cf\u9650\u5236<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Volantis A-1 \u5b98\u65b9\u516c\u5e03\u7684\u89c4\u683c\u4e3a <strong>10 TB \u5185\u5b58\u3001240 TB\/s \u5185\u5b58\u5e26\u5bbd\u300110 TB\/s Off-wafer I\/O\u300120 kW\u300115U<\/strong>\u3002\u66f4\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u516c\u53f8\u7b2c\u4e00\u4ee3\u4ea7\u54c1\u5e76\u4e0d\u51c6\u5907\u91cd\u65b0\u53d1\u660e\u6240\u6709 AI \u8ba1\u7b97\u5355\u5143\uff0c\u800c\u662f\u91c7\u7528\u5df2\u7ecf silicon-proven \u7684\u5916\u90e8 Compute IP\uff0c\u628a\u6280\u672f\u98ce\u9669\u96c6\u4e2d\u5728\u5149\u4e92\u8fde\u548c\u5185\u5b58\u67b6\u6784\u4e0a\u3002<a href=\"https:\/\/volantissemi.ai\/product\">Volantis<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5982\u679c\u5b83\u6700\u7ec8\u80fd\u591f\u5de5\u7a0b\u5316\uff0c\u90a3\u4e48\u610f\u4e49\u5e76\u4e0d\u662f\u201c\u53c8\u51fa\u73b0\u4e86\u4e00\u5757\u6bd4 GPU \u66f4\u5feb\u7684 AI \u82af\u7247\u201d\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u771f\u6b63\u53d8\u5316\u7684\u662f\uff1a<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u5185\u5b58\u4e0d\u518d\u5fc5\u987b\u56f4\u7ed5 GPU \u6446\u653e\uff0c\u800c\u53ef\u80fd\u901a\u8fc7 Photonic Memory Fabric \u53d8\u6210\u4e00\u4e2a\u9762\u79ef\u5927\u5f97\u591a\u7684\u9ad8\u901f\u5185\u5b58\u7cfb\u7edf\u3002<\/strong><\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u4e03\u3001\u8f6f\u4ef6\u540c\u6837\u662f\u7a81\u7834 Memory Wall \u7684\u91cd\u8981\u90e8\u5206<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u786c\u4ef6\u4e4b\u5916\uff0cAI \u8f6f\u4ef6\u6b63\u5728\u505a\u53e6\u4e00\u4ef6\u4e8b\u60c5\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5c3d\u91cf\u5c11\u642c\u6570\u636e\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91cf\u5316\u628a FP16\/FP8 \u6743\u91cd\u8fdb\u4e00\u6b65\u538b\u7f29\u5230 INT8\u3001INT4 \u751a\u81f3\u66f4\u4f4e\u7cbe\u5ea6\uff1bFlashAttention \u51cf\u5c11 Attention \u5728 HBM \u4e0e\u7247\u4e0a SRAM \u4e4b\u95f4\u7684\u6570\u636e\u5f80\u8fd4\uff1bPagedAttention \u6539\u5584 KV Cache \u7684\u5185\u5b58\u788e\u7247\uff1bPrefix Cache \u907f\u514d\u91cd\u590d\u8ba1\u7b97\u516c\u5171\u4e0a\u4e0b\u6587\uff1bKV Cache \u538b\u7f29\u548c Offloading \u5219\u5c1d\u8bd5\u628a\u4f4e\u9891\u6570\u636e\u79fb\u5230\u66f4\u4fbf\u5b9c\u7684\u5185\u5b58\u5c42\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d8a\u6765\u8d8a\u6d41\u884c\u7684 <strong>Prefill \/ Decode \u5206\u79bb<\/strong>\u540c\u6837\u4e0e Memory Wall \u6709\u5173\uff1aPrefill \u901a\u5e38\u66f4\u504f\u8ba1\u7b97\u5bc6\u96c6\uff0c\u800c Decode \u66f4\u5bb9\u6613\u53d7\u5185\u5b58\u5e26\u5bbd\u9650\u5236\u3002\u5c06\u4e24\u79cd\u8d1f\u8f7d\u62c6\u5230\u4e0d\u540c\u786c\u4ef6\u6c60\uff0c\u5b9e\u9645\u4e0a\u5c31\u662f\u6839\u636e\u4e0d\u540c\u7684 Compute-to-Memory \u6bd4\u4f8b\u91cd\u65b0\u7ec4\u7ec7\u6570\u636e\u4e2d\u5fc3\u30022026 \u5e74\u7684\u7814\u7a76\u7efc\u8ff0\u5df2\u7ecf\u628a\u91cf\u5316\u3001FlashAttention\u3001PagedAttention\u3001KV Cache \u538b\u7f29\u3001Offloading \u548c Disaggregated Prefill-Decode \u653e\u5728\u540c\u4e00\u4e2a memory\/I\/O \u4f18\u5316\u6846\u67b6\u5185\u8ba8\u8bba\u3002<a href=\"https:\/\/link.springer.com\/article\/10.1007\/s10462-026-11651-1?utm_source=chatgpt.com\">\u65bd\u666e\u6797\u683c<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u56e0\u6b64\uff0c\u672a\u6765\u5f88\u96be\u5b58\u5728\u67d0\u4e00\u79cd\u786c\u4ef6\u5355\u72ec\u201c\u6d88\u706d\u201d\u5185\u5b58\u5899\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u516b\u3001AI \u67b6\u6784\u6b63\u5728\u4ece\u201c\u8ba1\u7b97\u4e2d\u5fc3\u201d\u8d70\u5411\u201c\u6570\u636e\u79fb\u52a8\u4e2d\u5fc3\u201d<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ece 2026 \u5e74\u7684\u4ea7\u4e1a\u53d8\u5316\u6765\u770b\uff0c\u4e00\u6761\u6280\u672f\u8109\u7edc\u5df2\u7ecf\u975e\u5e38\u6e05\u6670\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fc7\u53bb\u63d0\u5347 AI \u6027\u80fd\u4e3b\u8981\u4f9d\u8d56\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u66f4\u591a\u6676\u4f53\u7ba1 \u2192 \u66f4\u591a\u8ba1\u7b97\u5355\u5143 \u2192 \u66f4\u9ad8 FLOPS\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u63a5\u4e0b\u6765\u8d8a\u6765\u8d8a\u91cd\u8981\u7684\u662f\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>HBM4\/HBM4E \u2192 \u5206\u5c42\u5185\u5b58 \u2192 CXL \u2192 Chiplet \u2192 CPO \u2192 Optical I\/O \u2192 Photonic Memory Fabric\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5176\u4e2d HBM \u89e3\u51b3\u6700\u8fd1\u7684\u4e00\u5c42\uff0cHBF \u548c CXL\u89e3\u51b3\u5bb9\u91cf\u6269\u5c55\uff0cCPO\u89e3\u51b3\u5927\u89c4\u6a21\u8ba1\u7b97\u8282\u70b9\u4e4b\u95f4\u7684\u6570\u636e\u79fb\u52a8\uff0c\u800c Volantis \u4ee3\u8868\u7684\u4e0b\u4e00\u6b65\uff0c\u5219\u662f\u5728\u5c1d\u8bd5\u628a\u5149\u8fdb\u4e00\u6b65\u63a8\u8fdb\u5230<strong>\u8ba1\u7b97\u4e0e\u5185\u5b58\u4e4b\u95f4<\/strong>\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e5f\u662f\u4e3a\u4ec0\u4e48 Volantis \u503c\u5f97\u5173\u6ce8\u3002\u5b83\u5e76\u4e0d\u662f\u5728\u4e0e NVIDIA \u6bd4\u8c01\u62e5\u6709\u66f4\u591a Tensor Core\uff0c\u800c\u662f\u5728\u6311\u6218\u4e00\u4e2a\u66f4\u52a0\u57fa\u7840\u7684\u95ee\u9898\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e00\u4e2a AI \u5904\u7406\u5668\u7a76\u7adf\u5e94\u8be5\u80fd\u591f\u201c\u770b\u5230\u201d\u591a\u5c11\u5185\u5b58\uff1f\u8fd9\u4e9b\u5185\u5b58\u53c8\u5e94\u8be5\u4ee5\u591a\u9ad8\u7684\u901f\u5ea6\u88ab\u8bbf\u95ee\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672a\u6765\u7684\u5927\u578b AI \u7cfb\u7edf\u5f88\u53ef\u80fd\u4e0d\u518d\u662f\u4e00\u9897 GPU \u52a0\u51e0\u9897 HBM\uff0c\u800c\u4f1a\u9010\u6e10\u6f14\u5316\u4e3a\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Compute Chiplets + HBM + HBF + CXL Memory + Optical Fabric + Storage<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5171\u540c\u7ec4\u6210\u7684\u591a\u5c42\u6570\u636e\u7cfb\u7edf\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c4a\u65f6\uff0c\u8861\u91cf AI \u57fa\u7840\u8bbe\u65bd\u7684\u5173\u952e\u6307\u6807\uff0c\u4e5f\u4e0d\u4f1a\u53ea\u6709 FLOPS\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Memory Capacity\u3001Memory Bandwidth\u3001Interconnect Bandwidth\u3001pJ\/bit\u3001Latency\uff0c\u4ee5\u53ca\u6bcf\u4e2a Token \u6240\u9700\u8981\u79fb\u52a8\u591a\u5c11\u6570\u636e\uff0c\u5c06\u4e0e\u7b97\u529b\u672c\u8eab\u540c\u6837\u91cd\u8981\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ece\u8fd9\u4e2a\u610f\u4e49\u4e0a\u8bf4\uff0c\u4e0b\u4e00\u8f6e AI \u82af\u7247\u7ade\u4e89\u7684\u6838\u5fc3\uff0c\u6216\u8bb8\u6b63\u5728\u4ece\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u201c\u8c01\u7b97\u5f97\u66f4\u5feb\u201d<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8f6c\u5411\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u201c\u8c01\u80fd\u4ee5\u6700\u4f4e\u80fd\u8017\uff0c\u628a\u6700\u591a\u7684\u6570\u636e\u6700\u5feb\u9001\u5230\u8ba1\u7b97\u5355\u5143\u3002\u201d<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u800c\u8fd9\uff0c\u624d\u662f\u4eca\u5929\u4ea7\u4e1a\u754c\u771f\u6b63\u610f\u4e49\u4e0a\u7684\u2014\u2014<strong>\u7a81\u7834 AI \u5185\u5b58\u5899\u3002<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u8fc7\u53bb\u51e0\u5e74\uff0cAI \u82af\u7247\u7ade\u4e89\u6700\u9192\u76ee\u7684\u6307\u6807\u4e00\u76f4\u662f FLOPS\uff1a\u66f4\u591a Tensor Core\u3001\u66f4\u4f4e\u7cbe\u5ea6\u3001\u66f4\u9ad8\u7b97\u529b\u3002\u4f46\u8fdb [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center 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center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[8],"tags":[39,69,100,75],"class_list":["post-7367","post","type-post","status-publish","format-standard","hentry","category-tech","tag-ai","tag-engineering","tag-electrical-electronic","tag-ic"],"rttpg_featured_image_url":null,"rttpg_author":{"display_name":"NullThought","author_link":"https:\/\/nullthought.net\/?author=1"},"rttpg_comment":0,"rttpg_category":"<a href=\"https:\/\/nullthought.net\/?cat=8\" rel=\"category\">Tech<\/a>","rttpg_excerpt":"\u8fc7\u53bb\u51e0\u5e74\uff0cAI \u82af\u7247\u7ade\u4e89\u6700\u9192\u76ee\u7684\u6307\u6807\u4e00\u76f4\u662f FLOPS\uff1a\u66f4\u591a Tensor 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