X：SemiAnalysis (@SemiAnalysis_)· @SemiAnalysis_·· 3 天前AI 评分
SemiAnalysis：HBM4 控制器与 PHY 约占 Nvidia Rubin 计算die 16%
Real estate on the compute die is extremely valuable, yet a surprising share of it is spent just interfacing with memory. We estimate that HBM4 controllers and PHYs take up roughly 16% of Nvidia's Rubin compute die. That is a lot of leading-edge silicon spent talking to memory instead of performing computations. (1/3)🧵 Source: Nvidia
SemiAnalysis 估算，HBM4 控制器和 PHY 约占 Nvidia Rubin 计算 die 的 16%，大量先进制程面积被用于与内存通信而非计算。
来源：X：SemiAnalysis (@SemiAnalysis_) · x.lingyaoai.com