➀ The global memory market reached $170 billion in 2024, with DRAM sales at $97 billion and NAND sales at $68 billion, while HBM is projected to grow rapidly, doubling to $34 billion in 2025;

➁ Chinese companies CXMT and YMTC intensified competition by launching cost-effective DDR3/DDR4 and advanced 3D NAND chips, prompting global players to accelerate DDR5 and HBM development;

➂ SK Hynix leads the HBM market (54% share) through partnerships like NVIDIA, while Samsung and Micron ramp up HBM3E production to secure AI-driven growth.

➀ Semiconductor Intelligence releases the list of the top 16 semiconductor companies in Q1 2025, highlighting industry leadership trends;

➀ The article is part of David Manners' 'Ten Best...' series, offering insights into key semiconductor market players;

➂ Included are recommended reads on enterprise WLAN, AR/VR headsets, and supply chain developments, emphasizing broader tech industry shifts.

➀ Top NAND suppliers saw significant Q1 2025 declines: ASP (-15% q-o-q), units (-7%), and revenues (-24%);

➀ Samsung, Hynix, Micron, and Kioxia reported revenue drops of 25%, 35.5%, 11%, and 27.9% respectively;

➂ SanDisk plans to prioritize QLC product shipments to improve profitability amid slight ASP and shipment declines.

➀ G.Skill、Kingston和TeamGroup在Computex 2025展会上展示了面向发烧友的CAMM2 DDR5内存模块，最高频率达到DDR5-10000；

➁ CAMM2凭借更短的电气路径和128位总线宽度提高了信号完整性和密度，但主板厂商尚未确定支持该规格的产品上市时间；

➂ 尽管CAMM2在笔电和工作站领域逐渐普及，其桌面生态仍处于萌芽阶段，未来可能成为高端PC细分市场的新选择。

➀ DRAM and NAND prices surged 27% in May, marking two consecutive months of over-20% increases.

➀ The spike is driven by global companies stockpiling chips to avoid tariffs announced by Trump, with a 90-day tariff grace period creating market uncertainty.

➂ Major DRAM manufacturers like Samsung, Micron, and SK Hynix are phasing out DDR4 production, while Chinese firms also reduce supply, further escalating pricing pressures.

➀ Q1 2025 semiconductor revenues reached $167.7 billion, up 18.8% YoY but down 2.8% QoQ, with mixed performance among major companies—NVIDIA rose 12% while STMicroelectronics and Kioxia saw >20% declines;

➁ Economic uncertainty and tariffs are dampening outlooks, though AI demand boosts NVIDIA and memory firms (e.g., SK Hynix expects 14.6% Q2 growth), while automotive and smartphone markets slow;

➂ Semiconductor Intelligence forecasts 7% 2025 growth, citing tariff risks potentially lowering TechInsights' projection from 14% to 2%, with weakness likely extending to 2026.

➀ The G.Skill Trident Z5 CK DDR5-8800 C42 delivers cutting-edge DDR5-8800 speeds, optimized for Intel's Core Ultra 200S processors;

➁ Built with SK Hynix M-die ICs and CUDIMM design, it excels in stability and overclocking but faces compatibility issues with AMD platforms;

➂ Despite its premium price, it remains a top-tier choice for enthusiasts pursuing extreme performance.

➀ G.Skill 推出了一款容量高达 128GB 的 DDR5 内存套件，由两个 64GB 模块组成，可在 AMD Ryzen 系统上运行在 DDR5-8400 的频率下。

➁ 这款内存套件使用了高性能的 SK hynix DDR5 IC，旨在为内容创作者、研究人员和专业人士提供更高的性能和容量。

➂ G.Skill 在 ASUS ROG Crosshair X870E Apex 主板和 AMD Ryzen 9 9950X3D 处理器上验证了这款内存套件，但价格可能接近 500 美元。

➀ A prototype for an E-Bike terminal has been developed at the Hochschule Karlsruhe (HKA) as part of a project aiming for sustainable mobility;

➁ The terminal is constructed primarily from renewable resources (wood) and is designed to be replicable in other locations;

➂ The project includes a solar power system to charge the E-bikes and features social components such as a meeting point for students and staff.

➀ MinebeaMitsumi has announced a tender offer to acquire thermistor specialist Shibaura Electronics to save it from a hostile takeover bid from Taiwan's Yageo Corp.;

➁ Shibaura Electronics, with a 13.5% world market share in thermistors, is a key player in vehicles, wind turbines, and industrial robots;

➂ Yageo Corp. plans to make a takeover bid on May 7th, offering $29 per share, but MinebeaMitsumi is offering $31 per share, totaling $485 million for the company.

➀ Ed在日记中透露，关税问题让他感到自豪，他预见到这将是Liz Truss故事的翻版，并相应地应对。

➁ 到周二晚上，关税已使全球股市价值蒸发10万亿美元，而到周四早上，股市又上涨了6万亿美元。

➂ 所有金融人士都说，当政府债券开始抛售时，总统将改变方向，就像Liz在她预算后大量出售金边债券时那样。

➀ The newly imposed U.S. import duties are likely to significantly increase the cost of storage devices due to their impact on HDD and SSD manufacturers.

➁ HDD manufacturers like Seagate, Toshiba, and Western Digital have complex supply chains with production in various countries, making them susceptible to high tariffs on Chinese-made drives.

➂ SSD manufacturers face challenges due to the 'country of origin' rules, potentially leading to increased costs if they are not assembled in countries exempt from tariffs.

➀ Hamamatsu Photonics Europe has launched NZConnectMD Scan, an image acquisition platform for digital pathology workflows.

➁ The software allows for centralized control of multiple NanoZoomer MD Series scanners.

➂ Key features include barcode-based slide tracking, workflow balancing, and space optimization.

➀ U.S. President Donald Trump has signed an executive order to create the United States Investment Accelerator Office;

➁ The office aims to negotiate better deals for taxpayers;

➂ There are concerns about the impact on existing contracts and awards.

➀ Tariffs have encouraged US memory buyers to get their orders in Q1, reducing inventories;

➁ DRAM prices expected to fall 0-5% QoQ in Q2, with HBM pricing to rise 3-8% due to HBM3e shipments;

➂ Samsung's HBM qualification progress slower than expected, but no significant capacity shift back to DRAM;

➃ SK hynix focusing on server and mobile DRAM, limiting PC DDR5 supply;

➄ DDR4 prices weak due to consumer demand and capacity expansion, with PC DRAM prices expected to remain flat QoQ in Q2;

➅ Server DRAM demand driven by top North American CSPs and AI server investment in China, with DDR5 prices expected to stabilise in Q2;

➆ Mobile DRAM demand improved, with LPDDR4X supply ample but prices expected to decline modestly;

➇ GDDR7 demand from next-gen graphics cards, with prices expected to hold flat or slightly down due to tight supply;

➈ GDDR6 prices expected to decline 3-8%, with suppliers bundling to stabilise pricing and clear inventory;

➉ Consumer DRAM seeing more aggressive purchasing, with DDR4 contract prices expected to rise 0-5% in 2Q25, and DDR3 prices likely to remain flat.

➀ A student at the University of Applied Sciences in Hagen, Melanie Welp, has developed a contactless timing system for Paralympic swimming to prevent injury from head impacts.

➁ The prototype uses an ultrasonic sensor to measure the time at six meters and 50 centimeters before the edge of the pool.

➂ The system has been tested and shown to be possible without causing injury to swimmers.

➀ A trawler caught 7 1/2 times as much fish as with conventional driftnet methods using new electronic fish-finding equipment developed by Kelvin and Hughes (Marine) limited;

➁ The story dates back to 65 years ago, when CERES (Combined Echo Ranging Echo Sounding) equipment was introduced;

➂ CERES combined echo-ranging and echo-sounding to improve fishing efficiency.

➀ Ed向他的日记透露，执政不到一年的工党政府正在削减福利预算；

➁ 总理认为Ed是一个多面手，经常找他解决问题，Ed成了他的跑腿；

➂ 总理希望Ed帮助解决长期病假人员的问题，以减少福利预算开支，并避免政府形象受损。

➀ The article discusses how 3D NAND flash memory is becoming essential for meeting the increasing data storage needs driven by AI. It highlights the shift from 2D to 3D NAND structures, which allow higher storage density through vertical stacking.

➁ Key players like Samsung, Western Digital, and SK Hynix are mentioned as leaders in 3D NAND technology. The article also explores innovations in cryogenic etching technology, which enhances etching capabilities and addresses scaling challenges.

➂ The global NAND flash memory market is expected to grow significantly, reaching $83 billion by 2036. Lam Research is noted as a market leader in 3D NAND dielectric etching, with advancements like the Lam Cryo™ 3.0 enabling more efficient and precise etching processes.

➀ Micron and SK hynix unveil new LPDDR5X SOCAMM memory modules;

➁ The modules are designed for AI and low-power servers, debuting on Nvidia GB300 systems;

➂ The memory offers high capacity, performance, and low power consumption.