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Micron's latest quarter revenues were up 58 per cent year on year, its CEO told an earnings call full of analysts eager to nibble at the chip-fryer's plate. The semiconductor firm reported $7.35bn revenues for the second fiscal 2018 quarter, up 58 per cent compared to $4.65bn a year ago and $6.8bn in the preceding quarter, up …
You don't say!
Okay I'll bite. Sub-1 nm will not happen because it's sub-10 nm that is being questioned. But what's an order of magnitude among friends, it's not like you can't make your atoms and electrons smaller if you need to etc.
3D XPoint is not a great product for Micron as it adds another level of memory to replace either NAND or DRAM neither of which is great for Micron. Intel is shipping products that look like SLC NAND SSDs... and someday might ship Optane DIMMS . .... what is Micron planning to make? Is Micron going to do a Optane DIMM for AMD and ARM to compete with Intel? ARM is hinting at that at conferences.... AMD would love to get involved
Embedded World Chipmaker Micron is offering a microSD Card for embedded applications with an impressive 1.5TB capacity, enough to hold four months of continuously recorded security camera footage, according to the company.
Announced at the Embedded World 2022 conference in Nuremberg, Germany, Micron's new i400 [PDF] is claimed to be the highest-capacity microSD card yet and was designed with a focus on industrial-grade video security applications.
The device is sampling with potential customers now.
Memory and storage maker Micron Technology has revealed a new business model intended to address the volatility in the memory market that has resulted in sharp swings in pricing over the past several years.
Revealed at Micron's Investor Day 2022 event, the new forward pricing agreements enable a Micron customer to sign a multi-year deal that guarantees them a supply of memory at a predictable price that follows the cost reduction that the chipmaker sees during the lifecycle of a particular product.
Micron's chief business officer Sumit Sadana told Investor Day attendees that the chipmaker has already signed up an unnamed volume customer to one of the new agreements, which the company is currently trying out to see whether it delivers on the expected benefits.
A newly formed group is calling for the US to ensure efforts and public funding to boost the nation's domestic semiconductor industry benefits a broad family of stakeholders, not just a few companies.
The Semiconductor Alliance, which took form mid-2021, just got the backing of three major American chipmakers, including Intel – the processor giant that has put itself front and center in urging Congress to pass $52 billion in chip funding. The second latest big supporter, Micron Technology, has also made some noise about the subsidies while we haven't seen as much from the group's third major supporter, Analog Devices.
The question is: does Intel really want to lift all boats, so to speak? Bear in mind that the x86 giant, as part of its comeback plan, is trying to revitalize its foundry business. The success of that effort relies on a variety of companies, big and small, entrusting Intel to manufacture their chips. To get to that point, those companies may well need a helping hand.
Micron Technology is now using AMD's newly announced third-generation Epyc server CPUs to power most of its high-demand applications for designing memory and storage chips.
Ram Peddibhotla, AMD's corporate vice president of Epyc product management, told The Register last week about Micron's decision, and a spokesperson for Micron later confirmed to us that it moved "most of its most demanding" electronic design automation applications to servers with AMD's CPUs last year.
"They have a state-of-the-art, high performance architecture for EDA to get them to design their products [and] maximize productivity for their designers," he said.
Micron expects to resume normal operations at its Chinese DRAM facility in Xi'an later this month despite it being under lock down following a COVID-19 outbreak about two weeks ago.
"We do expect to get back to normal sometime later this month," said David Zinsner, chief financial officer at Micron, during a webcast for the JP Morgan Auto/Tech conference this week.
Micron assembles and tests DRAM at the Xi'an facility. The biz last week said it reduced the headcount and operations at the facility after Xi'an was locked down in December. Samsung, which also has manufacturing facilities in Xi'an, on the same day announced it too had scaled down operations.
Intel today announced a new showrunner for its PC processor business and named its next chief financial officer, who is arriving from Micron.
Gregory Bryant, who as an executive vice-president ran Intel's Client Computing Group, is leaving at the end of this month to pursue "a new opportunity," the chip giant said.
Bryant, who just oversaw Chipzilla's CES launches, will be replaced by Michelle Johnston Holthaus. Her title will be executive vice president and general manager of the client division, which focuses on components for personal computers and other consumer electronics.
Micron is stopping development of 3D XPoint technology and shifting resources into memory products that use the Compute Express Link (CXL).
3D XPoint is the storage-class memory used in Intel's Optane brand SSDs and Persistent Memory (DIMM) products. CXL is an industry standard interface that enables flexible interconnection between compute, memory and storage devices.
Micron president and CEO Sanjay Mehrotra said in a statement: "Memory and storage are critical to the data economy, and the need for data centre memory innovation has never been greater.
Memory maker Micron has some words of encouragement for those who are still struggling to find the parts they need for a PC build at less than usurious pricing: Supply shortages are likely to be "largely resolved" over the next few months.
That there's an ongoing component shortage in the electronics industry isn't news, particularly to PC gamers. Nvidia's popular GPUs became hard to find back in 2018 with chief exec Jensen Huang blaming demand from cryptocurrency miners. The pandemic only made things worse, and it's still difficult to find ready supplies of both AMD and Nvidia graphics cards at their recommended retail prices - thanks to scalpers buying up what supply there is and flipping them for a quick profit.
There's light at the end of the tunnel, Micron president and chief exec Sanjay Mehrotra told investors and analysts during the company's earnings call for its Q4 of fiscal 2021, ended September 2. "Some PC customers are adjusting their memory and storage purchases due to shortages of non-memory components that are needed to complete PC builds," he explained, seemingly in reference to the scarcity of graphics cards and ICs.
Chip giant Micron has announced a $150bn global investment plan designed to support manufacturing and research over the next decade.
The memory maker said it would include expansion of its fabrication facilities to help meet demand.
As well as chip shortages due to COVID-19 disruption, the $21bn-revenue company said it wanted to take advantage of the fact memory and storage accounts for around 30 per cent of the global semiconductor industry today.
Memory-maker Micron intends to implement extreme ultraviolet (EUV) lithography in its fabrication plants by 2024.
Designed to keep Moore's Law alive by allowing the fabrication of ever-smaller chip features, extreme ultraviolet lithography is still relatively unusual in the semiconductor industry - helped by the high cost of the required equipment. Samsung and Taiwan Semiconductor (TSMC) both have EUV fabs online, and they're going to be joined by Micron - but only starting in 2024.
"We had always said that we monitor EUV progress. We have actually engaged in EUV evaluation. We have had EUV tool in the past," said Sanjay Mehrotra, Micron president and chief executive, during the company's Q3 fiscal '21 earnings call.
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