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AI时代的芯片机会,罗姆怎么看?
半导体芯闻· 2025-12-18 10:24
Core Viewpoint - The article discusses the significant impact of artificial intelligence (AI) on various sectors, particularly focusing on the increasing power consumption of AI servers and the need for efficient power solutions to address this challenge [2][4][10]. Group 1: AI Server Demand and Power Consumption - The demand for AI servers is surging, leading to a notable increase in power consumption, with projections indicating that by 2030, AI will consume approximately 1000 TWh, accounting for at least 10% of global electricity [4][10]. - The rise in power consumption presents challenges, especially for regions with limited energy supply, necessitating solutions to either increase power generation or reduce power consumption in AI servers [7][10]. Group 2: Solutions and Industry Response - The industry is focusing on developing low-energy solutions to mitigate the power consumption issue, with companies like NVIDIA leading the charge in creating more efficient chips and systems [7][12]. - High voltage systems, such as ±400V DC and 800V DC, are being promoted to reduce current and copper usage, which is essential for improving efficiency in AI server operations [10][12]. Group 3: Impact of Increased Power Consumption - Increased power consumption leads to several challenges, including: 1. Power loss due to resistance in cables, resulting in energy waste and heat generation [11]. 2. Physical limitations in handling high currents, leading to increased costs and space issues in data centers [11]. 3. The need for advanced cooling systems to manage heat generated from power consumption [11]. 4. Limits on scalability for existing architectures to support high power densities [11]. 5. Rising operational costs, with nearly 60% of data center operating costs attributed to electricity [11]. Group 4: Role of Rohm Semiconductor - Rohm Semiconductor is positioned to provide comprehensive solutions for AI servers, focusing on power electronics and analog technologies to support the growing demand for efficient power management [14][16]. - The company is developing a diverse range of products using silicon, silicon carbide (SiC), and gallium nitride (GaN) to address various power needs in AI applications [16][19]. - Rohm's advancements include the introduction of fifth-generation SiC products, which significantly reduce on-resistance and support low-loss operation under high-temperature and high-load conditions [19][24]. Group 5: Product Offerings and Innovations - Rohm offers a variety of power MOSFETs and other components designed for high voltage applications, such as the RY7P250BM and RS7P200BM, which are suitable for AI server power supplies [22][26]. - The company emphasizes the importance of high power efficiency and density in its product development to meet the evolving needs of AI server technology [24][26].
英诺赛克CEO吴金刚:GaN不仅仅是一次发展机遇,更是一次技术革命
半导体芯闻· 2025-04-29 09:59
如果您希望可以时常见面,欢迎标星收藏哦~ 2025年4月23日,2025九峰山论坛暨化合物半导体产业博览会重磅开幕!本届展会在前两届 成功举办的基础上继续提档升级。作为重头戏,聚焦化合物半导体产业技术发展的高峰论坛 将延续往年的多元化架构,以1场主论坛、11场平行论坛,逾15场同期活动的强大阵容,携 手全球相关领域权威科研机构、领军企业及行业专家代表,共同探索化合物半导体产业未来 发展方向。 在上午的大会主论坛中,英诺赛克CEO吴金刚带来了主题为 《GaN出美好芯未来》 的演讲,重 点探讨了第三代半导体GaN的突破与未来发展前景。 吴金刚首先分析了"为什么选择GaN?"他指出,伴随着第四次工业革命推动的数字化与智能化浪 潮,功率半导体市场规模呈现指数级增长,产品性能大幅提升。在消费电子、智能汽车、光伏储 能、数据计算等领域, GaN FET有望替代传统的Si MOS,成为市场的重要力量。 在技术性能方面,与传统Si MOSFET的FOM参数对比,150V/650V电压等级的GaN具有显著优 势,分别提升了约7倍和8倍。未来,GaN FET的成本将持续下降, 预计到2028年其价格将接近 或低于传统Si基MOS ...