Micron Technology, Inc. (Nasdaq: MU), today announced it is leading the industry by validating and shipping its high-capacity monolithic 32Gb DRAM die-based 128 GB DDR5 RDIMM memory in speeds up to 5,600 MT/s on all leading server platforms. Powered by Micron's industry-leading 1β (1-beta) technology, the 128 GB DDR5 RDIMM memory delivers more than 45% improved bit density, up to 22% improved energy efficiency and up to 16% lower latency over competitive 3DS through-silicon via (TSV) products.

Micron's collaboration with industry leaders and customers has yielded broad adoption of these new high-performance, large-capacity modules across high-volume server CPUs. These high-speed memory modules were engineered to meet the performance needs of a wide range of mission-critical applications in data centers, including artificial intelligence (AI) and machine learning (ML), high-performance computing (HPC), in-memory databases (IMDBs) and efficient processing for multithreaded, multicore count general compute workloads. Micron's 128 GB DDR5 RDIMM memory will be supported by a robust ecosystem including AMD, Hewlett Packard Enterprise (HPE), Intel, Supermicro, along with many others.

Rambus Inc. (NASDAQ: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced the availability of its new family of state-of-the-art DDR5 server Power Management ICs (PMICs), including an industry-leading extreme current device for high-performance applications. With this new family of server PMICs, Rambus offers module manufacturers a complete DDR5 RDIMM memory interface chipset supporting a broad range of data center use cases.

"Advanced data center workloads like generative AI require the highest bandwidth and capacity server RDIMMs tailored to meet ever-increasing memory needs of a growing data pipeline," said Sean Fan, chief operating officer at Rambus. "With the addition of this new family of server PMICs, we expand our foundational technology and offer customers a comprehensive memory interface chipset that supports multiple DDR5 server platform generations."

Team Group Inc. has been committed to developing a wide range of memory products for years and has received international recognition for long-term efforts. Today, Team Group proudly announces that the gaming label and creator label, T-FORCE and T-CREATE, have taken home four awards from the Red Dot Design Award 2024 for the T-FORCE DARK AirFlow I SSD Cooler, T-FORCE SIREN GD120S AIO SSD Cooler, T-FORCE XTREEM DDR5 Desktop Memory, and T-CREATE CinemaPr P31 External SSD. The success is a testimony to Team Group's outstanding R&D capability and incredibly innovative designs, which have once again propelled new heights on the stage of a world-class design award.

One of the four most prestigious design awards in the world, the Red Dot Design Award of Germany is an important indicator of industrial design and development trends around the world. The Red Dot received thousands of submissions from over 60 countries in 2024, all vying for the highly influential award. Submissions are judged by a panel of experts, hailing from all over the world, on their innovation, solution, product, design, and concept. Team Group sub-labels, T-FORCE and T-CREAT, stood out with stellar R&D and quality designs, adding to Team Group's illustrious history.

SK hynix showcased its next-generation technologies and strengthened key partnerships at the TSMC 2024 Technology Symposium held in Santa Clara, California on April 24. At the event, the company displayed its industry-leading HBM AI memory solutions and highlighted its collaboration with TSMC involving the host's CoWoS advanced packaging technology.

TSMC, a global semiconductor foundry, invites its major partners to this annual conference in the first half of each year so they can share their new products and technologies. Attending the event under the slogan "Memory, the Power of AI," SK hynix received significant attention for presenting the industry's most powerful AI memory solution, HBM3E. The product has recently demonstrated industry-leading performance, achieving input/output (I/O) transfer speed of up to 10 gigabits per second (Gbps) in an AI system during a performance validation evaluation.

SK hynix Inc. announced today that it recorded 12.43 trillion won in revenues, 2.886 trillion won in operating profit (with an operating margin of 23%), and 1.917 trillion won in net profit (with a net margin of 15%) in the first quarter. With revenues marking an all-time high for a first quarter and the operating profit a second-highest following the records of the first quarter of 2018, SK hynix believes that it has entered the phase of a clear rebound following a prolonged downturn.

The company said that an increase in the sales of AI server products backed by its leadership in AI memory technology including HBM and continued efforts to prioritize profitability led to a 734% on-quarter jump in the operating profit. With the sales ratio of eSSD, a premium product, on the rise and the average selling prices rising, the NAND business has also achieved a meaningful turnaround in the same period.

SMART Modular Technologies, Inc. ("SMART"), a division of SGH (Nasdaq: SGH) and a global leader in memory solutions, solid-state drives, and advanced memory, announces its new family of Add-In Cards (AICs) which implements the Compute Express Link (CXL) standard and also supports industry standard DDR5 DIMMs. These are the first in their class, high-density DIMM AICs to adopt the CXL protocol. The SMART 4-DIMM and 8-DIMM products enable server and data center architects to add up to 4 TB of memory in a familiar, easy-to-deploy form factor.

"The market for CXL memory components for data center applications is expected to grow rapidly. Initial production shipments are expected in late 2024 and will surpass the $2 billion mark by 2026. Ultimately, CXL attach rates in the server market will reach 30% including both expansion and pooling use cases," stated Mike Howard, vice president of DRAM and memory markets at TechInsights, an intelligence source to semiconductor innovation and related markets.

SK hynix Inc. announced today that it plans to expand production capacity of the next-generation DRAM including HBM, a core component of the AI infrastructure, in response to the rapidly increasing demand for AI semiconductors. As the board of directors approves the plan, the company will build the M15X fab in Cheongju, North Chungcheong Province, for a new DRAM production base, and invest about 5.3 trillion won for fab construction.

The company plans to start construction at the end of April with an aim to complete in November 2025 for an early mass production. With a gradual increase in equipment investment planned, the total investment in building the new production base will be more than 20 trillion won in the long-term. As a global leader in AI memory, SK hynix expects the expansion in investment to contribute to revitalizing the domestic economy, while refreshing Korea's reputation as a semiconductor powerhouse.

Today, Lenovo launched its latest mobile workstation offerings meticulously crafted to deliver the exceptional power and performance essential for handling complex workloads. Lenovo's ThinkPad P1 Gen 7, P16v i Gen 2, P16s i Gen 3, and P14s i Gen 5, with their cutting-edge AI technologies, are set to transform the way professionals engage with AI workflows. By collaborating with industry partners, Intel, NVIDIA, and Micron, Lenovo has introduced powerful and performance-packed AI PCs that meet the demands of modern-day AI-intensive tasks. The inclusion of the Intel Core Ultra processors with their integrated neural processing unit (NPU) and NVIDIA RTX Ada Generation GPUs signifies a major advancement in AI technology, boosting overall performance and productivity capabilities.

The latest ThinkPad P series mobile workstations powered by Intel Core Ultra processors and NVIDIA RTX Ada Generation GPUs deliver flexible, high-performance, and energy-efficient AI-ready PCs. The integrated NPU is dedicated to handling light, continuous AI tasks, while the NVIDIA GPU runs more demanding day-to-day AI processing. This combination enables smooth and reliable functioning of AI technologies, serving professionals engaged in diverse tasks ranging from 3D modeling and scene development to AI inferencing and training.

JEDEC Solid State Technology Association, the global leader in standards development for the microelectronics industry, today announced publication of the JESD79-5C DDR5 SDRAM standard. This important update to the JEDEC DDR5 SDRAM standard includes features designed to improve reliability and security and enhance performance in a wide range of applications from high-performance servers to emerging technologies such as AI and machine learning. JESD79-5C is now available for download from the JEDEC website.

JESD79-5C introduces an innovative solution to improve DRAM data integrity called Per-Row Activation Counting (PRAC). PRAC precisely counts DRAM activations on a wordline granularity. When PRAC-enabled DRAM detects an excessive number of activations, it alerts the system to pause traffic and to designate time for mitigative measures. These interrelated actions underpin PRAC's ability to provide a fundamentally accurate and predictable approach for addressing data integrity challenges through close coordination between the DRAM and the system.

Acer today expanded its line of Chromebook Plus laptops with the Acer Chromebook Plus 514 (CB514-4H/T), providing users with a performance-minded, compact and durable model that enables them to do more with the AI-powered capabilities of ChromeOS. "The new Acer Chromebook Plus 514 (CB514-4H/T) delivers the sought-after combination of a portable design, 14-inch Full HD display and performance-minded technology that lets users get the most out of exciting capabilities offered with Chromebook Plus," said James Lin, General Manager, Notebooks, Acer Inc. "Students, businesses, families, and individuals need to be more productive, connected and empowered than ever, and can achieve this using Acer Chromebook Plus devices."

The new Acer Chromebook Plus 514 is the latest addition to Acer's lineup of Chromebook Plus laptops that offer enhanced Chromebook performance and experiences, emphasizing better hardware designs with upgraded displays and cameras paired with powerful productivity, creativity, and multimedia capabilities. Like all Acer Chromebook Plus laptops, users have the power to do more with the new Chromebook Plus 514 (CB514-4H/T). Powered by an Intel Core i3-N305 processor and an ample 8 GB of LPDDR5 RAM, the Acer Chromebook Plus 514 provides 2x the speed, memory, and storage, giving responsive performance and efficient multitasking, whether running built-in AI-powered apps like Google Docs and Photos, watching favorite shows in full HD on a 1080p display, or movie-making with LumaFusion. Plus, the processor ensures all-day enjoyment with up to 11 hours of usage on the fast-charging battery.

Lenovo has unveiled a selection of ThinkCentre desktops powered by AMD Ryzen PRO 8000 Series desktop processors with up to 16 TOPS (trillion operations per second) of integrated NPU capability dedicated to process AI workloads, including the performance focused ThinkCentre M75t Gen 5, the flexible ThinkCentre M75s Gen 5, and the compact ThinkCentre M75q Gen 5. Designed to meet the diverse needs of modern business, the ThinkCentre M75 Gen 5 family of desktops harnesses the AI capability of its component while optimizing its energy efficiency to deliver impressive results.

"The AI PC era is already here and at Lenovo we are embracing it to unlock new possibilities," said Sanjeev Menon, vice president and general manager, Worldwide Desktop Business in Intelligent Devices Group, Lenovo. "The need for businesses to integrate AI into their operations continues to grow and our ThinkCentre M75 family of desktops, with a strong and stable power supply, the ability to upgrade components when needed, and the space to expand memory and optimize thermal management are the ideal options to enhance productivity with AI without heavy investments. Lenovo and AMD have a long-standing partnership focused on delivering value to our customers and we know users will be delighted by the leap in performance of our new desktops."

GIGABYTE Technology announces the launch of its highly anticipated XTREME Prestige Limited Edition series, featuring the Z790 AORUS XTREME X ICE Motherboard and the AORUS GeForce RTX 4080 SUPER XTREME ICE 16G Graphics Card. This exclusive release merges top-tier performance with unparalleled design, catering to the discerning tastes of gaming enthusiasts and collectors alike.

The XTREME Prestige Limited Edition sets a new standard in the realm of gaming hardware. It is crafted to perfection, embracing the latest Current White Gaming Builds trend. Each component showcases white iridescence, accented with crystallized titanium textures and adorned with a 99% Au gold serial plaque, embodying luxury and exclusivity. The series not only dazzles with its aesthetic appeal but also promises exceptional gaming and computing performance.

MSI, a leading global server provider, is showcasing its latest GPU servers powered by AMD processors at the 2024 NAB Show, Booth #SL9137 in the Las Vegas Convention Center from April 14-17. These servers are designed to meet the evolving needs of modern creative projects in Media and Entertainment industry. "As AI continues to reshape the Media and Entertainment industry, it brings unprecedented speed and performance to tasks such as animation, visual effects, video editing, and rendering," said Danny Hsu, General Manager of Enterprise Platform Solutions. "MSI's GPU platforms empower content creators to execute every project with efficiency, speed, and uncompromising quality."

The G4101 is a 4U 4GPU server platform, purpose-built to unleash the full potential of creative professionals in the Media and Entertainment industry. It supports a single AMD EPYC 9004 Series processor equipped with a liquid cooling module, along with twelve DDR5 RDIMM slots. Additionally, it features four PCIe 5.0 x16 slots tailored for triple-slot graphic cards with coolers, ensuring increased airflow and sustained performance. With twelve front 2.5-inch U.2 NVMe/SATA drive bays, it offers high-speed and flexible storage options, catering to the diverse needs of AI workloads. The G4101 combines air flow spacing and liquid closed-loop cooling, making it the optimal thermal management solution for even the most demanding tasks.

Corsair today announced it is entering the DDR5 Workstation market with the introduction of a range of WS DDR5 RDIMM memory kits. Engineered to offer uncompromising performance and reliability, these ECC RDIMM kits redefine the capabilities of the newest workstations, and are compatible with the latest 4th Gen Intel Xeon and AMD Ryzen Threadripper 7000 processors.

This new range of memory kits boasts capacities of up to 256 GB, setting a new standard for memory-intensive tasks such as high-resolution media editing, 3D rendering, and AI training. Rigorously tested and carefully screened, these modules surpass JEDEC specifications with tighter timings and higher frequencies, ensuring optimal performance for the most demanding workloads.

V-COLOR Technology Inc. unveiled its latest breakthrough in memory technology, the Manta XFinity series, now boasting speeds of up to DDR5-8600 with XMP profile. This series is already gaining recognition in the overclocking community by securing the 3rd spot on the Memory Frequency ranking in HWBOT, and is ready to create even larger impacts with its enhanced overclocking capabilities. Tested on the new ASRock Phantom Gaming Z790I Lightning Wi-Fi, and PHANTOM GAMING B760I Lightning Wi-Fi with Intel Core 14th Gen CPUs, this advancement ensures unmatched performance and reliability for enthusiasts and professionals alike.

Montage Technology, a leading data processing and interconnect IC company, today announced that it has taken the lead in the trial production of 1st-generation DDR5 Clock Driver (CKD) chips for next-generation client memory. This new product aims to enhance the speed and stability of memory data access to match the ever-increasing CPU operating speed and performance.

Previously, clock driver functionality was integrated into the Registering Clock Driver (RCD) chips used on server RDIMM or LRDIMM modules, not deployed to the PCs. In the DDR5 era, as data rates climb 6400 MT/s and above, the clock driver has emerged as an indispensable component for client memory.

Following in the wake of an earthquake that struck on April 3rd, TrendForce undertook an in-depth analysis of its effects on the DRAM industry, uncovering a sector that has shown remarkable resilience and faced minimal interruptions. Despite some damage and the necessity for inspections or disposal of wafers among suppliers, the facilities' strong earthquake preparedness of the facilities has kept the overall impact to a minimum.

Leading DRAM producers, including Micron, Nanya, PSMC, and Winbond had all returned to full operational status by April 8th. In particular, Micron's progression to cutting-edge processes—specifically the 1alpha and 1beta nm technologies—is anticipated to significantly alter the landscape of DRAM bit production. In contrast, other Taiwanese DRAM manufacturers are still working with 38 and 25 nm processes, contributing less to total output. TrendForce estimates that the earthquake's effect on DRAM production for the second quarter will be limited to a manageable 1%.

Today at Embedded World, SiFive, Inc., the pioneer and leader of RISC-V computing, unveiled its new state-of-the-art RISC-V development board, the HiFive Premier P550. The board will be available for large-scale deployment through Arrow Electronics so developers around the world can test and develop new RISC-V applications like machine vision, video analysis, AI PC and others, allowing them to use AI and other cutting-edge technologies across many different market segments.

With a quad-core SiFive Performance P550 processor, the HiFive Premier P550 is the highest performance RISC-V development board in the industry, and the latest in the popular HiFive family. Designed to meet the computing needs of modern workloads, the out-of-order P550 core delivers superior compute density and performance in an energy-efficient area footprint. Furthermore, the modular design of the HiFive Premier P550, which includes a replaceable system-on-module (SOM) board, gives developers the flexibility they need to tailor their designs.

ASRock proudly announces its new Z790I Lightning WiFi and B760I Lightning WiFi Mini-ITX motherboards. Equipped with a robust 14+1+1 power phase design and an optimized memory layout, these motherboards fully unleash the powerful performance of Intel Core 14th Gen K-series processors. Offering top-tier memory overclocking capabilities for supporting DDR5 8600+ memory modules, they present an excellent choice for gamers and mini-PC enthusiasts seeking the ultimate overclocking performance. The Z790I Lightning WiFi has achieved four overclocking world records on HWBOT.org with the Intel Core i9-14900KS processor. Additionally, the B760I Lightning WiFi received the "Best Motherboard" award at CES 2024 from Tom's Hardware, emphasizing its exceptional design and overclocking capabilities.

ASRock Z790I Lightning WiFi and B760I Lightning WiFi motherboards feature a 14+1+1 Phase 110 A SPS Dr.MOS VRM, outperforming competing ITX offerings. ASRock has custom-designed a composite cooling solution for these boards, including enlarged aluminium heatsinks, heat-pipe, and a MOS fan, delivering robust cooling performance to enhance overclocking capabilities. This superior cooling ensures the processors perform at their peak.

MSI, an innovative leader in computing technology, is excited to announce the release of its newest All-in-One PCs: the Modern AM242TP 1M and Modern AM272P 1M series. These devices are designed to revolutionize productivity and efficiency in the modern workplace by integrating cutting-edge features that enhance user experience and performance with elegant design. The new series features the latest Intel Core processors, DDR5 memory, and dTPM 2.0 security, and MSI AI Engine.

The new Modern series All-in-One PC with the unique EyesErgo Technology, available in 24-inch and 27-inch sizes, is designed with eye-care and ergonomic technology to meet the high-performance computing needs of business and productivity users. Both models feature a modern and sleek design with a narrow bezel display. The 24-inch Modern AM242TP series has a Full HD (1920x1080) resolution with Anti-flicker, Less Blue Light, and a 10-point touch panel. The 27-inch Modern AM272P, on the other hand, has an HDMI input and output, allowing it to function as a second monitor with MSI Instant Display Technology. The tilt-height adjustable stand provides ergonomic flexibility for the Modern AM242TP and AM272P series, allowing users to adjust the viewing angles for their comfort. Whether running a personal studio, managing a YouTube channel, or brainstorming ideas for a business, the Modern series can bring ideas and imagination to life.

ASUS today announced the official release of ASUS NUC 14 Pro, one of several mini PCs unveiled at CES 2024. ASUS NUC 14 Pro delivers best-in-class performance thanks to its Intel Core Ultra 7 or 5 processor powered by three AI engines—a Graphics Processing Unit (GPU), a Neural Processing Unit (NPU), and a Central Processing Unit (CPU). Offering high throughput, low power consumption, and fast response, ASUS NUC 14 Pro delivers robust computing capabilities. It also features WiFi sensing for intelligent energy efficiency, along with exceptional security, manageability and stability enabled by Intel vPro Enterprise.

Featuring a 4 x 4 matte black textured chassis constructed of recycled plastic, a replaceable lid, and a VESA mounting plate, this ultra-small-form-factor (uSFF) desktop PC integrates into any workspace, offering maximum functionality without compromising style. Each device comes individually packaged and includes a three-year limited warranty.

On February 26, 2024, AMD received new research related to an industry-wide DRAM issue documented in "ZENHAMMER: Rowhammering Attacks on AMD Zen-based Platforms" from researchers at ETH Zurich. The research demonstrates performing Rowhammer attacks on DDR4 and DDR5 memory using AMD "Zen" platforms. Given the history around Rowhammer, the researchers do not consider these rowhammering attacks to be a new issue.

Mitigation
AMD continues to assess the researchers' claim of demonstrating Rowhammer bit flips on a DDR5 device for the first time. AMD will provide an update upon completion of its assessment.

Micron representatives showcased new products at last week's NVIDIA GTC event—one eye-catching DIMM is all set for deployment within next-generation servers. Tom's Hardware spent some time at Micron's booth—they found out that the "Tall Form Factor" 256 GB DDR5-8800 Multiplexer Combined Ranks (MCR) DIMM is being prepared for future enterprise processor platforms, including Intel's Xeon Scalable "Granite Rapids" family. A lone "tall" prototype module was exhibited, but company representatives indicated that standard height MCRDIMMs are in development. Tom's Hardware found out that these will compact enough to fit in 1U-sized server systems. According to their in-person experience: "(Micron's) 256 GB MCRDIMMs are based on monolithic 32 Gb DDR5 ICs, but the tall one places 80 DRAM chips on both sides of the module, whereas the standard one uses 2Hi stacked packages, which means that they run slightly hotter due to less space for thermal dissipation. In any case, the tall module consumes around 20 W, which isn't bad as Micron's 128 GB DDR5-8000 RDIMM consumes 10 W at DDR5-4800."

In a recent earnings call, Micron CEO Sanjay Mehrotra, commented on his company's latest technology: "we (have) started sampling our 256 GB MCRDIMM module, which further enhances performance and increases DRAM content per server." Next-gen Intel Xeon platforms are expected to support 12 or 24 memory slots per processor socket. Enabled datacenter machines could be specced with total 3 TB or 6 TB (DDR5-8000) memory capacities. AnandTech has summarized the benefits of Micron's new part: "Multiplexer Combined Ranks (MCR) DIMMs are dual-rank memory modules featuring a specialized buffer that allows both ranks to operate simultaneously. This buffer enables the two physical ranks to operate as though they were separate modules working in parallel, which allows for concurrent retrieval of 128 bytes of data from both ranks per clock cycle—compared to 64 bytes per cycle when it comes to regular memory modules—effectively doubling performance of a single module." The added complexity is offset by significant performance boons—ideal for advanced server-side AI-crunching in the future.

SMART Modular Technologies, Inc. ("SMART"), a division of SGH (Nasdaq: SGH) and a global leader in memory solutions, solid-state drives, and hybrid storage products, introduces its ultra-high reliability memory solution, Zefr ZDIMM memory modules. ZDIMM modules are ideally suited for data centers, hyperscalers, high performance computing (HPC) platforms and other environments that run large memory applications that demand maximum availability of the compute platform. Memory reliability is a critical factor in data centers due to the high costs associated with downtime. ZDIMM modules are offered in both DDR4-3200 and DDR5-5600 form factors and are available in mainstream densities.

ZDIMM modules employ SMART's proprietary Zefr screening process that delivers the highest levels of uptime and reliability, typically performing 90% better than industry standard memory modules. ZDIMM modules undergo a screening process that replicates real-world conditions which ensures the robustness and resilience of ZDIMM modules in the most demanding computing scenarios.

TrendForce's latest report reveals that despite DRAM suppliers' efforts to trim inventories, they have yet to reach healthy ranges. As they continue to improve their lose situations by boosting capacity utilization rates, the overall demand outlook for this year remains tepid. Additionally, significant price increases by suppliers since 4Q23 are expected to further diminish the momentum for inventory restocking. As a result, DRAM contract prices for the second quarter are projected to see a modest increase of 3-8%.

The shift toward DDR5-compatible CPUs is set to drive an increase in PC DRAM demand in the second quarter. As manufacturers move toward more advanced, cost-efficient production processes for DDR5, their profitability is expected to rise significantly. This anticipation of higher DRAM prices in 1H24 has led to suppliers to aim for price increases in Q2, targeting a 3-8% hike in PC DRAM contract prices. Notably, even though DDR5 prices have already seen a notable rise in Q1—exceeding the average increase for other products—the expected emergence of AI PC demand may lead to a slight moderation in DDR5 price increases in Q2.