Recent #Micron news in the semiconductor industry

9 months ago

➀ Micron, a major US memory company, is set to release its financial report, as concerns about oversupply in the memory market, especially traditional products, are increasing.

➁ Despite a 'profit surprise' with $7.75 billion in sales between June and August, Micron expects sales to continue growing this quarter, driven by high-value products like HBM.

➂ The semiconductor industry is facing uncertainty due to weak demand for general-purpose storage beyond AI and the aggressive expansion of production by Chinese latercomers.

Memory MarketMicronsemiconductor industry
about 1 year ago
➀ CXL consortium showcased advancements at FMS 2024, including new specifications and product demonstrations. ➁ SK hynix introduced a 128 GB CMM-DDR5 CXL memory module and a Heterogeneous Memory Software Development Kit (HMSDK). ➂ Marvell announced a new CXL product line, Structera, featuring compute accelerators and memory expansion controllers.
CXLMicronSK hynix
about 1 year ago
1. Micron has started shipping its 9th Generation 276-layer TLC NAND, offering significant improvements in density and performance. 2. The new NAND features a 44% increase in density over the previous generation and supports transfer rates up to 3600 MT/sec. 3. Micron's 2650 client SSD is the first product to utilize this new NAND technology, providing high-speed storage solutions for various applications.
MicronNANDSSD
about 1 year ago
1. Micron has announced that its new fabs in Idaho and New York will start operating between 2026 and 2029. 2. The company is optimizing its spending and managing the timing of future equipment investments to align with expected demand growth. 3. Micron's capital expenditure for FY2024 is around $8 billion, with plans for a substantial increase in FY2025 to support technological advancements and new fab construction.
DRAM MemoryMicronUS Fabs
10 months ago
➀ The article discusses the introduction of CUDIMM and CSODIMM, which are similar to server-side technology but adapted for desktop and mobile platforms. ➁ It highlights the key difference being the addition of a clock driver, which improves clock integrity. ➂ The author compares these new memory modules with UDIMMs and SODIMMs, noting the inclusion of additional components like PMICs and clock drivers in DDR5 generation.
CrucialMicronmemory
10 months ago

➀ Samsung Electronics has begun supplying its most advanced high-bandwidth memory HBM3E to a major customer after passing key validation procedures.

➁ The customer is believed to be NVIDIA, a leading AI chip manufacturer.

➂ SK Hynix currently holds over 50% of the HBM market share and is the main supplier of HBM3 and HBM3E to NVIDIA and AMD.

➃ Micron started mass production of HBM3E in February and plans to capture 20-25% of the HBM market share by 2025.

➄ Micron's stock plummeted by 4.26% on October 31st following the news.

HBM3eMarket ShareMicronNVIDIASamsung
11 months ago
➀ Micron has introduced a new corporate logo, replacing the orbit around the M with new curves. The company's mission statement emphasizes staying ahead of the curve and driving the next generation of technology. ➁ The new logo is designed to embody Micron's technology leadership and innovation. ➂ The author expresses a neutral stance on the change, noting that it is less drastic than previous redesigns and invites readers to share their opinions in the comments section.
Micronmemorysemiconductor
11 months ago
➀ The storage industry is experiencing a mixed situation with the revival of DRAM and NAND, and the rise of HBM, but the industry's future is not clear and growth has slowed down; ➁ SK Hynix is optimistic about its prospects, having started mass production of 12-layer HBM3E, and is set to supply advanced chips to Nvidia; ➂ Samsung is facing challenges, with its DRAM department lagging behind SK Hynix in HBM technology; ➃ Micron's stock has seen significant fluctuations due to strong AI demand, but it still faces challenges in the HBM market; ➄ Kioxia's future is uncertain due to its ownership by SK Hynix and its failed merger with Western Digital; ➅ Western Digital is considering a split into HDD and NAND/SSD divisions due to the underperformance of its NAND business.
KioxiaMicronSK HynixSamsungWestern Digital
12 months ago
➀ Micron has announced the volume production of its ninth-generation (G9) TLC NAND SSD, marking an important milestone in the industry; ➁ The G9 NAND offers a data transfer speed of 3.6 GB/s, providing excellent bandwidth for data read and write operations; ➂ G9 NAND's storage density can be increased by up to 73% compared to the previous generation, with a smaller form factor that saves 28% of the area compared to competitive products.
MicronNAND flashstorage technology