拥抱Chiplet，大芯片的必经之路

Core Viewpoint - The article discusses the emergence of Chiplet architecture as a transformative solution for high-performance computing (HPC) and artificial intelligence (AI), offering significant advantages in performance, cost, and energy efficiency compared to traditional single-chip processors [2][4]. Group 1: Chiplet Architecture Advantages - Chiplet architecture can provide higher performance at lower costs while reducing energy consumption by up to 10 times compared to traditional single-chip processors [2]. - This architecture allows for better integration of components, reducing the need for data to be transferred off-chip, which in turn lowers power consumption and heat generation [4][5]. - The use of UCIe (Universal Chiplet Interconnect Express) enables a layered architecture that is compatible with other interconnect standards, facilitating tighter chip arrangements and improved performance [4][6]. Group 2: Manufacturing and Scalability - Chiplet architecture improves manufacturing efficiency by allowing for the replacement of defective components without affecting the entire system, thus enhancing yield rates [4][5]. - The scalability of chiplets is achieved through packaging-level scaling, which overcomes limitations of traditional photolithography, enabling systems that exceed the capacity of single chips [5][6]. - The architecture supports 3D designs, allowing for stacked components that enhance computational density and reduce data latency, although this introduces higher costs and complexity [7][8]. Group 3: Market Trends and Future Outlook - The demand for AI and HPC capabilities is driving the adoption of chiplet technology, with companies like NVIDIA pushing the boundaries of traditional chip design [6][7]. - The Chiplet community is still in its early stages but shows strong momentum, with key industry players gathering to discuss advancements and standards [8][9]. - The adoption of UCIe is seen as crucial for establishing chiplet standards and expanding the chiplet community, although some suppliers express caution regarding their investments in UCIe [8][9].