U.S. Department of Commerce的动态

In case you haven't seen it, here's a paper I published on the changing roles of memory providers due in large part to HBM from Micron Samsung Semiconductor SK hynix https://lnkd.in/dCx4D9EV

As Samsung Semiconductor attempts to reshape the global memory market through its 6th-gen High Bandwidth Memory (HBM4), industry watchers are closely monitoring two critical factors: the mass production (HVM - High Volume Manufacturing) and yield of the 6th-generation 1c DRAM, as well as internal confidence in its Foundry processes. Currently, SK hynix dominates the HBM market. SK hynix is poised to achieve a record-high operating profit in 2024, potentially surpassing Samsung Semiconductor for the 1st time. The company maintains its optimistic outlook on the High Bandwidth Memory (HBM) market, with plans to secure more market segment share from Samsung Semiconductor

Semiconductor Giants Samsung and SK Hynix Set to Dominate Custom HBM Market https://lnkd.in/dR-3ZgGU I've found this article on News Reader : https://goo.gl/OnXeNz

Later today Marvell Technology will announce a custom HBM with Micron Technology, Samsung Electronics, and SK hynix that reduces HBM footprint and interface beachfront. Edit: as you might infer from Marvell *not* being a DRAM company, the customization is in the base die. In addition to improving interfacing, a custom base die provides opportunity for adding customer-specific features. These could, for example, add compression or processing logic. The DRAM guys like the partnership because memory has historically required standardization, leading to commoditization. Customization opens the door to them adding value as well (they think). Edit 2: Press release: https://lnkd.in/e3mumzK3 Edit 3: Analysis: https://lnkd.in/gn8x3EzA

A fire-related incident occurred at Micron’s fab in Taichung on June 20th, but no actual losses (in bit terms) have been reported. In response to this event, module houses did temporarily suspend quoting, but they soon resumed trading activities. Overall, the event has had no positive effect on the spot price trend, which remains relatively weak. Similar to last week, spot trading has been fairly tepid, and prices of DDR4 products have fallen more significantly compared to DDR5 products. With Samsung reallocating its D1A process to the manufacturing of HBM products, spot prices of DDR5 products have actually experienced sporadic hikes for a while. Mainstream die DDR4 1Gx8 2666 MT/s saw a price increase of 1.36% this week (US$1.835 to US$1.860). ?? Related news: https://buff.ly/3U1g2fb ?? For more on DRAM Price: https://buff.ly/3VK49vr

???#YMTC: A Strong Contender in the Memory Chip Arena????? Despite ongoing #US. #sanctions, #Chinese firm Yangtze Memory Technologies (#YMTC) remains competitive against industry giants like #SamsungElectronics, #SKhynix / #Solidigm, #KIOXIA Group #WesternDigital, and #MicronTechnology. ???Innovative Advancements with Xtacking4.0 #YMTC’s new #Xtacking4.0 technology has made waves, particularly with the introduction of the #160L #Gen5 #512Gb #TLC #chip. This chip boasts an impressive bit density of 12.66 Gb/mm2 and a compact size of 0.632 mm2/GB. Notably, it aligns closely with the #QLC bit density trend line at 160L, indicating a shift from traditional #TLC characteristics. This advancement is attributed to YMTC's innovative hybrid wafer bonding structure and the new vertical channel hole design. ???Future Potential Looking ahead, YMTC may be poised to integrate #Xtacking40 with even higher layer technologies, such as #2xxL and #2yyL, further enhancing their competitive edge. For more insights, visit the #TechInsights platform:?#TechInsights. #MemoryTech #Semiconductors #YMTC #Innovation #TechTrends #MemoryChips #TLC #QLC

In Part 3 of Semiconductor Engineering’s Experts at the Table series, industry leaders continue the discussion about the challenges facing chiplet commercialization. In this final segment, Sailesh Kumar, CEO of Baya Systems, joins with other experts from Blue Cheetah, Marvell, Samsung, and Synopsys to address the barriers to widespread chiplet adoption. Read the interview: https://lnkd.in/gXPaYJgU

The complex spectrum of technology...

A look at the evolution of China’s semiconductor industry and Huawei under US export controls, as GPUs become the new focal point of US-China tech competition (Paul Triolo/American Affairs Journal)?

Money continues to pour in for commercial development in #Austin. By now you're probably aware of the massive federal grant Samsung Electronics secured for its #semiconductor operations in Central #Texas (and the even larger amount Samsung, itself, is investing into its Austin expansion). Does this mean a new wave of investment and growth is coming to Austin? No paywall for this article - open for everyone to read. #technology #realestate