联发科发布数据中心计算和ASIC技术创新驱动力报告.pdf

1、Copyright MediaTek Inc.All rights reserved.C.K.PengS R.M A R K E T I N G D I R E C T O R,M E D I A T E KDriving Innovation in Data Center Computing and ASIC TechnologiesO C P G l o b a l S u m m i t 2 0 2 5Copyright MediaTek Inc.All rights reserved.2AI Makes Dreams Come TrueFrom Hollywood to real li

2、feO C P 2 0 2 5Nightrider 1982Minority Report2002Tesla FutureJ E N S E N H U A N GPRESIDENT&CEO,NVIDIAR I C K T S A IVice-Chairman&CEO,MediaTekV I N C E H UCorporate Vice President,MediaTek2025Copyright MediaTek Inc.All rights reserved.36.14020232028C U S T O M A I A C C E L E R A T O R T A M ($B N)

3、46%Custom Silicon a Key Enabler of Accelerated ComputingO C P 2 0 2 5MediaTek positioned to be an industry leader in Accelerated ComputeCAGRSource:MediaTek Strategic MarketingCopyright MediaTek Inc.All rights reserved.4Moores Law Cant Keep Up With AI Compute DemandO C P 2 0 2 5VsP H Y S I C A L D E

4、S I G N =X 2 /Y E A RComputing TOPsInterconnect BW GB/sMemory HBM BW GB/sx 2x 2x 2T R A I N I N G C O M P U T E T R E N D =X 1 0/Y E A RCopyright MediaTek Inc.All rights reserved.5MemoryHBM-Custom HBMDigital CIMCompute2nm-A16Advanced Packaging3X Reticle-Large Reticle2.5D-3.5DInterconnect224G-448G Se

5、rDesElectrical to OpticalOEOEOEOEOEOEOEOEOEOEOEOEOEOECompute DieCompute DieCustomHBMCompute DieCompute DieCompute DieCompute DieIO DieIO DieGen1CPOOEOEOEOEOEOEOEOEOECPCCPCCPCCPCCPCCPCCPC400G Serdes400G/Custom SerdesLong reach connectionsLong reach connectionsShort reach connectionsCustomHBMCustomHBM

6、CustomHBMCustomHBMCustomHBMCustomHBMCustomHBMCustomHBMCustomHBMCustomHBMCustomHBMAddressing Increasing ComplexityO C P 2 0 2 5Copyright MediaTek Inc.All rights reserved.6O C P 2 0 2 5Advanced 3.5D Packaging Brings A Silver LiningPerformance to Total Cost of Operation Ratio Critic