长鑫科技发布新型技术架构 海外龙头垄断壁垒面临重估

智通财经
Oct 15
【长鑫科技发布新型技术架构 海外龙头垄断壁垒面临重估】国产存储龙头长鑫科技发布新型技术架构,全球存储龙头股价近期明显回调。10月13日,三星电子、SK海力士跌幅超过7%,10月14日跌幅收窄企稳。业内人士向证券时报记者分析,国际存储巨头暴跌,短期是交易层面的情绪超调,长期来看反映了市场对其垄断壁垒的重估,而未来服务器市场会面临分化。报道显示,10月10日,长鑫科技总裁曹堪宇博士在第四届集成芯片和芯粒大会上公布公司在DRAM器件、4F^[2]架构及混合键合等方向进展,并预计年底推出融合新技术的新一代DDR5 RDIMM产品。相比DRAM行业主流6F^[2]架构,4F^[2]意味着每个单元仅占4倍最小特征尺寸的平方,因此单位面积内的晶体管数量会增多,实现存储密度的提升。该技术最核心的特色是在DRAM存储阵列晶体管上的创新,即自研的VSG晶体管。

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