Recent #server news in the semiconductor industry

7 months ago
➀ Intel celebrates the arrival of MR DIMMs, a plug and play solution for ultrafast memory with double the memory bandwidth of standard DRAM; ➁ MR DIMMs operate two DDR memory ranks in a multiplexed mode, offering high data transfer rates and low latency; ➂ Intel's Xeon 6 processors support up to 3TB of MR DIMM memory at DDR5-8800 speed, with significant latency and power consumption improvements.
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7 months ago
1. Super Micro Computer reported mixed Q1/FY2025 results with weaker-than-expected sales; 2. Improved margins and decent cash generation helped offset the sales shortfall; 3. Disappointing second quarter guidance with sales and EPS below consensus expectations; 4. Weak sales outlook attributed to limited availability of Nvidia's next-generation GPUs; 5. Stock upgraded to 'Hold' despite nearly 50% decline from initial 'Sell' recommendation.
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8 months ago
➀ Supermicro showcases its next-generation 4U AI platform, the SYS-422GA-NBRT-LCC, at OCP 2024. The platform features liquid cooling, PCIe switches integration, and improved serviceability. ➁ The new machine integrates the NVIDIA HGX B200 with Intel Xeon 6900P series processors. ➂ Supermicro highlights innovations such as liquid-cooled PCIe switches and removable power supply modules for better system management and serviceability.
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8 months ago
➀ TrendForce predicts a further 10%+ drop in NAND contract prices in Q4; ➁ PC client SSD contract prices will decline by 5–10% due to limited AI practical use cases; ➂ Q4 server OEM orders have declined due to delays in AI server deployments; ➃ Smartphone and notebook manufacturers are adopting inventory reduction strategies, with Q4 eMMC and UFS prices expected to drop 8-13%.
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8 months ago

➀ NAND Flash demand is weak, with contract prices expected to decline by 3-8% in Q4;

➁ TrendForce predicts that the decline in contract prices will be over 10% in Q4, with the exception of enterprise-level SSDs, which will only see a small increase of 5%;

➂ The demand for servers remains stable, but consumer markets are weak, and the supply exceeds demand due to overproduction and conservative procurement strategies.

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8 months ago
➀ AMD's new EPYC 9005 Turin processors deliver exceptional performance with up to 768 threads per server, leveraging new Zen 5/ Zen 5c architecture and 25%+ TDP increase.➁ The processors are set to compete with Intel's server leadership, offering aggressive pricing and a range of SKUs with up to 192 cores.➂ Performance testing highlights the importance of using high-quality SSDs and NICs for optimal performance, with AMD's new platform providing a robust foundation for server environments.
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8 months ago
➀ Honeywell's 2024 Technology Day kicks off with Chairman Liu Yangwei announcing the global first shipment of the NVIDIA GB200 AI server; ➁ Honeywell will become the first company to mass produce servers with these super chips, including key components, modules, and boards, servers, racks, high-performance switches, and AI data centers; ➂ Liu highlights the deep integration of AI in automation, which represents productivity, with clients reporting a doubling of production efficiency after automation is introduced in their factories; ➃ Honeywell's electric vehicle manufacturing plant in Kaohsiung will become a benchmark for AI smart factories, using digital twin technology to connect to the cloud and achieve synergy between virtual and physical production lines; ➄ The AI revolution is not limited to Taiwan but extends to North America and Asia, covering existing facilities, planned factories, and under-construction parks; ➅ This year marks the 50th anniversary of Honeywell, transitioning from manufacturing connectors to providing system solutions and developing complex core technology capabilities, aiming to build three AI-driven smart platforms.
AIHoneywellserver
8 months ago
➀ The review focuses on the Supermicro MegaDC ARS-211M-NR, an Ampere AmpereOne system with 192 custom Arm cores. It's the first time a second-generation Ampere Arm server is reviewed, showcasing significant evolution in the platform. The server is powered by an AmpereOne processor and features high-end cloud-native Arm server capabilities. ➁ The article provides an overview of the server's external hardware, including drive bays, PCIe connections, and I/O expansion slots. It also discusses the server's internal layout and the AmpereOne processor. ➂ The review highlights the server's capabilities and performance, emphasizing its role in the evolution of the Ampere Arm server platform.
ArmBroadcomKioxiaNVIDIASupermicroserver
8 months ago
➀ This letter discusses the updates and activities of STH in Q3 2024, including the challenges and achievements in filming at the Paris 2024 Olympics, the upcoming server reviews, and the expansion of the STH team and channels. ➁ The author reflects on the growth of the STH YouTube channel and the introduction of the Axautik Group for more specialized content. ➂ The letter concludes with a call for team expansion and a reminder to subscribe to STH's newsletter and YouTube channel for more content.
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8 months ago
➀ Intel's Clearwater Forest is set to be released in 2025, featuring new packaging technology and the Intel 18A process. The chip has been shown at an event in Oregon, where photos of the new Intel Xeon 6 parts and the high-core count next-generation E-core Xeon were taken. The CPU package is constructed differently from previous models, with a new layout for PCIe I/O and UPI links. ➁ The new chip is expected to kickstart the E-core CPU revolution on the x86 side, offering a significant improvement over the previous generation. ➂ The Clearwater Forest is still in development, with no launch date set yet, despite the fact that it is already booting.
IntelPackaging TechnologyXeoncpuserver
8 months ago
➀ This video from ServeTheHome introduces the Intel Xeon 6900P Granite Rapids-AP processor, highlighting its core-for-core competitiveness with AMD's EPYC processors.➁ The video also covers the overall Intel Xeon 6 family and its performance aspects.➂ It includes B-roll footage of the system and other Intel Xeon 6 processors that are set to launch in Q1 2025.
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