The competition for DDR6 technology is intensifying, as Changxin Memory challenges the three major DRAM giants.

Korean media: The competition for DDR6 technology is intensifying, and Changxin Memory is catching up with the three major DRAM companies!

On September 9, the Korean media "Asia Times" published an article stating that the technical competition for the next generation of DRAM semiconductor DDR6 is intensifying. Samsung Electronics, SK Hynix, and Micron, the three major DRAM companies, are leading this competition, while China's Changxin Memory is following closely behind.

According to industry insiders, Samsung Electronics, SK Hynix, and Micron are at the forefront of the DDR6 technology competition. Currently, major customers including NVIDIA, AMD, and Intel are conducting prototype tests for these three DRAM manufacturers. If everything goes according to plan, mass production is expected to start in 2027.

The Joint Electron Device Engineering Council (JEDEC) established the product standard specifications for DDR6 at the end of last year.

The maximum transfer speed of DDR6 can reach 17,600 MT/s, more than twice that of DDR5's 8,000 MT/s. Its basic structure is 96 bits, which increases the number of channels compared to DDR5's 64 bits, while reducing the bit width, thereby enhancing performance and security.

DDR is one of the main components determining computer performance, serving as a device that processes data between the central processing unit (CPU) and memory.

DDR6 is expected to be applied in next-generation AI data centers, high-performance computing (HPC), and high-performance laptops. It represents an important revenue model for the three major memory companies in the future.

Changxin Memory is expanding its share in the DRAM and general memory markets, posing a threat to the three semiconductor companies.

For the three DRAM companies that are abandoning the general semiconductor market, if Changxin Memory remains at DDR5, it will buy time to temporarily retain the high-value DRAM market.

However, some have pointed out that U.S. semiconductor regulations may become a catalyst for Changxin Memory to enhance its own technological capabilities.

In fact, NVIDIA's CEO Huang Renxun recently criticized the U.S. restrictions on semiconductor exports to China, stating, "U.S. sanctions will promote China's technological independence, and the U.S. will compete with China in the AI industry."

A related person in the South Korean semiconductor industry also said, "The competition from China has become a reality in the semiconductor industry, and reversing it is just a matter of time." He also stated, "If the technology industry is not first, it has no meaning. A new strategy of cooperation between the government and enterprises is needed."

Original: www.toutiao.com/article/1842788207760649/

Statement: This article represents the views of the author.