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初创公司,要大幅降低芯片功耗
半导体行业观察· 2025-12-13 01:08
Core Viewpoint - PowerLattice has developed a new chip technology that significantly reduces power consumption in data centers by up to 50% and doubles performance per watt, addressing the growing energy demands of AI data centers [2][5][7]. Group 1: Power Consumption and Efficiency - Traditional systems convert AC power from the grid to DC power for AI chips, which then requires further conversion to low-voltage DC for GPUs, leading to energy loss due to long-distance current flow [4]. - PowerLattice's innovation involves reducing voltage within a few millimeters of the processor, minimizing power loss by shortening the distance high current must travel [5][6]. - The new micro-power chips designed by PowerLattice are significantly smaller than current voltage regulators, allowing for closer installation to processors and freeing up space for other components [6]. Group 2: Technology and Design - PowerLattice utilizes a special magnetic alloy to manufacture inductors, enabling efficient operation at high frequencies, which allows for smaller inductors that require less material [6]. - The final microchip design is less than one-twentieth the area of current voltage regulators and only 100 micrometers thick, comparable to the thickness of a human hair [6]. Group 3: Market Position and Competition - PowerLattice is currently conducting reliability and validation tests, with plans to release its first product in two years, facing competition from established companies like Intel, which is also developing integrated voltage regulators [9]. - Despite the competition, there is a trend towards heterogeneous integration, allowing customers to mix components from different companies for better system optimization, which may benefit smaller firms like PowerLattice [9][10].