X：SemiAnalysis (@SemiAnalysis_)· @SemiAnalysis_·· 2 天前AI 评分
SemiAnalysis：定制 HBM 为 Rubin 与 Feynman 释放算力裸片面积
🚨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)🧵
SemiAnalysis 估算，Rubin 上 HBM 控制器与 PHY 约占 GPU 裸片 16%，采用 NVHBM 的 Feynman 将降至约 4%，因为内存控制器从 XPU 移至 HBM base die，标准 PHY 被 Nvidia 紧凑的 NV-HBI die-to-die 链路取代。
来源：X：SemiAnalysis (@SemiAnalysis_) · x.lingyaoai.com