芯片巨头，开辟新战线

智通财经2025-12-20

三星电子和SK海力士分别与美国芯片巨头英伟达和英特尔合作，加剧了在低功耗服务器内存领域的竞争。两家公司同时发布了各自的成果：SK海力士推出了新型高容量、高性能的通用动态随机存取存储器(DRAM)产品，而三星则推出了新一代内存模块。人工智能的兴起带动了内存需求的激增，高带宽内存(HBM)和传统服务器DRAM的价格也随之水涨船高，导致三星和SK海力士之间的竞争日益激烈，两家公司都在争夺DRAM市场的...

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fronts","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"2NVD.UK":0.6,"NVDY":0.6,"NVIW.SI":0.6,"NVDD":0.6,"3NVD.UK":0.6,"NVDS.UK":0.6,"NVD":0.6,"NVDX":0.6,"NVD3.UK":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"NVDA":1.93,"NVDU":0.6,"04335":1.91,"NVDS":0.6},"content_text":"三星电子和SK海力士分别与美国芯片巨头英伟达和英特尔合作，加剧了在低功耗服务器内存领域的竞争。两家公司同时发布了各自的成果：SK海力士推出了新型高容量、高性能的通用动态随机存取存储器(DRAM)产品，而三星则推出了新一代内存模块。人工智能的兴起带动了内存需求的激增，高带宽内存(HBM)和传统服务器DRAM的价格也随之水涨船高，导致三星和SK海力士之间的竞争日益激烈，两家公司都在争夺DRAM市场的霸主地位。SK 海力士周四宣布，其基于32Gb第五代10纳米级(1b)DRAM的256GB DDR5寄存式双列直插内存模块(RDIMM)已通过英特尔的兼容性和性能验证。RDIMM 是一种内存模块，旨在确保即使安装多个 DRAM 芯片也能保持系统稳定。高容量产品主要用于企业数据中心。“这款产品是目前市面上基于 1B 32Gb DRAM 的最高容量 RDIMM，也是首款通过英特尔认证的同规格 RDIMM。”SK 海力士表示。尽管英特尔在 GPU 领域已落后于英伟达，但它仍然占据着数据中心 CPU 市场 70% 以上的份额。SK 海力士的 RDIMM 现已获得认证，可立即应用于基于英特尔最新 Xeon 6 CPU 的服务器。一旦英特尔验证了内存产品的性能和兼容性，戴尔、惠普和超微等服务器制造商通常会批量采购用于服务器生产。SK海力士推出的新型RDIMM内存采用硅通孔技术制造，该技术是HBM的核心技术。通过将32Gb DRAM芯片堆叠成3D结构，并通过微型垂直通道连接，SK海力士实现了业界领先的256GB容量。SK海力士的开发人员表示：“与现有产品相比，使用该产品的服务器可实现16%的AI推理性能提升，同时功耗降低18%。”与此同时，三星电子周四宣布，已完成一款针对AI数据中心优化的内存产品——小型压缩附加内存模块(Socamm2)的开发，并已向英伟达提供了样品。Socamm2是一款服务器内存模块，由堆叠的低功耗双倍数据速率DRAM构成。与常用的RDIMM相比，Socamm2尺寸更小，带宽提升超过一倍，功耗降低55%，非常适合高性能AI计算。与封装在GPU中的HBM不同，Socamm2是一个可拆卸模块，这使得制造过程更加简便，并提供了更大的设计灵活性。由于国际标准化和平台兼容性问题尚未解决，Socamm2尚未实现商业化。据报道，英伟达计划将Socamm2应用于其下一代人工智能平台Vera Rubin，该平台预计将于明年下半年发布。三星电子表示：“我们正与全球主要合作伙伴携手，引领 Socamm2 国际标准的制定。”英伟达高性能计算和人工智能基础设施解决方案高级总监 Dion Harris 表示：“通过与三星电子的持续合作，我们不断优化 Socamm2 等下一代内存。”三大内存芯片制造商都在竞相向英伟达供应 Socamm2。今年 10 月，全球第三大内存芯片制造商、总部位于美国的 Micron 公司正式宣布已向英伟达提供了 Socamm2 样品。同一天，三星电子和 SK 海力士在韩国举办的半导体展览会上发布了各自 Socamm2 的实物样品和规格。本文编选自“半导体行业观察”微信公众号;智通财经编辑：何钰程。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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