Recent #memory news in the semiconductor industry

5 months ago

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.

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5 months ago

➀ Ferroelectric Memory Co. (FMC) and Neumonda are reestablishing DRAM+ production in Germany.

➁ The new DRAM+ memory uses FeRAM technology with hafnium oxide for non-volatility and high capacity.

➂ FMC's technology aims to improve energy efficiency and data retention while maintaining DRAM performance.

CMOSDRAMmemorysemiconductorsemiconductor manufacturingtechnology
5 months ago

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.

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5 months ago

➀ A recent study introduces a Janus membrane for water purification and energy generation, aiming to address water scarcity and energy needs;

➁ The membrane uses cellulose nanofibers (CNF) and a modified MXene to improve performance over longer periods;

➂ The Janus membrane demonstrates better performance than traditional membranes, achieving a high evaporation rate and photothermal conversion efficiency, and effectively preventing salt buildup.

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5 months ago

➀ This article introduces a reference design for a programmable 100V high-current regulator by Texas Instruments (TI), named TIDA-01371. The design supports output voltages ranging from ±2.5V to ±100V and is suitable for specialized imaging applications such as shear wave imaging and elastography.

➁ The design incorporates a floating and tracking regulator with low-noise LDO regulators and a current-sharing scheme using low RDS(ON) power MOSFETs. It also supports programmable output voltages via DAC-generated control signals.

➂ The reference design can be applied to medical ultrasound scanners, sonar imaging equipment, and non-destructive evaluation systems. TI provides comprehensive documentation including BOM, schematics, and PCB layouts for this design.

AIEDAHPCMicrochipTIautomotivememorysemiconductor
5 months ago

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.

DRAMGDDRHBM3eSK HynixTrendForceddr5memorysemiconductor
5 months ago

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.

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5 months ago

➀ SEMI announced a 2% year-over-year growth forecast for front-end fab equipment spending in 2025, reaching $110 billion;

➁ This growth is driven by demand in HPC and memory sectors, as well as the increasing integration of AI;

➂ The Logic & Micro segment is expected to be a key driver of growth, with investments reaching $52 billion in 2025 and $59 billion in 2026.

AIChinaDRAMGrowthKoreaNANDTaiwaninvestmentmemorysemiconductor
6 months ago

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.

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6 months ago

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。

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6 months ago

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.

3D ICAIAI PCDRAMEDAHPCSK Hynixmemorysemiconductor
6 months ago
1. Micron Technology is reiterated with a 'Strong Buy' rating at $140 per share due to robust HBM growth and strategic capacity expansion; 2. Micron reported 38.3% revenue growth and 24.9% adjusted operating income with HBM revenue growing 50% sequentially; 3. The company guides for $8.8 billion in Q3 FY25 revenue with significant investments in HBM manufacturing, forecasting 38.2% year-over-year growth for FY25.
memoryrevenue growth