015-钟雷.pdf

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1、Copyright AP MEMORY TECHNOLOGY.All rights reserved.AP MEMORY GROUP confidential information.Do not copy or distribute without permission of AP MEMORY.Copyright AP MEMORY TECHNOLOGY.All rights reserved.AP MEMORY GROUP confidential information.Do not copy or distribute without permission of AP MEMORY.

2、高性能计算(HPC)的挑战与机会Challenges and Opportunities in HPC爱普存储技术(杭州)有限公司钟雷1Copyright AP MEMORY TECHNOLOGY.All rights reserved.AP MEMORY GROUP confidential information.Do not copy or distribute without permission of AP MEMORY.2“Two Dark Clouds”over HPC Development高性能计算发展的“两朵乌云”Memory Bandwidth Limit(or Info

3、rmation Bandwidth)内存带宽/信息带宽 Energy Bandwidth Limit:Power Delivery/Cooling 能量带宽:供电/冷却 Inevitable 3DIC Trend&CapEx-Efficient Opportunity 3DIC的必然趋势和与之对应的高效投资机会OutlineCopyright AP MEMORY TECHNOLOGY.All rights reserved.AP MEMORY GROUP confidential information.Do not copy or distribute without permission

4、of AP MEMORY.3AIs Incredible GrowthModel Size Growing 10X/yearNVDA Market Cap on par with UK GDPUK GDP$3T 2022Copyright AP MEMORY TECHNOLOGY.All rights reserved.AP MEMORY GROUP confidential information.Do not copy or distribute without permission of AP MEMORY.4 In 1900,Lord Kelvin called out“two dar

5、k clouds”of classical physics,which lead to the discovery of quantum physics and theory of relativity TCAs 50th Anniversary Special Event the Taiwan Semiconductor Day Forum Debuts in Tokyo on April 2 Dr.Chen Wen stated in his keynote speech Memory Bandwidth Limit Energy Bandwidth LimitAI HPC Perform

6、ance:“Two Dark Clouds”Source:https:/putex.biz/NewsReleaseDetail.aspx?index=42488&category=68Copyright AP MEMORY TECHNOLOGY.All rights reserved.AP MEMORY GROUP confidential information.Do not copy or distribute without permission of AP MEMORY.5 Hardware performance far outstrips memory bandwidth This