Store
HBM Supply Curve Gets Steeper, But Still Can’t Meet Demand
A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. …
Micron
Store
Micron Humming Along On All Memory Cylinders
The United States may not have an indigenous foundry that makes high performance XPU compute engines for AI and HPC applications, but it certainly does have a home-based maker of high performance memory in Micron Technology. …
Store
Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond
Micron Technology has not just filled in a capacity shortfall for more high bandwidth stacked DRAM to feed GPU and XPU accelerators for AI and HPC. …
Compute
The Chips Are Definitely Not Down
The semiconductor manufacturing business is absolutely immense. To give the numbers some perspective, in 2024, chip makers generated revenues that were about three quarters of the size of the US defense budget and about two-thirds the size of the social services budget allocated by Congress. …
AI
HBM Can Keep Micron Out Of The Next Memory Bust Cycle
An interesting thought experiment to do in 2025 when looking at the financial results of just about any of the key compute, storage, and networking component and system suppliers is to imagine how any given company’s numbers would look if you backed out the AI portions of its business. …
Store
Micron Is Fashionably Late To The HBM Party, But Not Too Late
Here is what memory bandwidth and a certain amount of capacity is worth in the GenAI revolution. …
Store
We Can’t Get Enough HBM, Or Stack It Up High Enough
There are lots of ways that we might build out the memory capacity and memory bandwidth of compute engines to drive AI and HPC workloads better than we have been able to do thus far. …
Compute
How MCR Memory Can More Than Double HPC And AI Performance
Intel recently demonstrated a new type of DIMM memory technology called Multiplexer Combined Rank (MCR), also referred to as MRDIMMs, that provides up to 2.3X better performance for HPC workloads and up to a 2X better on AI inference workloads in comparison to 5th Gen Intel Xeon processors, based on internal Intel analysis. …
Store
Micron Gears Up For Its Potential Datacenter Memory Boom
If you don’t like gut-wrenching, hair-raising, white-knuckling boom bust cycles, then do not go into the memory business. …
Compute
He Who Can Pay Top Dollar For HBM Memory Controls AI Training
What is the most important factor that will drive the Nvidia datacenter GPU accelerator juggernaut in 2024? …