· 供应链分析
在极小的真空中审视局部，从而否定整个多维度的帖子，并非明智之举。 AlSiC（铝硅碳化物）被用于高超音速导弹以承受高温不变形，而非铜，是有原因的。或者它被用于使用 AlSiC 散热片的火箭鼻锥。 我来解释一下其中的细微差别：它们的用途不同。 铜在材料熔化前提供最大热传递，热导率表现更佳。而 AlSiC 基本作为外部结构，在热冲击下维持形状。我们可能会看到铜-金刚石或 AlSiC 的混合材料，因为每种材料各有专长。 AlSiC 尤其用于翘曲控制，因为铜会膨胀，你们在 Blackwell 上已经看到了这一点。 至于制造，情况很复杂。我从未说过它（成本/难度）更高。我说的是前道工序可能面临大规模生产的困难。 但 AlSiC 可能存在后处理瓶颈，如果它成为 2000W+ 架构的组件，从事此环节的公司将更具价值。
Not the best idea discredit the entire multifaceted post by looking at something in a tiny, tiny vacuum. There's a reason why AlSiC is used in hypersonic missiles to survive temperature without warping instead of copper. Or why it's used for the nose cone in rockets which use AlSiC heat spreaders. I'll help explain the nuance: they're both used in different ways. Copper for maximum heat transfer before the material melts and it does a better job with thermal conductivity. And AlSiC, which is basically the exterior to maintain the shape under thermal shock. We might see some copper-diamond or AlSiC mix since each material specializes in something different. AlSiC especially is used for warpage control since copper expands and you've already seen that with Blackwell. As for manufacturing. It's nuanced. I never said it was higher. I said former processes likely high mass-production difficulty. But there is likely a post-processing bottleneck with AlSiC, which makes the companies that do this more valuable if it becomes a component for 2000W+ architectures.