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AMD通过“横向(2D/2.5D)+纵向(3D)集成”路线,引领先进封装技术
AMD通过“横向(2D/2.5D)+纵向(3D)集成”路线,引领先进封装技术
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所属报告:
【开源证券】通富微电(002156)-公司深度报告:AI浪潮下,AMD合力与先进封装的价值重估之路-251022(34页).pdf
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行业数据
2026-06-02
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行业数据
2026-05-13
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行业数据
2026-01-14
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行业数据
2025-12-19
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行业数据
2025-12-19
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行业数据
2025-12-19
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AMD2023Q1-2025Q3分业务营收占比
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行业数据
2025-12-19
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OpenAI已承诺从甲骨文、英伟达、AMD及博通等供应商处获取超过26GW的算力资源
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行业数据
2025-11-04
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2021Q1-2025Q2AMD数据中心业务收入及增速(亿美元)
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行业数据
2025-10-24
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AMD2025Q2业绩由端侧业务和游戏业务拉动
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行业数据
2025-10-23
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AMD的端侧业务和游戏业务在2025Q2迎来放量
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行业数据
2025-10-23
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2024年英伟达将部分产能转到数据中心GPU,AMD桌面GPU受益,市场
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2025-10-23
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AMD在2016年后迎来增长期,在2022/2/15后,其市值逐渐与Intel拉开差距
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2025-10-23
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AMD在服务器CPU出货量市场份额稳步提升
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2025-10-23
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AMD 是高端先进封装的引领者。自 2015 年以来,AMD 持续推动先进封装在高性能计算中的应用,逐步建立起从 2.5D 到 3.5D 的技术演进路径。2015 年,AMD 率先在图形处理器中采用 2.5D 高带宽内存(HBM)封装,通过硅中介层(Interposer)将 GPU 与 HBM 紧密集成,实现了显著的带宽提升和能效优化。2017 年,公司进一步推动多芯片模块(MCM, Multi-Chip Module) 技术的落地,将多个逻辑芯片封装于单一载体之上,为后续 Chiplet 架构积累经验。2019 年,AMD 实现 Chiplet 技术量产化,在 Ryzen 和 EPYC 处理器中采用 Chiplet,将 CPU 核心与 I/O 模块分离,大幅降低了大规模 SoC 设计的良率风险和制造成本,成为业界标志性突破。2021 年,公司又在Chiplet技术上持续迭代,发布 3D Chiplets 与 2.5D EFB(Embedded Fan-out Bridge) 技术,通过垂直堆叠与嵌入式扇出互连,进一步提升系统级性能密度。2022年,AMD 成功导入 2.5D WLFO(Wafer Level Fan-Out) 技术,增强了在大规模异构集成中的工艺灵活性。2023 年,公司更进一步推出 3.5D Chiplet 集成技术,在 2.5D和 3D 架构的结合中实现更高带宽、更高集成度的系统封装。
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【开源证券】通富微电(002156)-公司深度报告:AI浪潮下,AMD合力与先进封装的价值重估之路-251022(34页).pdf
通富微电相对估值比较(截止2025年10月21日)
公司营收预测
通富苏州和通富槟城是公司营收与净利润的支柱
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