--- title: "The era of LPDDR 6 has arrived! The demand for AI is too strong, and the next generation of DRAM will enter the market faster than expected" description: "LPDDR6 performance has improved by 1.5 times compared to the previous generation, and it is expected to be officially commercialized in the second half of the year. Giants such as NVIDIA, Samsung, and" type: "news" locale: "en" url: "https://longbridge.com/en/news/276431575.md" published_at: "2026-02-20T10:13:50.000Z" --- # The era of LPDDR 6 has arrived! The demand for AI is too strong, and the next generation of DRAM will enter the market faster than expected > LPDDR6 performance has improved by 1.5 times compared to the previous generation, and it is expected to be officially commercialized in the second half of the year. Giants such as NVIDIA, Samsung, and Qualcomm are actively laying out their strategies. Currently, most HPC semiconductor design companies are considering the parallel integration of LPDDR5X and LPDDR6 IP, especially in the design of advanced process chips at 4 nanometers and below, where demand has emerged faster than expected **The next-generation low-power DRAM (LPDDR6) is entering the market at an unexpectedly rapid pace.** Driven by the sharp increase in demand for high-performance, high-efficiency DRAM in the server and AI sectors, the commercialization process of this new standard is accelerating. Several cutting-edge semiconductor design companies are currently discussing **the simultaneous adoption of LPDDR5X and LPDDR6 IP (design assets).** Mobile application processor (AP) design companies such as Samsung Electronics and Qualcomm also plan to support LPDDR6 starting from their next-generation products. The core driving force behind this shift comes from the explosive growth of AI applications. Whether it is smartphones equipped with edge AI or AI data centers that require continuous processing of massive amounts of data, there are higher performance demands for DRAM. **Global tech giants like NVIDIA are also actively promoting the procurement of LPDDR products.** According to industry insiders cited by Zdnet, currently **more than half of high-performance semiconductor design companies are considering the parallel adoption of LPDDR5X and LPDDR6 IP, especially in the design of chips using advanced processes of 4 nanometers and below, where demand is emerging faster than expected.** ## **AI Applications Drive Demand Surge** The biggest driving factor for the accelerated introduction of LPDDR6 is AI. As smartphones, the traditional main application area for LPDDR, increasingly incorporate edge AI, **the demand for higher-performance LPDDR products is becoming more urgent.** As a result, mobile AP developers like Samsung Electronics and Qualcomm plan to incorporate LPDDR6 IP in their next-generation chips. At the same time, the rise of AI data centers that need to continuously process massive amounts of data has led to **a sharp increase in demand for high-performance LPDDR in the server sector.** Global tech giants like NVIDIA are actively promoting the supply of LPDDR products. ## **Performance Improvement of 1.5 Times, Commercialization Expected in the Second Half of the Year** **The performance specifications of LPDDR6 represent a significant leap over the previous generation.** This generation of products has a bandwidth ranging from 10.6Gbps to 14.4Gbps, while the previous generation LPDDR5X has a bandwidth range of 8.5Gbps to a maximum of 10.7Gbps, **resulting in a performance improvement of approximately 1.5 times.** Although the basic standards have been established, the full commercialization of LPDDR6 still requires time for preparation. Supporting facilities such as physical layer (PHY), controllers, and interface IP are not yet fully ready, **and it is expected that formal commercialization will not occur until the second half of this year at the earliest.** Currently, LPDDR6 can achieve a performance of approximately 12.8Gbps, with expectations to increase performance to 14.4Gbps by next year. To this end, major domestic and international companies are working hard to promote IP development. ## **Advanced Process Chips to Adopt First** LPDDR is a DRAM standard that emphasizes energy efficiency compared to general DDR. The 7th generation LPDDR5X has already been commercialized, and LPDDR6, as the next-generation standard, was finalized in July last year. Although supporting facilities are not yet fully mature, **a considerable number of AI and high-performance computing (HPC) semiconductor design companies are advancing their plans to adopt LPDDR6.** The strategy of these companies is to first adopt LPDDR5X and then upgrade performance once LPDDR6 achieves mass production. According to industry insiders cited by Zdnet, currently more than half of high-performance semiconductor design companies are considering parallel adoption of LPDDR5X and LPDDR6 IP solutions. Especially among design companies for advanced process chips of 4 nanometers and below, the speed of demand has exceeded expectations ### Related Stocks - [NVDX.US - T-Rex 2X Long NVIDIA Daily Target ETF](https://longbridge.com/en/quote/NVDX.US.md) - [SOXL.US - Direxion Semicon Bull 3X](https://longbridge.com/en/quote/SOXL.US.md) - [QCOM.US - Qualcomm](https://longbridge.com/en/quote/QCOM.US.md) - [FTXL.US - First Trust Nasdaq Food & Semicon](https://longbridge.com/en/quote/FTXL.US.md) - [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md) - [XSD.US - SPDR S&P Semicon](https://longbridge.com/en/quote/XSD.US.md) - [QCMU.US - Direxion Daily QCOM Bull 2X Shares](https://longbridge.com/en/quote/QCMU.US.md) - [PSI.US - Invesco Semiconductors ETF](https://longbridge.com/en/quote/PSI.US.md) - [SSNGY.US - Samsung Electronics ](https://longbridge.com/en/quote/SSNGY.US.md) - [NVDL.US - GraniteShares 2x Long NVDA Daily ETF](https://longbridge.com/en/quote/NVDL.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 黃仁勳:英偉達將發布幾款前所未有的全新晶片 | 英偉達執行長黃仁勳接受外媒訪問時稱,該企已經為下月的年度 AI 盛會 GTC 2026 準備了幾款前所未有的全新晶片。 他補充,「由於所有技術都已達到極限,所以沒有什麼是容易的」。但強調因擁有一支由英偉達和 SK 海力士的內存工程師組成的團 | [Link](https://longbridge.com/en/news/276419680.md) | | 關鍵事實:三星電子股票上漲 5.4%;HBM4 芯片開始生產 | 三星電子 (005930) 的股票在休市後創下新高,上漲了 5.4%。報道稱,新款 HBM4 人工智能內存芯片的價格可能會上漲 20-30%。三星已開始大規模生產其 HBM4 芯片,數據傳輸速度達到 11.7 Gbps,比 HBM3E 提升 | [Link](https://longbridge.com/en/news/276427250.md) | | 傳 AMD 將向雲端運算初創 Crusoe 提供逾 23 億貸款擔保 | 超微半導體 (AMD) 將為雲端運算初創公司 Crusoe 提供 3 億美元的貸款擔保,用於採購及部署 AI 晶片。若 Crusoe 無法獲得客户,AMD 將租回其晶片。Crusoe 正轉型為 AI 基礎設施提供商,專注於 AI 雲端及數據 | [Link](https://longbridge.com/en/news/276420524.md) | | 傳 OpenAI 最新融資有望突破 7800 億,亞馬遜、英偉達等參與投資 | OpenAI 即將完成新一輪融資的第一階段,預計融資額將超過 1,000 億美元,創下紀錄。首輪融資主要來自亞馬遜、軟銀、英偉達和微軟等戰略投資者,預計在本月底前確定投資方案。隨著 OpenAI 計劃進行基礎設施投資,公司整體估值可能超過 | [Link](https://longbridge.com/en/news/276419176.md) | | 黃仁勳稱將發佈「令世界驚訝」新晶片「所有技術都已經逼近極限」 | 英偉達執行長黃仁勳在接受《韓國經濟日報》採訪時透露,將於 2026 年 3 月 16 日在聖何塞的 GTC 大會上發布一款「令世界驚訝」的新晶片。他表示,所有技術都已逼近極限,但有信心通過團隊合作克服挑戰。新晶片可能基於 Rubin 架構或 | [Link](https://longbridge.com/en/news/276297645.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.