What is the most important thing in the industrial chain in the year of new infrastructure construction?

On January 3, 22, when the executive meeting of the State Council determined the measures to promote the steady growth of the manufacturing industry, it proposed "vigorously developing advanced manufacturing industries, introducing new infrastructure investment support policies such as information networks, and promoting intelligent and green manufacturing".

On March 4th, 22, Standing Committee of the Political Bureau of the Communist Party of China Central Committee held a meeting, stressing that "it is necessary to increase investment in public health services and emergency supplies, and speed up the construction of new infrastructure such as 5G networks and data centers".

under the intensive deployment of the central government, the market began to be enthusiastic, and the construction of new infrastructure (hereinafter referred to as new infrastructure) ushered in the wind. So far, it has been nearly a year.

in this year, whether it is information infrastructure, converged infrastructure or innovative infrastructure, the most important link in the new infrastructure industry chain is storage.

obviously, without storage, whether it's 5G, cloud computing, data center, big data or artificial intelligence, it will be water without roots and no sources.

in fact, since the world entered the information age, digital age and even the current artificial intelligence age, storage has always been the core and most basic supporting technology.

storage technology: the only way for "science fiction" in the future

Since mankind stepped into the information society, computing and storage have become more and more important. The continuous improvement of computing power and storage capacity has continuously expanded the boundaries of human brain, and social life is no longer limited to the immediate "getting along". More "poetry and distance" have given mankind infinite reverie.

The process of "Zentraedi technology" such as big data, artificial intelligence, autonomous driving, virtual reality and Mars colonization gradually changing from science fiction to reality has made people living in this era infinitely look forward to and excited. The realization of all these technologies depends on stronger computing power and greater storage.

"operation" and "storage" constitute the only way for the future of human science fiction.

In fact, storage has always been one of the important cornerstones of information technology development from the past to the present. Countries and major companies have never stopped fighting in the storage field, and even the ability in the storage field directly affects the development process of information technology in relevant countries.

Storage history: it is also the history of information technology struggle

Looking through the history of storage industry, it is the development history of the ups and downs of an industry and even the national information industry. From the United States, Japan and South Korea, the storage industry has developed and expanded in turn, followed by the rapid progress of storage chip technology and the rapid development of the national information industry.

The birthplace of storage industry: the United States

In the 195s, the United States led by the government, and the military as the main purchaser, vigorously developed integrated circuit industries such as storage, and the United States became the overlord of the world electronic information industry. The blue giant IBM and the uncrowned king Intel all earned the first pot of gold in the storage field at that time, which gradually developed and dominated one side.

KeyPunch 31 punch cards data recording device produced by American IBM company

In fact, American IBM company first started by producing punch cards modems. In 1932, IBM Company of the United States invented the first widely used computer memory-magnetic drum memory, which used the principle of electromagnetic induction to record data. The magnetic drum is very heavy, like a giant drum two or three meters long, but its storage capacity is only a few K, and its price is extremely expensive.

In 1949, a China man named Wang An invented the magnetic core memory at Harvard University. The IBM company with a keen sense of smell got wind of it and invited him as a technical consultant and bought magnetic core devices. By 1956, Wang An sold the patent right of magnetic core memory to IBM for $5,. Magnetic core memory is the second milestone in the development of modern computer memory after magnetic drum. Until the early 197s, more than 9% computers in the world were still using magnetic core memory.

at the beginning of its establishment, Intel set the direction of developing transistor memory chips. In 1969, Intel introduced the 64-bit static random access memory (SRAM) chip C311, and in October 197, it introduced the first 1K dynamic random access memory (DRAM) chip C113, which can be mass-produced, making the storage per bit only 1 cent, which marked the arrival of the DRAM memory era. By 1974, Intel occupied 83% of the global DRAM market share.

throughout the 197s, American storage vendors were the king of storage, but in the 198s, the storage era of Japanese manufacturers arrived.

Great development of storage industry: the rise of Japan

In the 197s, Japan followed the development path of the United States, and developed electronic information industries such as storage nationwide by purchasing core technologies from the United States. NEC, Hitachi, Fujitsu, Elpida, Toshiba and other enterprises rose one after another, killing one side with American enterprises such as Texas Instruments, Mostek and Micron.

in order to break down the technical barriers of storage, in 1976, the Ministry of International Trade and Industry of Japan took the lead, with five major companies, Hitachi, Mitsubishi, Fujitsu, Toshiba and NEC, as backbones, and in conjunction with several Japanese research institutes, set up a "VLSI Joint R&D Body" to tackle the technical difficulties of VLSI DRAM.

in 198, Japan's VLSI joint research and development institute announced the completion of the four-year "VLSI" project, and achieved many research and development achievements. The technical integration of various enterprises ensured that the yield of DRAM mass production was as high as 8%, far exceeding 5% in the United States, which constituted an overwhelming overall cost advantage, thus establishing Japan's dominant position in DRAM market at that time.

although in 198, DRAM products developed in Japan only accounted for 3% of global sales, and American companies accounted for 6%. But by 1985, the situation had been completely reversed.

Japan's economy has also started to take off with the prosperity of the semiconductor industry.

due to the massive dumping of cheap DRAM in Japan, Micron was forced to lay off employees and had to seek help from the US government. Intel, on the other hand, lost money for several quarters in a row, leaving only 1% of the DRAM market share. At that time, Intel's annual sales were $1.5 billion, but the total loss was as high as $26 million, and it was forced to close seven factories and lay off employees. Intel, which is on the verge of death, was forced to completely withdraw from the DRAM market, transform and develop CPU, and thus get a new life. The fierce offensive of Japanese electronics companies and automobile companies finally detonated the economic war between the United States and Japan.

A fisherman gains first-Mover advantage: South Korean semiconductor takes advantage of the rapid development of memory industry

The competition between Japan and the United States in the field of memory chips has rapidly raised the requirements for technology and capital, and the economic war between the two countries has given South Korean semiconductor industry an opportunity to develop.

in 198s, the Korean industrial alliance, Samsung, Hyundai, LG and Daewoo, the four chaebol, attacked the storage industry with all their strength. The South Korean government fully cooperated and adopted a financial liberalization policy to loosen the financing environment, so that various chaebol in South Korea can easily mobilize funds and invest in the storage industry competition. In the same routine, Samsung bought technology from the United States and Japan in the early days, and spent a lot of money to support its own technology and industry.

in 1992, Samsung completed the research and development of the world's first 64M DRAM; In 1994, Samsung raised its R&D cost to $9 million. In 1996, Samsung completed the research and development of the world's first 1GB DRAM(DDR2). So far, Korean companies have been the world leader in the field of memory chips.

from 1983, when Samsung officially announced its entry into the memory industry, to the end of 1992, Samsung surpassed Japan's NEC and became the world's largest DRAM memory manufacturer for the first time. Samsung has gone through a difficult decade.

Since then, Samsung has been ranked first in the world for nearly 3 years, and the economy of South Korea has also taken off, realizing the transformation to a high-tech oriented economy. South Korea continues to exert its strength in the field of memory chips and has maintained its position as the world's largest memory chip producer for a long time. At present, South Korea has two seats in the world's three largest memory companies. Recently, even Intel's 3D NAND flash memory business has been sold to South Korea's SK.

New infrastructure, making great efforts to store

At that time, the 21st century came. After nearly 3 years of reform and opening up, China gradually entered a well-off society from poverty to poverty. The new economic development needs to be driven by new industrial kinetic energy. The window of industrial upgrading has opened, and it is time for China to appear. In 214, the National Outline for the Development and Promotion of Integrated Circuit Industry and the National Foundation successively landed, and China's storage industry was boosted by the rapid development, slowly opening the curtain.

storage is the "grain" of new infrastructure in the future, and the construction of 5G infrastructure and data center is inseparable from storage. Under the leadership of domestic chip giants such as Ziguang Group, China's storage industry will usher in a critical development stage.

On June 13th, 216, Hefei Changxin was established under the leadership of Hefei Investment Corporation, focusing on DRAM.

On July 26th, 216, Ziguang Group jointly established Changjiang Storage. The first flash memory production line was built in Wuhan, with an investment of USD 24 billion in the first phase, and the No.1 factory building was capped in September 217.

In 217, Changjiang Storage, a subsidiary of Ziguang Group, successfully developed a 32-layer three-dimensional flash memory chip, breaking the breakthrough of zero localization of memory chips; In 219, the 64-layer flash memory chip was successfully developed.

On April 11, 218, Changjiang Storage began to move into the equipment, and mass-produced 32-layer 3D flash memory in the fourth quarter of that year. In September 219, Changjiang Storage announced that its 64-layer 3D flash memory started mass production. In April, 22, Changjiang Storage announced that the world's first 128-layer QLC 3D flash memory was successfully developed, achieving a leap-forward development, and China's storage technology kept pace with the world's mainstream storage technology for the first time. .

In the field of memory DRAM, Hefei Changxin began to invest in the construction of DRAM factory in 217, and announced the successful development of DDR4 DRAM and LPDDR4 DRAM chips at the end of 219.

Changjiang storage X2-67 128L QLC 1.33Tb 3D NAND

Hefei Changxin invested in building a DRAM factory

However, the existing monopolized storage market does not welcome new players, and Samsung, SK Hynix and Micron monopolize more than 9% of the global market share. The production capacity of global storage companies is dozens of times that of domestic companies, and the technology is several generations ahead of domestic companies. Domestic companies do not have an advantage in capital, scale and technology, and the long distance can be described as long.

however, the storage market is huge, the output value is huge, and the economic driving effect is huge. In 219, the global storage market exceeded US$ 1 billion, the domestic storage market exceeded US$ 5 billion, and the investment in a storage factory with a monthly capacity of 1, pieces required US$ 1 billion, which also determined that the storage industry was "worthy" of the new national infrastructure.

In the past decades, China has become the most dazzling "star" in the world and achieved unparalleled development. At present, China's traditional "infrastructure" projects such as railways, highways and infrastructure construction have stood at the top of the world after decades of rapid development.

It can be said that we are changing from the traditional shrinking "material needs such as food, clothing, housing and transportation" to the increasing "information needs such as communication, communication, calculation and storage".

"traditional infrastructure" relies on steel bars and cement, while "new infrastructure" relies on calculation and storage. New infrastructure, power storage is just the time.

in the current market environment, in the critical period of switching between old and new kinetic energy, the power storage industry is at the right time.