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国芯科技(688262):RAID晋新程 助力AI锐意进取

Guoxin Technology (688262): RAID promotion process helps AI forge ahead

方正證券 ·  Apr 9, 2023 00:00  · Researches

Guoxin Technology is based on the first-generation Raid chip product of the company's C*Core CPU core C8000. It has multiple independent interface channels, supports connection to up to 40 mechanical hard drives or SSD solid-state storage drives, and is compatible with PCIE standard development to achieve highly reliable and efficient storage and transmission management of data. The chip supports Raid0, Raid1, Raid5, Raid6, Raid10, and has the characteristics of high performance, large cache, low power consumption, etc., and can be widely used in graphics workstations, server database storage, financial databases Storage and other fields.

High performance and high reliability help AI. Considering the workload requirements of AI servers, AI servers have higher requirements in terms of high-performance computing resources, memory, and storage, and should be optimized compared to traditional servers. Using RAID technology, data can be cut and stored on disk arrays, and stored data can be effectively accessed. RAID chips in AI servers can improve data storage performance and reliability. In the context of the widespread application of AI, big data, and cloud computing today, the domestic RAID card chip market has broad prospects for development.

Continuously optimize and upgrade to break through many hurdles. After experiencing practical application tests from many customers, Guoxin Technology has carefully improved its first-generation Raid chip products in order to better meet the diverse needs of the market. The main improvements include upgrading the RAID engine from the original set to four to further improve performance; expanding SRAM from 128KB to 2MB to better meet the needs of software and hardware applications; and increasing the number of SATA interfaces from 8 to 16, thus covering a wide range of storage capacity requirements in fields such as AI servers. At present, Guoxin Technology has begun large-scale mass production of the first upgraded Raid chip product, and it is expected that the wafer flow work will be completed in mid-April.

Accumulate iteration and strive to be the leader. Currently, only a few industry-leading companies in the world, such as Intel and IBM, can provide RAID controllers. The company is developing second-generation higher performance Raid chips based on its own high-performance RISC-V CPU. Currently, all work is progressing smoothly, and it is expected to achieve the performance of mainstream international Raid chips in the future.

Raid chips are an important chip product widely used in servers. They have been monopolized by foreign companies for a long time, and there is an urgent need for localized replacement. Guoxin Technology's RAID chips will achieve localized replacement of similar products and become a pioneer in domestic RAID chips.

Risk warning:

1) The downstream demand for semiconductors fell short of expectations;

2) Technological development falls short of expectations;

3) Increased competition in the industry.

The translation is provided by third-party software.


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