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Memory

iSuppli: No DRAM Surge for Q4

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iSuppli: No DRAM Surge for Q4

While the debut of a new PC OS historically results in double-digit DRAM shipment growth, IHS iSuppli predicts the Windows 8 launch will not follow the pattern-- global DRAM shipments will grow by only 8% Y-o-Y in Q4 2012.

The iSuppli totals also include DRAM shipments headed for tablet and smartphone use.

How come growth will remain lackluster? First off, Windows 8 requires no more DRAM than Windows 7 does, meaning it will not boost memory orders from OEMs.

Meanwhile the economic situation continues Continue reading...

Micron CEO: NAND Prices Should Firm in 2013

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Micron CEO: NAND Prices Should Firm in 2013

Micron CEO Mark Durcan predicts NAND memory prices will increase by 2013 as industry production cuts offset slow European and US economies, reducing the current supply glut.

In an interview with Reuters Durcan says "I'm quite optimistic the first half of next year can be significantly stronger for NAND... it's tougher to know in the short term."

The current NAND oversupply (partly due to surging mobile device sales) has caused prices to drop heavily, causing losses for memory vendors such as Micron. Continue reading...

DRAMeXchange: DRAM Selling Prices Rebound

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DRAMeXchange: DRAM Selling Prices Rebound

The global DRAM market is on the way to recovery in Q2 2012 according to DRAMeXchange-- as average selling prices (ASPs) rebound and vendors near fully loaded capacities, industry revenues grow by 12% Q-o-Q.

However overall revenues decline by 13.8% Y-o-Y to total $7.02 billion.

When it comes to vendors, Samsung and SK Hynix retain the lead, holding nearly 70% of the total market between them. Samsung revenues are up by nearly 7% Q-o-Q, reaching $2.78bn with a slight decline in market share (3 Continue reading...

First Production of Phase Change Memory

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First Production of Phase Change Memory

Micron is the first company to start volume production of Phase Change Memory (PCM) solutions-- with 45nm PCM technology ideal for mobile device applications.

The Micron PCM offering features 1Gb PCM plus 512Mb LPDDR2 in multichip packages. Currently available for feature phones, the company also plans to develop further on the technology with smartphone and tablet applications.

PCM technology offers higher data speeds than conventional NAND flash while retaining data when power is switched off, Continue reading...

LPDDR3: Memory of Future Choice?

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LPDDR3: Memory of Future Choice?

With ultrabooks and mobile devices going for quad-core processors, the future demands new memory-- LPDDR3, which should account for 20% of total mobile DRAM shipments by H2 2013 according to TrendForce's DRAMeXchange.

Making LPDDR3 attractive is higher bandwidth and efficiency than LPDDR2. The next Intel platform, Haswell, should support LPDDR3 once it hits the market in 2013.

DRAMeXchange predicts LPDDR3 will take over 50% of the global DRAM market (thus becoming mainstream) by H2 2014-- once Continue reading...

DRAM Market Starts Recovering

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DRAM Market Starts Recovering

IHS iSuppli predicts the global DRAM market will grow by 3.3% Y-o-Y in 2012 with revenues reaching $30.5 billion, up from the -25% Y-o-Y decline the industry faced in 2011.

The outlook from the analyst remains positive for the 2012-2016 period, with revenues exceeding $30bn for each year until reaching $39bn by 2016.

Part of this newly found industry stability comes through the Micron acquisition of bankrupt Elpida-- a purchase causing a boost to Micron technology base, revenues and market share Continue reading...

iSuppli: "Ironic" Developments in DRAM Market

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iSuppli:

Surprising developments happen in the Q1 2012 DRAM market-- a bankrupt Elpida Memory outperforms the overall industry, beating Micron to 3rd place.

Meanwhile the rest of the competition suffers due to falling average selling prices (ASPs).

IHS iSuppli reports the Q1 2012 DRAM market shows a -4.4% Q-o-Q decline, reaching $6.2 billion in value.

Continue reading...

MRAM: A DRAM Beater?

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MRAM: A DRAM Beater?

Will Magnetoresistive Random Access Memory (MRAM) become the memory of choice for the future? Everspin Technologies certainly hopes so, announcing record 300% Y-o-Y growth in 2011 MRAM product shipments.

The Everspin customer list contains major OEMs such as Dell and LSI using MRAM in RAID storage solutions. The company says it has over 300 active customers, with around 100 MRAM products in 3 markets.

Everspin is currently the only commercial producer of MRAM products. IBM and Toshiba have been Continue reading...

IBM Goes to the Memory Races

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IBM Goes to the Memory Races

IBM calls it "Racetrack Memory" even if it has nothing to do with neither cars nor horses-- but it might lead to future memory chips with the capacities of HDDs and the performance and durability of SSDs.

The company recently announced it has a working Racetrack Memory circuit at the IEEE International Electron Devices conference, with a chip consisting of 256 Racetrack "cells." Each cell consists of a nanowire 240nm wide and 20nm thick, with "spin currents" (electric currents, in other words) Continue reading...

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