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November 17
- Samsung Electronics D1b DRAM Analysis: Cutting-Edge Technology and Cell Size
➀ TechInsights has obtained and analyzed Samsung Electronics' D1b DRAM, revealing its cell size and bit density.
➁ Samsung's D1b DRAM has a cell size significantly smaller than SK Hynix and Micron's D1b versions, with a wordline and bitline pitch of 32.6nm and 37.6nm respectively.
➂ The cell design rule or feature size for the 7.8F^2 DRAM cell is 12.54nm, indicating that Samsung's D1b DRAM is in the 12nm mid-range class.
October 21
- Inside Samsung Electronics' Crisis: Expert Analysis on the HBM Dilemma
➀ Samsung Electronics faces a crisis due to its organizational culture and lack of bold innovation;
➁ The company's focus on financial and legal aspects over technology has hindered its progress;
➂ Samsung's decision to withdraw from HBM (High Bandwidth Memory) was criticized for not being financially beneficial;
➃ The article highlights the challenges Samsung faces in packaging technology and its falling behind competitors like TSMC;
➅ The internal reporting process is lengthy and prone to distortion, affecting decision-making;
➆ Employees are leaving for better opportunities, especially in China;
➇ The article suggests that Samsung needs to revamp its management and focus on fostering a culture of innovation and open discussion.
October 17
- Limited HBM Production Increase and Tightening Supply in 2025
➀ The increase in HBM production in 2025 is expected to be limited, leading to a tighter supply.
➁ The reasons include adjustments in HBM production capacity, customization trends with a 40% die size penalty, and low yield of HBM3E 12hi and HBM4 from Samsung and Micron.
➂ The supply-demand ratio is expected to tighten further to -5% compared to the previous -1%, with SK Hynix expected to be a major beneficiary.
October 5
- Nvidia CEO Jensen Huang on Building a Business: 'Insanely Hard' and the Power of Ignorance➀ Jensen Huang, CEO of Nvidia, discusses the immense challenges of building a business, emphasizing the need for knowledge, exceptional people, and resilience against adversity. He highlights the importance of ignorance as a 'superpower' for founders, as it prevents them from realizing the full scope of the challenges ahead. ➁ Huang recounts the growth of Nvidia, noting the significant demand for its microchips in AI technology, which has led to a surge in its stock price and market value. ➂ He acknowledges the pain and suffering involved in building a successful company, suggesting that with his current knowledge, he would hesitate to start a new venture.
October 3
- Intel Rejects Arm Holdings plc's Acquisition Bid for Product Division Amid Ongoing Offers from Other Buyers➀ Intel has rejected Arm Holdings plc's acquisition bid for its product division; ➁ Arm has been approached by other buyers, including QUALCOMM, Broadcom, and Apollo Asset Management; ➃ The global AI infrastructure spending is expected to reach up to $500 billion by 2027; ➄ Companies are investing heavily in AI infrastructure, focusing on data centers, specialized hardware, and cloud infrastructure.
- iPhone 16 A18 Processor Isn't a 'Binned' A18 Pro➀ New microphotography reveals the inner workings of the iPhone 16's chips; ➁ Apple is not using chip binning with the A18 and A18 Pro; ➂ The A18 Pro has more transistors than the A18, despite initial appearances; ➃ The A18 Pro's additional transistors are spread across the die in different sections.
September 2
- Jim Cramer on AMD: Facing Tough Challenges➀ Jim Cramer highlights AMD's challenges in the tech sector, particularly in semiconductors, which don't benefit from rate cuts. ➁ He suggests mutual funds should shift towards companies that can boost earnings with lower rates. ➂ Cramer notes AMD's strong market position but warns of tough market conditions and the need for strategic adjustments.
August 26
- Before Layoffs! Senior CPU Architects Unite to Form RISC-V Startup 'AheadComputing'➀ Four senior CPU architects from Intel, with a combined experience of over 80 years, have founded AheadComputing, a RISC-V technology startup. ➁ The founders, Debbie Marr, Mark Dechene, Jonathan Pearce, and Srikanth Srinivasan, have extensive experience in CPU architecture and microarchitecture. ➂ AheadComputing aims to develop attractive open-specification core IP and is currently recruiting talent with CPU design and verification experience.
August 19
- Professor Tommaso Calarco: 'We Should Be Very Careful' About Overhyping Quantum Computing's Capabilities➀ Tommaso Calarco discusses the potential of quantum computing in revolutionizing materials science, chemistry, and drug discovery through molecular simulation. ➁ He highlights significant engineering challenges, particularly in scaling qubits while maintaining quality. ➂ Calarco also emphasizes the role of quantum communication in providing a secure alternative to current encryption methods, addressing cybersecurity concerns.