AI 导读
SemiAnalysis 估算，Rubin 上 HBM 控制器与 PHY 约占 GPU 芯片面积 16%，采用 NVHBM 的 Feynman 将降至约 4%，因内存控制器移至 HBM base die、标准 PHY 被 NV-HBI die-to-die 链路取代，三星定制 HBM4 接口比标准 PHY 小约 60%。
正文
🚨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