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Huawei Kunpeng is 400GB/s, AMD ZEN3 is 140GB/s.
With this ultra-high interconnection bandwidth , as the basis for the superposition of the performance of the two chips, it is one of the keys to the technology.
The packaging technology used by the M1 Ultra may be one of these two: CoWoS-L and InFO-L.
Both of these are TSMC's 3D packaging technology.
In addition to Apple, AMD also uses the TSMC solution.
As early as 2015, the Fury X graphics card was released with HBM technology, which is almost the first AMD to start small chip technology.
Most of the current 3D packaging technology also comes from TSMC.
Including the 3D V-Cache technology released last year, it is also based on TSMC's advanced packaging.
Like mastering advanced processes such as 7nm, 5nm, and 3nm, top-level advanced packaging technology is also in the hands of TSMC.
It is even said that it will be TSMC's specialty for a long time in the future.
At present, among the top manufacturers that can be named, only Intel and Samsung have a layout in advanced packaging.
Intel's 2021 investment is huge.
However, many people predict that Intel is likely to turn back to a Fabless (fabless semiconductor) manufacturer that only designs chips and does not produce chips like AMD in the future.
As for Samsung?
Here are two excerpts from the reports:
- In 2021, Samsung decided to deploy advanced packaging in order to compete with TSMC.
- In 2022, Samsung will reconsider whether advanced packaging needs a production line, because Qualcomm and Samsung themselves are currently not interested.
Other packaging factories also have plans, but in the short term, advanced packaging will probably be dominated by TSMC and Intel.
What is the key to doing chiplet technology?
It is the split and design of the core unit, as well as advanced packaging technology.
These packaging technologies are in the hands of Intel and TSMC... Then Huawei is still facing the current predicament.
You can do the chip design yourself, or you can do the chip stacking design yourself.
But the old question remains, who will produce?
Some machine friends may ask, what about SMIC?
SMIC can indeed produce 14nm chips, but he may not be able to handle advanced packaging.
This is a production problem.
There's also the problem of chiplet technology itself.
It is a technology that is more suitable for large chips. Whether it is cost considerations or the technology itself, it seems to be more suitable for large chips.
Let's deconstruct the cores of the two chips, stack them in one chip, let's not talk about whether the performance is ×2, the power consumption and heat generation must first be ×2.
It is not bad to be a processor for computers and servers. After all, active heat dissipation can be installed, and the power supply can also be charged up by several hundred watts.
Just imagine taking two Snapdragon 888s apart and sealing them like M1 Ultra, packaging them into such chips, and then stuffing them into the phone...
Not to mention the volume, this power consumption, this heat, can't you use water cooling?
Then there is the cost. At present, the mobile phone CPU may not be able to withstand the cost of advanced packaging + dual-chip stacking.
You have to understand that
advanced packaging itself is more expensive than ordinary packaging .
Industry insiders have calculated that small chip technology can only benefit in two cases,
one is to make larger chips, and the other is to make the most advanced advanced technology .
Part of the reason for a large chip is that the chip itself is very expensive. If it is produced in one piece, the cost of one component failure and the entire chip being scrapped is higher than the cost of advanced packaging.
The advanced technology machine brother understands that it is probably not able to make better chips, or when the next-level technology is used to make better chips, the price is more expensive.
At this time, advanced packaging can be used to obtain stronger performance.
But Huawei can only use SMIC's 14nm and N+1 solutions close to 10nm.
Stacking like this may become the price of a 5nm chip, making it close to the performance of a 7nm chip...
In this way, when facing 5nm competing products, there is neither performance advantage nor price advantage.
These two reasons also explain why both Samsung Electronics and Snapdragon are now looking down on advanced packaging.
Chiplets and advanced packaging are good things, and it is also a future trend, so Huawei is also doing it.
However, Huawei's current direction is to make chips for servers, not chips for mobile phones.
If you are interested, you can study the Kunpeng 920, which has very high performance.
As for the chiplet to make mobile phone chips, whether it can help Huawei mobile phones, we will wait and see.