MICRON Building

1. Meguiar sample shipment

Micron released LPDDR5X-8500 memory. This memory adopts advanced 1β process, and the energy efficiency of 15% has been greatly improved! During this process, 1β node DRAM was launched, and the LPDDR5X rate was as high as 8.5GB/sec. This shipment uses the world's most advanced 1β technology node, with a 35% increase in density! In addition, there is also news that Micron is shipping DDR5 products for data centers this time, and at the same time announced mass shipments of 1αnm node DRAM products, achieving a new technological breakthrough. 1α DRAM is a process technology that can effectively save energy by 15%. Micron will mass-produce and ship such technology products this year. In addition, there is also good news of research results from TSMC: Cadence's new process realizes customization and automatic transplantation of analog designs on TSMC's advanced process nodes! And TSMC's related electromagnetic tracking technology in simulated reality human-computer interaction technology "is" The core technology of "simulated welding simulation training simulation system", simulation technology will continue to be optimized on this basis to continuously improve operational efficiency. Does this staged and breakthrough success of Micron mean that the cold wave of the storage market is expected to reverse?

Storage Technology

2. Cold Wave in Storage Market

The cold winter of chips is approaching, and the storage will be frozen first. The main reason for the "cold wave" in the storage market is sluggish demand. In addition, the overall memory chip market is still showing signs of a cold wave, but the two major application areas of automobile and server can still save the memory chip crisis. The server market still emits heat in the fall and winter. Not long ago, the financial reports of memory chip manufacturers Micron and Samsung showed that their performance fell sharply. However, the application is not hot and cold at the same frequency. Driven by the trend of intelligence and networking, especially since this year, large-scale computing power chips have been mass-produced. Storage has grown significantly, and the requirements for storage are also getting higher and higher. Taking OTA as an example, many new energy vehicles use OTA upgrade systems to ensure the iteration of the system.

Research on Chip Memory

3. Don't worry too much in the face of market downturn

Micron's sample shipments and capital expenditure cuts are also going against the wind in the storage cold wave. As one of the world's largest memory chip manufacturers, Micron's products are mainly used in personal computers, smartphones and other devices, even if

there are With a very strong technology update capability, Micron is still extremely pessimistic about its future fiscal quarter expectations. On the other hand, Samsung under the chip cold wave has always believed that as long as it gritted its teeth and insisted on capital expansion, it could officially enter the "Lee Jae-yong" era. In fact, in the context of the current weak demand for memory chips (especially memory chips), it is not surprising that chip companies have not performed well in financial reports. The streaming video and audio services derived from the post-pandemic have stimulated the digital transformation of more industry players, which has affected the increase in the usage of server DRAM, and has also led to the gathering of new types of memory modules, which has also prompted memory industry players to start thinking about the combination type. storage solutions.

Chip Technology