Why DRAM and Flash Are Driving the Next Wave of AI and Automotive Storage

Memory Hierarchy: DRAM vs Flash

Processor cores fetch data from memory, while memory loads data from flash storage. DRAM is volatile, storing bits in capacitors and requiring periodic refresh; it loses data when power is removed. Flash is non‑volatile, derived from ROM, and retains data after power loss.

Key differences: DRAM offers higher read/write speed, higher cost, higher power consumption, longer lifespan, and a simpler, highly integrated structure. Flash provides larger capacity, lower cost, and lower power consumption, but with slower access speed.

Market Trends

Traditional downstream storage applications focused on smartphones, PCs, and servers. Since last year, consumer‑electronics demand has remained weak, while artificial‑intelligence workloads (e.g., ChatGPT) and automotive electronics are driving massive incremental storage demand. AI accelerates the need for high‑performance storage, and electric/connected vehicles require ample storage for ADAS, high‑precision maps, incident recording, and infotainment.

China’s Strategic Layout

China is establishing a strategic layout in the storage‑chip sector, but its later start and occasional technology restrictions mean domestic high‑end DRAM and NAND Flash products still lag behind Korean and U.S. leaders.

Further Technical References on NVMe and Related Technologies

http://mp.weixin.qq.com/s?__biz=MzAxNzU3NjcxOA==∣=2650744514&idx=1&sn=a835729cd73c94e7eec3f42fe4525069

http://mp.weixin.qq.com/s?__biz=MzAxNzU3NjcxOA==∣=2650745269&idx=1&sn=23a2f2904d74ffb3421e8061a6f84a2b

http://mp.weixin.qq.com/s?__biz=MzAxNzU3NjcxOA==∣=2650744040&idx=1&sn=94f7d32e8d4d6fdb38be9a18416678ca

http://mp.weixin.qq.com/s?__biz=MzAxNzU3NjcxOA==∣=2650736679&idx=1&sn=9deae2a2280e5a5a7a6057d51bc8e7ed

http://mp.weixin.qq.com/s?__biz=MzAxNzU3NjcxOA==∣=2650736673&idx=1&sn=04a5d6c40fba3e5560e42fee70ddd6d4

http://mp.weixin.qq.com/s?__biz=MzAxNzU3NjcxOA==∣=2650736657&idx=1&sn=95969d2a1f04bc94b831904a80883a07

http://mp.weixin.qq.com/s?__biz=MzAxNzU3NjcxOA==∣=2650736294&idx=1&sn=ebfad80545aa1639917f36432ae04e54

http://mp.weixin.qq.com/s?__biz=MzAxNzU3NjcxOA==∣=2650731145&idx=1&sn=7fca88996e9515f46124ea1ea8eda373