Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (84539)	1/31/2020 9:13:23 AM
From: Sam	2 Recommendations Recommended By dvdw© Return to Sender Respond to of 95456

Data Centers Drive DDR5 Demand By Gary Hilson 01.31.2020 Server segments are driving significantly higher performance requirements from memory subsystems. TORONTO — Micron Technology chose CES 2020 to unveil its DDR5 chip, which is ironic, since the latest iteration of DRAM will initially find the most demand from data center applications before popping up in client devices. In amongst giant wall-mounted LEDs, smartphones, and “impossible pork,” Micron announced it had begun sampling its DDR5 Registered DIMMs based on its industry-leading 1znm process technology. Director of data center marketing Ryan Baxter told EE Times in a recent telephone interview that because DDR5 doubles memory density, it will feed the need in data centers for growing processor core counts with increased memory bandwidth and capacity. However, it will be nine months to a year before sampling will begin in large quantities to a wide variety of customers, he said. “Mainstream customer sampling begins the latter part of 2020, in preparation for a ramp that’s going to occur right around about a year from now,” Baxter said. DDR5 adoption is expected to be driven primarily by the enterprise and cloud space server segments, according to Baxter. “The next generation CPUs are going to need a whole lot more memory performance to be able to be optimized for what the customers are typically using CPUs for these days.” Client adoption will follow, he said, but how a new DRAM spec gets traction has changed in the last three or four years when clients such as PCs were a massive part of the overall DRAM demand envelope. “They’re still big, but cloud and enterprise essentially have surpassed clients in terms of the size of the demand for DRAM these days.” continues at eetimes.com