Page 47 - november_ 22_102722aa.indd
P. 47
TAP TIMES -47- NOVEMBER 2022
Top 10 (from 46) the entire device to avoid this limitation
when performing high-speed computing
As demand for rapid charging and better while increasing the amount of DRAM that
dynamic performance in electric vehicles can be used by the system.
becomes more pressing, additional car
companies are expected to introduce SiC In 2023, not only will server CPUs such
technology into main inverters ahead of as Intel Sapphire Rapids and AMD Genoa
2023, among which highly reliable, high support CXL 1.0, but DRAM modules will
performance, and low cost SiC MOSFET is also employ DDR5.
a competitive focal point.
A new generation
Red Ocean market Furthermore, in order to run AI and ML
GaN has entered a red ocean market for (Machine Learning) operations effectively,
low-power consumer electronics applica- certain server GPUs will introduce a new
tions and Samsung launched its first 45W generation of HBM3 specifications.
GaN fast charger in 2022, again boosting
market enthusiasm. Therefore, amid planning by memory man-
ufacturers and numerous xPU providers, a
As technology and supply chains continue new generation of memory has gradually
to mature and costs fall, GaN power com- organized and is expected to gain market
ponents are expanding to medium and share in 2023.
high-power energy storage, data centers,
household micro-inverters, communication For NAND Flash, the number of stacked
base stations, and automobiles. layers will accelerate in 2023 and four sup-
pliers are expected to move towards 200+
Energy efficiency requirements layer technology.
Against the backdrop of the EU’s draconian
energy efficiency requirements and China’s Some manufacturers will even mass-pro-
East-West data center plan, data center duce PLC (Penta Level Cell), hoping for an
power supply and server manufacturers opportunity to replace HDD applications
have clearly grasped the importance of on servers in the future as unit growth is
GaN technology. GaN power components further optimized.
are expected to be released on a large
scale in 2023. Enterprise SSDs will be upgraded
In terms of SSD transfer interfaces, with
3. New DRAM generations the mass production of Intel Sapphire
In terms of DRAM, accompanying the Rapids and AMD Genoa in 2023, enterprise
pandemic-accelerated digital transforma- SSDs will be further upgraded to support
tion of corporations, not only did server PCIe 5.0 transfer.
shipments focus more on data centers, but
also allowed new types of memory mod- This will increase the transfer rate mani-
ules to coalesce, especially CXL specifica- fold to 32GT/s to be utilized for high-speed
tion based modules. computing needs such as AI/ML and also
contributing to the rapid increase in the
As the number of RDIMM slots in a server average capacity of enterprise SSDs.
system is limited, the use of CXL enables next page
