… During the quarter, Mehrotra said that Micron started sampling the future LPDDR5 memory based on its 1-gamma DRAM, which is etched using its first extreme ultraviolet EUV lithography technique. “The node provides a 30 percent improvement in bit density, more than 20 percent lower power and up to 15… …
… The same thing will happen to DRAM, of course. Micron used to give a hint here and there so Wall Street could reckon how much of its DRAM business was coming through HBM stacked memory and how much was coming from high capacity server DIMMs and LPDDR5 low-powered server memory. …
… As with DRAM, capacity at the foundries that make flash – Kioxia, Micron Technology, Samsung, SanDisk fab partner to Kioxia , Solidigm, and YMTC if you want to count the indigenous Chinese supplier – cannot be ramped up quickly. …
… TPM: Is HBM a better business than normal DRAM? …
… HBM memory capacity, which is vital for most AI accelerators, has probably been largely allocated, although a case could be made that Micron Technology, Samsung, and SK Hynix have very little incentive to lock down HBM pricing now for future sales because, just like DRAM and flash, every time anyon… …
… Those operating margins took a bit of a hit thanks to DRAM and flash memory shortages, which are driving up prices. …
… We do have amazing GPUs,” Salvatore said. “The technology and the architectural innovations that we are making in our GPUs really represent the leading edge of what's possible for AI. …
… The change is dramatic. …
… But that is precisely what GenAI has done for the information technology sector. …
… And that is why there is one CPU and six XPUs lined up to use the technology. …