Samsung confirms Exynos 2500 chip as profit skyrockets on back of AI memory boom
Strikes? What strikes?
Personal Tech31 Jul 2024 | 1
Semiconductor Memory
Good news: Samsung predicts prodigious profit pop
Bad news: It's probably because you have to pay more for RAM
Systems05 Jul 2024 |
Semiconductor industry navigating choppy waters with sunnier climes ahead
Despite dip in equipment revenue, analysts predict robust rebound
Systems20 Jun 2024 |
Samsung union stages its first ever strike – very politely
Members stop work – on a day many take off, anyway – in pursuit of better conditions
Legal07 Jun 2024 | 9
Hunger for more HBM capacity could cause shortage DRAM-a
Analyst warns of another unfortunate side effect of AI
Storage21 May 2024 |
iFixit hails replaceable LPCAMM2 laptop memory as a 'big deal'
So long SODIMM? Only in new Thinkpad so far, but memory format may well spread across market
Storage08 May 2024 | 23
BROADER TOPICS
NARROWER TOPICS
TSMC fully booked on advanced packaging until 2025
TrendForce warns of 'potential crowding out effects on HBM'
Systems07 May 2024 | 2
SK hynix's high bandwidth memory buffet fully booked till 2025
Micron also riding the AI wave with 128 GB DDR5 RDIMMs
Storage02 May 2024 | 1
Here’s another thing AI can do: Return Samsung’s memory biz to profit
HBM will help too. Foundry biz? On track for 2nm but bruised
On-Prem30 Apr 2024 |
SK hynix breaks Q1 revenue records on back of AI boom
Memory biz ditches NAND production plans to make more crucial HBM tech
Storage25 Apr 2024 |
Micron bounces back as AI drives up memory prices
'Our HBM is sold out for calendar 2024,' trills CEO
Storage21 Mar 2024 | 1
Uncle Sam officially opens funding gates for silicon R&D
$5B investment part of $53B bet to reboot semiconductor industry
Systems12 Feb 2024 | 1
You're not imagining things – USB memory sticks are getting worse
It's all down to recommissioned kit, claim techies tasked with retrieving data from busted gear
Storage07 Feb 2024 | 122
Japan stumps up more cash for Kioxia and Western Digital to make memory chips
Pair still looking to merge after SK hynix blocked deal
Storage06 Feb 2024 |
Samsung pins hopes on AI to return to growth this year
Next generation of devices are going to be packed with it – requiring lots and lots of memory
Storage31 Jan 2024 | 3
SK hynix posts surprise profit after AI boosts memory prices
This may be the best bad news we've had all year
Systems25 Jan 2024 |
Now is a good time to buy memory because prices rise next year, Gartner predicts
To blame? The usual suspect – AI's appetite for chips
Systems04 Dec 2023 | 7
China's YMTC scrounges for billions to help bypass US sanctions
Meanwhile, RISC-V has Uncle Sam rattled
Systems02 Nov 2023 | 10
Samsung's results hint it's time to RAM some money into your memory budget
Chaebol reckons market is recovering and prices will rise. Analysts agree
On-Prem01 Nov 2023 |
US allows Samsung and SK hynix to keep making chips in China
Investments protected, diplomatic rift averted … even Beijing likes it
Systems10 Oct 2023 | 7
Japan confirms ¥192 billion will flow to help Micron build Hiroshima plant
That's $1.3 billion – pocket change compared to CHIPS Acts elsewhere
On-Prem04 Oct 2023 | 1
Micron revenue halved in FY23 as China ban bites
Reason for the block still a mystery – but most have their guesses
Systems28 Sep 2023 | 6
Samsung wants to push CAMM format into memory mainstream
Smaller footprint and detachable
Storage26 Sep 2023 | 6
A chip off the old block: The 200mm fab supply chain breaker
Southeast Asia, China spearheading factory capacity growth for foreseeable future
On-Prem20 Sep 2023 |
SK hynix ships blazing fast HBM3E DRAM samples – but most customers have to wait
Everything in 2023 is about AI, which this silicon is said to speed
HPC23 Aug 2023 |
Samsung warns of imminent profit plunge
It looks like memory glut and consumer indifference to smartmobes are persisting
Personal Tech07 Jul 2023 | 8
Memory chipmaker Micron's sales down 57% as market bottoms out
Company eyes return to memory growth, but warns life on the China ban-list could be hard
Systems29 Jun 2023 |
Micron chips in $600M for China memory facility despite Beijing sanctions
It's not very nice being blacklisted for no apparent reason, is it?
Systems16 Jun 2023 | 3
Uncle Sam vows to Micron-manage China's memory chip ban
Commerce Secretary says US 'won't tolerate' Beijing's 'economic coercion'
Systems30 May 2023 | 10
China hasn't told Micron why it failed security review, or what its ban means
US memory-maker forecasts single-digit revenue impact, and ongoing gloom in PC and smartmobe markets
Security23 May 2023 | 7
Weak memory demand leaves both Samsung and SK hynix nursing losses
With inventory surplus still an issue, revenues are 'bottoming out'
Systems27 Apr 2023 | 1
Samsung to cough up third of a billion bucks for ripping off patent
Next on Netlist's hit list? Micron and Google
Storage24 Apr 2023 | 10
Micron writes off $1.43B in inventory as sales dive, claims only way is up
AIs are going to need memory and storage silicon, you know
Systems29 Mar 2023 | 8
China's Yangtze Memory reportedly lays off staff, evicts them from company housing
So much for the workers' paradise: Big Tech gives its discards months of severance pay
On-Prem08 Feb 2023 | 20
SK hynix reports first loss in a decade as memory prices fall
Chip giant holding out hope that demand rebounds once supplies dry up
Systems01 Feb 2023 |
SK hynix debuts 'world's fastest mobile DRAM', predicts it will move to power AI/ML and AR/VR
Something to keep manufacturers happy while they wait for the joy of LPDDR6
Systems25 Jan 2023 | 3
Samsung expects profit dive as demand for memory and devices continues to slow
Analysts believe company may cut back on production like Micron and SK hynix
Storage06 Jan 2023 | 11
Latest US blacklist spells trouble for China’s biggest domestic 3D NAND supplier
Analysis One research firm thinks YMTC may have to exit 3D NAND altogether
Systems18 Dec 2022 | 20
Kioxia warns of potential cost of US chip policy over China
Nice NAND industry you have there, would be a shame if something happened to it
Security01 Nov 2022 | 10
Samsung bucks industry trend, maintains memory investments
This is despite weakening demand and operating profit down by 49% in semiconductor division
Systems27 Oct 2022 |
2023: The year SK Hynix expects profit-whacking dip to end, and 238 layer RAM to debut
Reduces investments and production as buying cycles bite
Systems26 Oct 2022 | 5
Linus Torvalds's faulty memory (RAM, not wetware) slows kernel development
Emperor penguin swipes Intel's attitude to ECC memory and maybe wimpy Mac performance too
Personal Tech10 Oct 2022 | 58
Samsung teases upcoming DRAM and NAND goodies at Tech Day event
Lots of talk about the automation and digitization of manufacturing chips too
Storage06 Oct 2022 |
MIT boffins cram ML training into microcontroller memory
Neat algorithmic trick squeezing into 256KB of RAM, barely enough for inference let alone teaching
Edge + IoT05 Oct 2022 | 6
Hot DRAM, Micron promises $100B for 'largest chip fab in US history'
Memory maker says plant will help to boost memory production in America
Systems05 Oct 2022 | 17
SK hynix to plow $11b into South Korean fab complex
Leadership believes path to recovery is through investing in times of crisis
Systems06 Sep 2022 |
Compound that 'remembers' phase transitions could have uses in computer memory
Researchers ran a current through vanadium dioxide and were never forgiven
Science25 Aug 2022 | 20
Solaris is in maintenance mode – but Oracle added a significant feature anyway
Don’t Panic if you run terabytes of RAM and need to understand a dumped snapshot
OSes19 Aug 2022 | 20
AI chip adds artificial neurons to resistive RAM for use in wearables, drones
'Even on a small coin battery, it could run for more than 10 years' claims researcher
AI + ML18 Aug 2022 | 12
Inflation worries push PC and mobile DRAM demand down, with pricing to follow
Samsung, SK hynix, Micron are in for some pain, claims analyst, plus signs point to stockpiled customer inventory
Storage16 Aug 2022 |
Flash memory vendors unveil PCIe 5.0 SSDs, latest spec for CXL interconnect tech
Flash Memory Summit Folk of flash meet in person as Compute Express Link 3.0 debuts
Storage05 Aug 2022 | 3
Last week Intel killed Optane. Today, Kioxia and Everspin announced comparable tech
Rumors of storage-class memory's demise may have been premature
Storage02 Aug 2022 | 19
Semiconductor market to dip 2.5% next year as inflation hits
Not the money-printing machine investors were hoping for as demand set to decrease, says Gartner
Systems27 Jul 2022 | 1
SK Group pledges $22b for US chip, battery manufacturing
Plus Kioxia, WD snag a $680 million cash infusion from Japan
On-Prem27 Jul 2022 | 3
Samsung has 24Gbps GDDR6 ready for higher-performance graphics cards
New DRAM chips will also have an impact in AI processing and HPC fields
Storage14 Jul 2022 | 2
Power outage at Hiroshima facility may hit DRAM supply
Micron says ‘inclement’ weather responsible for complete production shutdown, apparently
Systems13 Jul 2022 | 9
IBM wants to simplify 3D stacked chip manufacturing
Big Blue reckons it may be a way to side-step the end of Moore's Law
Systems08 Jul 2022 | 6
Micron releases DDR5 DRAM ready for next-gen servers
The memory chips are here, we're just waiting on Intel and AMD
Storage07 Jul 2022 | 2
DRAM prices to drop 3-8% due to Ukraine war, inflation
Wait, we’ll explain
On-Prem20 Jun 2022 | 10
Who had money on Samsung and Red Hat joining forces on next-gen memory software?
Cloudy server testbed coming, open source code filtering into RHEL promised
Storage25 May 2022 | 3
Samsung unveils 512GB DRAM CXL module in E3.S form factor
PCIe 5.0 device hints at servers with lots of memory, maybe shared
Systems10 May 2022 | 6
Cisco warns of premature DIMM failures
Check 16, 32, and 64GB DIMMs made in the middle to end of 2020, blames manufacturing errors
Storage09 May 2022 | 12
Biting the hand that feeds IT
