Storage giants are vying for new technologies, with CXLs, custom chips, and chiplets all in demand.
With the rapid development of emerging technologies such as artificial intelligence and cloud computing, the memory chip market is undergoing unprecedented changes.
There are reports that Samsung Electronics, SK hynix and other storage giants are increasing their investment in new technologies to cope with rapidly changing market and competitive pressures. Among them, chip technology represented by CXL and special chips is particularly important, and has become a new battlefield for major storage giants.
So, what makes these three technologies so special as the storage giants divide these three technologies into different categories? This article will analyze them one by one.
i.CXL: A new era of high-speed and low-latency communication technology.
CXL stands for High-Speed Interconnection, which is a new high-speed interconnection technology. This project aims to solve the problem of high-speed and low-latency communication, and provide a unified interface standard for the interconnection of different processors (CPU, GPU, storage, etc.).
With applications such as artificial intelligence (AI) putting forward higher requirements for processing speed and response speed, CXL technology that can provide high-speed interconnection is becoming the focus of competition among major storage vendors.
Manufacturers such as Samsung Electronics and SK hynix have formed alliances with companies such as Intel to jointly promote the development of CXL technology. This technology is based on dynamic random access memory (DRAM) modules, which is expected to increase memory requirements. As a result, major manufacturers have developed CXL-type DRAM to seize market share.
In addition, CXL technology is highly flexible and scalable, which can meet different application scenarios. With the continuous maturity and popularization of CXL technology, CXL will become an indispensable and important part of the storage field.
Two. Customized chips can meet individual needs.
In the face of increasingly personalized needs, customized chips have become a new blue ocean in the storage industry. Manufacturers like Samsung and SK hynix have increased their investment in custom chips to meet different customer needs.
Among them, high bandwidth memory (HBM) is widely used in high-load applications such as artificial intelligence, which can greatly improve the speed of data processing. In order to meet the rapidly growing market demand, major manufacturers have sought partners to jointly develop high-quality HBM chips.
For example, SK hynix is working with NVIDIA on its own HBM chip, which is a good example. Samsung Electronics and AMD are close partners. These collaborations will not only improve the performance and added value of the products, but also provide more business opportunities and profit opportunities for major manufacturers.
iii.Chipset: A new technology that has the potential to change the face of the memory chip industry.
I believe everyone is familiar with chiplet technology, which means using a small modularity" chiplet"Manufacture larger, more complex SoC chips. On the one hand, this method does not require complex processing technology and precision instruments; On the other hand, this approach offers significant cost savings, time savings, flexibility, and scalability.
Some time before Moore's Law became saturated, the traditional chip manufacturing process was facing severe challenges, and the rise of chip technology also brought new opportunities to the memory industry.
Manufacturers such as Samsung Electronics and SK hynix have achieved higher efficiency and higher power density by integrating functional units such as graphics processing unit (GPU), CPU (CPU), and I-O (I-O) into a single package. This can not only reduce production costs, but also increase production, which is a great business opportunity for the memory chip industry.
In order to cater to the rapid development of the mobile and high-performance computing markets, Samsung Electronics has formed alliances with AMD, Intel and other companies to establish a chipset ecosystem. This ecosystem integrates chipset components from different vendors, improving the productivity and cost-effectiveness of chipset manufacturers.
With the continuous advancement and popularization of chip technology, the global chip market will continue to grow in the next few years, driving the growth of the global memory chip industry.
iv.Conclusion.
With the rise of emerging technologies such as chips, CXLs, and custom chips, the global storage market is becoming increasingly competitive. Major storage giants have increased investment to seize market share and business opportunities, inject new vitality into the entire industry, and bring unprecedented development opportunities to Chinese storage companies.
By increasing investment in R&D and innovation of new technologies and improving product performance and added value, Chinese enterprises can better meet market demand and enhance their status and influence in the international market. At the same time, Chinese enterprises should actively participate in international technical exchanges and cooperation, expand the channels of technical exchanges, and promote the development and progress of the global warehousing industry.
Of course, there are both opportunities and challenges. Only by keeping pace with the times and constantly improving their own strength can it be possible to occupy a place in today's storage market.