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得一微定义“AI存力芯片”,让每比特数据创造更多智能
半导体行业观察·2025-05-30 01:55

Core Viewpoint - The article discusses the transformative shift in computing paradigms from CPU-centric to memory-centric systems, emphasizing the emergence of "AI memory chips" as a key innovation in enhancing system efficiency and intelligence [1][3]. Group 1: Technological Transition - The transition from storage to "memory power" represents a significant upgrade in technology, redefining the boundaries of advanced memory capabilities [2]. - The company, DeYi Microelectronics, has introduced the concept of "AI memory chips," which aims to implement AI intelligence in memory units, providing valuable computational offloading and data insights for AI systems [1][3]. Group 2: Company Developments - DeYi Microelectronics is one of the few domestic companies with complete independent research and development capabilities for storage control chips, marking a high point in its development history [3]. - The company has successfully integrated its storage control chip products with leading smartphone manufacturers and has made significant breakthroughs in industrial and automotive storage markets, particularly achieving double-digit growth in automotive products [3]. Group 3: AI Integration and Challenges - The rise of AI has shifted the role of storage, where core data now includes model parameters and neural network weights, with GPUs taking precedence over CPUs in storage systems [3][4]. - Current challenges in AI systems include bandwidth bottlenecks and the limitations of existing memory technologies like HBM, necessitating a reevaluation of product strategies [4]. Group 4: AI-MemoryX Innovation - The AI-MemoryX graphics memory expansion card developed by DeYi Microelectronics significantly increases single-machine memory capacity from traditional levels to the terabyte range, enabling the training of large models with fewer GPUs [6]. - This technology not only serves as an expansion card but also as a comprehensive solution for fine-tuning large models, providing extensive technical support for AI applications [6]. Group 5: Future Strategy - The company plans to follow a three-step strategy: leveraging existing chips and software for rapid value creation, embedding software innovations into chips, and promoting the application and ecosystem of AI memory chips [7]. - DeYi Microelectronics aims to redefine the computing paradigm with its AI memory chips, transitioning from passive support of computing power to actively driving it [9].