文｜半导体产业纵横

jinnianlai，cunchuxinpianxingyedeshichangdongtaifashenglexiangdangdadebianhua。sanxingdianzigongsicengjingshigailingyuwukezhengyidelingdaozhe，danxianzaiqueluohouyuguimojiaoxiaodejingzhengduishou sk hailishi。

liangjiagongsizhijianbuduankuodadechajushilaizinali？

01、争做CXL游戏规则改变者

zaochengzheizhongchajudeyigezhuyaoyinsushitouzizheduisk hailishizuoweiqianzairengongzhineng (ai) lingdaozhedexinxinzengqiang。gongsiyizhijijituozhanzairengongzhinengxingyedebuju，xiyinlelaizigegelingyudejuetouzi。sk hailishidejianduanyanfagongzuohezhanlvehezuohuobanguanxizhanxianleduituijinrengongzhinengjishudejiandingchengnuo。youyuduiqigaodaikuanneicun (hbm) xinpiandegaoxuqiu，qigujiajinnianbiaoshengle 67%。

lingyifangmian，sanxinggujiajinshangzhangle24%，xiangduiweibo。yeneirenshifenxi，weilezaicunchuxinpianlingyujinxingyouxiaojingzheng，sanxingxuyaozhongxinkaolvqizhanlve，bingquebaoqichuangxinyuxingyedekuaisujinbubaochiyizhi。

zhengduocxlshichangdehexinshidram，sanxingheskhailishishiquanqiudiyihedierdacunchuqichangshang，ziranbuhuicuoguocxlzheipian“xinlanhai”，muqiandouzaijijikaifacxljishu，yitigaofuwuqidramxiaoliang。cxlneicunmokuaililunshangzaifuwuqizhongkeyishixian“wuxian”dedramkuozhan，erqiehainengtongyibutongxinxichulishebeizhijiedetongxinxieyi，jianhualeshujuchuli、jianshaoleshujupingjing、tigaolenengyuanxiaolv，jiejuelexianyoujisuanjibiaozhunlidramdewulikekuozhanxingwenti。

sanxingyu 2021 nian 5 yuekaifaleyejieshoukuanjiyu cxl de dram jishu，yinlingxiayidaineicundeshangyehua。kaifaliangnianhou，sanxingxuanbujihuakaishidaguimoshengchanjiyucxlde 128gb dram。

sanxingzuijinzai hbm xinpiankaifafangmianluohouyu skhailishi。tamenbiaoshi，weilebimianzai cxl kaifazhongzhongdaofuzhe，zheijiakejijutousihuzhengzaijijizhengquzaishichangshangzhanjuzhudaodiwei。jiangjijiliyong cxl neicunmokuai (cmm) dengxinxingjiekou，zheijiangyouzhuyushixianneicundaikuanherongliangkeyigenjuyunyingxuqiuwufengkuozhan。

jinnian5yue，sanxingfachuqishoukuanzhichicompute express link（cxl）2.0de128gb dram。tongshi，sanxingyuyingteermiqiehezuo，zaiyingteerzhiqiangpingtaishangqudelejuyoulichengbeiyiyidejinzhan。“zuoweicxllianmengdedongshihuichengyuan，sanxingdianzizaicxljishushangyizhichuyuqianyandiwei，”sanxingdianzixinyewuqihuafuzongcaijangseok choibiaoshi，“zheiyitupoxingdejinzhanqianghualewomentongguoyuquanqiugedideshujuzhongxin、qiyejifuwuqihexinpiangongsihezuo，jinyibukuodacxlshengtaixitongdejuexin。”

cxl 2.0shisanxingyoushiyilaidiyigezhichineicunchi（pooling）dechanpin。neicunchishiyizhongneicunguanlijishu，tajiangfuwuqipingtaishangdeduogecxlneicunkuaibangdingzaiyiqi，xingchengyigeneicunchi，shiduogezhujinenggougenjuxuyaocongchizhongdongtaifenpeineicun。zheixiangxinjishushikehujinkenengdejiangbenzengxiao，congerbangzhuqiyejiangyouxiandeziyuanzhongxintouziyuzengqiangfuwuqineicunzhongqu。

sanxingdianzijihuayujinnianniandizhiqiankaishiliangchanzheiyizuixindecxl 2.0 dram，bingzhunbeituichuduozhongrongliangdechanpin，yimanzukuaisubianhuadexiayidaijisuanshichang，jinyibujiasukuodacxlshengtaixitong。

cxlzuoweixiayidaineicunkekuozhanshebei，nenggouweigaoxingnengfuwuqixitongzhongyucpuyiqishiyongdejiasuqi、dramhecunchushebeitigaoxiaolv。youyutayuzhuneicun（main dram）gongtongshiyongshikekuodadaikuanherongliang，gaijishudejinbuyouwangzairengongzhineng（ai）hejiqixuexi（ml）denghexinjishu，duichuligaosushujudexuqiujidazengjiadexiayidaijisuanshichangyinqihongdong。

jinnian10yuezhongxun，skhailishiyushujuchulipingtaigongsihazelcasthezuo，fabulecompute express link（cxl）jishuyingyongbaipishu。skhailishigongbudeshizhengjieguobiaoming，tongguoshiyongxiayidaicxlneicun，keyijiangshujuchulinenglitigao40%yishang。

skhailishitongguokuozhan cxl neicundedaikuan，xitongchulisulvtigaole 40%，chaoguolejinshiyong dram dexitong。ciwai，yanchishijiantigaole 30-50%。zheibiaoming，tongguotongshishiyong cxl neicun，keyijiesheng dram degaochengben。chuantongshang，butongdeshebeiyoubutongdelianjiefangfa。raner，cxl tongyileduogejiekou，yunxuzhijieshebeilianjiehegongxiangneicun。zheibujinkuozhanleneicunronglianghexingneng，haijiejueleyushujuchuliyanchihesudujiangdixiangguandewenti。

2022nian8yue，skhailishilvxiankaifalejiyuddr5 dramdecxlneicunyangpin。5yue，zaimeiguoneihuadazhoulasiweijiasijuxingdeitzhanhuidell technologies world (dtw) 2023shang，yezhanshilezhenshifuwuqizhongdecxlneicun。

cxlneicunshichangshangweiwanquanchengshu，yinweinenggouliyongcxlneicundecpushangweituichu。buguo，yingteeryujijiangzaimingnianshangbannianfabuqishoukuanshangyongfuwuqicpu，mingweisierra forest。zaicizhiqian，sanxingdianzihe sk hailishijihuayujinnianwanxieshihoushengchanxiayidai cxl 2.0 neicun。

zheichangzhanzheng，rengzaichixu。

02、闪存技术：层数较劲

2023nian8yue9ri，skhailishixuanbu，tongguo321ceng4d nandyangpindefabu，zhengshichengweiyejieshoujiazhengzaikaifa300cengyishangnandshancundegongsi。

skhailishimeiguojialifuniyazhoushengkelalajubande“2023shancunfenghui”shanggongbule321ceng1tb tlc(triple level cell)* 4d nandshancunkaifadejinzhan，bingzhanshilexianjieduankaifadeyangpin。

zuoweiyejieshoujiagongbu300cengyishangnandjutikaifajinzhandegongsi，skhailishixuanbu，jiangjinyibuwanshan321cengnandshancun，bingjihuayu2025nianshangbanqikaishiliangchan。skhailishixiangguanfuzerenbiaoshi：yizhengzailiangchandezuigaoji238cengnandjileidejishujingyanweijichu，gongsizhengzaiyouxujinxing321cengnanddeyanfa。

321ceng1tb tlc nanddexiaolvbishangyidai238ceng512gbtigaole59%。zheishiyouyushujucunchudedanyuankeyiyigengduodedanpianshuliangduizhanzhigenggao，zaixiangtongxinpianshangshixiangengdacunchurongliang，jinerzengjialedanweijingyuanshangxinpiandechanchushuliang。

ciqiansk hailishizaigonggaozhongcheng，yikaishiliangchan 238 ceng 4d nand shancun，bingzhengzaiyushengchanzhinengshoujidehaiwaikehugongsijinxingchanpinyanzheng。

sk hailishiqiangdiao：“gongsiyi 238 ceng nand shancunweijichu，chenggongkaifashiyongyuzhinengshoujihe pc dekehuduan ssd（client ssd）jiejuefanganchanpin，bingzai 5 yueyikaishiliangchan。gongsizai 176 cengshenzhizai 238 cengchanpin，douquebaolechengben、xingnenghepinzhifangmiandeshijiedingjijingzhengli，qidaizheixiechanpinzaixiabanniannenggouqidaogaishangongsiyejideqianyinzuoyong。”

jujieshao，238 ceng nand shancunzuoweishijieshangzuixiaotijidexinpian，shengchanxiaolvbishangyidaide 176 cengtishengle 34%。cichanpindeshujuchuanshusuduweimeimiao 2.4gb，haochengbishangyidaidesudukuai 50%，bingqiegaishanleyue 20% deduxiexingneng。

sk hailishibiaoshi，jihuazaiwanchengzhinengshoujikehugongsideyanzhenghou，shouxianxiangyidongduanchanpingongying 238 ceng nand shancun，suihoujiangqishiyongfanweikuodadaojiyu pcie 5.0 de pc gutaiyingpan（ssd）heshujuzhongxinjigaoronglianggutaiyingpanchanpindeng。

sk hailishizai 2018 nianyanfade 96 ceng nand shancunjiudaorule 4d fangshi，caiyongdianhebuhuoxingjishu (ctf，charge trap flash) he puc（peri. under cell）jishu。xiangbi 3d fangshi，4d jiagouhaochengjuyoudanyuanmianjigengxiao、shengchanxiaolvgenggaodeyoudian。

judigitimesbaodao，sanxingzhunbeimingniankaishishengchandi9daiv-nandjishudechanpin，jiangchaoguo300ceng，jixuyanyongshuangduizhanjiagou。

suoweishuangduizhanjiagou，jizai300mmjingyuanshangxianshengchanyige3d nandshancunduizhan，ranhouzaiyuanyoujichushangzaigoujianlingyigeduizhan。chaoguo300cengdedi9daiv-nandjishujiangtigao300mmjingyuanshengchandecunchumidu，shidezhizaoshangnenggoushengchangengdichengbendegutaiyingpan，huozherangxiangtongcunchumidujixingnengdegutaiyingpanbiandegengbianyi。julejie，sanxingweilebaozhengchanliang，kenenghuizaidi10daiv-nandjishushangyinrusanduizhanjiagou，cengshujiangdadao430ceng。zheiyiweizhehuizengjiayuancailiaodeshiyongliang，bingzengjiameige3d nandjingyuandechengben。quniansanxingzai“samsung tech day 2022”shangtichudezhangqiyuanjingshi，dao2030nianhuijiangcengshutigaozhi1000ceng。

03、本是同根生

sanxingheskhailishikansidadebukekaijiao，qishiyeshi“yigenshengshangdemazha”，benzhitonggensheng。

wulunshisanxinghaishiskhailishiduiyuzhongguoshichangdeyilaichengdudouhengao，bingqieyoubushaoxinpianchannengdoufangzaizhongguodalu。sanxingheskhailishizaizhongguowuxi、qingdaodengdidouyongyouxinpiangongchang，genjuxiangguanshujutongjixianshi，sanxingheskhailishiyoujinbandexinpianchannengdouzaizhongguodalu，bujinrucizhongguoshichangyeshisanxingheskhailishizuizhuyaodehaiwaishichangzhiyi。

ranermeiguode“xianzhi”rangsanxinghehailishikubukanyan。sanxingheskhailishizaizhongguoshichangshangdechuhuoyeshoudaolexianzhi。liruciqianmeiguangbeizhongguoxiangguanbumenbufenjinshoudeshihou，sanxingheskhailishijiucengbeimeiguoyaoqiubudekuodashichangfene。

jiuzaiqianbujiu，sanxingheskhailishibeibaidenglierudaozuizhongyanzhengmingdandangzhong，huodelesuoweideyongjiuhuomianquan。qizaizhongguodaludegongchangjiangkeyicongmeishebeichangshangchuhuodeshebei，bingqiexinpianchuhuodexianzhizaiyidingchengdushangyebeifangkai。zheijianshibujinrangrenmenyishidaosanxingheskhailishibenjiushiyigenshengshangdemazha，gengshiyinggaiqixinxielibaituowaibuzhangaidezuijiadadang。

weilecujincunchuhuinuan，sanxingdianziheskhailishixuanbuduidramhenandshancunxinpianzhangjia10%-20%。gongyingshangweilehuanjiekuisun，kaishijiangdichannenghetouzi，jianshaogongyingliang。zheiyangyilai，gongxuguanxizhubugaishan，cunchuxinpiandejiageyechuxianlezhidiehuishengdejixiang。