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SemiAnalysis@SemiAnalysis_
47AI 编辑部评分，满分 100
2026-08-04 10:00· 25分钟前
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AI 摘要

SemiAnalysis 认为 MI455 是首款搭载主动式本地硅互连（LSI）桥接的芯片，用于 CoWoS-L 封装内的 chiplet 间连接。TSMC 在 ISSCC 2026 展示了带低功耗中继器的主动桥接，可分担信号完整性负担，使顶层 die 的 PHY 显著缩小。

We believe the MI455 is the first known chip to ship with active Local Silicon Interconnect （LSI） bridges， the chiplet-to-chiplet links inside a CoWoS-L package.

In CoWoS-L's short history， those bridges have always been passive： wiring and capacitors， nothing more. Active LSIs carry real circuitry. At ISSCC 2026， TSMC demoed active bridges with a low-power repeater that regenerates signals mid-channel.

Why it matters： once the bridge shares the signal-integrity burden， the PHYs on the top dies can shrink meaningfully at near-zero energy cost， reclaiming leading-edge silicon and shoreline for compute and memory.

The giveaway that this is a shipping product rather than a research vehicle： the interposer TSMC showed matches the MI455 exactly. Two base dies， twelve HBM4 stacks， two IO dies.

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SemiAnalysis · @SemiAnalysis_ · X·2026-08-04 10:00·25分钟前
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AI 摘要

SemiAnalysis 认为 MI455 是首款搭载主动式本地硅互连（LSI）桥接的芯片，用于 CoWoS-L 封装内的 chiplet 间连接。TSMC 在 ISSCC 2026 展示了带低功耗中继器的主动桥接，可分担信号完整性负担，使顶层 die 的 PHY 显著缩小。

We believe the MI455 is the first known chip to ship with active Local Silicon Interconnect （LSI） bridges， the chiplet-to-chiplet links inside a CoWoS-L package.

In CoWoS-L's short history， those bridges have always been passive： wiring and capacitors， nothing more. Active LSIs carry real circuitry. At ISSCC 2026， TSMC demoed active bridges with a low-power repeater that regenerates signals mid-channel.

Why it matters： once the bridge shares the signal-integrity burden， the PHYs on the top dies can shrink meaningfully at near-zero energy cost， reclaiming leading-edge silicon and shoreline for compute and memory.

The giveaway that this is a shipping product rather than a research vehicle： the interposer TSMC showed matches the MI455 exactly. Two base dies， twelve HBM4 stacks， two IO dies.

产品更新推理部署/工程
在 X 查看原推x.com