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YINTR24373-Next-Generation_DRAM_2024-Focus_on_HBM_and_3D_DRAM.pdf
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INTELLIGENCE TO SHAPE YOUR TOMORROW
| www.yolegroup.com | ©Yole Intelligence 2024
Next-Generation
DRAM 2024
Focus on HBM and 3D DRAM
YINTR24373
Market and Technology
Report
TABLE OF CONTENTSTABLE OF CONTENTS
2
Next-Generation DRAM 2024 | Report | www.yolegroup.com
Next-Generation DRAM 2024
• High Bandwidth Memory (HBM) 109
• Monolithic 3D DRAM 118
• R&D activities towards 3D DRAM 123
• IP landscape 136
• Processing in memory – overview 140
• Leading-edge DRAM manufacturing 145
• DRAM fabs and wafer production by players 147
• Equipment and materials for DRAM manufacturing 153
• Advanced packaging for DRAM 165
• 3D stacking – focus on hybrid bonding 171
• DRAM-logic heterogenous integration 177
• Players and market shares 186
• List of mergers acquisitions and noteworthy news 192
• Memory business in China – focus on DRAM 197
• Conclusions 209
• Related products 214
• Yole Group Corporate presentation 218
• Glossary and definitions 3
• Report objectives 6
• Scope of the report 7
• Methodology & definitions 9
• About the authors 10
• Companies cited in this report 11
• 3-page summary 12
• Executive summary 16
• DRAM market forecast 43
Revenue, bit shipments, ASP, capex, wafers (incl. CBA), and more
• HBM market forecast 53
• Monolithic 3D DRAM long-term forecast 63
• Introduction 68
• Memory market overview 71
• Brief history of DRAM technology 74
• DRAM business – a historical overview 78
• Market drivers and trends 83
• DRAM technology trends 89
• DRAM scaling: challenges and solutions 95
• Technologies and roadmaps by players 101
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Next-Generation DRAM 2024 | Report | www.yolegroup.com
GLOSSARY AND DEFINITIONS
1T-1C: DRAM cell with 1 transistor and 1 capacitor
2T-0C: Capacitorless DRAM cell with 2 transistors
ASIC: Application-Specific Integrated Circuit
ASSP: Application-Specific Standard Product
ASP: Average Selling Price
APU: Application Processor Unit
BEOL: Back End of Line
CAGR: Compound Annual Growth Rate
CBA: CMOS Bonded Array
CMOS: Complementary Metal Oxide Semiconductor
CMOX: Conductive Metal-Oxide
CoWoS Chip on Wafer on Substrate
CXL: Compute Express Link
DDR: Double Data Rate
DIMM: Dual In-Line Memory Module
DRAM: Dynamic Random-Access Memory
ECC: Error Code Correction
EUV: Extreme Ultra-Violet
F
2
: Memory-cell size unit (
F
is the smallest feature size)
FC-BGA: Flip Chip Ball Grid Array
FEOL: Front End of Line
FFET: Ferroelectric Field-Effect Transistor
FRAM: Ferroelectric RAM
FOWLP: Fan-Out Wafer-Level Packaging
FPGA: Field-Programmable Gate Array
GDDR: Graphics DDR (used in GPU)
HBM: High Bandwidth Memory
IGZO: Indium Gallium Zinc Oxide
IOPS: Input/Output Operations Per Second
LPDDR: Low-Power DDR (used in mobile applications)
MCP: Multi-Chip Package
MPU: Microprocessor Unit
MRAM: Magnetic Random-Access Memory
NAND: Flash memory with logical NAND-type structure
NOR: Flash memory with logical NOR-type structure
NRAM: Nanotube RAM
NV: Non-Volatile
PCIe: Peripheral Component Interconnect Express
PCM: Phase-Change Memory
PCB: Printed Circuit Board
QLC: Quad-Level Cell
RCD: Register Clock Driver
RRAM: Resistive Random-Access Memory
SAM: Serviceable Available Market
SAQP: Self-Aligned Quadruple Patterning
SADP: Self-Aligned Double Patterning
SAQP: Self-Aligned Quadruple Patterning
SiP: System in Package
SLC: Single-Level Cell
SoC: System on Chip
SRAM: Static Random-Access Memory
SSD: Solid-State Drive
TAM: Total Accessible Market
TSV: Through Silicon Via
WLCSP: Wafer-Level Chip-Scale Packaging
WB-BGA: Wire Bond Ball Grid Array
x, y, z,
α
,
β
,
γ
,
δ: indicate the technology generation in each class, e.g., 1y denotes
the 2
nd
generation of the “10nm class”
4
Next-Generation DRAM 2024 | Report | www.yolegroup.com
DEFINITIONS – MEMORY DENSITY
Mind the unit!
Name of the unit Abbreviation Size
bit b “0 or 1”
byte B 8 bits
Kilobit Kb 10
3
bits
Kilobyte KB 10
3
bytes (8 Kb)
Megabit Mb 10
6
bits
Megabyte MB 10
6
bytes (8 Mb)
Gigabit Gb 10
9
bits
Gigabyte GB 10
9
bytes (8 Gb)
Terabit Tb 10
12
bits
Terabyte TB 10
12
bytes (8 Tb)
Petabit (million of Gb) Pb 10
15
bits
Petabyte (million of GB) PB 10
15
bytes (8 Pb)
Exabit (billion of Gb) Eb 10
18
bits
Exabyte (billion of GB) EB 10
18
bytes (8 Eb)
Zettabit (trillion of Gb) Zb 10
21
bits
Zettabyte (trillion of GB) ZB 10
21
bytes (8 Zb)
5
Next-Generation DRAM 2024 | Report | www.yolegroup.com
DEFINITIONS – MEMORY TECHNOLOGIES
Memory
Non-volatile
Standard
Flash
NAND
NVSRAM
EEPROM
Emerging
MRAM &
STT-MRAM
PCM
RRAM
(
e.g.,
CBRAM, OxRAM)
FeRAM &
FeFET
Volatile
DRAM
SRAM
NRAM
(carbon nanotubes)
Flash
NOR
Note: some “emerging” memories have already emerged and are now in mass production, whereas
others are still in R&D or in pre-production and could be more appropriately referred to as
“prototypical”. Here, the term “emerging” is used to indicate all recent technologies and to
distinguish them from their mainstream counterparts.
Volatile memory
• Requires power supply to retain information.
• Examples: DRAM, SRAM.
Non-volatile memory
• Retains stored information even when unpowered.
Mainstream NVM technologies are based on electrical
charge storage.
• Examples: flash NAND and NOR.
Random access memory
• Data can be read and written in the same amount of time,
irrespective of the physical location inside the memory.
Emerging non-volatile memory
• Based on principles different from retention of charges.
• Some products are already available on the market, and
mass production has started. Certain newly emerging
memories are still under development.
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