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 [...]
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 [...]
At CES 2017, Samsung had originally planned to launch the Samsung 850 Pro 4TB which would’ve made the Samsung 850 Pro not only the fastest consumer SATA SSD on the market, but also the highest capacity as well. However, after scouring the CES show floor for SSD related announcements and not seeing the drive on display at CES 2017, Tom’s Hardware reached out to Samsung’s PR agency for some information where they received the following:
“As a result of the worldwide NAND shortage, Samsung is focused on allocating NAND to products where we see the greatest demand. We will let you know when further updates on the 850 PRO 4TB are available.”
As many [...]
In a recent announcement, SK Hynix launched their new 8GB LPDD4X DRAM designed for mobile devices. SK Hynix was able to achieve this by stacking four of their 16Gb dual channel DRAM dies.
Compared to traditional LPDDR4 DRAM, SK Hynix’s LPDDR4X 8GB packages reduce data IO operation voltage by 45%; operating at just 0.6V compared to the 1.1V of the LPDDR4. According to SK Hynix, the reduced data IO operation voltage should translate to 20% reduction in overall power consumption.
Additionally, the new package features a 30% smaller footprint compared to existing LPDDR4 at the same capacity. Its sub-1mm thickness also enables Package-on-Package stacking with a [...]
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 [...]
According to a recent announcement, Samsung recently introduced the industry’s first 8GB LPDDR4 DRAM package designed for mobile applications.
In order to achieve this feat, Samsung’s 8GB LPDDR4 DRAM package packs four 10nm class 16Gb LPDDR4 dies into a single package. Samsung claims that this new 8GB LPDDR4 DRAM package is capable of up to 4,266Mbps per pin which provides up to 34GB/s throughput over a 64-bit memory bus. This is twice as fast as typical PC DRAM which operates at 2,133MHz per pin. It’s also power efficient as well with 8GB LPDDR4 DRAM consuming the same amount of power as a 4GB package of Samsung LPDDR3.
Further, the Samsung [...]
If you’ve been thinking of building a new system this holiday season, it may be worthwhile to start picking up memory early as prices continue to rebound thanks to increasing demand and a constrained supply.
Back in September, we reported that PC DRAM prices are expected to increase 15% by the end of this year, but a new report from DRAMeXchange, a division of TrendForce, is forecasting that DRAM prices will increase by 30%, which will put PC DRAM at its highest price in two years. During 3Q2016, memory makers scaled back PC DRAM production down to just 20% of the total production in order to expand mobile and server DRAM production. This in combination with an [...]
Samsung Electronics and SAP recently announced the grand opening of a new joint research center where they will conduct R&D for the next generation of in-memory database technology.
In-memory databases such as SAP’s HANA stores large databases in memory rather than in more traditional storage mediums. As memory is orders of magnitude faster and lower latency compared to even the latest in SSD technology, it allows companies to handle data processing and analysis significantly faster compared to traditional database technologies.
The new research center will allow the two companies to work closer on new in-memory technology research and its [...]
According to a new report from DRAMeXchange, DRAM and NAND Flash prices are expected to increase in 4Q2016 and beyond due to growing demand and a tightening supply.
PC DRAM prices are expected to increase as much as 15% thanks to decreasing PC DRAM supply and increasing notebook shipments which are expected to increase more than 8% in the 4th quarter. DRAM makers are scaling back PC DRAM production in order to expand mobile and server DRAM production which now constitute the lion’s share of the DRAM market. Mobile DRAM is also expected to see price increases in the coming months with some smartphone makers negotiating contracts with prices 10% higher than 3rd [...]