Friends who miss out on artificial intelligence do not be discouraged. The market has recently brought good news: this segment will usher in the dawn.
It has great development potential in the domestic memory chip market. Continental is the world's largest manufacturing base for electronic information products and one of the world's largest memory chip consumer markets. With the rapid development of digitalization, informatization, intelligence and other technologies, the amount of data has shown explosive growth, and the demand for memory chips is also expanding.
In computers, communications, consumer electronics, automotive and other fields, memory chips have a wide range of applications. With the continuous development of the domestic semiconductor industry, the independent research and development and production capacity of mainland memory chips are also constantly improving, and it is expected to occupy a more important position in the market in the future, and the global memory chip market will continue to maintain rapid growth.
AI is a once-in-a-century innovation, a new technological revolution has arrived, AI large models are developing rapidly, and computing power infrastructure is expected to further increase memory demand.
Micron Chief Commercial Officer Sadana said that a typical AI server has 8 times the DRAM capacity of an ordinary server, and three times the capacity of a typical NAND server.
Since the storage sector involves a bit of individual stocks, Xiaobian has sorted out 4 leading companies of memory chips after an in-depth review, especially the last one, which is expected to usher in a big outbreak at the end of July.
The first one, GigaDevice Innovations
In the DRAM chip market, the company's first self-owned DRAM product (19nm 4GB) has been mass-produced in June 2021, mainly for niche markets. The close cooperation between the company and Changxin Storage provides stable production capacity guarantee for the company's DRAM products.
In terms of MCU, the domestic MCU market is mainly dominated by overseas leading manufacturers, and local manufacturers are less strategic. With the intelligent terminal demand and the increase in the volume of new energy vehicles, there is room for further improvement in the domestic replacement of MCUs. In addition, the company's entry into the field of vehicle regulations is expected to open a growth ceiling, and there is huge room for domestic substitution.
The second one, Beijing Junzheng
The company is a leader in automotive storage, and the company's automotive-grade SRAM automotive-grade DRAM Nor Flash product revenue in 2022 ranks second, seventh and sixth in the global market, respectively, and is at the forefront of the international market. Memory chips are divided into three categories: SRAM, DRAM and Flash, mainly for automotive, industrial, medical and other industry markets and high-end consumer markets.
The third company, Dongxin shares
Dongxing Co., Ltd. is a domestic SLC NAND design leader, with comprehensive development of multiple product lines, and is one of the Chinese mainland few companies that can provide complete solutions for memory chips such as NAND, NOR, DRAM and so on at the same time. And can provide high-quality customers with chip custom development services. At present, the company's products cover 5G base stations, industrial control, monitoring and security, consumer electronics, wearable devices, Internet of Things and other multi-scenario applications
The fourth one, which is also the editor's favorite, is about to break out at the end of July.
1. The company is the world's leading memory interface chip and will continue to benefit from the increase in DDR5 penetration.
2. Since the DDR4 era, there are only three major players left in the global memory interface chip. At present, the company's DDR4 and DDR5 memory interface chips have successfully entered the international mainstream memory server and cloud computing fields, and occupy an important share of the global market.
In addition, the recent release of AMD Intel server new products will accelerate the iteration speed of DDR4 to DDR5. The penetration rate of DDR5 has increased rapidly, and the driver, memory interface, and chip volume and price have all increased. In addition, the company developed a new product PCIe Re timer MXC AI chip. Carry out platform transformation around the server field. The second round of growth curves is expected to begin. Once launched, it is expected to become the next market leader!
Do you know who the last one is? In order to avoid disturbing the layout of the main force, there is not much to say here, interested friends come to the comment area to take a look, you can know the answer!