Recent #memory news in the semiconductor industry

about 1 year 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
about 1 year 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
about 1 year 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
about 1 year ago
➀ Jiangbolong showcased its self-developed 28nm eMMC master control chip with a unique QLC algorithm, offering up to 512GB storage capacity and technical capability for 1TB. ➁ The company also displayed its 28nm SLC NAND flash memory, featuring a 166MHz operating frequency and innovative circuit design to reduce noise interference. ➂ Jiangbolong's LPCAMM2 memory for AI applications supports LPDDR5/5x颗粒 and has been adopted by AI PC manufacturers like Lenovo.
EMMCSLC NANDmemory
about 1 year ago
➀ The spot price for consumer memory fell by 30% in Q2, creating a dislocation with contract prices. ➁ Module makers experienced a 40% year-over-year decline in consumer NAND shipments through retail channels, suggesting weak demand. ➂ Next year, DRAM prices are expected to rise gradually each quarter, driven by the increasing adoption of HBM3e.
DRAMNANDmemory
about 1 year ago
➀ SK Hynix has announced the development of a Gen 6 10-nanometer (nm) 16Gb DDR5 DRAM, marking the first in the industry. ➁ This development positions SK Hynix ahead of its domestic competitor, Samsung, which began manufacturing Gen 5 DRAM in May. ➂ The competition between SK Hynix and Samsung continues to drive advancements in DRAM technology.
DRAMSK hynixmemory
about 1 year ago
1. Kioxia showcased a 2Tbit NAND flash memory with QLC technology at the Future Memory and Storage (FMS) event, achieving the highest capacity to date. 2. The company also discussed the development roadmap for its next-generation 3D NAND technologies, focusing on performance improvements for the 9th generation and increased memory density for the 10th generation. 3. Kioxia's exhibition at FMS included a large booth with various models and displays, highlighting the advancements in its 3D NAND technology and the introduction of the 2Tbit NAND flash memory.
Semiconductor TechnologyStoragememory
about 1 year ago
➀ CUDIMM, or Clocked Unbuffered DIMM, is designed to improve signal integrity in high-frequency DDR5 memory modules by introducing a Clock Driver (CKD). ➁ The CKD splits the clock domain into DCK (connected to the CPU) and QCK (connected to devices), similar to the RCD in RDIMM but simplified. ➂ For laptop memory modules (SODIMM), a similar approach is taken with CSODIMM, which also incorporates a CKD for enhanced clock signal management. ➃ JEDEC recommends CUDIMM for UDIMM modules above PC5-6400, and CKD solutions are available from various manufacturers, including Lanqi in China.
ddr5memorytechnology
about 1 year ago
➀ Q2 IC sales increased by 27% YoY and are expected to grow by 29% in Q3 2024. ➁ Q2 installed fab capacity reached 40.5 million wafers per quarter, projected to rise by 1.6% in Q3. ➂ Memory capacity increased by 0.7% in Q2 and is forecast to grow by 1.1% in Q3, supported by demand for HBM and improving memory pricing.
AIHBMICmemorysemiconductor