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瀾起科技(688008.SH):公司的CKD芯片有望明年下半年開始上量
格隆匯 11-23 09:15

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,由於 AIPC 需要更高帶寬的內存提升整體運算性能,AIPC 滲透率的提升或將加速 DDR5 子代迭代以及增加更高速率 DDR5 內存的需求,從而加快 CKD的芯片的上量節奏及提升未來 CKD 芯片的整體需求量。

CKD 芯片是 JEDEC 定義的標準化產品,當 DDR5 數據速率達到 6400MT/s及以上時,台式機及筆記本電腦的 UDIMM、SODIMM 內存模組,須採用一顆專用的時鐘驅動芯片(CKD 芯片)。CKD 芯片對於行業來説是一個全新的增量,屆時 CKD 芯片每年的行業需求量將與當年所需的 UDIMM 和 SODIMM 數量(支持速率為 6400MT/s 及以上)呈正相關。

公司已於 2022 年 9 月發佈業界首款 DDR5 第一子代 CKD 芯片工程樣片。根據某主流 CPU 廠家最新產品路線圖,其支持 DDR5 6400MT/s 的客户端 CPU平台預計明年上市,因此,公司的 CKD 芯片有望明年下半年開始上量。

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