The current semiconductor memory boom is mainly an AI-driven capacity-allocation problem, not simply a lack of factories.
AI accelerators require enormous quantities of high-bandwidth memory, or HBM. HBM is used alongside GPUs and custom AI chips because it can move data much faster than ordinary server memory. As companies… Read More
-Hynix reports worst downturn in 10yrs – Already in red ink
-If the #2 memory maker is already negative what does it say?
-Confirms our view of 2023 write off- maybe 2024 better?
-Micron Mangled? & Toshiba Toast?- Buyers advantage
Not all that surprisingly Hynix reported… Read More
High Bandwidth Memory (HBM) promises to do for electronic product design what high-rise buildings did for cities. Up until now, electronic circuits have suffered from the equivalent of suburban sprawl. HBM is a radical transformation of memory architecture that will have huge ripple effects on how SOC based electronics are … Read More
It was a nice break after my vacation, indulging into some of the pure science stuff, when an old colleague of mine, Dr. Gaurav Gandhi, founder of mLabs in Delhi came across introducing me to his new research and possible developments in this field. Gaurav was actually in my product validation team while I was at Cadence, very passionate… Read More
The recent (August) flash memory summit in Santa Clara had a session devoted to ReRAM as well as featuring prominently in the keynote address by Sung Wook Park of SK Hynix. The talk includes a summary of NAND’s well known scaling issues along with approaches to 3D NAND. It turns out that they are working on three different technologies:… Read More
