手机内存杀入AI服务器，英伟达搅动“内存局”

时代周报2025-12-26

长久以来，服务器内存与手机内存像是两条永不相交的轨道——DDR在数据中心稳稳“飙性能”，LPDDR在手机端默默“省功耗”。但英伟达可能即将改变这一行业定律，直接把“平行线”掰成了“交叉线”：它要把手机内存LPDDR5X塞进AI算力中心！这一颠覆，无异于给本就高度紧缺的DRAM市场再添一记“重锤”，让供应链的神经瞬间绷得更紧。Counterpoint分析指出，这对内存供应链来说是一次巨大的转变，...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226162958a6d1dd7e&s=b><strong>时代周报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>长久以来，服务器内存与手机内存像是两条永不相交的轨道——DDR在数据中心稳稳“飙性能”，LPDDR在手机端默默“省功耗”。但英伟达可能即将改变这一行业定律，直接把“平行线”掰成了“交叉线”：它要把手机内存LPDDR5X塞进AI算力中心！这一颠覆，无异于给本就高度紧缺的DRAM市场再添一记“重锤”，让供应链的神经瞬间绷得更紧。Counterpoint分析指出，这对内存供应链来说是一次巨大的转变，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226162958a6d1dd7e&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999002232.USD","symbol_name":"Allianz Global High Payout 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bureau\"","themeId":"895e2c29543f5412669ffe56caa29f6d","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVD2.UK":0.6,"NVD":0.6,"NVDA":1.95,"NVD3.UK":0.6,"NVDU":0.6,"NVIW.SI":0.6,"NVDS.UK":0.6,"NVDD":0.6,"3NVD.UK":0.6,"NVDY":0.6,"NVDX":0.6,"2NVD.UK":0.6,"NVDS":0.6,"SNVD.UK":0.6},"content_text":"长久以来，服务器内存与手机内存像是两条永不相交的轨道——DDR在数据中心稳稳“飙性能”，LPDDR在手机端默默“省功耗”。但英伟达可能即将改变这一行业定律，直接把“平行线”掰成了“交叉线”：它要把手机内存LPDDR5X塞进AI算力中心！这一颠覆，无异于给本就高度紧缺的DRAM市场再添一记“重锤”，让供应链的神经瞬间绷得更紧。Counterpoint分析指出，这对内存供应链来说是一次巨大的转变，供应链无法轻易消化如此大的需求。为什么服务器开始“抢”手机的内存Counterpoint的报告认为，英伟达的转变主要原因是为了降低AI服务器功耗。这并非英伟达的任性，而是物理定律的必然。随着 AI 模型参数突破万亿级，数据中心的“能耗墙”危机日益严峻。传统的 DDR5 内存虽然容量大，但在高频运行时功耗惊人。而 LPDDR5X天生具备低电压、低功耗的基因，且在速率上已经实现了对标准 DDR 的反超。然而，英伟达的方案有一个痛点：LPDDR 通常是焊死在主板上的，无法像传统内存条那样插拔升级。于是，一个新的硬件形态应运而生——LPCAMM2。这是一种将 LPDDR5X 芯片做成“可插拔模组”的新标准。它完美结合了 LPDDR 的高能效和 DDR 的模块化，正在成为戴尔、联想等服务器厂商布局下一代“绿色数据中心”的关键。英伟达的这一转变将对行业带来深远影响：未来的AI服务器，很可能是 LPDDR5X 与 DDR5 并行的“双轨时代”。但问题随之而来：全球都在抢 HBM（高带宽内存），谁来保证海量的 LPDDR5X和 DDR5 供应？长鑫“双芯”：为算力基座“换血”在这个算力需求井喷、但供应极度紧缺的时间窗口，国产存储龙头长鑫存储新品的发布，为高度承压的服务器内存市场带来重磅消息。长鑫此次发布的DDR5和LPDDR5X两大新品，正覆盖了未来服务器的两大核心需求。其中LPDDR5X，正是Counterpoint报道的英伟达重点押注的产品线。长鑫存储最新LPDDR5X的最高速率达到10667 Mbps，这一数据不仅刷新了国产记录，更直接触达了三星、美光、海力士同类产品的最高速率。在大规模服务器应用中，这意味着更快的数据吞吐速度。同时，长鑫存储LPDDR5X相比上一代产品，功耗降低了 20%。在成千上万台服务器日夜轰鸣的数据中心，20%的能耗节省，对应的是数以亿计的电费成本下降。业界推测，长鑫这款极致性能的 LPDDR5X 颗粒，将是LPCAMM2 模组的最佳载体，为国产服务器在紧凑空间内实现海量计算提供了可能。长鑫存储同时发布的DDR5产品则契合了服务器的另一大需求——大容量。本次长鑫存储推出自主研发 DDR5，最高速率突破 8000Mbps，并推出了单颗 24Gb 的超大容量颗粒。在当前数据运算量剧增的情况下，服务器单机内存容量往往需要达到 TB 级别。长鑫的 24Gb 颗粒，使得单条内存模组的容量上限大幅提升，这使得服务器厂商可以实现更高效的内存扩容。掌握服务器内存架构自主权从英伟达押注LPDDR5X，到即将爆发的 LPCAMM2 标准，服务器内存正在经历一场架构级的革命。在过去，这种核心部件的供应链高度依赖海外内存三巨头。一旦海外厂商因转产 HBM 而缩减 LPDDR/DDR 产能——正如现在正在发生的，下游服务器厂商就会面临“无米下锅”的窘境。长鑫存储“双芯”的发布，代表着更高层次上的战略意义：证明了中国企业不仅能造出“能用”的内存，更能造出符合数据中心严苛标准、性能领跑国际一流的“好用”内存。而随着AI的算力需求改变服务器市场格局，英伟达将手机内存引入服务器场景，意味着LPDDR有望成为算力基础设施建设的下一个中心，推动服务器厂商大规模采用LPDDR5X进行架构创新。长鑫存储的双芯产品，不仅强化了其在DRAM第一大领域服务器市场的产品竞争力，也能够为未来的服务器架构创新提供了核心动力。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","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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