〈TSIA年会〉晶片验证压缩至3个月内台积电揭AI机柜面临百倍算力挑战

2026-10-29 19:36:51 网络阅读（1）
台湾半导体产业协会今(29)日举办30周年年会，台积电(2330-TW)业务开发副总经理袁立本出席论坛时表示，全球AI算力效能已暴增百倍，推动晶片自初始设计至系统验证与量产的周期大幅压缩至三个月内，单一AI机柜正面临功耗飙升与散热极限的严峻挑战。
袁立本在论坛深入剖析，过去传统伺服器时代，晶片从完成设计、系统验证到资料中心部署往往需耗时两年甚至更久。然而随着AI进入大规模产业部署周期，产品上市周期已被迫缩短至一年，晶片在最初试产阶段就必须同步完成系统端验证并具备快速部署能力，供应链已无时间进行漫长的反复修正，必须具备一次到位的执行力。
为支撑这类百倍级算力的爆发，伺服器硬体架构呈现深度的跨层次整合难度。袁立本指出，若以主流AI架构发展历程来看，伺服器向上扩展的运算晶片数量由8颗大幅激增至144颗，单一机柜运算频宽呈现倍数级暴增，功耗更从早期的40千瓦一路攀升至230千瓦，未来甚至将上看600千瓦以上，迫使散热技术全面由气冷转移至液冷。
在机柜实体架构中，从底层主机板的高阶晶片、载板与超多层印刷电路板，到运算层的供电架构、分歧管及散热模组，再到机架层的高速交换器与光纤连接，各环节彼此紧密牵动。任何一个被动元件或连接器只要遭遇生产瓶颈，整座机柜就无法顺利进入量产与出货。
面对如此复杂的系统级挑战，袁立本强调全世界只有台湾拥有最密集且完整的半导体产业聚落。从先进晶圆制造、高阶立体封装、精密载板到下游组装大厂，台湾具备一站式且经验证的大量生产实力，已形成全球其他地区短期内难以撼动的竞争护城河。
袁立本呼吁，产业界未来不能仅停留在被动代工模式，必须采取从晶片到机柜的全方位共同创新，推动共同设计与实验平台以突破光电互联、散热及高功率测试等技术瓶颈。同时，台湾也须积极确保充裕的电力资源并推动关键材料零组件在地研发，引领整体供应链跃升为全球AI的神经枢纽。
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