{
  "url_hash": "835b30980e38354f",
  "source_id": "cls",
  "title": "“无人晶圆厂”要来了？存储双雄接连布局 AI加速反哺半导体制造",
  "text": "标题:“无人晶圆厂”要来了？存储双雄接连布局 AI加速反哺半导体制造\n[sentiment=neutral importance=3 event_type=技术突破 公司=三星电子,SK海力士,英伟达 行业=半导体设备,存储芯片,AI]\n摘要:三星和SK海力士布局AI驱动的无人晶圆厂，英伟达合作加速半导体制造智能化。\n正文:《科创板日报》6月16日讯\nAI浪潮拉动半导体需求的同时，也开始反哺芯片制造流程。\n据报道，三星电子正在开发和运营“数据共享生态平台（Data Sharing Eco Platform，简称DSEP）”，用于与材料、零部件和设备供应商实时共享半导体工艺数据。其计划与合作伙伴共同分析数据，并将其扩展为基于人工智能的工厂操作系统，最终为无人晶圆厂的建设奠定基础。\n此前，由于安全原因，半导体关键设备数据难以传输到工厂外部。如今随着半导体制造工艺不断演进，制造流程中产生的数据量迅速增长，仅单个工厂便可产生数十亿个数据点。据悉，三星电子计划利用DSEP内置的人工智能模型来增强设备检测、故障预测和缺陷概率分析的能力。\n这与三星电子的“无人晶圆厂战略”相契合，其计划在2030年前将其所有晶圆厂全部改造为由AI驱动的无人化工厂。\n为实现这一目标，该公司已为相关基础设施建设奠定了基础，例如在半导体事业部内设立高性能计算（HPC）中心，作为用于数据分析的枢纽。\n截至目前，参与DSEP的公司数量已超过60家，主要为设备供应商，并且数量还在持续增长。业内人士指出，随着DSEP共享数据的利用，AI在半导体设备制造商中的应用也在不断扩展。他补充道：“这正在加速合作伙伴生态系统向无人化晶圆厂的转型。”\n在存储芯片领域，AI技术正加速渗透进半导体生产流程中。\n譬如SK海力士便开始把AI技术运用到自芯片设计和制造流程里，其正与英伟达探索将数字孪生与现有传统软件及智能体AI工作流打通，让AI系统能够基于晶圆厂数据进行推理、自动执行任务并改进制造决策。\n据日前报道，英伟达与SK海力士宣布建立多年期技术合作伙伴关系，后者将采用英伟达CUDA-X库及PhysicsNeMo框架加速芯片仿真和光刻计算工作流，双方将推动这些工具扩展到半导体电子设计自动化（EDA）和仿真生态系统中去，为芯片制造商、英伟达和EDA软件供应商的三方合作铺路。\n除此之外，\nSK海力士还将借助英伟达Omniverse和cuOpt构建晶圆厂数字孪生，推动工厂自主化运营。\n借助Omniverse库SK海力士得以构建3D工厂场景，用于可视化、模拟和优化复杂的半导体制造环境。\n海通国际证券表示，上述合作为工业AI、物理仿真AI平台新增典型落地场景。伴随AI平台持续迭代，高端存储赛道的竞争核心将转变为技术代际升级、客户深度认证、先进封装协同、跨多代产品持续配套能力。",
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