下一代内存，需求暴涨

Core Viewpoint - The next-generation low-power DRAM, LPDDR6, is expected to gain market traction faster than previously anticipated due to the rising demand for high-performance and efficient DRAM in server and edge AI applications [2][3]. Group 1: Market Adoption and Performance - Several leading semiconductor design companies are discussing the simultaneous adoption of LPDDR5X and LPDDR6 IP in their products [2]. - LPDDR6, which was officially standardized in July last year, offers a bandwidth of 10.6Gbps to 14.4Gbps, representing a performance increase of approximately 1.5 times compared to the previous generation LPDDR5X, which supports 8.5Gbps to a maximum of 10.7Gbps [2]. - The earliest full commercialization of LPDDR6 is expected in the second half of this year, although the supporting ecosystem, including PHY, controllers, and interface IP, is not yet fully mature [3]. Group 2: Industry Trends and Drivers - The actual performance of LPDDR6 in applications is currently around 12.8Gbps, with expectations to reach 14.4Gbps by next year as major companies accelerate IP development [3]. - The primary driver for the accelerated adoption of LPDDR6 is the demand from AI applications, which has increased the need for higher-performance LPDDR products, particularly in smartphones and AI data centers [3]. - Over half of high-performance semiconductor design companies are considering the simultaneous integration of LPDDR5X and LPDDR6 IP, especially among those designing chips with advanced processes of 4nm and below [4].