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瀾起科技(688008.SH):MDB芯片的需求量將隨MRDIMM的逐步滲透而顯著提升
格隆匯 11-23 09:19

格隆匯11月23日丨瀾起科技(688008.SH)近日接受特定對象調研時表示,在服務器領域,內存接口芯片及配套芯片的需求量與服務器內存模組的需求量直接相關。根據全球知名市場研究機構Yole Intelligence 2023年第三季度研究報吿的預測,2027年全球服務器DDR5內存模組出貨量預計將達到2.92億根。按照JEDEC標準,通常情況下一根DDR 5 RDIMM需要搭配1顆RCD芯片、1顆SPD芯片、1顆PMIC芯片以及2顆TS芯片,可參考該研究機構的預測數據來大致推算相關芯片的需求量。根據JEDEC定義,新型服務器高帶寬內存模組MRDIMM將搭配1顆MRCD芯片及10顆MDB芯片,如考慮MRDIMM在未來幾年佔比提升,將有部分RCD芯片替換為MRCD芯片,同時,MDB芯片的需求量將隨MRDIMM的逐步滲透而顯著提升。

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