Recent #Micron news in the semiconductor industry

9 months ago

Micron has launched its new 4600 series PCIe Gen5 NVMe SSD, designed for speed and capacity. The drive is targeted at OEM systems and offers impressive performance improvements over Gen4 NVMe SSDs. It features high-speed read and write speeds, and is available in capacities ranging from 512GB to 4TB.

With the 512GB model offering 10.3GB/s read and 5.8GB/s write speeds, and the 2TB model reaching 12GB/s write speeds, the 4600 series SSD is a significant leap in performance for client SSDs. It also demonstrates the capabilities of PCIe Gen5 in consumer-grade storage solutions.

Micron's move to release this series not through Crucial, but directly under its own brand, signifies its commitment to high-performance storage solutions for the OEM market.

MicronNVMePCIe Gen5SSD
9 months ago

➀ The article provides a quick look at Micron DDR5-5600 ECC UDIMM kits, highlighting their specifications and performance in newer platforms.

➁ The Micron DDR5-5600 ECC UDIMM modules are discussed, including their part number and physical appearance.

➂ The author mentions the pricing and availability of these modules, noting that they are currently expensive and not recommended for general use unless absolutely necessary.

Micronddr5memory
9 months ago

➀ Intensifying competition from China, weak demand, and oversupply are forcing traditional NAND manufacturers like Samsung, Hynix, Kioxia, and Micron to cut production volumes, which may lead to industry consolidation in the long term.

➁ According to TrendForce, these companies are implementing production cuts by lowering utilization rates and delaying process upgrades.

➂ Since Q3 2024, prices have been declining, and H1 2025 demand appears weak, with Chinese producers aggressively expanding production.

MicronNANDSamsung
10 months ago
➀ Industry groups criticize the lack of consultation on new US export controls for AI processors; ➁ The new regulations may negatively impact US companies and shift market share to international competitors; ➂ The restrictions could hinder China's development of AI processors and bolster the efforts of other countries to produce sovereign processors.
AI ChipsAMDBroadcomChinaExport ControlsIntelMicronNVIDIAUSAsemiconductor
10 months ago
➀ The article discusses the current state of server technology in 2025, including CPU core counts, networking speeds, SSD and HDD capacities, server memory, and AI-specific GPUs. It mentions the latest offerings from AMD, Intel, NVIDIA, Broadcom, and others. ➁ It highlights the trends in server technology, such as the increasing number of CPU cores, the rise of 400Gbps networking, and the growth in SSD capacities. ➂ The article also touches on the future of server technology, including the expected advancements in CPU performance, networking, and storage.
AIAMDBroadcomGPUHDDIntelKioxiaMarvellMicronNVIDIANetworkingSSDcpumemoryserver
11 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
12 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
about 1 year 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
about 1 year 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
about 1 year 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
about 1 year 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
about 1 year ago
➀ Micron has launched its second-generation HBM3 memory, HBM3e, with a capacity of 36GB, doubling the previous 24GB limit; ➁ The new memory features a 12-layer design, up from the previous eight layers, and is aimed at the AI market; ➂ Despite the increased capacity, Micron claims to have reduced power consumption by 30% compared to competitors' eight-layer HBM3e products; ➃ The new memory is expected to be used in upcoming AI accelerators from AMD, Nvidia, and other hardware vendors; ➄ The demand for high-bandwidth memory has surged with the AI boom, leading to intense competition for higher capacity and bandwidth.
AIHBM3eMicronmemory
about 1 year ago
➀ Micron has acquired two factories from AUO for NT$8.1 billion, including properties in Tainan and Taichung. ➁ The transaction is expected to be completed by the end of this year, with an estimated profit of NT$47.18 billion for AUO. ➂ The Tainan factory will focus on front-end wafer testing to support Micron's expanding DRAM production in Taichung and Taoyuan. ➃ The acquisition is part of Micron's strategy to integrate probe testing capabilities with its existing front-end wafer facilities in Taiwan.
AUOFactory AcquisitionMicron