AI内存路线之争：MRDIMM需要15颗芯片，SOCAMM2为什么只要2颗？｜澜起科技技术篇

from 投研随身听 · host 慢研播客

标题里的15和2，是内存颗粒之外的配套芯片席位。MRDIMM沿用DDR5长距离并行总线，用一颗MRCD和十颗MDB完成信号中继与数据复用，再加SPD、温度传感器和电源管理芯片，合计15颗；SOCAMM2依靠短距离LPDDR5X和处理器直驱，拿掉最值钱的寄存与缓冲芯片，只保留SPD Hub和电源管理，约2颗。本期个人学习版进一步解释Intel、AMD通用服务器与NVIDIA AI超节点为什么选择不同路线，以及这种平台分叉如何重新分配澜起科技所在产业链的价值。

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AI内存路线之争：MRDIMM需要15颗芯片，SOCAMM2为什么只要2颗？｜澜起科技技术篇

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