18 times faster than GPT-4, the worlds fastest model GROG appears!
500 token breaks per second. The self-developed LPU is GPU 10 .
Unlike Nvida GPU, GPU needs to rely on high -speed data transmission. GROQs LPU does not use high -band wide memory (HBM) in its system. It uses SRAM Its speed is about 20 times faster than the memory used in the GPU.
Many people in the semiconductor industry said that they will explode the computing power that may be caused by SRAM -related product solutions and maintain a more prudent attitude.
Whether it is the high cost, low -capacity of SRAM itself, or the universal limitations of SRAM -based LPU products, it is difficult to subvert the current computing power technology and industry in the short term.
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expectations at the same time, SRAM is the hotspot of Sora at the same time, and the market recognition is still relatively high.
Related concepts of the stocks Beijing Junzheng and Western testing have recently performed strongly.
Storage chip classification
Storage chip is the core meta meta-in-the-core metaDevice, in 2020, accounts for about 27%of the global semiconductor market.
Can be divided into RAM (random memory, including DRAM, SRAM, new RAM) and ROM (only read memory, including NAND Flash, Nor Flash).> DRAM and NAND FLASH are mainly 96%.
Specifically:
product characteristics, SRAM has high -speed and static characteristics .
SRAM is usually used as a CACHE (high -speed cache) memory, which is used in the fields of networks, aerospace, automotive electronics, consumer electronics and other fields.In terms of capacity, due to the low integration of SRAM, large power consumption, and high cost, the typical values are KB and MB levels.
In the market space, technological development is facing challenges, and the scale will slowly shrink.
According to the Huanyang Market Consultation, the global SRAM market size in 2020 is about US $ 401 million, and it is expected to be US $ 368 million in 2026, and the CAGR is -2.1%.
The main reason for the decline in the market size of SRAM is:
1)Improvement will cause a larger leakage current;
2) Other new storage chips technology may replace SRAM, such as MRAM.
SRAM competition pattern
CR2The proportion is super 50%.
According to IHS, the 2019H1 Global SRAM market is 33.9%/21.8%, respectively, and CR2 is 55.7%.
Domestic manufacturer Beijing Silicon Sung still maintains the second place in the world in 2020/2021, and its leading position is stable.
From the perspective of competitive pattern, the levels of levels at home and abroad are not very different. Logically, it is not necessarily that SRAM technology kills DRAM, but overseas technology card neck neck neck neck neckIn the case, SRAM may become one of the directions for domestic alternatives.
After all, there is the possibility of curve overtaking in the same direction of the same starting point.
> Beijing Junzheng: Beijing Silicon has become a holding company. Its operating entities are mainly ISSI. The main business of ISSI is the research and development and sales of integrated circuit storage chips, simulation chips and their derivative products. It is one of the leading DRAM and SRAM industries in the world.
Western test: The electronic component detection and screening can realize the automatic test of the read -write erase of EEPROM, SRAM, NORFLASH and other storage chips.
China Electric Port: The companys memory products include SRAM, DRAM, Flash, etc.
C Huawei: The company has the ability to establish high -performance, high cost -effective door -level SRAM -type FPGA devices independently developed and engineering applications.
Nasda: The company has new products of high -performance, high -performance, high -quality matching MCU series of high -performance, and rich inner and outer design.
Zhaoyi Innovation: When the company was established, the earliest did SRAM products.
Xiaocheng Technology: The companys product Cortex-M0 microcontroller contains 504kf1ash and 64KBSRAM for program and protocol stack storage.
Guangyunda: Agreement signed by the companys wholly-owned subsidiary Guangyun Da Hongxin and Nanjing Chuoxin, all parties will be developed and produced in related integrated circuit chips such as ESRAM-SDMIn -depth cooperation in the sales field.
Hengshuo shares: The development of the SRAM -based digital deposit plan will be launched.
Optical Technology: The main storage chips (DRAI, SRAI, Flash, etc.) in the field of semiconductors in the field of automotive applications.
Cisco: The company has a invention patent for the SRAM function test device of random static storage chip SRAM.
