Samsung and SK Hynix are set to invest billions of dollars to develop next-generation products such as processing in memory (PIM), which performs central processing unit (CPU) operation in memory, and computer express link (CXL), a unified interface that adds efficiency to accelerators, DRAM and storage devices used with CPUs and graphics processing units (GPUs) in high-performance server systems.“Memory chips have grown faster than CPUs in the semiconductor industry history,” said Hwang Cheol-Seong, a professor at Seoul National University’s Department of Materials Science and Engineering, Hybrid Materials.“Memory chips are expected to play various roles including computation to solve the problem of slowing performance due to the increase in data,” said Hwang, who led the Inter-University Semiconductor Research Center of the country’s top college from 2014 to 2015.
Samsung, the global memory chip leader, decided to first build the PH3 production line for DRAM and other components in its semiconductor manufacturing complex in Pyeongtaek, Gyeonggi Province, South Korea while suspending the construction of a foundry clean room, industry sources in Seoul on Monday.
The investments in the sector will rise further to $10.5 billion next year.“About 65% of memory chip investments will be spent on DRAMs,” said Peter Lee, co-head of Citi’s global tech & communications.“Much will be set aside for high-value-added DRAMs such as HBMs.”The global memory chip market is growing.
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