… 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? …