SK Hailishi released the world's first DDR5 DRAM that meets the JEDEC specifications on the 15th, while Samsung Electronics successfully developed a 10-nanometer LPDDR5 DRAM in July. Korean semiconductor companies attempted to lead the global semiconductor market by continuously publishing new specifications. Meanwhile, taking advantage of the Sino-US trade war, they widened the technological gap with China DRAM. Distance.

According to Seoul Economics, a person in the industry said that recently Chinese DRAM company Jinhua in Fujian was banned from exporting semiconductor equipment and materials by the United States. When Jinhua in Fujian was in trouble, Korean companies took the opportunity to accelerate.“Super gap”Strategy.

The DDR5 released by SK Hailishi is the standard specification of the new generation DRAM after DDR4. It has the characteristics of ultra-high speed, low energy consumption and high consumption. It is suitable for large data, AI and other operations. Compared with the previous generation of DDR4, the power consumption has been reduced by 30%, and the data transmission speed has also increased by 6.

The industry insider also added that DDR5 specifications are expected to continue to upgrade, and Korean companies should continue to lead the market before being formally commercialized. In fact, according to EDaily, data for the third quarter of this year show that SK Hailishi's market share reached 30% for the first time in the second quarter of this year. The gap between SK Hailishi and Meguiar's market share is widening gradually. Now SK Hailishi is no less than Samsung Electronics in fine engineering and technology.

In fact, in order to build a complete computing system like a computer or a server, many different enterprises need to work together, because only when the CPU, memory and storage devices that meet the new specifications match each other, can the real performance of the new specifications be brought into play. In its report, "ETnews" of Korean media pointed out that SK Hailishi provided new DDR5 to chip companies, which means that other companies can start to complete the new generation of system specifications, and companies can start to cooperate. Therefore, SK Hailishi, which was first introduced, has the advantage of seizing market share.

SK Hailishi also plans to expand the second generation of 10-nanometer micro-engineering technology starting from the computer and server market, and SK Hailishi is the world's second largest developer of 10-nanometer DRAM after Samsung Electronics.

In July this year, Samsung Electronics also led the global development of a new generation of 10-nanometer 8Gb LPDDR5 DRAM, which is mainly used for ordinary computers and servers, but also releases LPDDR (Low Power Double Data Rate) for mobile phones, with more low power consumption characteristics.

Korean media "NEWSIS" pointed out that Samsung Electronics and SK Hynix are expanding market demand by introducing new products, using high-standard DRAM, and at the same time, in product development at the same time, successive acquisition of various kinds.“The earliest in the world”To increase the added value of the title so as to eliminate it from this year.“Semiconductor high point theory”The worries it brings.