Qab kev txhim kho cov chips los ntawm ntau yam thev naus laus zis loj yog qhov muaj txiaj ntsig zoo ntawm cov thev naus laus zis loj, nrog rau ntau qhov kev hloov pauv tseem ceeb hauv kev nce siab ntawm kev lag luam nti tsim.
Kev ua tub ntxhais yog tsis muaj npe ntawm cov tuam txhab nti
Ob qho Apple, Google, Microsoft, Tesla, Facebook, Amazon thiab Tuam Tshoj' s Baidu, Ali, Xiaomi thiab Vivo tau tshaj tawm txoj cai hla kev ua haujlwm ntawm kev tsim chip. Tencent thiab Bytedance kuj tau pom tias yuav nrhiav cov haujlwm ntsig txog chip.
Raws li thev naus laus zis thev naus laus zis siv zog ua kom tau zoo dua cov khoom lag luam, cov txheej txheem tsis ua' tsis tas yuav xa tawm qhov ua tau zoo tshaj plaws.
Kev tshawb fawb ywj pheej thiab kev txhim kho, pib los ntawm qib kho vajtse, tuaj yeem ua tiav kev ua haujlwm raws li lawv tus kheej xav tau, paub lawv tus kheej software thiab kho vajtse zoo, yog li txhawm rau tsim cov khoom lag luam zoo tshaj plaws.
Apple outsourced chips rau thawj peb tiam ntawm nws lub iphones rau Samsung, tab sis cov chips tau ua tsis tau zoo, ua rau Apple nrawm nws tus kheej tsim pab pawg tsim;
Google tsim TPU, nws cov huab-tshwj xeeb AI nti, vim hais tias cpus tau tawm tsam kom ua raws li qhov xav tau ntawm nrawm AI neural network suav hauv nws cov lej thov ntau ntxiv.
Cov tsoos ib-me me-haum-txhua qhov kev daws teeb meem rau ntau yam kev xav tau ntawm kev tsim kho yav tom ntej tsis tsim nyog ntxiv lawm.
Ua kom ntau ntxiv, cov tuam txhab no xav siv cov kev cai sib txawv, tsis yog tib yam li cov neeg sib tw, kom tau raws li qhov xav tau tshwj xeeb ntawm lawv cov khoom thiab daim ntawv thov.
Nws tseem ua rau lawv muaj kev tswj hwm software thiab khoos phis tawj ntau dua thiab pab lawv sawv tawm ntawm kev sib tw.
Ntawm qhov tod tes, nws cov chips pheej yig dua tus nqi ua lag luam. Cov khoom lag luam xws li cpus thiab tshwj xeeb AI chips nws tus kheej tau tsim los ntawm cov tuam txhab thev naus laus zis feem ntau muaj hneev taw me me thiab qis zog noj ntau dua li cov chips nyob hauv khw.
Kev txuag nyiaj hauv tus nqi thiab cov duab ib square taw ib nti yuav tsis muaj qhov tseem ceeb, tab sis txawm tias nws yog lub chaw khaws ntaub ntawv server lossis cov khoom lag luam dav dav, thaum ntsuas loj txaus, nws yuav ua rau muaj txiaj ntsig kev lag luam.
Kev suav thoob ntiaj teb tau nkag mus rau lub hnub nyoog kub ntawm kev tsim kho vaj tsev tshiab
Vim tias qhov nce ntawm kev sib txawv sib txawv, nws tau txav los ntawm lub hom phiaj CPUS mus rau kev suav ua ke thiab faib cov xwm txheej suav nrog Arm architecture cov txheej txheem, NPU thiab Gpus.
Kev nce qib zoo tshaj plaws kev lag luam saw tseem tso lub hauv paus rau cov tuam txhab thev naus laus zis los ua cov tub ntxhais.
Dhau ob peb xyoos dhau los, Arm architecture tau rov ua dua thiab txhim kho zoo, coj nws mus rau qhov sib luag nrog Intel-coj x 86 architecture.
Los ntawm kev yuav daim ntawv tso cai los ntawm Arm, cov tuam txhab thev naus laus zis xws li Huawei, Microsoft, Apple, Google thiab Lwm Tus muaj lub sijhawm los tsim lawv tus kheej cov chips uas muaj zog txaus.
Cov neeg muab kev pabcuam huab tau txhim kho lawv tus kheej cov chips
Thaum Lub Xya Hli 2018, Baidu tso tawm Kunlun 1 tiam nti. Thaum lub Peb Hlis xyoo no, Baidu Kunlun nti ua lag luam faib kev ua haujlwm ywj pheej, thiab ua tiav ib puag ncig tshiab ntawm kev txais nyiaj txiag, Kunlun 2 tiam nti mus rau theem tsim khoom loj.
Alibaba, lub tuam txhab huab xam ntxov tshaj plaws nyob hauv Suav teb, tau tshaj tawm peb lub khoom lag luam uas ntsib txoj kev qhib kev lag luam nrog kev pab los ntawm qhov tsim los Flattop Tij Laug Semiconductor Tuam Txhab.
Thaum lub Plaub Hlis xyoo tas los, Ali Cloud tshaj tawm tias nws yuav nqis peev ntxiv 200 txhiab nyiaj hauv peb xyoos tom ntej no rau kev ua haujlwm huab, server, nti, network thiab lwm yam haujlwm.
Bytedance, uas tau cia siab tias yuav pib nws huab kev pabcuam IaaS kev pabcuam xyoo no, tau lees paub nws txoj kev txhim kho AI nti hauv lub Peb Hlis.
Ib qho ntxiv, cov neeg muag khoom huab xws li Amazon thiab Huawei kuj muaj lawv tus kheej cov chips, thiab txawm tias Microsoft tau hais tias yuav npaj los tsim cov chips raws nws Azure huab kev pabcuam.
Raws li hom kev sib koom ua ke, AI nti tau dhau los ua ib lub ntsiab lus tseem ceeb rau ntau lub tuam txhab huab kom nrhiav kev sib txawv sib txawv.
Kev nqis peev hla ciam teb thiab nyiaj txiag tsis zoo nkag mus rau hauv daim teb nti
Hauv thawj ib nrab ntawm lub xyoo no, tag nrho kev nqis peev thiab peev nyiaj txiag hauv cov nti tau mus txog ze li 300 txhiab nyiaj, ntau dua li tag nrho ntawm xyoo tas los.
Thaum Lub Xya Hli 8, Shanghai Zhiastainxin Semiconductor Technology Co., Ltd. tau hloov pauv kev lag luam thiab kev lag luam, ntxiv Beijing Kuxun Technology Co., LTD., Lub tuam txhab koom nrog ntawm Meituan, ua tus tswv. Cov peev txheej sau npe ntawm lub tuam txhab tau nce los ntawm kwv yees li 175 lab yuan mus txog kwv yees li 205 lab yuan, thiab lub tuam txhab' kev lag luam muaj xws li cov khoom lag luam txawj ntse ntse ntsig txog software thiab kho vajtse, txhim kho software, thiab lwm yam.
Sinsheng Technology Co., LTD, yog tus tswv lag luam tag nrho ntawm Tuam Tshoj Txawb Internet ntawm Yam, yuav ua haujlwm ywj pheej thaum Lub Xya Hli 2021, txuas ntxiv nkag mus rau Is Taws Nem ntawm Yam Khoom hauv daim teb thiab npaj yuav muab teev rau hauv Pawg Tshawb Fawb Kev Tshawb Fawb thiab Technology, raws li kev tshaj tawm micro nthuav tawm ntawm Tuam Tshoj Mobile Chip thaum Lub Xya Hli 5.
Thaum Lub Xya Hli 8, Huawei tau sau npe super Fusion Technology Co., LTD., Nrog rau kev sau npe peev ntawm 727 lab yuan. Lub tuam txhab' kev ua lag luam suav nrog cov ntaub ntawv kev ruaj ntseg khoom tsim khoom, kev txawj ntse txawj ntse cov peev txheej thiab thev naus laus zis platform, kev tsim hluav taws xob sib xyaw, thiab lwm yam.
Ib qho ntxiv, Lixin Precision Intelligent Manufacturing (Kunshan) Co., LTD., Lub tuam txhab ua haujlwm tag nrho ntawm Lixun Precision, tau tsim thaum Lub Xya Hli 2.
Dongguan OPPO Kev Sib Txuas Lus Technology Co., LTD., Ib tus tswv lag luam tag nrho ntawm OPPO, tsis ntev los no tau hloov pauv nws txoj kev lag luam kom suav nrog kev tsim qauv, kev txhim kho thiab muag khoom ntawm cov tshuab hluav taws xob ib nrab.
Sib tw nrog nti loj rau qhov muaj peev xwm txwv
Kev nrawm rau kev ua tau zoo dua yuav tsum tsis yog tsuas yog tsim qauv ci ntsa iab tab sis kuj tsim cov txheej txheem tsim khoom uas tuaj yeem ua rau ntau lub transistors nkag rau hauv ib cheeb tsam.
Raws li tsuas yog TSMC, Samsung thiab Intel yog cov ua haujlwm ntawm cov txheej txheem txheej txheem thoob ntiaj teb, Intel' kev lag luam OEM sab nraud tau nyuam qhuav pib, thiab peev txheej peev txheej ntawm cov txheej txheem thev naus laus zis muaj tsawg heev.
Cov tuam txhab thev naus laus zis uas xaiv los txhim kho lawv tus kheej cov chips yuav tsum tau sib tw rau lub peev xwm nrog cov neeg tsim khoom sab saum toj uas twb muaj lawm xws li Intel, Nvidia thiab Qualcomm.
Yuav ua li cas yaum OEM chipmakers tso lawv cov xaj ntau dua nyob rau hauv lub ntsej muag ntawm qhov xav tau loj tau dhau los ua thawj qhov kev sib tw ntsib cov thev naus laus zis loj.
Qhov kawg:
Nyob rau theem no, tsis muaj cov thev naus laus zis loj xav ua txhua qhov kev txhim kho nti nws tus kheej.
Nws' txhua yam hais txog nti tsim thiab ua tau zoo. Hauv theem tam sim no, qhov no tsis cuam tshuam nrog kev tsim khoom hauv paus hauv paus, uas yog kim heev.
Hauv TSMC' rooj plaub, teeb tsa cov cog cog siab, lossis zoo, raug nqi txog $ 10 nphom thiab siv sijhawm ntau xyoo.
Ib feem ntawm cov ntaub ntawv siv: Core East:" Vim li cas cov thev naus laus zis thev naus laus zis hla cov tub ntxhais?" , Cov Ntawv Cim: Byte Core Tseem Yeej Raws Li Tech Giants Pile Up To Make Core, CNBC: Vim Li Cas Tech Giants Rush Los Tsim Lawv Tus Kheej Chip&";, Sina Technology: &"; Chip projects tau yug los txhua lub hlis , Apple, Google, Tesla thiab lwm yam thev naus laus zis muaj txheej txheem&& quot;, Cov Ntaub Ntawv Txog Nyiaj Txiag Txhua Hnub:&& quot; core" tag nrho kev lag luam saw saw"
Tus naj npawb pej xeem no luam tawm cov ntawv sau thiab cov duab los ntawm lub network, tsuas yog siv kev sib txuas lus, yog tias muaj kev ua txhaum thov hu rau teb, peb yuav tau txais cov ntaub ntawv hauv 24 teev tom qab ua tiav.