{"id":3295,"date":"2024-10-09T18:26:35","date_gmt":"2024-10-09T10:26:35","guid":{"rendered":"http:\/\/blog.cloud500.net\/?p=3295"},"modified":"2024-10-09T18:26:35","modified_gmt":"2024-10-09T10:26:35","slug":"chatgpt-o1%ef%bc%88strawberry%ef%bc%89%e4%b8%8e%e5%86%85%e5%ad%98%e7%ae%80%e8%ae%af","status":"publish","type":"post","link":"http:\/\/blog.cloud500.ai\/?p=3295","title":{"rendered":"ChatGPT o1\uff08Strawberry\uff09\u4e0e\u5185\u5b58\u7b80\u8baf"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>PART 01\uff1aChatGPT o1 \u4e0e Strawberry \u2014\u2014 \u7b97\u6cd5\u4e0e\u63a8\u7406<\/strong><\/h2>\n\n\n\n<p><strong>Strawberry \u9879\u76ee\u4ee3\u8868\u4e86\u4e00\u6b21\u91cd\u8981\u7684\u7a81\u7834\u3002<\/strong>\u4e00\u4e9b\u4eba\u53ef\u80fd\u4f1a\u63d0\u51fa\u7591\u95ee\uff1a\u201c\u8fd9\u4e2a\u9879\u76ee\u6709\u4f55\u7279\u522b\uff1f\u201d\u4e8b\u5b9e\u4e0a\uff0c\u8fd9\u662f\u4e00\u79cd\u65b0\u7684 scaling law \u4e0e\u6a21\u578b\u7684\u8bad\u7ec3\u8fc7\u7a0b\u4ea7\u751f\u534f\u540c\u4f5c\u7528\uff0c\u8fd9\u88ab\u79f0\u4e3a\u601d\u7ef4\u94fe\u3002<\/p>\n\n\n\n<p>\u6b63\u5982\u4e0b\u56fe\u6240\u793a\uff0c<strong>\u6a21\u578b\u7684\u201c\u601d\u8003\u201d\u65f6\u95f4\u8d8a\u957f\uff0c\u7ed3\u679c\u7684\u51c6\u786e\u6027\u5c31\u8d8a\u9ad8\u3002<\/strong>\u65b0\u6a21\u578b\u5c55\u793a\u4e86\u4e00\u79cd\u65b0\u7684\u5bf9\u6570\u7ebf\u6027 scaling law\uff0c\u8fd9\u79cd\u8ba1\u7b97\u65b9\u5f0f\u9a8c\u8bc1\u4e86\u6a21\u578b\u5728\u5b9e\u9645\u5e94\u7528\u4e2d\u7684\u8868\u73b0\u7b26\u5408\u201c\u82e6\u6da9\u7684\u6559\u8bad\u201d\uff08Bitter Lesson\uff09\u7684\u9884\u6d4b\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"900\" height=\"506\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/10\/image-97.webp\" alt=\"\" class=\"wp-image-3309\"\/><\/figure>\n\n\n\n<p>\u81ea\u4ece\u770b\u5230 scaling law \u8bba\u6587\u4e2d\u8ba8\u8bba AI \u7684\u201c\u65b0\u9700\u6c42\u5411\u91cf\u201d\uff08\u201cnew\u201d demand vectors \uff09\u4ee5\u6765\uff0c<strong>\u5df2\u7ecf\u5f88\u4e45\u6ca1\u6709\u5982\u6b64\u6e05\u6670\u7684\u9700\u6c42\u51fa\u73b0\u4e86\u3002<\/strong>\u800c\u5f53\u65f6\u7684\u8ba8\u8bba\u4e3b\u8981\u96c6\u4e2d\u5728\u6a21\u578b\u8bad\u7ec3\u65b9\u9762\u3002<\/p>\n\n\n\n<p>\u5982\u4eca\uff0c\u4e00\u4e2a\u65b0\u7684\u6f5c\u5728 scaling law \u6b63\u5728\u4e0e\u8bad\u7ec3\u8fc7\u7a0b\u534f\u540c\u3002\u4e0b\u65b9\u662f Strawberry \u9879\u76ee\u8ba1\u7b97\u65b9\u5f0f\u7684\u7b80\u5316\u7248\u672c\u3002\u7531\u4e8e\u8fd9\u4e00\u8ba1\u7b97\u65b9\u5f0f\u65e0\u9700\u4f9d\u8d56\u66f4\u5927\u7684\u6a21\u578b<strong>\uff0c\u6211\u4eec\u6b63\u8fdb\u5165\u4e00\u4e2a\u5168\u65b0\u7684\u8ba1\u7b97\u9700\u6c42\u6c34\u5e73\uff0c<\/strong>\u9884\u8ba1\u8fd9\u4e00\u9700\u6c42\u7684\u589e\u957f\u5c06\u8fbe\u5230\u4e0e\u8bad\u7ec3\u8fc7\u7a0b\u4e00\u6837\u5e9e\u5927\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"608\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/10\/image-88.webp\" alt=\"\" class=\"wp-image-3299\"\/><\/figure>\n\n\n\n<p>\u8fd9\u4e00\u53d8\u5316\u5bf9\u534a\u5bfc\u4f53\u884c\u4e1a\u610f\u5473\u7740\u4ec0\u4e48\uff1f\u8fd9\u5f88\u53ef\u80fd\u610f\u5473\u7740\u8ba1\u7b97\u80fd\u529b\u5c06\u663e\u8457\u589e\u957f\uff0c\u8fd9\u6b21\u589e\u957f\u4e3b\u8981\u6765\u81ea\u63a8\u7406\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u6a21\u578b\u8bad\u7ec3\u3002<\/p>\n\n\n\n<p>\u5982\u679c\u4e00\u6b3e\u4ea7\u54c1\u80fd\u591f\u540c\u65f6\u652f\u6301\u63a8\u7406\u548c\u8bad\u7ec3\uff0c\u90a3\u4e48\u65e0\u8bba\u672a\u6765\u7684\u9700\u6c42\u5982\u4f55\u53d8\u5316\uff0c\u5b83\u90fd\u80fd\u591f\u6ee1\u8db3\uff0c\u8fd9\u901a\u5e38\u4e5f\u662f Nvidia GPU \u7684\u4f18\u52bf\u3002\u4f46\u540c\u65f6\uff0c\u8fd9\u79cd\u9700\u6c42\u5bf9\u63a8\u7406\u7c7b\u7684\u521d\u521b\u516c\u53f8\u548c AMD \u6765\u8bf4\u65e0\u7591\u4e5f\u662f\u4e00\u79cd\u4fc3\u8fdb\u4f5c\u7528\u3002\u5982\u679c\u5fae\u8f6f\u80fd\u4e3a AMD \u63d0\u4f9b\u5b9a\u5236\u5316\u9879\u76ee\uff0cAMD \u6216\u8bb8\u80fd\u591f\u4fdd\u6301\u4e00\u5b9a\u7684\u5e02\u573a\u5730\u4f4d\u3002<\/p>\n\n\n\n<p>\u4e8b\u5b9e\u4e0a\uff0c\u5f53\u524d\u6b63\u5904\u4e8e\u4e00\u4e2a\u8feb\u5207\u9700\u8981\u589e\u957f\u7684\u9700\u6c42\u9636\u6bb5\u3002 \u7b97\u6cd5\u7684\u6539\u8fdb\u5728\u5f88\u5927\u7a0b\u5ea6\u4e0a\u51cf\u7f13\u4e86\u5bf9\u66f4\u5927\u6a21\u578b\u7684\u9700\u6c42\uff0c\u9884\u8ba1\u8fd9\u4e00\u8d8b\u52bf\u5c06\u7ee7\u7eed\u4fdd\u6301\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"652\" height=\"390\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/10\/image-91.webp\" alt=\"\" class=\"wp-image-3302\"\/><\/figure>\n\n\n\n<p>\u4f46\u8fd9\u79cd\u65b0\u7684\u63a8\u7406\u601d\u7ef4\u94fe\u5c06\u5f88\u6709\u53ef\u80fd\u63a8\u52a8\u6bd4\u6211\u4eec\u6b64\u524d\u60f3\u8c61\u7684\u591a\u7684\u9700\u6c42\u3002\u50cf Groq \u8fd9\u6837\u7684\u516c\u53f8\u53ef\u80fd\u4f1a\u83b7\u5f97\u91cd\u8981\u7684\u5e02\u573a\u673a\u4f1a\uff0c\u540c\u65f6\uff0c\u5bf9\u4e13\u6ce8\u4e8e\u63a8\u7406\u6280\u672f\u7684\u521b\u4e1a\u8005\u6765\u8bf4\u53ef\u80fd\u90fd\u662f\u4e00\u4e2a\u65b0\u7684\u8d77\u70b9\u3002Shelly Palmer \u7684\u6587\u7ae0\u63d0\u5230\u4e86\u6210\u672c\u4e0a\u7684\u5de8\u5927\u5dee\u5f02\uff1a<\/p>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p><em>\u201co1 \u6a21\u578b\u80fd\u591f\u5904\u7406\u66f4\u957f\u7684\u4e0a\u4e0b\u6587\u7a97\u53e3\uff0c\u4ece\u800c\u5b9e\u73b0\u66f4\u5168\u9762\u7684\u6587\u672c\u7406\u89e3\u548c\u751f\u6210\u3002\u8fd9\u4e00\u7279\u6027\u4f7f\u5176\u5728\u5904\u7406\u5927\u578b\u6587\u6863\u65f6\u5c24\u4e3a\u6709\u7528\uff0c\u7279\u522b\u662f\u5728\u5927\u89c4\u6a21\u6570\u636e\u5206\u6790\u548c\u6587\u6863\u6458\u8981\u65b9\u9762\u3002\u7136\u800c\uff0c\u8fd9\u4e9b\u589e\u5f3a\u529f\u80fd\u4e5f\u5e26\u6765\u4e86\u663e\u8457\u7684\u6210\u672c\u589e\u52a0\u3002\u65b0\u6a21\u578b\u9700\u8981\u5927\u5e45\u63d0\u5347\u8ba1\u7b97\u8d44\u6e90\uff0c\u5176\u8fd0\u884c\u6210\u672c\u9884\u8ba1\u662f GPT-4 \u7684 10 \u500d\u3002\u4e0e\u6211\u4eec\u5408\u4f5c\u7684\u4e00\u5bb6\u516c\u53f8\u6bcf\u6708\u5728 GPT-4 \u4e0a\u7684\u5f00\u652f\u7ea6\u4e3a 60,000 \u7f8e\u5143\u3002\u5982\u679c\u4f7f\u7528 o1 \u6a21\u578b\u8fdb\u884c\u7c7b\u4f3c\u4efb\u52a1\uff0c\u8d39\u7528\u5c06\u9ad8\u8fbe\u6bcf\u5c0f\u65f6 3,000 \u7f8e\u5143\u3002\u8003\u8651\u5230 o1 \u6a21\u578b\u867d\u7136\u529f\u80fd\u66f4\u5f3a\u5927\uff0c\u4f46\u63a8\u7406\u901f\u5ea6\u8f83\u6162\uff0c\u63d0\u5347\u63a8\u7406\u80fd\u529b\u4e0e\u5904\u7406\u901f\u5ea6\u4e4b\u95f4\u7684\u663e\u8457\u6743\u8861\u4f7f\u5f97\u8fd9\u79cd\u6210\u672c\u5728\u5b9e\u9645\u5e94\u7528\u4e2d\u96be\u4ee5\u63a5\u53d7\u3002\u201d<\/em><\/p>\n<\/blockquote>\n\n\n\n<p>Strawberry \u6280\u672f\u5177\u6709\u91cd\u8981\u610f\u4e49\u3002\u901a\u8fc7\u5927\u91cf\u63a8\u7406\u8ba1\u7b97\u7684\u652f\u6301\uff0c\u5728\u66f4\u5c0f\u7684\u6a21\u578b\u4e0b\u4fbf\u5b9e\u73b0\u4e86\u66f4\u4f18\u7684\u7ed3\u679c\u3002\u8fd9\u6709\u6548\u5730\u53cd\u9a73\u4e86\u5bf9\u6a21\u578b\u4e0d\u65ad\u7f29\u5c0f\u548c\u4f18\u5316\u7684\u62c5\u5fe7\u3002\u968f\u7740\u6a21\u578b\u7684\u7f29\u5c0f\uff0c\u4e3a\u4e86\u83b7\u5f97\u66f4\u9ad8\u8d28\u91cf\u7684\u8f93\u51fa\uff0c\u63a8\u7406\u8ba1\u7b97\u5c06\u4ee5\u201c\u601d\u7ef4\u94fe\u201d\u7684\u65b9\u5f0f\u5e7f\u6cdb\u5e94\u7528\u4e8e\u5404\u7c7b\u95ee\u9898\u4e2d\u3002\u5373\u4f7f\u6a21\u578b\u89c4\u6a21\u589e\u5927\uff0c\u8fd9\u4e00\u8d8b\u52bf\u4e5f\u5c06\u6301\u7eed\u5b58\u5728\u3002<\/p>\n\n\n\n<p>AI \u6a21\u578b\u901a\u8fc7\u81ea\u6211\u6539\u8fdb\u5c55\u73b0\u51fa\u5de8\u5927\u7684\u6f5c\u529b\u3002\u5982\u679c\u5f3a\u5316\u5b66\u4e60\u80fd\u591f\u5728\u65e0\u4eba\u5e72\u9884\u7684\u60c5\u51b5\u4e0b\u8fdb\u884c\uff0c\u5e76\u4e14\u53ea\u9700\u82b1\u8d39\u5927\u91cf\u63a8\u7406 token\uff0c\u6211\u4eec\u5c06\u8fdb\u5165\u4e00\u4e2a\u65b0\u7684\u7ade\u4e89\u9636\u6bb5\u3002Strawberry \u6539\u53d8\u4e86\u6e38\u620f\u89c4\u5219\uff0c\u800c\u201c\u82e6\u6da9\u7684\u6559\u8bad\u201d\u8fd9\u4e00\u7406\u5ff5\u518d\u6b21\u5f97\u5230\u9a8c\u8bc1\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>PART 02\uff1a\u5173\u4e8e\u5185\u5b58<\/strong><\/h2>\n\n\n\n<p>\u5f53\u524d\u5e02\u573a\u51fa\u73b0\u4e86\u4e00\u4e2a\u4fe1\u53f7\uff0c\u8fd9\u4e0e\u6211\u4eec\u89c2\u5bdf\u5230\u7684\u5176\u4ed6\u73b0\u8c61\u5f62\u6210\u4e86\u4e00\u4e2a\u663e\u8457\u7684\u53cd\u5dee\u3002\u9274\u4e8e\u5f53\u524d\u5e02\u573a\u7684\u706b\u70ed\uff0c\u8fd9\u901a\u5e38\u5728\u5386\u53f2\u4e0a\u88ab\u89c6\u4e3a\u4e00\u4e2a\u503c\u5f97\u8b66\u60d5\u7684\u9884\u8b66\u4fe1\u53f7\u3002\u8fd9\u4e2a\u4fe1\u53f7\u4fbf\u662f\u5185\u5b58\u4ef7\u683c\u7684\u6ce2\u52a8\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"726\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/10\/image-93.webp\" alt=\"\" class=\"wp-image-3305\"\/><\/figure>\n\n\n\n<p><strong>\u5185\u5b58\u4ef7\u683c\u6b63\u5728\u4e0b\u6ed1\u3002<\/strong>\u56fe\u4e2d\u663e\u793a\u7684\u662f DDR4 \u4ef7\u683c\uff0c\u540c\u65f6\uff0cDDR5 \u7684\u4ef7\u683c\u4e5f\u5728\u4e0b\u964d\u3002<\/p>\n\n\n\n<p>\u591a\u4f4d\u5e02\u573a\u4eba\u58eb\u5df2\u786e\u8ba4\uff0c\u5c3d\u7ba1 DRAM \u7684\u6295\u8d44\u6709\u6240\u51cf\u5c11\uff0c\u4f46\u5176\u4ef7\u683c\u5374\u6301\u7eed\u4e0b\u8dcc\u3002\u9274\u4e8e\u4f9b\u5e94\u91cf\u6709\u9650\uff0c\u8fd9\u8868\u660e\u9700\u6c42\u6b63\u5728\u9010\u6b65\u51cf\u5f31\u3002\u867d\u7136\u5df2\u7ecf\u6709\u8ff9\u8c61\u663e\u793a DRAM \u4ea7\u80fd\u53ef\u80fd\u4f1a\u6269\u5f20\uff0c\u4f46\u76f8\u5173\u4f01\u4e1a\u5c1a\u672a\u6b63\u5f0f\u53d1\u5e03\u516c\u544a\u3002<\/p>\n\n\n\n<p>\u901a\u5e38\uff0cMicron \u7684\u80a1\u4ef7\u4e0e\u5185\u5b58\u4ef7\u683c\u5bc6\u5207\u76f8\u5173\u3002Micron \u7684\u80a1\u4ef7\u4f1a\u5728\u5185\u5b58\u4ef7\u683c\u8fbe\u5230\u9876\u5cf0\u4e4b\u524d\u63d0\u524d\u89c1\u9876\u3002\u800c\u76ee\u524d\uff0cDDR4 \u4ef7\u683c\u5df2\u8fbe\u5230\u9ad8\u5cf0\uff0c\u56e0\u6b64 Micron \u7684\u80a1\u4ef7\u4f1a\u6709\u6240\u53cd\u5e94\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"891\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/10\/image-94.webp\" alt=\"\" class=\"wp-image-3306\"\/><\/figure>\n\n\n\n<p>\u4ece\u5386\u53f2\u4e0a\u770b\uff0cDDR4 \u4ef7\u683c\u4e0e Micron \u80a1\u4ef7\u4e4b\u95f4\u5b58\u5728\u660e\u663e\u7684\u5173\u8054\u6027\u3002Micron \u7684\u80a1\u4ef7\u4f1a\u5728\u5185\u5b58\u4ef7\u683c\u4e0b\u8dcc\u524d\u8fbe\u5230\u9876\u5cf0\uff0c\u968f\u540e\u968f\u7740 DDR4 \u4ef7\u683c\u4e0b\u8dcc\u800c\u8fc5\u901f\u56de\u843d\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"792\" height=\"658\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/10\/image-96.webp\" alt=\"\" class=\"wp-image-3308\"\/><\/figure>\n\n\n\n<p>\u76ee\u524d\u5185\u5b58\u4ef7\u683c\u6574\u4f53\u5448\u4e0b\u964d\u8d8b\u52bf\uff0c\u56e0\u6b64\uff0cMicron \u7684\u4e0b\u8dcc\u5e76\u4e0d\u4ee4\u4eba\u610f\u5916\uff0c\u5c24\u5176\u662f\u5728 HBM \u77ed\u7f3a\u7684\u80cc\u666f\u4e0b\u3002\u63a5\u4e0b\u6765\uff0c\u6211\u4eec\u56de\u987e\u4e00\u4e0b DDR4 8GB\uff08\u4e0a\u56fe\u4e3a 4GB\uff09\u7684\u5386\u53f2\u4ef7\u683c\u8d70\u52bf\uff0c\u4ee5\u5206\u6790\u5176\u5468\u671f\u7279\u5f81\u3002<\/p>\n\n\n\n<p>\u4e0b\u56fe\u5c55\u793a\u4e86\u4ece 2017 \u5e74\u5f00\u59cb\u7684 8GB \u5185\u5b58\u4ef7\u683c\u53d8\u5316\u3002\u5728\u6b64\u671f\u95f4\uff0c\u5185\u5b58\u4ef7\u683c\u7ecf\u5386\u4e86\u4e00\u6b21\u663e\u8457\u7684\u4e0a\u6da8\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"725\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/10\/image-89.webp\" alt=\"\" class=\"wp-image-3300\"\/><\/figure>\n\n\n\n<p>\u5f53\u65f6\uff0c\u5c3d\u7ba1\u5176\u4ed6\u65f6\u95f4\u5e8f\u5217\u6570\u636e\u8868\u73b0\u7565\u597d\uff0c\u4f46\u5185\u5b58\u4ef7\u683c\u7ecf\u5386\u4e86 300% \u7684\u5267\u70c8\u4e0a\u6da8\u3002\u8fd9\u79cd\u4e0a\u6da8\u4e3b\u8981\u662f\u7531\u4e8e\u5411 DDR4 \u8fc7\u6e21\u7684\u8fc7\u7a0b\u4e2d\uff0c\u4f9b\u5e94\u94fe\u5ef6\u8fdf\u4e86\u4e00\u5e74\u53ca\u4f9b\u5e94\u9650\u5236\u5bfc\u81f4\u7684\u603b\u4f53\u4e0a\u4f9b\u5e94\u51cf\u5c11\u3002\u540c\u65f6\uff0c\u8fd9\u4e00\u65f6\u671f\u6b63\u503c iPhone 7 \u53d1\u5e03\uff0c\u5e02\u573a\u9700\u6c42\u8f83\u4e3a\u6d3b\u8dc3\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>PART 03\uff1a\u5f53\u524d\u5e02\u573a\u89c2\u70b9<\/strong><\/h2>\n\n\n\n<p>\u5e02\u573a\u4e0a\u4e00\u76f4\u6709\u4e00\u4e2a\u89c2\u70b9\u662f\uff1a\u4ef7\u683c\u662f\u4e3b\u6d41\u5e02\u573a\u53d9\u4e8b\u7684\u9a71\u52a8\u529b\u3002<\/p>\n\n\n\n<p>\u76ee\u524d\uff0c\u5185\u5b58\u4ef7\u683c\u7684\u4e0b\u8dcc\u6b63\u4e3b\u5bfc\u5e02\u573a\u53d9\u4e8b\uff0c\u5185\u5b58\u7c7b\u516c\u53f8\u666e\u904d\u88ab\u8ba4\u4e3a\u201c\u5e02\u573a\u5df2\u7ecf\u89c1\u9876\u201d\u3002<\/p>\n\n\n\n<p>BNP \u57fa\u4e8e DRAM \u4ea7\u91cf\u7684\u9884\u671f\u8fde\u7eed\u4e24\u6b21\u4e0b\u8c03\u4e86\u5bf9 Micron \u7684\u8bc4\u7ea7\uff0c\u8ba4\u4e3a\u8fd9\u5c06\u5bfc\u81f4 HBM \u4ea7\u80fd\u8fc7\u5269\u3002Trendforce \u4e5f\u9884\u6d4b HBM \u5c06\u51fa\u73b0\u4f9b\u5e94\u8fc7\u5269\uff0c\u4f20\u7edf\u7814\u7a76\u673a\u6784\u5728\u8fd9\u4e00\u5468\u671f\u4e2d\u7684\u9884\u6d4b\u5f88\u53ef\u80fd\u5b58\u5728\u504f\u5dee\u3002\u5c3d\u7ba1\u672a\u6765\u53ef\u80fd\u4f1a\u51fa\u73b0\u4e25\u91cd\u7684 HBM \u8fc7\u5269\uff0c\u4f46\u76ee\u524d\u65f6\u95f4\u8fdc\u672a\u5230\uff0c\u56e0\u4e3a HBM \u4ea7\u80fd\u7684\u6269\u5f20\u662f\u652f\u6301\u66f4\u5927\u89c4\u6a21\u6a21\u578b\u63a8\u7406\u521b\u65b0\u7684\u5173\u952e\u3002\u5982\u679c\u826f\u54c1\u7387\u63d0\u5347\u81f3 90%\uff0c\u786e\u5b9e\u4f1a\u5bfc\u81f4\u4f9b\u5e94\u8fc7\u5269\u3002\u7136\u800c\uff0cTCB \u826f\u54c1\u7387\u7684\u95ee\u9898\u53ef\u80fd\u4f1a\u5728\u8f83\u957f\u65f6\u95f4\u5185\u90fd\u4e0d\u4f1a\u53d1\u751f\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"802\" height=\"260\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/10\/image-92.webp\" alt=\"\" class=\"wp-image-3303\"\/><\/figure>\n\n\n\n<p>\u867d\u7136\u5927\u90e8\u5206 HBM \u751f\u4ea7\u5546\u7684\u4ea7\u80fd\u5df2\u88ab\u9884\u5b9a\u4e00\u7a7a\uff0c\u4f46\u4ece\u4e0b\u6e38\u6676\u5706\u542f\u52a8\u6570\u91cf\u7684\u4f30\u7b97\u4e0a\u5374\u5b58\u5728\u8f83\u5927\u504f\u5dee\u3002<strong>HBM \u7684\u6676\u5706\u603b\u9700\u6c42\u8fdc\u4f4e\u4e8e\u9884\u671f\uff0c\u56e0\u6b64\u5f53\u524d\u6a21\u578b\u9884\u6d4b\u7684\u9700\u6c42\u91cf\uff08\u7ea6 31.5 \u4e07\u7247\uff09\u53ef\u80fd\u662f\u5408\u7406\u7684\u3002\u9884\u8ba1\u5230 2025 \u5e74\u5e95\uff0cHBM \u7684\u6676\u5706\u9700\u6c42\u603b\u91cf\u53ef\u80fd\u63a5\u8fd1 100 \u4e07\u7247\u3002<\/strong>\u6362\u800c\u8a00\u4e4b\uff0cBNP \u5bf9\u826f\u7387\u7684\u9884\u6d4b\u5b58\u5728\u8bef\u5dee\u3002<\/p>\n\n\n\n<p>\u5230 2025 \u5e74\u5e95\uff0c\u4ed6\u4eec\u5bf9 WSPM \u7684\u603b\u9700\u6c42\u53ef\u80fd\u8fd8\u5dee 20-30 \u4e07\u7247\u6676\u5706\u3002\u53e6\u4e00\u4e2a\u5173\u952e\u95ee\u9898\u662f\uff0c\u826f\u7387\u5c06\u76f4\u63a5\u5f71\u54cd\u8fd9\u4e00\u5207\u7684\u6210\u8d25\uff0cHBM \u7684\u826f\u7387\u4e0d\u53ef\u80fd\u5728\u77ed\u671f\u5185\u8fbe\u5230 90%\u3002<\/p>\n\n\n\n<p>\u5f53\u7136\uff0c\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u5e02\u573a\u9ad8\u70b9\u5f80\u5f80\u5728\u57fa\u672c\u9762\u8fbe\u5230\u9876\u5cf0\u4e4b\u524d\u5c31\u5df2\u7ecf\u89c1\u9876\uff0c\u56e0\u6b64\u80a1\u4ef7\u901a\u5e38\u4f1a\u63d0\u524d\u56de\u843d\uff0c<\/p>\n\n\n\n<p>\u8fd9\u4e0e\u5b83\u4eec\u7684\u8d70\u52bf\u662f\u4e00\u81f4\u7684\u3002\u76ee\u524d\u5e02\u573a\u6574\u4f53\u60c5\u51b5\u826f\u597d\uff0c\u8fd8\u770b\u4e0d\u5230\u592a\u591a\u98ce\u9669\u4fe1\u53f7\uff0c\u800c\u5e02\u573a\u9876\u90e8\u901a\u5e38\u4f34\u968f\u7740\u5e93\u5b58\u7684\u6084\u7136\u589e\u52a0\u3002\u5f53\u524d\u5e02\u573a\u7684\u5206\u6b67\u5728\u4e8e\u4e0b\u4e2a\u5b63\u5ea6\u7684\u6536\u5165\u9884\u8ba1\u4ecd\u5c06\u7ee7\u7eed\u5927\u5e45\u589e\u957f\uff0c\u800c\u5e93\u5b58\u8fd8\u4f1a\u8fdb\u4e00\u6b65\u51cf\u5c11\u3002\u8fd9\u8868\u660e\uff0c\u6211\u4eec\u53ef\u80fd\u6b63\u5904\u4e8e\u5185\u5b58\u5468\u671f\u7684\u65e9\u671f\u9636\u6bb5\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"726\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/10\/image-93.webp\" alt=\"\" class=\"wp-image-3304\"\/><\/figure>\n\n\n\n<p>\u6709\u4e00\u79cd\u7814\u7a76\u65b9\u6cd5\u80fd\u591f\u5206\u6790\u6bcf\u4e2a\u8c61\u9650\u7684\u5386\u53f2\u56de\u62a5\u7387\u3002\u76ee\u524d\uff0c\u6211\u4eec\u5904\u4e8e\u53f3\u4e0b\u8c61\u9650\uff0cMicron \u5728\u8fd9\u4e00\u8c61\u9650\u4e2d\u51fa\u73b0\u4e86\u5f02\u5e38\u7684\u8d1f\u56de\u62a5\u3002\u8fd9\u79cd\u56de\u62a5\u7387\u662f\u5185\u5b58\u5e93\u5b58\u548c\u6536\u5165\u7684\u7efc\u5408\u7ed3\u679c\uff0c\u800c\u4ef7\u683c\u56de\u62a5\u5219\u4ec5\u9488\u5bf9 Micron\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1005\" height=\"761\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/10\/image-90.webp\" alt=\"\" class=\"wp-image-3301\"\/><\/figure>\n\n\n\n<p>\u6709\u8da3\u7684\u662f\uff0c\u6211\u4eec\u5f88\u5feb\u4f1a\u8fdb\u5165\u53f3\u4e0a\u8c61\u9650\uff0c\u56e0\u4e3a\u4e0b\u4e2a\u5b63\u5ea6\u5e93\u5b58\u53ef\u80fd\u4f1a\u5f00\u59cb\u56de\u5347\uff0c\u6536\u5165\u4e5f\u5c06\u53d8\u4e3a\u6b63\u503c\u3002\u5386\u53f2\u4e0a\uff0c\u8fd9\u7c7b\u5b63\u5ea6\u5f80\u5f80\u662f\u5185\u5b58\u5e02\u573a\u8868\u73b0\u6700\u4f73\u7684\u9636\u6bb5\uff0c\u5e38\u5e38\u51fa\u73b0\u8d85\u9884\u671f\u7684\u8868\u73b0\u3002<\/p>\n\n\n\n<p>\u867d\u7136\u6bcf\u4e2a\u5468\u671f\u8868\u73b0\u4e0d\u540c\uff0c\u4f46\u5728\u6536\u5165\u521a\u521a\u5f00\u59cb\u589e\u957f\u65f6\u5c31\u8fdb\u884c\u5927\u89c4\u6a21\u8c03\u6574\u4f3c\u4e4e\u4e3a\u65f6\u8fc7\u65e9\u3002\u6b63\u5982\u4e0b\u56fe\u6240\u793a\uff0c\u6216\u8bb8\u53ef\u4ee5\u5e2e\u52a9\u6211\u4eec\u66f4\u597d\u5730\u4e86\u89e3\u76f8\u5173\u5386\u53f2\u4fe1\u606f\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1080\" height=\"809\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/10\/image-95.webp\" alt=\"\" class=\"wp-image-3307\"\/><\/figure>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" loading=\"lazy\" width=\"1000\" height=\"262\" src=\"http:\/\/blog.cloud500.ai\/wp-content\/uploads\/2024\/10\/image-87.webp\" alt=\"\" class=\"wp-image-3298\"\/><figcaption class=\"wp-element-caption\">\u4ee5\u4e0a\u5185\u5bb9\u7ffb\u8bd1\u81ea\u300aChatGPT o1 (Strawberry) and Memory\u300b\uff0c\u5982\u9700\u539f\u6587\uff0c\u8bf7\u4e0e\u6211\u4eec\u8054\u7cfb\u3002<\/figcaption><\/figure><\/div>\n\n\n<p>WF Research \u662f\u4ee5\u7b2c\u4e00\u6027\u539f\u7406\u4e3a\u57fa\u7840\u7684\u4e13\u4e1a\u987e\u95ee\u670d\u52a1\u673a\u6784\uff0c\u6b22\u8fce\u5173\u6ce8\u548c\u7559\u8a00\uff01<\/p>\n\n\n\n<p>\u5fae\u4fe1\uff1aAlexqjl<\/p>\n","protected":false},"excerpt":{"rendered":"<p>PART 01\uff1aChatGPT o1 \u4e0e Strawberry \u2014\u2014 \u7b97\u6cd5\u4e0e\u63a8\u7406 Strawberry \u9879\u76ee\u4ee3 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":3296,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"_links":{"self":[{"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/posts\/3295"}],"collection":[{"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3295"}],"version-history":[{"count":2,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/posts\/3295\/revisions"}],"predecessor-version":[{"id":3310,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/posts\/3295\/revisions\/3310"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/media\/3296"}],"wp:attachment":[{"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3295"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3295"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3295"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}