Recent #memory news in the semiconductor industry

11 months ago
➀ TrendForce expects Q4 memory prices to see a significant slowdown in growth; ➁ DRAM ASPs will increase by 8% to 13% due to the rising share of HBM; ➂ PC DRAM prices will remain flat compared to the previous quarter; ➃ Server DRAM bit shipments are expected to improve in Q4; ➄ Mobile DRAM prices are projected to decline by 5-10% in Q4; ➅ Graphics DRAM prices are expected to remain flat; ➆ Consumer DRAM demand remains weak.
TrendForcememory
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 G.Skill Trident Z5 Royal DDR5-6400MT/s 64GB is reviewed, highlighting its luxury-class design and performance. It features mirror-finished aluminum heat spreaders and a crystalline light bar. The kit is tested for its speed, timings, and compatibility with Intel and AMD platforms. It is backed by a lifetime warranty and comes with a variety of configurations. ➁ The review includes benchmarks and real-world usage tests, showcasing the memory's performance in gaming, productivity, and encoding tasks. ➂ The summary concludes with overall impressions and recommendations.
ddr5memoryreview
11 months ago
Hynix has started mass production of a 36GB 12-layer HBM3E memory, marking the largest capacity HBM to date. The company achieved this by stacking 12 layers of 3GB DRAM chips, making each chip 40% thinner than before and using TSV4 technology. The new product offers improved heat dissipation performance and stability compared to the previous generation, and is designed to excel in speed, capacity, and stability, crucial for AI memory.
AIDRAMHBMSK Hynixmemorytechnology
12 months ago
➀ Tesla's BEV market share dropped from 19% to 17% in the first five months of 2024; ➁ BYD is just one point behind Tesla at 16%; ➂ The BEV portfolio of legacy automakers like Volkswagen and Geely-Volvo stood at 7 and 8 percent, respectively.
AI ChipAMDArmAsusBEVBYDChinaCoolingDellEDAEMIBEUVEVGDDRGaNGeely-VolvoGross MarginHPCHybridInfineonLaptopLinuxMarket ShareMicrochipNVIDIAPCIePrivacyRaspberry PiSAICSoftwareSwitchTITeslaVolkswagenautomotivecybersecurityelectric vehiclesgamingiosmemorymonitorsemiconductor
12 months ago
➀ Malcolm Penn, CEO of Future Horizons, highlights the uncertainty in the chip industry, with a strong Q4 2023 followed by a minus 5.7% Q1 2024 and an unexpected 6.5% growth in Q2 2024. ➁ The industry faces challenges such as weak global economy, low unit demand, excess capacity, and declining ASPs. ➂ Future Horizons forecasts a median annual growth of 15% for 2024 with a bull forecast of 17% and a bear forecast of 13%.
ChipletEUVGPUmemorysemiconductor
12 months ago
➀ The author discusses the limitations of Intel's new Lunar Lake laptop CPUs, particularly the inability to upgrade RAM, which is a deal-breaker for power users; ➁ The author evaluates alternative options for lightweight, high-performance laptops with 64GB of RAM, including AMD Ryzen AI 300 CPUs and Snapdragon processors; ➂ The article concludes with the author's preference for the ThinkPad X1 Carbon and the potential impact of Intel's design choices on the laptop market.
IntelLaptopProductivityUltrabookcpumemory
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