高性能存储芯片产业发展研究  

Development of High-Performance Memory Chip Industry

作　　者：孟柳 Meng Liu(China Academy of Electronic and Information Technology,China Electronics Technology Group Corporation,Beijing 100041,China;Research Center for Development and Strategy,China Electronics Technology Group Corporation,Beijing 100043,China;Institute for Development and Planning,China Electronics Technology Group Corporation,Beijing 100043,China)

机构地区：[1]中国电子科技集团公司电子科学研究院,北京100041 [2]中国电子科技集团发展战略研究中心,北京100043 [3]中电科发展规划研究院有限公司,北京100043

出　　处：《中国工程科学》2025年第1期142-149,共8页Strategic Study of CAE

基　　金：中国工程院咨询项目“全球未来信息产业发展趋势及我国开辟新领域新赛道战略研究”(2023-XBZD-21)。

摘　　要：高性能存储芯片堪称全球人工智能蓬勃发展的核心驱动力,不仅有力推动了信息技术产业不断迈进、显著提升电子设备性能、为服务器和数据中心的发展注入强劲动力,还极大促进了人工智能与机器学习、物联网、虚拟现实以及增强现实等新兴技术的崛起。本文全面系统地梳理了我国高性能存储芯片的发展需求,分析了高性能存储芯片的国际发展态势,总结了我国高性能存储芯片的发展现状,深入剖析了发展进程中所面临的问题与挑战,精准指出其带来的变革机遇,并提出以下针对性的对策建议:一是分层施策夯基础,变革策略求突破;二是传统新型两手抓,多条路线齐头并进;三是加速形成新技术布局,逐渐打破市场层垄断,期望能够加速我国高性能存储芯片的发展进程。High-performance storage chips are the core driving force underlying the robust expansion of global artificial intelligence.They are crucial for promoting the information technology industry,improving the performance of electronic devices,driving the evolution of servers and data centers,and fostering nascent technologies such as artificial intelligence,machine learning,the Internet of Things,virtual reality,and augmented reality.This study explores the essence of high-performance storage chips and sorts out their development requirements and international development trend.Moreover,it summarizes the development status of high-performance storage chips in China,delves into the problems and challenges encountered,and pinpoints the transformative opportunities.Furthermore,it proposes the following policy suggestions:(1)implementing a stratified approach to solidify the foundation while revolutionizing strategies to strive for breakthroughs;(2)stressing on both traditional and novel technologies and pursuing parallel development along multiple pathways;and(3)accelerating the establishment of a novel technological framework to progressively break the market monopoly.

关 键 词：高性能存储芯片 人工智能 数据中心 安全存储 

分 类 号：TN4[电子电信—微电子学与固体电子学]