East west are semiconductor chip industry chain

In February 2022, the National Development and Reform Commission and other departments jointly issued by the notice, agreed to in beijing-tianjin-hebei, Yangtze river delta, a large bay area of guangdong, chongqing, guizhou, gansu, ningxia, Inner Mongolia, such as eight national hub node, to start the construction and planning of the ten national data center cluster.

We believe that the "east west are" project, from the "short" "in the" long "three stages" stimulating the development of the semiconductor chip industry chain.

A, in the short term, data center related chips are the first to benefit

The "number" in the "east west are", refers to the data, "count" refers to the work force, the ability of data processing. In the "east west are", driven by data center related chips are the first to benefit. Data center can be divided into "calculation" and "storage" and "network" of three elements.

Application server chips: downstream industry rapid growth in demand for data processing, direct stimulation of the CPU, GPU, FPGA, XPU force is related to the development of the chip.

Memory chips: as the carrier of data, under the trend of the data quantity of explosive growth, the number of memory chips and performance requirements rise significantly.

Memory interface chip: as a pathway through which the CPU access memory data, its main function is to improve the memory data access speed and stability, to match the speed and performance of the CPU is increasing day by day.

Second, the medium term, stimulate chip market related to data transmission

A large number of data to be steady transmission of eastern to the western storage, computation, and long distance communication transmission delays often face data. As a result, "east west are" need to further strengthen network communications infrastructure, associated with the transmission of data communication chip will have larger development space.

Communication chip: switches, 5 g base stations, transmission equipment and wireless equipment such as routers, servers, such as demand continues to grow, promoting communication chip high demand.