Breaking the memory frame, Intel challenges Samsung, SK Hynix
Intel, the world's No. 1 non-memory semiconductor company, has introduced a new generation of memory semiconductors in South Korea. Interpretation, Intel chose to release new products in the memory semiconductor powerhouse, and is declaring war on Samsung Electronics and SK Hynix, the world's top two memory semiconductor companies.
For the first time, Intel chose to hold a global opinion leader gathering in Seoul, South Korea, and announced the Optane series of memory for data centers and the memory market strategy. Intel plans to produce DCPM (Persistent Memory) at the Optane data center at its Rio Rancho, Mexico facility, which will be available next year.
On the other hand, Intel also released a 144-layer 4th-order QLC (4bit for one unit) NAND flash memory for solid-state hard disks in data centers, which is more dense than Samsung Electronics and SK Hynix's 128-layer NAND.
After 34 years, Intel returned to the memory market
According to the "Korea Economy" report, Intel has returned to the memory market for many years, and the Optane series, which is launched in a big way, combines the advantages of DRAM and NAND flash memory. It is really eye-catching. Not only that, Intel specifically released in South Korea. New products, many of the relevant technical staff of the US head office also went to South Korea to participate in the event, which shows Intel's ambitions.
Rob Crooke, Intel's senior vice president, said at the conference that Intel, as the central processor (CPU) powerhouse, combined the memory and non-memory areas to create new opportunities.
Although Intel previously shut down the memory business, it is now releasing a new generation of memory business strategy, targeting the semiconductor semiconductor manufacturers Samsung Electronics and SK Hynix. But in the context of the pessimistic outlook in the memory space, why did Intel choose to attack the memory market? Rob Krok explained that memory and CPU are inextricably linked, so that the CPU will be enhanced, so choose to develop memory.
Intel, which produces CPUs, believes that innovation requires not only changing the CPU, but also changing the memory processing structure itself. In the current data center processing structure, data is basically processed in the order of hard disk (HDD), solid state drive (SSD), NAND flash, DRAM, scratchpad, and CPU.
In the process of processing data, devices that permanently store data include SSDs, HDDs, and CPUs, but the processing order is far apart. Although DRAM processes information quickly, it is a volatile memory, and the data disappears when the power is turned off.
The key to affecting the processing of data is that it takes time to re-send the data stored in the SSD and HDD. This is also the background of Intel's development of DCPM, so that the product can have the processing speed of DRAM, and can be like NAND flash, even if the power is off. save data.
From Intel's actual results, the data center used other companies to restart the DRAM takes 10 minutes and 15 seconds, but the data center using Intel DCPM can be restarted in only 19 seconds.
It is worth noting that Intel's pricing strategy, if Intel wants to replace the current DRAM with DMPM, it has to develop a price/performance ratio of DMPM. Opportunities from Korean semiconductor companies say that Optane is a product that has not been available in the past. It needs to observe future market demand. If pricing and product quality are accepted by the market, the series may indeed damage the DRAM market, but it may become an ambiguous product with a little carelessness.
For the first time, Intel chose to hold a global opinion leader gathering in Seoul, South Korea, and announced the Optane series of memory for data centers and the memory market strategy. Intel plans to produce DCPM (Persistent Memory) at the Optane data center at its Rio Rancho, Mexico facility, which will be available next year.
On the other hand, Intel also released a 144-layer 4th-order QLC (4bit for one unit) NAND flash memory for solid-state hard disks in data centers, which is more dense than Samsung Electronics and SK Hynix's 128-layer NAND.
After 34 years, Intel returned to the memory market
According to the "Korea Economy" report, Intel has returned to the memory market for many years, and the Optane series, which is launched in a big way, combines the advantages of DRAM and NAND flash memory. It is really eye-catching. Not only that, Intel specifically released in South Korea. New products, many of the relevant technical staff of the US head office also went to South Korea to participate in the event, which shows Intel's ambitions.
Rob Crooke, Intel's senior vice president, said at the conference that Intel, as the central processor (CPU) powerhouse, combined the memory and non-memory areas to create new opportunities.
Although Intel previously shut down the memory business, it is now releasing a new generation of memory business strategy, targeting the semiconductor semiconductor manufacturers Samsung Electronics and SK Hynix. But in the context of the pessimistic outlook in the memory space, why did Intel choose to attack the memory market? Rob Krok explained that memory and CPU are inextricably linked, so that the CPU will be enhanced, so choose to develop memory.
Intel, which produces CPUs, believes that innovation requires not only changing the CPU, but also changing the memory processing structure itself. In the current data center processing structure, data is basically processed in the order of hard disk (HDD), solid state drive (SSD), NAND flash, DRAM, scratchpad, and CPU.
In the process of processing data, devices that permanently store data include SSDs, HDDs, and CPUs, but the processing order is far apart. Although DRAM processes information quickly, it is a volatile memory, and the data disappears when the power is turned off.
The key to affecting the processing of data is that it takes time to re-send the data stored in the SSD and HDD. This is also the background of Intel's development of DCPM, so that the product can have the processing speed of DRAM, and can be like NAND flash, even if the power is off. save data.
From Intel's actual results, the data center used other companies to restart the DRAM takes 10 minutes and 15 seconds, but the data center using Intel DCPM can be restarted in only 19 seconds.
It is worth noting that Intel's pricing strategy, if Intel wants to replace the current DRAM with DMPM, it has to develop a price/performance ratio of DMPM. Opportunities from Korean semiconductor companies say that Optane is a product that has not been available in the past. It needs to observe future market demand. If pricing and product quality are accepted by the market, the series may indeed damage the DRAM market, but it may become an ambiguous product with a little carelessness.