Tsis ntev los no, muaj ntau lub koom haum sib koom ua ke thiab yuav khoom hauv kev lag luam semiconductor thoob ntiaj teb, nrog rau cov tuam txhab loj xws li Qualcomm, AMD, Infineon, thiab NXP txhua tus tau ua haujlwm los ua kom muaj kev sib koom ua ke ntawm thev naus laus zis thiab kev nthuav dav ntawm kev ua lag luam.
Cov kev ntsuas no tsis yog tsuas yog qhia txog cov tuam txhab txoj kev xav txog kev nrhiav kev sib koom tes zoo thiab kev sib pab hauv kev sib tw ua lag luam hnyav, tab sis kuj qhia tau tias qhov kev lag luam semiconductor yuav coj mus rau hauv kev hloov pauv tshiab.
Los ntawm kev tshuaj xyuas cov kev sib koom ua ke thiab kev yuav khoom thoob ntiaj teb tsis ntev los no, kuv tau sau luv luv plaub lo lus tseem ceeb: AI, MCU +, tsheb, thiab EDA.
MCU + AI: qhov sib txawv tsis zam
STMicroelectronics yuav Deeplite, tsom mus rau ntug AI
Thaum lub Plaub Hlis Ntuj xyoo no, STMicroelectronics (ST) tau yuav lub tuam txhab Canadian AI startup Deeplite, uas tau nyiam kev saib xyuas ntawm kev lag luam. Raws li peb txhua tus paub, qhov teeb meem loj uas cov qauv kev kawm tob ntsib hauv kev xa tawm lag luam yog lawv qhov ntsuas kev ua haujlwm, cov kev xav tau ntawm processor, thiab kev siv hluav taws xob ntau. Deeplite daws qhov teeb meem no los ntawm kev muab lub cav software tsis siv neeg los ua kom zoo dua DNN (deep neural network) cov qauv, ua rau AI ua tau edge computing ntawm txhua lub cuab yeej.
Tsim muaj xyoo 2017, Deeplite paub txog nws cov kev daws teeb meem AI ntug DeepSeek, tsom mus rau kev ua kom zoo dua, kev suav thiab kev nias ntawm cov qauv AI. Nws lub tshuab ua kom zoo dua AI-tsav Neutrino tuaj yeem nias cov qauv kev kawm tob loj mus rau ib feem kaum ntawm lawv qhov loj qub thaum tswj tau ntau dua 98% qhov tseeb. Los ntawm peb lub thev naus laus zis tseem ceeb - kev txiav qhov hnyav (tshem tawm cov kev teeb tsa tsis tseem ceeb), kev suav (txo qhov yuav tsum tau ua kom raug) thiab kev sib cais (nce qhov sib piv ntawm qhov hnyav xoom), cov qauv AI loj tuaj yeem khiav ceev dua, me dua thiab siv hluav taws xob ntau dua ntawm cov khoom siv ntug. Cov ntawv thov uas yav dhau los xav tau cov peev xwm suav huab tam sim no tuaj yeem khiav tau zoo ntawm cov khoom siv ntug xws li lub koob yees duab smartphone thiab cov sensors kev lag luam.
Deeplite tau nyiam ntau lub siab thaum nws tseem hluas thiab tau raug xaiv los ua tus thawj coj hauv kev tsim kho tshiab AI los ntawm Gartner, Forbes, Inside AI, thiab ARM AI. Qhov kev yuav khoom no muaj feem cuam tshuam nrog STMicroelectronics txoj kev hloov pauv mus rau AI ntug, uas sib xyaw cov khoom siv kho vajtse thiab software hauv "double helix". Deeplite cov thev naus laus zis kev ua kom zoo dua qub tau sib xyaw ua ke nrog STMicroelectronics' STM32 series MCUs thiab NPUs tshwj xeeb los txhawb kev tsim cov kev daws teeb meem AI kawg-rau-kawg. Piv txwv li, hauv cov xwm txheej ntse hauv Hoobkas, cov koob yees duab uas muaj STMicroelectronics chips tuaj yeem ntes tau qhov tsis zoo yam tsis tas xa cov ntaub ntawv mus rau huab, thiab qhov ceev teb tau nce 40 npaug.
Ntawm qhov tod tes, Deeplite muaj ib pab neeg ua haujlwm thoob ntiaj teb ntawm AI algorithm engineers, los ntawm qhov ntawd ST yuav koom ua ke ntau dua 200 lub cuab yeej tsim kho AI kom tsim tau ib lub ecosystem kev tsim kho ntawm "model library-optimizer-hardware platform". Hauv ntej, kev yuav Deeplite tsis yog tsuas yog ua tiav qhov kawg ntawm ST's puzzle ntawm AI software theem, tab sis kuj yog qhov kev hloov pauv paradigm ntawm kev lag luam semiconductor los ntawm "ua cov chips" mus rau "ua lub hlwb".
NXP tau txais NPU lub tuam txhab Kinara los hloov chaw ntse ntug
Thaum Lub Ob Hlis Ntuj xyoo no, NXP tshaj tawm tias lawv tau yuav lub tuam txhab Kinara uas yog lub tuam txhab pib ua lag luam AI chip hauv Tebchaws Meskas rau $307 lab nyiaj ntsuab. Kinara tau tsim muaj xyoo 2013 thiab thawj zaug hu ua Core Viz, tom qab ntawd tau hloov npe ua Deep Vision, thiab tau hloov npe ua Kinara xyoo 2022. Kinara lub NPU cais (xws li Ara-1 thiab Ara-2) ua tus thawj coj hauv kev lag luam hauv kev ua tau zoo thiab kev siv hluav taws xob zoo, ua rau nws yog qhov kev daws teeb meem zoo tshaj plaws rau cov ntawv thov AI tshiab uas tsav los ntawm kev pom, lub suab, kev taw tes thiab lwm yam kev siv AI, thiab nws qhov kev pab cuam ua kom ntseeg tau tias nws tuaj yeem hloov kho rau cov algorithms AI uas hloov pauv tas li.
NXP tau hais tias qhov kev yuav khoom no yuav muab Kinara lub NPU ywj pheej nrog nws tus kheej lub processor, kev sib txuas thiab kev ruaj ntseg software portfolio, uas yuav pab muab lub platform AI tiav thiab scalable los ntawm TinyML mus rau generative AI kom tau raws li qhov kev xav tau AI sai ntawm kev lag luam kev lag luam thiab tsheb. Qhov no yuav pab tsim cov kab ke AI-tsav tshiab hauv kev lag luam thiab IoT, pab cov neeg siv khoom yooj yim qhov nyuaj, ua kom lub sijhawm mus rau kev lag luam sai dua, thiab txhim kho cov peev xwm hauv cov chaw xws li tsheb ntse, txav mus rau cov teb muaj nqis ntxiv.
Edge AI: Ib qho chaw sib ntaus sib tua rau MCU Manufacturers
Tau ntev los lawm muaj kev nkag siab yuam kev hauv kev lag luam ntawm kev txawj ntse dag hais tias "qhov loj yog lub zog". Txawm hais tias cov qauv loj muaj kev ua tau zoo heev, lawv ntsib teeb meem hauv kev xa tawm tiag tiag - lawv siv zog ntau yog qhov tsis sib xws rau qhov yuav tsum tau sib dua ntawm ntug. Cov kws tshaj lij hauv kev lag luam tau hais ntau zaus txog qhov txwv ntawm cov qauv loj thov cov xwm txheej: ntawm ib sab tes, kev cob qhia thiab kev khiav cov qauv loj xav tau cov peev txheej suav loj heev; ntawm qhov tod tes, cov chaw tseem ceeb rau kev txhawb nqa kev lag luam ntawm kev txawj ntse dag yog qhov tseeb ntawm kev suav ntug thiab cov khoom siv davhlau ya nyob twg uas muaj kev nkag siab ntau dua rau kev siv zog thiab latency.
Nws tsis nyuaj rau nkag siab tias cov kev yuav khoom saum toj no qhia tau hais tias lub tshav rog tseem ceeb ntawm MCU tab tom hloov mus rau kev suav AI ntug. Nws xav tias los ntawm xyoo 2025, 75% ntawm cov ntaub ntawv yuav raug ua tiav ntawm ntug, qhia txog lub peev xwm loj ntawm kev lag luam AI ntug MCU. Qhov no qhia tau hais tias qhov kev thov rau kev suav AI ntug tab tom loj hlob sai, thiab MCU, ua lub hauv paus tseem ceeb ntawm cov khoom siv ntug, yuav ua lub luag haujlwm tseem ceeb hauv qhov sib txawv no.
Yav tom ntej, MCUs yuav tsis txwv rau cov haujlwm tswj hwm ib txwm muaj lawm, tab sis yuav maj mam koom ua ke cov peev xwm xav txog AI thiab siv rau cov xwm txheej xws li kev paub duab, kev ua lub suab, thiab kev saib xyuas cov khoom siv. MCUs nrog cov peev xwm suav ntug yuav dhau los ua tus nqa khoom tseem ceeb ntawm lub zog suav ntug nrog lawv cov kev siv hluav taws xob tsawg, kev ua haujlwm zoo, thiab kev teb tam sim ntawd, muab kev txhawb nqa zoo dua rau cov khoom siv ntse thiab cov kab ke.
Lwm cov chaw tsim khoom loj MCU kuj tseem tab tom yuav thiab sib tw hauv daim teb no, xws li Renesas Electronics tau txais Reality AI, Infineon tau txais Sweden's Imagimob, thiab NXP tau tshaj tawm cov software kawm tshuab eIQ thiab AI tool chain NANO.
Nws tuaj yeem xaus lus tias ntug AI yuav dhau los ua qhov chaw sib ntaus sib tua tseem ceeb rau MCUs hauv ob peb xyoos tom ntej no.
Cov khoom siv hluav taws xob hauv tsheb: qhov tseem ceeb ntawm kev sib tw peev
Tsis ntev los no, kev sib koom ua ke thiab kev yuav khoom ntawm semiconductor uas cuam tshuam nrog kev siv tsheb tau tshwm sim ntau zaus. Ntxiv nrog rau lub zog suav, kev hloov pauv ntawm lub zog tsheb, kev sib txuas hauv network hauv tsheb, suab hauv tsheb thiab lwm yam thev naus laus zis kuj tau tsav tsheb qhov kev rov ua dua thiab hloov kho tshiab ntawm thev naus laus zis semiconductor, ua rau cov tuam txhab cuam tshuam los ntxiv lawv tus kheej cov qauv thev naus laus zis los ntawm kev sib koom ua ke thiab kev yuav khoom.
Kev lag luam semiconductor yog ib qho kev lag luam uas siv thev naus laus zis ntau thiab siv peev ntau. Rov qab saib dua ob peb xyoos dhau los, kev koom ua ke thiab kev sib koom ua ke tau dhau los ua qhov sib txawv hauv kev txhim kho ntawm kev lag luam.
Cov tuam txhab loj AI feem ntau yuav cov khoom siv los txhim kho lawv cov qauv thev naus laus zis thiab tsim kom muaj qhov zoo ntawm "chip + system + ecosystem". Cov chaw tsim khoom MCU tseem ceeb maj mam hloov mus rau AI, sim ntes lub khw muag khoom ntse nrog kev siv hluav taws xob tsawg thiab muaj kev ywj pheej siab. Hauv kev lag luam tsheb, kev suav hauv tsheb, kev tsav tsheb tsis siv neeg thiab kev sib txuas lus ntawm cov ntaub ntawv tau dhau los ua qhov tseem ceeb ntawm kev sib tw peev. Tib lub sijhawm, kev lag luam EDA tab tom hloov ntawm kev muab cov cuab yeej mus rau kev tsim lub ecosystem. Cov tuam txhab loj sib koom ua ke IP thiab cov txheej txheem tsim, thiab tsim kev lag luam los ntawm "cov cuab yeej-architecture-standard" architecture.
Hauv qhov nthwv dej ntawm kev sib koom ua ke thiab kev yuav khoom no, kev koom tes thev naus laus zis, kev nthuav dav ntawm kev ua lag luam thiab kev tswj hwm ecosystem tau dhau los ua lub hauv paus tseem ceeb. Cov tuam txhab yuav tsum sib npaug ntawm kev koom ua ke luv luv thiab kev tshawb fawb thiab kev txhim kho mus sij hawm ntev thaum muaj kev nkag los ntawm cov peev txheej. Vim muaj kev cuam tshuam txog thev naus laus zis thiab kev siv peev txheej ntau ntawm kev lag luam semiconductor, qhov kev hloov pauv no tsis yog "kev luv luv" tab sis "kev sib tw ua tiav" uas xav tau kev nqis peev mus sij hawm ntev.
Lub sijhawm tshaj tawm: Lub Rau Hli-30-2025