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Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond

June 30, 2025 Timothy Prickett Morgan 2

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

April 21, 2025 Timothy Prickett Morgan 2

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

March 24, 2025 Timothy Prickett Morgan 0

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

December 19, 2024 Timothy Prickett Morgan 2

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

November 6, 2024 Timothy Prickett Morgan 4

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

October 4, 2024 Rob Farber 5

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

June 27, 2024 Timothy Prickett Morgan 6

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

February 27, 2024 Timothy Prickett Morgan 6

What is the most important factor that will drive the Nvidia datacenter GPU accelerator juggernaut in 2024? …

Store

Micron Revs Up Bandwidth And Capacity On HBM3 Stacks

July 26, 2023 Timothy Prickett Morgan 6

As we have seen with various kinds of high bandwidth, stacked DRAM memory to compute engines in the past decade, just adding this wide, fast, and expensive memory to a compute engine can radically improve the effective performance of the device. …

Store

Micron Urges Government Investment with R&D Spend

October 21, 2021 Nicole Hemsoth Prickett 0

Over the last twenty years, memory has risen from ten percent of the semiconductor market to almost 30 percent — a trend that is expected to continue, propelled by compute at the edge all the way up to datacenter. …

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The Next Platform is part of the Situation Publishing family, which includes the enterprise and business technology publication, The Register.

TNP  offers in-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Read more…

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