[Tianfeng Electronics Pan Yin Team].
At present, the consideration of the performance and price of computing power chips by major technology manufacturers has become particularly important, and it is urgent to use computing chips other than general computing power.
Vendors have redesigned architectures and defined compute cores to achieve better price/performance.
There may be a large difference in a single computing core, and it does not follow the traditional von Neumann architecture system (that is, the storage data needs to be calculated after passing through the control unit), so the concept of storage and computing integration is introduced, thus breaking the memory wall.
At present, the integration of storage and computing can be divided into SRAM-BASE according to different storage types; eflash(nor)-base;epram-base;mRAM-BASE.
According to the location of computing and storage, it is divided into near-memory-array computing; non-local computing；in-array local computing；in-cell local computing；Different computing positions have very different designs for the internal circuitry of the memory cell; At present, because SRAM can be integrated into the CMOS process, the leading computing power companies all use SRAM-BASE, including Dojo, GQOC, IBM, etc.
Due to the current process node of 55nm, eflash does not match the current mainstream computing power node, and the current product maturity is relatively low.
However, eFlash is simpler in structure and circuit design, and is expected to achieve further development in the future once the process is further breakthrough; At present, the main problems of PRAM and MRAM also come from the process.
We believe that in the future era of large models, data processing and computing will become the core, and direct connection between storage and computing is an inevitable trend (that is, not through the control unit).
We are optimistic about the integrated development of storage and computing, and it is recommended to pay attention to domestic related concept companies:
SRAM-BASE companies: Beijing Junzheng, Chengdu Huawei, Fudan Microelectronics, Ziguang Guowei;
Eflash Base companies: Hengshuo Co., Ltd., GigaDevice;
Computing companies: Cambrian;
Minutes**: Wen Bagu Research] Mini Program