It’s good to be in the DRAM business these days. According to a recent report from DRAMeXchange, global DRAM revenues have increased 18.2% sequentially for 4Q2016.
Much of the demand is fueled by strong smartphone sales, particularly Chinese brands along with the iPhone 7. This has resulted in massive shortages of PC DRAM, resulting in a 30% price increase over the previous quarter. Server DRAM is expected to follow suit in 1Q2017.
Memory manufacturers are currently increasing efforts to expand DRAM production capacity, but their efforts aren’t expected to be realized until the 2H2017. As a result, the supply problem is expected to continue to [...]
At the International Solid State Circuit Conference (ISSCC), both TSMC and Samsung had working chips samples built on their respective 7nm nodes. However, the two companies gave very different outlooks on their readiness.
According to the presentation offered by TSMC, they described the condition of their 7nm node as “healthy”. Samsung on the other hand, had a bit less confidence in its production method, showcasing a development chip that suggests 7nm chips may not be ready for at least a few more years.
The reason behind the contradicting prospects is due to the different manufacturing techniques. Because TSMC will likely be producing the Apple A11 [...]
In a recent report from Reuters, SK Hynix may be among the suitors in the running for a stake in Toshiba’s memory business. According to an undisclosed source, SK Hynix has already submitted an initial bid for Toshiba’s memory business although no information as to how much of a stake SK Hynix is interested in purchasing.
Toshiba had recently fallen on some hard times with a failing nuclear power business and an accounting scandal that left their previous CEO out of a job and the company in billions of dollars in debt. In an attempt to protect the still profitable memory business and help keep Toshiba alive a bit longer, Toshiba spun off the memory business [...]
According to SK Hynix 1Q2017 Databook for graphics, it’s confirmed that SK Hynix’s 4GB HBM2 memory modules are getting ready for production in 1Q2017.
One of the hottest consumer products that is expected to take advantage of HBM2 is AMD’s highly anticipated Vega graphics cards. Among the memory lineup, the 5mKGSD SKU is the most likely candidate to be featured on the Vega GPU. The 5mKGSD configuration is 4 stacks tall and features a memory density of 4GB/ stack. At CES 2017, we saw a glimpse of an engineering sample of Vega carrying 2 stacks of HBM2 on its interposer. It was rumored to have 8GB of VRAM, which helps confirm our [...]
Intel’s 3D XPoint has been long touted as a revolutionary new non-volatile memory technology ever since Intel announced it back in 2015. Unlike traditional NAND, 3D XPoint uses a mesh of storage cells that can greatly improve access times compared to conventional storage. According to Intel’s internal testing, Optane SSDs can reach speeds up to 10x faster than current generation SSDs. However since its launch, 3D XPoint has been more talk than anything else with both Intel and development partner, Micron, doing little more than talking about the performance, applications, and missing potential launch dates.
That said, this time it appears that Intel may [...]
It’s no secret that China wants advanced chip manufacturing technology and will do whatever it takes to get it. However, after several failed attempts by China’s state sponsored technology investment group, Tsinghua Unigroup, to acquire US chip manufacturing companies such as Western Digital and Micron, it appears that they have given up on acquiring the manufacturing capability altogether and have decided invest into building their own manufacturing capability instead.
According to a recent statement from Tsinghua Unigroup, the investment group recently revealed plans to invest $30 billion into the construction and development of a DRAM and 3D NAND fab in [...]
Down the hall from Kingston’s CES 2017 suite was HyperX, the gaming and performance components division of Kingston, which now seems to be becoming more independent than ever.
The most impressive showing at the HyperX suite was their upcoming HyperX Predator LED which is an upcoming RGB LED lit high performance memory kit. Unlike other kits on the market, the HyperX Predator LED is able to communicate with the system directly through the memory slots through a proprietary method which is supposed by all the biggest motherboard makers such as ASUS, Gigabyte and MSI. With this, the LEDs on the HyperX Predator LED can be controlled via a software application [...]
Although the DRAM and NAND industry has seen quite a bit of consolidation over the past 10 years, it looks like some new players from China may be entering the market soon bringing some welcome competition to the market. According to a recent article by DigiTimes, three China based firms may be gearing up to enter the market with all three expected to begin competing for the Chinese market in 2018.
Yangtze River Storage Technology (YRST)
YRST, or Yangtze River Storage Technology, is the most promising of the companies as it’s backed by Tsinghua Unigroup, a Chinese state run technology company. YRST already owns a 12-inch wafer fab which is [...]
Samsung recently told investors that they’re planning to make some of the biggest investments into their semiconductor facilities this year and the accelerated development of next generation DRAM may be one of the results of that investment.
According to Business Korea sources, Samsung is planning to accelerate development their next generation 1ynm product (15nm or 16nm) in order to begin mass producing it by 2H2017. Further, Samsung expects to continue ramping up 18nm DRAM production as well, expecting 10nm class DRAM to make up half of Samsung’s DRAM shipments by 2H2017.
It was previously estimated that Samsung would completely shift to 10nm DRAM [...]
While the failure of a product launch as big as the Samsung Galaxy Note 7 would typically cripple a normal company, Samsung doesn’t seem to be skipping a beat, recently telling investors that they’ll be spending a record 27 Trillion Won ($23.59 Billion USD) this year with a majority of it happening in the 4th quarter.
Up until 3Q2016, Samsung had already invested 14.7 Trillion Won ($12.84 Billion USD), which is quite a bit compared to R&D and facilities spending for most tech firms however, in 4Q2016 alone Samsung is expecting to invest another 12.3 Trillion Won ($10.75 Billion USD). According to Samsung, the largest portion of the investment will go to [...]