The construction of new data centers has brought new market demand to the semiconductor memory indus

Mondo Social Updated on 2024-01-29

According to IDC, the total amount of data in the world reached 84 in 20215ZB, and the total amount of global data is expected to reach 221 by 20262zb。In recent years, China's digital economy has developed rapidly, accounting for nearly 40% of China's total GDP2, and the integration of digital technology and the real economy has derived and accumulated massive data resources and rich data application scenarios, such as the popularization of cloud platforms and edge computing, high-speed transmission networks and high-definition ** promotion and the promotion of digital China.

In order to make better use of data resources, a key production factor of the digital economy, and support the digital transformation, intelligent upgrading, and integrated innovation of the economy and society, China needs to comprehensively strengthen the construction of information infrastructure, strengthen the deep integration of information resources, and further improve the perception, transmission, storage and computing capabilities of data resources. As the physical carrier of the operation of information systems in various industries, data centers have become indispensable key infrastructure for economic and social operations, and play a vital role in the development of the digital economy.

At present, the country is vigorously promoting toHigh technology, high computing power, high energy efficiency, high securityAccording to the Ministry of Industry and Information Technology's "Three-Year Action Plan for the Development of New Data Centers (2021-2023)", by the end of 2023, the average annual growth rate of the target rack scale of data centers across the country will remain at about 20%, the average utilization rate will strive to increase to more than 60%, and the power utilization efficiency (PUE3) of new large-scale and above data centers will be reduced to 13 or less.

Memory is the main module that undertakes storage and part of the computing power in the data center, and building a professional storage system composed of large-capacity, safe, reliable, and high-performance memory-per-watt ratio is an important breakthrough point for the new data center to achieve the goal of "advanced technology, green and low-carbon".

According to the data of Micron Technology and the flash memory market, storage currently accounts for about 40% of the typical server procurement cost, and in the future, with the further improvement of informatization and digitalization, the data volume is expected to reach 50% and there is room for further improvement, and the data center is expected to become the largest application market in the memory industry.

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