News Posts matching #Samsung

Return to Keyword Browsing

Q2 NAND Flash Revenue Up 7.4%, Anticipated to Exceed 3% Growth in Q3

TrendForce's latest research paints a vivid picture: Q2 saw the NAND Flash market still grappling with lackluster demand and being significantly outpaced by supply. The ASP of NAND Flash also took a hit, tumbling 10-15%. Nevertheless, there was a silver lining as bit shipments grew by 19.9% QoQ from a low baseline in 1Q23. To sum up, the Q2 landscape of the NAND Flash sector witnessed a 7.4% QoQ growth in revenue, reaching US$9.338 billion.

From Q2, Samsung began reining in production with a further squeeze expected for the third quarter. With inventories set to thin out, price hikes loom on the horizon, possibly offering a remedy to the chronic supply-demand imbalance. Yet, a crowded supplier landscape in the NAND Flash sector means that many players, faced with hefty inventories, will likely continue aggressive sales into Q3. Forecasts suggests a deceleration in ASP decline for NAND Flash products in Q3 to 5-10%. Riding the stockpiling momentum for the high season, bit shipments are set to rise, propelling Q3 revenue growth past the 3% threshold.

Intel's Meteor Lake CPU Breaks Ground with On-Package LPDDR5X Memory Integration

During a recent demonstration, Intel showcased its cutting-edge packaging technologies, EMIB (embedded multi-die interconnect bridge) and Foveros, unveiling the highly-anticipated Meteor Lake processor with integrated LPDDR5X memory. This move appears to align with Apple's successful integration of LPDDR memory into its M1 and M2 chip packages. At the heart of Intel's presentation was the quad-tile Meteor Lake CPU, leveraging Foveros packaging for its chiplets and boasting 16 GB of Samsung's LPDDR5X-7500 memory. Although the specific CPU configuration remains undisclosed, the 16 GB of integrated memory delivers a remarkable peak bandwidth of 120 GB/s, outperforming traditional memory subsystems using DDR5-5200 or LPDDR5-6400.

Nevertheless, this approach comes with trade-offs, such as the potential for system-wide failure if a memory chip malfunctions, limited upgradeability in soldered-down configurations, and the need for more advanced cooling solutions to manage CPU and memory heat. While Apple pioneered on-package LPDDR memory integration in client CPUs, Intel has a history of using package-on-package DRAM with its Atom-branded CPUs for tablets and ultrathin laptops. While this approach simplifies manufacturing, enabling slimmer notebook designs, it curtails configuration flexibility. We are yet to see if big laptop makers such as Dell, HP, and Asus, take on this design in the coming months.

Samsung Announces 4 TB SSD 990 PRO Series

Samsung Electronics Co., Ltd., a world leader in advanced memory technology, today announced the release of a new 4-terabyte (TB) offering in its SSD 990 PRO series. The 990 PRO series is a lineup of high-performance PCIe 4.0 SSDs powered by Samsung's eighth-generation V-NAND (V8) technology and enhanced proprietary controller. Offering blazing-fast speeds and ultimate power efficiency, the 990 PRO series is optimized for massive data volumes, such as 3D/4K graphics work, data analytics and high-quality games, making it the ideal SSD for today's PCs, laptops, game consoles and computing systems. With improved total bytes written (TBW) ratings of up to 2,400 TB, the 990 PRO series ensures increased SSD reliability and longevity, ideal for those with highly demanding workloads and large storage capacity needs.

"Today's gamers and creative professionals require high-capacity, high-performance SSDs and Samsung's new 4 TB SSD 990 PRO is the perfect storage solution to meet their needs," said Hangu Sohn, Corporate Vice President of the Memory Brand Product Biz Team at Samsung Electronics. "As the demand for high-resolution content and ultra-fast data-processing speeds continues to grow, high-performance NVMe storage has become a core requirement."

Top Ten Semiconductor Foundries Report a 1.1% Quarterly Revenue Decline in 2Q23, Anticipated to Rebound in 3Q23

TrendForce reports an interesting shift in the electronics landscape: dwindling inventories for TV components, along with a surging mobile repair market that's been driving TDDI demand, have sparked a smattering of urgent orders in the Q2 supply chain. These last-minute orders have served as pivotal lifelines, propping up Q2 capacity utilization and revenue for semiconductor foundries. However, the adrenaline rush from these stop-gap orders may be a short-lived phenomenon and is unlikely to be carried over into the third quarter.

On the other hand, demand for staple consumer products like smartphones, PCs, and notebooks remains sluggish, perpetuating a slump in the use of expensive, cutting-edge manufacturing processes. At the same time, traditionally stable sectors—automotive, industrial control, and servers—are undergoing inventory correction. The confluence of these trends has resulted in a sustained contraction for the world's top ten semiconductor foundries. Their global revenue declined by approximately 1.1% for the quarter, amounting to a staggering US$26.2 billion.

Arm Prepares for IPO: Apple, NVIDIA, Intel, and Samsung are Strategic Partners

Arm's impending IPO, valued between $60 billion and $70 billion, has reportedly garnered substantial backing from industry giants such as Apple, NVIDIA, Intel, and Samsung, as per sources cited in a Bloomberg report. This much-anticipated public offering serves as a litmus test for investor interest in new chip-related stocks and could reshape the tech industry landscape. While the information remains unofficial, it underscores the significant support Arm has received from major licensees, including Apple, AMD, Cadence, Intel, Google, NVIDIA, Samsung, and Synopsys, with each potentially contributing between $25 million and $100 million, a testament to their confidence in Arm's future prospects. Originally, SoftBank aimed to raise $8 billion to $10 billion through the IPO, but a strategic shift to retain a larger Arm stake revised the target to $5 billion to $7 billion.

This IPO's success holds paramount importance for SoftBank and its CEO, Masayoshi Son, particularly following the Vision Fund's substantial $30 billion loss in the previous fiscal year. Masayoshi Son is reportedly committed to maintaining significant control over Arm, planning to release no more than 10% of the company's shares during this initial phase, aligning with SoftBank's recent acquisition of the Vision Fund's Arm stake and reinforcing their belief in Arm's long-term potential. Arm has enlisted renowned global financial institutions such as Barclays, Goldman Sachs Group, JPMorgan Chase & Co., and Mizuho Financial Group to prepare for the IPO, highlighting the widespread interest in the offering and the anticipated benefits for these financial institutions.

Samsung Electronics Unveils Industry's Highest-Capacity 12nm-Class 32Gb DDR5 DRAM

collaboration with diverse industries and support various applications
Samsung Electronics, a world leader in advanced memory technology, today announced that it has developed the industry's first and highest-capacity 32-gigabit (Gb) DDR5 DRAM using 12 nanometer (nm)-class process technology. This achievement comes after Samsung began mass production of its 12 nm-class 16Gb DDR5 DRAM in May 2023. It solidifies Samsung's leadership in next-generation DRAM technology and signals the next chapter of high-capacity memory.

"With our 12 nm-class 32Gb DRAM, we have secured a solution that will enable DRAM modules of up to 1-terabyte (TB), allowing us to be ideally positioned to serve the growing need for high-capacity DRAM in the era of AI (Artificial Intelligence) and big data," said SangJoon Hwang, Executive Vice President of DRAM Product & Technology at Samsung Electronics. "We will continue to develop DRAM solutions through differentiated process and design technologies to break the boundaries of memory technology."

Suppliers Successfully Hike Wafer Contract Prices, Triggering Short-Term Surge in NAND Spot Market

Recently, the spot market for NAND Flash chips has seen a rise in active price inquiries for certain products, a movement driven by successful increases in wafer contract prices. TrendForce reports this uptick primarily stems from negotiations in late August between NAND Flash suppliers and key Chinese module makers. These discussions led to a new wafer contract that successfully boosted the price of 512 Gb wafers by approximately 10%.

Other suppliers have also raised prices for their comparable products, signaling a shift in supplier sentiment: they are now less inclined to finalize deals at lower prices. This change has contributed to a short-term surge in the wafer spot market. Nevertheless, whether this surge in procurement is supported by actual end-user demand remains uncertain, as these orders have arisen in reaction to adjustments in supply-side pricing.

Global Enterprise SSD Revenue Hits New Low in Q2 at US$1.5 Billion, Peak Season Growth Expected to Fall Short of Forecasts

TrendForce research reveals that, due to the impacts of high inflation and economic downturn, CSPs are adopting more conservative strategies when it comes to capital expenditure and consistently reducing their annual server demand forecasts. Currently, CSPs in China have reported a decline in cloud orders compared to last year, leading to a subsequent decrease in annual procurement volumes for enterprise SSDs. In North America, some clients have postponed mass production timelines for new server platforms while ramping up investments in AI servers. These factors have resulted in enterprise SSD orders falling below expectations. Consequently, global enterprise SSD revenue hit an all-time low in the second quarter, totaling just $1,500 million—a QoQ decrease of 24.9%.

Demand for AI servers remains strong in the third quarter, while orders and shipment momentum for general-purpose servers have yet to show signs of recovery. This continues to put pressure on the purchasing volume of enterprise SSDs, and annual bit volume is expected to be lower than last year. Meanwhile, vendors have once again reduced capacity utilization to slow down inventory growth. Server customers still maintain high inventory levels, and their purchasing momentum remains insufficient. This is expected to lead to an approximate 15% QoQ decline in the average price of enterprise SSDs in the third quarter, which may further result in a lackluster revenue performance for the peak season.

Galaxy Buds2 Pro Evolves LE Audio Capabilities, Bringing New Auracast to Samsung Smart TV

Samsung Electronics today announced new software updates to Galaxy Buds2 Pro and Samsung Smart TVs, reshaping the audio experiences across even more connected devices. The new updates extend LE Audio capabilities to Samsung TVs with Auracast broadcast audio technology, enabling rich and complex audio transmission to nearby Bluetooth devices.

LE Audio, an advanced Bluetooth audio standard, broadens the spectrum of audio experiences to deliver more complex and richer sound that goes beyond providing better-sounding music, but also allows users to share sound with others as they personally experience it. As a pioneer of innovative technologies, Samsung has been leveraging new LE Audio-based features that further elevate sound experiences, including 360 Audio Recording, enabling Galaxy smartphone users to capture sound on video precisely as they hear it without the need for professional equipment. Additionally, the select Galaxy Book3 devices offer a crystal clear listening experience with improved latency—perfect for immersive gaming and multimedia consumption.

Samsung Unveils New PRO Ultimate Memory Cards for Professional Content Creators

Samsung Electronics, a world leader in advanced semiconductor technology, today announced its new flagship UHS-I memory card model "PRO Ultimate" in microSD and full-size SD form factors, enabling professional photographers and content creators to maximize productivity in their creative workflows. The new PRO Ultimate lineup features a capacity of up to 512 gigabytes (GB) and a remarkable sequential read speed of up to 200 megabytes-per-second (MB/s).

"With the growing volume of high-resolution content generated from gadgets such as drones, action cameras and DSLR cameras, professional creators should be able to work with large-sized content seamlessly, whether they are writing, reading or transferring their data," said Hangu Sohn, Vice President of Memory Brand Product Biz Team at Samsung Electronics. "As creators rely on high speed and performance of the memory cards, the new Samsung PRO Ultimate significantly reinforces such needs through enhanced controller technologies and multi-proof protection features."

Samsung ViewFinity S9 Monitor is Now Available

Explore the possibilities of what you can create on a bigger canvas with incredible detail (218 PPI) and true color accuracy. The ViewFinity S9 is Samsung's first 5K high resolution IPS display designed for creators (5,120 x 2,880). The 27-inch display offers DCI-P3 99% color gamut and 600 nits of brightness to deliver the color saturation and detail that brings your ideas to life. You can see improved image shadow and highlight details and preserve screen color accuracy with a Matte Display that works to drastically reduces light reflections.

ViewFinity S9 is also Pantone Validated, offering authentic reproduction of more than 2,000 Pantone colors and 100 Pantone SkinTone shades on screen. To customize the display calibration for different projects, the S9 can use your smartphone to adjust settings like DCI-P3 or sRGB color space, color temperature, luminance, and gamma. Smart Calibration allows for simple and intuitive customization without the need for additional, complex calibration tools.

Samsung Teases Upcoming Launch of 990 Pro SSD 4 TB Model

Samsung Semiconductor introduced its 990 PRO Flagship PCIe Gen 4 SSD range a year ago, with 1 TB and 2 TB models available day one on launch. The South Korean company also teased a 4 TB variant for release in 2023—recent activity on social media indicates that the higher capacity model will be coming soon (but no firm date was touted): "You wanted it so badly, we had no choice but to deliver. The 4 TB 990 PRO by Samsung SSD is coming. Same blazing-fast storage with double the max capacity for gaming, video, 3D editing, and more. Stay tuned for more details."

According to Samsung's specification sheet, the 990 Pro 4 TB is due to arrive in two forms—a plain drive (MZ-V9P4T0BW) with a simple/thin graphene heat spreader and a fancier version sporting an aluminium heatsink (MZ-V9P4T0CW). The latest marketing blurb continues to place emphasis on the 990 Pro M.2 2280 drives being ideal candidates for upgrading the PlayStation 5's (PCIe 4.0) internal storage—we will have to wait closer to launch time for the 4 TB variant's MSRP, although its eventual pricing is most likely going to target enthusiast PC users. The 2 TB model (w/ heatsink) is currently available for $149.99 (down from the original launch value of $309.99) at the time of writing.

Q2 DRAM Industry Revenue Rebounds with a 20.4% Quarterly Increase, Q3 Operating Profit Margin Expected to Turn from Loss to Gains

TrendForce reports that rising demand for AI servers has driven growth in HBM shipments. Combined with the wave of inventory buildup for DDR5 on the client side, the second quarter saw all three major DRAM suppliers experience shipment growth. Q2 revenue for the DRAM industry reached approximately US$11.43 billion, marking a 20.4% QoQ increase and halting a decline that persisted for three consecutive quarters. Among suppliers, SK hynix saw a significant quarterly growth of over 35% in shipments. The company's shipments of DDR5 and HBM, both of which have higher ASP, increased significantly. As a result, SK hynix's ASP grew counter-cyclically by 7-9%, driving its Q2 revenue to increase by nearly 50%. With revenue reaching US$3.44 billion, SK hynix claimed the second spot in the industry, leading growth in the sector.

Samsung, with its DDR5 process still at 1Ynm and limited shipments in the second quarter, experienced a drop in its ASP by around 7-9%. However, benefitting from inventory buildup by module houses and increased demand for AI server setups, Samsung saw a slight increase in shipments. This led to an 8.6% QoQ increase in Q2 revenue, reaching US$4.53 billion, securing them the top position. Micron, ranking third, was a bit late in HBM development. However, DDR5 shipments held a significant proportion, keeping their ASP relatively stable. Boosted by shipments, its revenue was around US$2.95 billion, a quarterly increase of 15.7%. Both companies saw a reduction in their market share.

Samsung Electronics Unveils World's First Dual UHD Gaming Monitor: Odyssey Neo G9 57-inches

Samsung Electronics, a global leader in the visual display industry, today announced the future of gaming monitors with the newest entries in its Odyssey monitor series: the Odyssey Neo G9 57" (G95NC model) and the Odyssey Ark 55" (G97NC model). The gaming monitors are on display at Gamescom 2023—the world's largest event for computer and video games, held from August 23 to 27 in Cologne, Germany—and the Odyssey Neo G9 57" can now be pre-ordered globally.

"The world of gaming is constantly evolving, and our latest monitor technology is crucial for gamers to open new doors to adventure and perform their best. Samsung's monitor leadership is further boosted by our newest Odyssey monitors, which unlock the ultimate level of immersion and create new experiences for gamers worldwide," said Hoon Chung, EVP of Visual Display Business at Samsung Electronics. "Gamescom is where the future of gaming is built. We can't imagine a better place to showcase the future of monitors."

Samsung Announced the Freestyle Gen 2 Projector with Gaming Hub Integration

The Freestyle Gen 2 is the world's first portable projector with cloud gaming built-in, that works with your favorite Bluetooth controller
Samsung Electronics America today announced pre-order availability for The Freestyle Gen 2 with Gaming Hub - the next generation portable smart projector that transforms virtually any surface, even your ceiling, into a screen up to 100 inches. The new model (SP-LFF3CLA) provides instant access to the leading streaming entertainment platforms and now features Samsung Gaming Hub, so you can play top games from Xbox and other streaming partners, with no console required. With The Freestyle Gen 2, it's easier than ever to take your favorite content, shows, movies, and now, games, with you on-the-go[3].

"People are looking for more versatile technology that fits into their day-to-day - that's one of the reasons that portable projector purchases are on the rise," said James Fishler, Senior Vice President, Home Entertainment & Display Division, Samsung Electronics America. "The Freestyle is one-of-a-kind in the market because it offers instant access to the same streaming entertainment apps that you enjoy on your Samsung TV. Plus, setup is simple so you can easily project your favorite shows - and now even stream thousands of popular games - in high definition on the big screen anywhere, whether that's right at home, or if you're like me, on weekend camping trips."

Samsung Teams Up With NEXON for The First Descendant as World's First HDR10+ Title

Samsung Electronics, a global leader in the visual display industry, today announced the launch of the world's first gaming title featuring the High Dynamic Range (HDR) 10+ GAMING standard created by HDR10+ Technologies LLC. The new title, "The First Descendant" was developed by NEXON and will be unveiled at Gamescom 2023.

"We're thrilled to join forces with NEXON, a true pioneer in video games, to introduce the world's first HDR10+ GAMING title, The First Descendant," said Seokwoo Jason Yong, Executive Vice President of the Visual Display Business at Samsung Electronics. "This is a gaming milestone that goes beyond mere technological advancement; it represents Samsung's continued commitment to enhance the gaming experience as technology evolves."

Samsung Said to Produce 300-Layer V-NAND in 2024

It appears that Samsung is getting ready to beat SK Hynix in the race to 300 plus layers of NAND Flash, at least according to reports coming out of South Korea. The Seoul Economic Daily claims in an exclusive that Samsung will have a 300 plus layer V-NAND—(V for Vertical or 3D NAND—chip ready for production in 2024 and could as such beat SK Hynix by as much as a year, depending on how soon Samsung can deliver. Currently Samsung's most cutting edge stacked NAND is a 236-layer product, which is four more layers than Micron and YMTC, but two less than SK Hynix.

What sticks out in the Seoul Economic Daily news piece is that unlike SK Hynix, which is going for a triple stack sandwich, Samsung will apparently stick with two stacks. This means that Samsung is aiming for over 150-layers of NAND per stack, which seems like a big risk to take when it comes to yields. The taller the stacks, the bigger the chance of a failed stack, but maybe Samsung has found a solution around this potential issue. As modern 3D NAND relies on Through Silicon Vias, it's easier to manufacture denser stacks than in the past when wire bonding was used, but even so, this seems like a big risk for Samsung to take. That said, considering the current low demand and news of further cutbacks in production, it might be a good time for Samsung to utilise its fabs to test out this new, more densely stacked NAND to see if the company can mass produce it without issues. Samsung's roadmap calls for a 1000 plus layer V-NAND product by 2030, but it seems like the road there is still long and complicated.

Intel Wants More Than its Fair Share of CHIPS Act Money

During the Aspen Security Forums 2023, Intel CEO Pat Gelsinger spoke on the topic of semiconductors and national security. During his speech, Gelsinger mentioned that Intel should get the lion's share of the US$52 billion US CHIPS Act money, simply because Intel is a US company. In Gelsinger's opinion, it appears that TSMC and Samsung don't deserve as much, despite both companies manufacturing semiconductors for US companies, with Samsung already having a foundry in Texas, while TSMC is still struggling with the construction of its Arizona foundry.

Admittedly, Intel has far more foundries in the US, but it also seems like Gelsinger forgot about other foundries, such as GlobalFoundries, but also companies such as Micron, Texas Instruments, Qorvo, NXP, On Semi, Analog Devices and so forth that all own foundries that produce their own chips on US soil. We'd expect all these companies to be eyeing the CHIPS Act cash and without many of those companies, Intel wouldn't be able to sell any of its chips, as many of them produce much needed components that are used to build motherboards, laptops and what not. Gelsinger was obviously pointing fingers at the current US China trade war and how the export controls are causing concerns with regards to the global semiconductor business. As such, Gelsinger wants Intel to have fewer restrictions from the currently imposed trade regulations, largely due to China being some 25 to 30 percent of Intel's market, with Intel being busy expanding in the country. Make what you want of this, but it's clear that Gelsinger is expecting to eat the cake and have it at the same time. Video after the break.

Steam Deck Gets 32 GB LPDDR5 Memory Upgrade by Modder

Valve's Steam Deck handheld gaming console has launched with 16 GB of LPDDR5 memory running at 5500 MT/s. This is distributed over four 32-bit channels for 88 GB/s total bandwidth memory bandwidth. While the storage option can be upgraded, the memory is limited to 16 GB, and the memory chips are soldered. However, it seems like that problem can also be solved only if you are a professional and can solder well. Thanks to the Balázs Triszka on Twitter/X, we have witnessed a mod of Steam Deck, where memory gets upgraded from 16 to 32 GB.

The modder successfully bumped up the system memory using Samsung's LPDDR5 K3LKCKC0BM-MGCP memory chips. All it was needed was some experience with ball grid array (BGA) resoldering. No glue was under the chips, and they were easy to remove. You can see the pictures below, and the system shows the higher memory count.

Suppliers Amp Up Production, HBM Bit Supply Projected to Soar by 105% in 2024

TrendForce highlights in its latest report that memory suppliers are boosting their production capacity in response to escalating orders from NVIDIA and CSPs for their in-house designed chips. These efforts include the expansion of TSV production lines to increase HBM output. Forecasts based on current production plans from suppliers indicate a remarkable 105% annual increase in HBM bit supply by 2024. However, due to the time required for TSV expansion, which encompasses equipment delivery and testing (9 to 12 months), the majority of HBM capacity is expected to materialize by 2Q24.

TrendForce analysis indicates that 2023 to 2024 will be pivotal years for AI development, triggering substantial demand for AI Training chips and thereby boosting HBM utilization. However, as the focus pivots to Inference, the annual growth rate for AI Training chips and HBM is expected to taper off slightly. The imminent boom in HBM production has presented suppliers with a difficult situation: they will need to strike a balance between meeting customer demand to expand market share and avoiding a surplus due to overproduction. Another concern is the potential risk of overbooking, as buyers, anticipating an HBM shortage, might inflate their demand.

AMD Readying AGESA 1.0.0.7c for AM5 Motherboards

According to a post by @g01d3nm4ng0 on Twitter/X, we now know that AMD is readying yet another AGESA update for AM5 motherboards. The new version is, based on information from our own sources, a minor update to the current version. As such, AMD will be moving from 1.0.0.7b to 1.0.0.7c. @g01d3nm4ng0 didn't reveal any details of the new AGESA apart from the screenshot below, but we asked around and managed to find out what the new AESA addresses.

The update is specifically for those with Samsung DDR5 memory in their AM5 motherboards and it addresses multiple memory related stability issues. We weren't given the full details as to what those are, but there have been some reports about there being issues specifically with Samsung DDR5 memory in some AM5 boards and hopefully this will solve all those problems. We don't have a release time frame for the updated AGESA, but with 1.0.0.7b barely out the door, it might take a few weeks before this one makes it through all the internal testing at the motherboard makers.

New AI Accelerator Chips Boost HBM3 and HBM3e to Dominate 2024 Market

TrendForce reports that the HBM (High Bandwidth Memory) market's dominant product for 2023 is HBM2e, employed by the NVIDIA A100/A800, AMD MI200, and most CSPs' (Cloud Service Providers) self-developed accelerator chips. As the demand for AI accelerator chips evolves, manufacturers plan to introduce new HBM3e products in 2024, with HBM3 and HBM3e expected to become mainstream in the market next year.

The distinctions between HBM generations primarily lie in their speed. The industry experienced a proliferation of confusing names when transitioning to the HBM3 generation. TrendForce clarifies that the so-called HBM3 in the current market should be subdivided into two categories based on speed. One category includes HBM3 running at speeds between 5.6 to 6.4 Gbps, while the other features the 8 Gbps HBM3e, which also goes by several names including HBM3P, HBM3A, HBM3+, and HBM3 Gen2.

China Hosts 40% of all Arm-based Servers in the World

The escalating challenges in acquiring high-performance x86 servers have prompted Chinese data center companies to accelerate the shift to Arm-based system-on-chips (SoCs). Investment banking firm Bernstein reports that approximately 40% of all Arm-powered servers globally are currently being used in China. While most servers operate on x86 processors from AMD and Intel, there's a growing preference for Arm-based SoCs, especially in the Chinese market. Several global tech giants, including AWS, Ampere, Google, Fujitsu, Microsoft, and Nvidia, have already adopted or developed Arm-powered SoCs. However, Arm-based SoCs are increasingly favorable for Chinese firms, given the difficulty in consistently sourcing Intel's Xeon or AMD's EPYC. Chinese companies like Alibaba, Huawei, and Phytium are pioneering the development of these Arm-based SoCs for client and data center processors.

However, the US government's restrictions present some challenges. Both Huawei and Phytium, blacklisted by the US, cannot access TSMC's cutting-edge process technologies, limiting their ability to produce competitive processors. Although Alibaba's T-Head can leverage TSMC's latest innovations, it can't license Arm's high-performance computing Neoverse V-series CPU cores due to various export control rules. Despite these challenges, many chip designers are considering alternatives such as RISC-V, an unrestricted, rapidly evolving open-source instruction set architecture (ISA) suitable for designing highly customized general-purpose cores for specific workloads. Still, with the backing of influential firms like AWS, Google, Nvidia, Microsoft, Qualcomm, and Samsung, the Armv8 and Armv9 instruction set architectures continue to hold an edge over RISC-V. These companies' support ensures that the software ecosystem remains compatible with their CPUs, which will likely continue to drive the adoption of Arm in the data center space.

Samsung Reveals its New Wearable Processor - Exynos W930

Make health and fitness journeys smoother with the Exynos W930—the wearable processor that keeps smartwatches ahead of the curve, with new leaps in performance and power saving.

Watch it work wonders
Exynos W930 is equipped with the Arm Cortex-A55 dual-core CPU, boosting CPU speed to 1.4 GHz for an 18% jump over our last generation processor. In-package DRAM expands to 2 GB in the Exynos W930, passing the last generation by 33%, so you can switch between apps up to 25% faster and manage your workouts and your work life better with a suite of apps performing at their best.

Samsung Will Reportedly Cut DRAM and NAND Production Further After US$7 Billion Loss

Earlier today, Samsung released its Q2 results, which were a mixed bag with many business units underperforming. However, none were doing as poorly as Samsung's memory business which made a loss of 4.36 trillion Won or around US$3.4 billion. Although not mentioned in the financial report, Reuters are reporting that Samsung is looking to cut production of NAND and DRAM further, as the publication is pointing out that Samsung's chipset business as a whole lost a staggering 8.9 trillion Won or US$7 billion. That said, the loss wasn't quite as bad as in the first quarter of the year and Samsung is expected to cut the loss in half for Q3.

In a statement to Reuters, Samsung said "Production cuts across the industry are likely to continue in the second half, and demand is expected to gradually recover as clients continue to destock their (chip) inventory." This suggests that the expected recovery isn't going to happen as soon as the DRAM and NAND manufacturers expected, as there simply isn't enough demand for either product. SK Hynix has already announced that it's cutting production a further five to 10 percent for NAND, but the company doesn't appear to have had quite as big losses as Samsung. For the time being, this is good news for consumers, as RAM and SSD pricing is about as low as it has ever been. However, with production cuts from all the three major manufacturers of DRAM and NAND, prices will most likely start going up soon, especially as Samsung is said to have depleted most of its inventories.
Return to Keyword Browsing
Jun 1st, 2024 13:39 EDT change timezone

New Forum Posts

Popular Reviews

Controversial News Posts