微软计划在AI数据中心部署LPDDR；德明利发布2025年度业绩预告；三星拟将2nm工艺用于定制HBM逻辑芯片

闪存市场01-22

【热点速读】1、微软计划在AI数据中心部署LPDDR2、德明利：预计2025年Q4净利润6.77亿元至8.27亿元，环比增长645.11%至810.18%3、三星拟将2nm工艺用于定制HBM逻辑芯片4、韩国1月前20天半导体出口增长70.2%5、传英特尔再度合并数据中心与 AI 加速器部门1、微软计划在AI数据中心部署LPDDR当地时间13日，Cadence宣布与微软合作开发出一款面向数据中心的...

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加速器部门1、微软计划在AI数据中心部署LPDDR当地时间13日，Cadence宣布与微软合作开发出一款面向数据中心的LPDDR5X（低功耗双倍数据速率5X）9600Mbps内存系统解决方案。该方案将 Cadence 的 LPDDR5X IP 与微软专有的纠错算法 RAIDDR（冗余独立双倍数据速率阵列）ECC（纠错码）相结合。该方案可同时实现高性能、低功耗和高可靠性。微软计划在其数据中心部署此方案。双方强调，通过应用 RAIDDR ECC 技术，实现了与现有服务器 DDR5 内存相当的数据保护能力。除微软之外，其他大型科技公司也将在其人工智能数据中心采用低功耗DRAM，存储器行业正在迎来新的机遇。然而，LPDDR不太可能立即取代服务器上现有的DDR5内存。这是因为服务器市场的主流x86 CPU，例如英特尔的至强处理器和AMD的EPYC处理器，均不支持LPDDR。基于DDR的服务器已经在全球数据中心广泛部署，操作系统和组件供应链也主要面向DDR。此外，延迟也是一个限制因素。虽然LPDDR5X提供了高带宽，但延迟比DDR5高，因此不适合对延迟敏感的任务，例如数据库和事务处理。因此，DDR5将继续在通用服务器领域占据主导地位，而 LPDDR 则将在 AI 服务器领域占据主导地位。AI任务优先考虑带宽和能效，这使得LPDDR 更具优势。随着功耗成本日益成为一个重要问题，从总体拥有成本 (TCO) 的角度来看，预计LPDDR 的采用率将会更高。2、德明利：预计2025年Q4净利润6.77亿元至8.27亿元，环比增长645.11%至810.18%德明利发布2025年度业绩预告。预计2025年实现营收103亿元至113亿元，与上年同期同比增长115.82%至136.77%；预计归母净利润为6.50亿元至8.00亿元，比上年同期增长85.42%至128.21%。其中，2025年第四季度营收36.41亿元至46.41亿元，同比增长209.72%至294.79%，环比增长42.78%至81.99%；归母净利润预计为6.77亿元至8.27亿元，同比增长1051.59%至1262.41%，环比增长645.11%至810.18%。德明利2025年度研发费用约为2.9亿元，上年同期为2.03亿元。3、三星拟将2nm工艺用于定制HBM逻辑芯片据韩媒报道，三星电子将在定制 HBM 内存上延续“制程优势”策略，提供从 4nm 直到当前最先进的 2nm的一系列基础裸片 (Base Die) 解决方案。作为对比，台积电计划为定制HBM 基础裸片导入 N3P 制程（第二代3nm工艺）。HBM由核心芯片和逻辑芯片组成。核心芯片由多个垂直堆叠并相互连接的DRAM组成，逻辑芯片则位于核心芯片下方，负责处理控制器功能。逻辑芯片 将HBM连接到系统半导体PHY（物理层），例如GPU，从而实现高速数据交换。随着HBM工艺的日趋成熟，应用于逻辑芯片的技术也取得了快速发展。例如，从今年计划全面量产的HBM4开始，逻辑芯片将采用代工工艺而非传统的DRAM工艺制造。这是因为与DRAM工艺相比，代工工艺在提升性能和能效方面具有优势。三星电子在HBM4逻辑芯片上采用了4nm工艺。芯片开发和量产分别由DS事业部内的系统LSI部门和晶圆代工部门负责。此外，三星电子已被证实正在采用2nm工艺设计用于定制HBM的逻辑芯片。定制HBM是指客户将所需功能集成到逻辑芯片中。预计定制化HBM将从HBM4E（第七代HBM）开始得到广泛应用。HBM4E有望于明年发布。4、韩国1月前20天半导体出口增长70.2%据韩国海关总署数据显示，1月1日至20日韩国出口总额达364亿美元，比上年同期增长14.9%。其中，在全球人工智能蓬勃发展的背景下，韩国半导体出口增长了70.2%，领跑整体出口增长，占出口总额的29.5%，同比增长9.6个百分点。从出口目的地来看，韩国对其最大贸易伙伴中国的出口额同比飙升30.2%，达84.5亿美元；对美出口同比增长19.3%，至66.6亿美元。得益于高附加值存储需求扩大及DRAM等通用半导体价格持续上涨，韩国半导体2025年全年出口额达1734.8亿美元，同比增长22.1%，连续两年保持两位数增长，创历史新高。5、传英特尔再度合并数据中心与 AI 加速器部门据外媒报道，据获得的英特尔公司内部资料显示，英特尔近期已对其服务器业务架构进行了新一轮调整，将原本分立的数据中心传统业务部门与人工智能（AI）加速器业务部门重新整合，统一纳入一个全新的事业群，以全面管理与拓展数据中心相关业务。当前人工智能服务器的设计趋势正朝着完整、集成的机架式系统方向发展。此次内部架构整合，有助于英特尔在人工智能解决方案的设计、开发与交付全流程中加强内部协同，进一步整合技术资源，从而更充分地发挥其在x86生态系统中的综合优势。","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":"productRelease","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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