1.3纳米工艺量产
在尖端半导体制造工艺方面,三星代工在2020年暂时将4LPE转换为全过程节点。 也就是说,在可预见的未来,4纳米工艺将成为三星的宣传重点。 TSMC在2021年10月表示,N3工程将稍微推迟,2022年有可能是4纳米工程之年。 iPhone 14几乎不可能赶上3纳米工艺。

但是,虽然使用台积电N3工艺的最快的芯片很有可能要等到2023年第一季度,但预计2022年第四季度将批量生产N3工艺。

2个DDR5标准内存投入批量生产和商用
根据JEDEC的说法,DDR5是一个”革命性的”内存体系结构,它的出现标志着该行业即将向DDR5服务器双内联内存模块过渡。

据Omdia透露,DDR5的市场需求从2020年开始出现,到2022年为止,DDR5在整个DRAM市场的占有率将达到10%,到2024年将增加到43%。 到2023年为止,DDR5将在手机、笔记本电脑、电脑等主流市场广泛采用,出货量将大幅超过DDR4,完成两种技术的快速转换。

3 DPU市场馅饼继续增长并爆炸
DPU 中的 DIN 表示 DATA 数据。NIC作为DPU数据处理器迅速崛起。 数百家DPU创业公司以惊人的速度在短时间内迅速崛起。

DPU本质上是一种智能的进化但是,从DPU的受欢迎程度可以清楚地看出,数据中心对数据方向的专用处理器有着强烈的渴望,以及进一步固定和标准化形式。

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