The high cost of chip R&D and manufacturing under advanced manufacturing processes has brought huge cost pressure and investment risks to chip companies, forcing them to seek a more cost-effective technical route to meet the growing demand for chip performance in the industry. In this context, chiplet technology has become a new track for the integrated circuit industry to enter the next key stage of innovation and continue the "Moore's Law", and chip giants such as AMD, Intel, Marvell, and TSMC have entered the game with their keen sense of smell and strong technical strength. For China, when the development of advanced processes is blocked and it is difficult to make rapid breakthroughs in the short term, chiplet technology can reduce the dependence on advanced processes and achieve performance close to advanced processes in specific scenarios.
Chiplet technology achieves a significant increase in computing power density by integrating chips from different process nodes, different functions, and different materials in a modular manner to form a system-on-chip (SoC). This approach not only avoids the high cost of a single advanced process, but also reduces the complexity of design and verification, and shortens the time to market. For high-performance computing, artificial intelligence, 5G communications, automotive electronics, cloud services and other fields with high demand for computing power, chip technology is undoubtedly a shot in the arm.
In the global semiconductor industry chain, advanced process technology has always been regarded as the commanding heights of technology and the focus of competition. However, with the complexity of the international political and economic situation, the acquisition and application of advanced process technology is facing more and more restrictions and blockades. The advent of core technology has made it possible to break through this blockade.
Figure: Chiplets may be the key to breaking through the chip blockade
By integrating multiple smaller chips to improve overall performance, chiplet technology enables chipmakers to achieve improved performance without relying on advanced processes. This is undoubtedly an important strategic choice for those countries and regions that are subject to advanced process technology.
In the context of accelerating the "domestic substitution" of chips, chip technology has become an important way for China's semiconductor industry to achieve independence and control. Through independent research and development of chip technology and related ecosystems, China's semiconductor industry is expected to occupy a place in the global competition. The development of chip technology will drive the upgrading and development of upstream and downstream industrial chains such as packaging and testing, and form a more complete semiconductor industry chain ecosystem. This will not only help enhance the overall competitiveness of China's semiconductor industry, but also provide strong support for the country's scientific and technological innovation and industrial upgrading.
As a new way to break through the chip blockade, chip technology is gradually showing its importance in the semiconductor industry. The active exploration and practice of Chinese enterprises in this field will not only help alleviate the pressure caused by the technological blockade, but also provide new possibilities for China's development in the global semiconductor industry.
