SemiAnalysis· @SemiAnalysis_ · X·· 6 天前AI 评分65
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SemiAnalysis 估算，Rubin 上 HBM 控制器和 PHY 约占 GPU 裸片的 16%，而采用 NVHBM 的 Feynman 有望降至约 4%。方法是内存控制器移到 HBM base die 上，宽幅标准 PHY 换成更紧凑的 NV-HBI 裸片间互连，三星的定制 HBM4 接口也比其标准 PHY 小约 60%。
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🚨Custom HBM frees up die space for compute🚨
On Rubin, HBM controllers and PHYs take up roughly 16% of the GPU die. On Feynman with NVHBM, we estimate that falls to ~4%.
How: the memory controller moves off the XPU and onto the HBM base die, and the wide standard PHY is replaced by Nvidia's compact NV-HBI die-to-die link. Samsung's custom HBM4 interface is ~60% smaller than its standard PHY.
Nvidia claims up to 25% more die area for compute, up to 30% more bandwidth, and 15% lower HBM power vs standard HBM4E. (1/2)🧵
来源：SemiAnalysis · x.com