Digital Economy, Carbon Neutrality The two sessions are hotly discussing the trillion opportunities for new storage in the proposals

"Lack of core", "East and West", "Digital Economy", "Carbon Neutrality", "Metacosm"... More and more hot words in the science and technology circle have broken through the circle to set off a national discussion.

At this year's National Two Sessions, proposals and suggestions related to science and technology have also attracted much attention and heated discussion.

According to the 2020 Global Computing Power Index Assessment Report, the digital economy and GDP will grow by 0.33% and 0.18% respectively on the average increase of the hashrate index by 1 percentage point.

There are bottlenecks in traditional computing chips, and the improvement of energy efficiency ratio is difficult to sustain, and in the context of achieving the "double carbon" goal, energy efficiency has become one of the most concerned indicators. What are the shortcuts that allow chips to become increasingly, orders of magnitude more energy efficient?

The new type of storage, represented by RRAM, which is closely related to the development of high energy efficiency ratio and high-density data storage technology, has ushered in the best growth opportunities in the wave of digital economy and low-carbon economic development.

Digital Economy: Integrate digital reality to promote digital transformation

Since the "digital economy" was first mentioned in the 2017 government work report, it has been written into the government work report many times. In January this year, the State Council issued the "14th Five-Year Plan for the Development of the Digital Economy", proposing 11 key construction projects from the aspects of infrastructure, data elements, digital industrialization, and industrial digitalization, and proposing that by 2025, the added value of the core industries of the mainland's digital economy will account for 10% of GDP.

With the accelerated integration of digital technologies such as 5G, artificial intelligence (AI), and virtual reality with life scenarios, new needs and new models are emerging, and the digital economy will usher in the next key point.

At this year's two sessions, Ma Huateng, chairman and CEO of Tencent, Zhou Yunjie, CEO of Haier Group, Yang Yuanqing, chairman and CEO of Lenovo Group, and Zhou Hongyi, founder of 360, all put forward relevant proposals.

In the proposal, Ma Huateng proposed to guide digital technology enterprises to conduct research and development for core industries and key areas, promote the formulation of digital transformation technology standards, improve the accuracy and effectiveness of support for the digital upgrading of "specialized and specialized" enterprises, prospectively study the key technologies and governance rules of the new generation of the Internet, and explore China's solutions for the coordinated development of digitalization and low carbon.

In his proposal, Zhou Yunjie proposed to build a "digital economy" industrial base with the industrial Internet, and the industrial Internet as the main context of the transformation and upgrading of the regional economy. Promote large-scale digital upgrading of enterprises in industrial parks and economic development zones, and improve the sharing and coordination of regional manufacturing resources.

Carbon neutrality: Developing green AI to accelerate the transformation of green and low-carbon technologies

The development of the digital economy will inevitably bring higher requirements for computing power and data storage, and computing power is a new key productive force after heat and electricity, and has become an important indicator to measure the development level of a country's digital economy.

However, only large hash rates based on low power consumption are sustainable. The mainland has committed to achieving carbon peaking by 2030 and carbon neutrality by 2060, and will complete the world's highest reduction in carbon intensity, achieving the shortest carbon peak to carbon neutrality in global history. At the two sessions of the National People's Congress this year, the popularity of green and low-carbon topics has not decreased. Where to achieve the "double carbon" goal, where to force, how to make a force?

Baidu Chairman and CEO Robin Li, Xiaomi CEO Lei Jun, CATL Chairman Zeng Yuqun, SAIC Group Chairman Chen Hong, Sequoia China Founding and Managing Partner Shen Nanpeng expressed their views.

In his proposal to help carbon emission reduction and develop the theme of "green AI", Robin Li suggested exploring dual control of carbon emissions in data centers, establishing green algorithm metrics that take into account performance and energy consumption, and accelerating the improvement of carbon emission statistics and accounting systems.

Shen Nanpeng's proposal on "double carbon" focuses on "low-carbon technology", he suggested that to accelerate the green and low-carbon technology revolution, it is necessary to strengthen applied basic research and accelerate the research and development of advanced applicable technologies, and further promote major strategic technology research and development reserves in various links such as green energy, green industry, and green consumption; improve the guarantee of carbon-neutral and technological investment at all levels, consolidate the funding base for low-carbon technology innovation; smooth the transformation channel of basic research achievements, and accelerate technology research and development with market application.

Trillions of opportunities in the digital economy and low-carbon economy

The digital economy is becoming a key force in restructuring global factor resources, reshaping the global economic structure, and changing the global competitive landscape. Whether it is digital industrialization or industrial digitalization, it is not separated from the support of computing power.

Only large computing power based on low power consumption can be sustained. In the context of achieving the "double carbon" goal, "high energy efficiency ratio" will undoubtedly become an inevitable demand for the development of the digital economy and low-carbon economy, as the best solution to this demand, the new type of storage and the integration of storage and computing based on this are ushering in the best growth opportunities.

Taking the data center as an example, due to the continuous improvement of digital life demand, the performance requirements of the data center are doubling year by year, and the high energy consumption brought about by the performance improvement is still the biggest problem faced by the data center. The core factor in this problem is that today's data centers still have an architecture that separates compute from storage. In order to complete trillions of operations, the system needs to carry trillions of times of data, and the energy consumption of the transportation is far greater than the energy consumption of the calculation, resulting in high-performance data center power consumption remains high. In the integrated technology of storage and computing, which has attracted much attention due to the surge in computing power demand, the new non-volatile storage stands out for its natural energy efficiency advantages.

Comparison of data computing and data memory transfer power consumption (image from the network)

Non-volatile new memory that can take advantage of Ohm's law and Kirchhoff's law to perform matrix multiplication within the array without moving in and out of the chip. The new memory is to store data through resistance changes, and the voltage loaded by the memory is equal to the product of resistance and current, which is equivalent to each unit can achieve a multiplication operation, and then summarize and add up to achieve matrix multiplication, so the new memory naturally has the property of storage and calculation. In this case, the same unit can complete the data storage and calculation, eliminating the delay and power consumption caused by data access, which can greatly reduce the system energy consumption.

In the new memory, ReRAM has excellent characteristics such as high integration density, high switching ratio, high calculation accuracy, high energy efficiency ratio and manufacturing compatible CMOS process, and is considered to be one of the best choices for realizing the integration of memory and computing.

As the head enterprise of new memory technology in mainland China and the fastest commercialization company in the world for new memory products, Xinyuan Semiconductor will quickly establish its market position by virtue of its advantages in process and product reliability through continuous micro-innovation, and in the tide of vigorous development of digital economy and low-carbon economy, it will shape the future of storage and computing with innovation, and grow into the world's leader in new storage and computing.