In NVIDIA's footsteps: Micron warns shareholders about decline in revenues due to falling demand for memory

American company Micron Technology Inc.
said that the revenue for the current quarter may be lower than previously forecasted.
The announcement comes as demand for memory chips continues to fall.Image source: MicronIn an official statement, Micron said demand for dynamic random access memory (DRAM) and NAND flash memory has continued to steadily decline since the last forecast.
The company expects challenging conditions to continue over the next two quarters - at least until the end of this year.A month and a half ago, Micron expected revenue of $6.8 billion to $7.6 billion for the next three months versus $8.6 billion in the previous quarter.
Analysts had forecast revenue in the $7.28 billion range, but now the company has warned that revenue will be near the lower end of the estimate, closer to $6.8 billion.The company also intends to cut some costs in response to the situation, noting that the amount of capital spending in fiscal 2023 will fall significantly compared to the previous year.Micron announced a lower quarterly revenue forecast a day after NVIDIA reported that quarterly sales would be well below expectations.
In addition, last week AMD reported a decline in graphics gas pedal sales.
As for Micron, today it announced its intention to invest $40 billion in memory production in the U.S.
by the end of the decade.

Samsung DRAM-memory sales declined again and will continue to fall until the end of the year

Samsung Electronics has reported a decline in DRAM RAM sales in the first three months of this year - the trend has continued for the second consecutive quarter.
The reason was a number of negative factors.
Nevertheless, the manufacturer manages to maintain a leading position in the relevant market.Image source: Samsung According to analysts from Omdia, in January-March Samsung DRAM-memory sales revenue amounted to $10.34 billion, $ 9 million less than in the three months prior to that.
However, this is the second quarter in which the decline in sales - according to the magazine Business Korea, DRAM sales fell by 9% to $10.5 billion in the last quarter.At the same time, Samsung has maintained its leadership status in the global DRAM market, the company's share of 42.7%.
Samsung's revenue decline in the sector was held against a cyclical decline in DRAM-memory prices, a process exacerbated by events in Ukraine and the disruption of the supply of some products from China due to health restrictions related to outbreaks of COVID-19.DRAM prices are steadily decreasing since October last year.
SK hynix, which ranks second in this market, sold $6.56 billion worth of DRAM modules in the first quarter, down $871 from October through December.
At the end of the first quarter, the company's market share decreased from 30.1% to 27.1%.The third player - American Micron Technology - on the contrary, increases sales.
In the first quarter, its revenues from DRAM sales grew by $575 million to $6.03 billion, and its market share grew from 22.1% to 24.8%.Global DRAM sales in the first quarter of this year totaled $24.25 billion - industry revenues are falling for the second consecutive quarter after they reached a record $26.24 billion in July-September last year.
Meanwhile, industry experts draw a gloomy picture for the DRAM market in the second half of this year, predicting a 10% drop in prices amid rising inflation and the possibility of recession in the world's leading economies.
At the same time, back in January of this year, Samsung predicted a possible increase in DRAM prices - forecasts did not come true.

Silicon Power announced XPower Zenith DDR5 RAM up to 6000MHz

Silicon Power announced XPower Zenith DDR5 UDIMM RAM modules and kits based on them, designed for use in high-performance desktop computers and gaming stations.
Image source: Silicon PowerThe products will be offered in 5200 MHz (CL38), 5600 MHz (CL40) and 6000 MHz (CL40) versions.
In the first two cases the supply voltage is 1.25V, in the third - 1.35V.
The individual modules have capacities of 8, 16 and 32 GB.
Available in bundles of two with a total capacity of 16 GB, 32 GB and 64 GB, respectively, they are equipped with an aluminum heat sink for improved cooling and are available in white or black.
Customers can choose between multicolor RGB backlighting and non-backlit versions.PMIC (Power Management System) ensures uninterrupted power supply.
To unleash the full potential of DDR5, the XMP 3.0 expansion modules offer additional overclocking options.
The modules are thoroughly tested and backed by a lifetime warranty.

Winbond and Nanya to open new DRAM-memory factories

As demand for high-capacity memory modules increases, Taiwan's DRAM chip makers are ramping up production to increase their market share.
Winbond Electronics and Nanya Technology are set to open new plants.Image source: Laura Ockel/pixabay.comWinbond will boost production of 2-4Gb chips when it opens its 200mm wafer fab in Kaohsiung in Q4 2022, and Nanya will start building a 200mm wafer fab in New Taipei this month.
It's worth noting that vendors will not rush the transition to new memory types, but will ramp up production of DDR3 and DDR4 chips.Although customers who buy legacy DDR3 are expected to gradually transition to DDR4, such a transition can take a long time.
Therefore, vendors will be expanding production of DDR3, and only half of the orders in the next two to three years will be shifted to DDR4.
DDR3 is still used in many applications from consumer electronics, automotive, networking equipment to handheld devices.
In particular, network infrastructure devices and servers are in high demand in 2022.Winbond's new factory in Kaohsiung will initially master the 25nm process technology and will focus on DDR3 production.
The company's DDR3 shipments currently account for about 30 percent of its total revenue, but by 2024 that figure could reach 50 percent.
According to the company, production at the new factory will increase from 24 thousand plates initially to 34 thousand, and after 2024 - up to 38-40 thousand plates.
After 25-nm the company plans to move to 20-nm technology, and begin mass production of products based on it in late 2024 or 2025.
At the same time, the manufacturer will be reoriented to the production of DDR4.
Nanya plans to start manufacturing of in-house designed 10-nm DDR4 chips that have already passed the pilot 8-Gbit tests.
Meanwhile, the company plans to reduce the production of 30-nm DDR3 chips, gradually moving to DDR5.
At the moment less than 10% of the company's income comes from the products, corresponding to the 10-nm technology.Nanya will spend about $10.1 billion to build the new factory - the construction kickoff ceremony is scheduled for June 23.
The launch of the factory had to be postponed for two or three quarters because of construction problems.
Mass production is postponed from 2024 to 2025, at the first stage the factory will produce 45 thousand wafers per month.

Transcend introduced DDR5 modules for laptops, desktops and servers

Transcend has announced new DDR5 standard RAM modules for a wide range of equipment.
This can be desktop PCs, laptops, media centers, as well as business-class devices.Image source: transcendBe available in desktop DIMM and ECC DIMM, mobile SO-DIMM and ECC SO-DIMM, as well as Registered DIMM solutions for servers and desktop workstations.
Depending on the modification, the modules have a capacity of 8, 16 and 32 GB.
The operating frequency starts from 4800 MHz at a supply voltage of 1.1 V.
Currently organized by the mass production of products, in addition, are carried out comprehensive compatibility tests.
It should be noted that the DDR5 modules contain a built-in power management integrated circuit (PMIC) for accurate data transfer and improve energy efficiency.
Transcend DDR5-4800 DRAMs come with a lifetime warranty.
Price is not disclosed.

TeamGroup introduced memory modules T-Force Delta RGB DDR5 with high frequency and low latency

TeamGroup announced new memory modules T-Force Delta RGB standard DDR5: products are designed for gaming desktop PCs.
New products combine high frequencies and relatively low latency, and completes the picture RGB backlight - this is a component for gaming PC.Image source: TeamGroupA choice of solutions with a frequency of 6600 MHz and latency CL34, as well as 6000 MHz and even lower latency CL30.
The modules have already been provided to all major motherboard manufacturers for testing.Both variants will be available in kits of two modules with a capacity of 16 GB each.
In this way, the kits will have a total capacity of 32 GB.
As it should be DDR5 modules, T-Force Delta RGB series novelties have a built-in power management integrated circuit (PMIC) for better energy efficiency.
A specially designed aluminum alloy heat sink utilizing silica gel is claimed to ensure efficient heat dissipation.
This ensures good operational stability and durability.
The top part of the modules provides effective multicolor backlighting.About the price of the new memory modules T-Force Delta RGB DDR5 not yet reported.

GeIL unveiled the world's first DDR5 memory modules with two integrated RGB fans

GeIL announced EVO V DDR5 RGB Hardcore Gaming Memory modules designed for high performance gaming computers and systems for overclockers.Image source: GeILThe presented products are the world's first memory modules equipped with an aluminum radiator, in which two small fans are integrated for additional cooling.
Such design significantly increases the efficiency of heat dissipation at high loads.
They feature multicolor RGB backlighting and will be available in versions ranging from 4800 to 6600 MHz, operating at voltages from 1.10V to 1.35V.
Customers will be offered with 32GB and 64GB kits.The modules feature built-in Power Management Integrated Circuitry (PMIC) for precise data transfer and improved power efficiency.
ECC (On-Die Error Correction Code) feature automatically corrects memory cell errors.
It also supports Intel XMP 3.0 profiles and will be available for sale in July.
No information about approximate price is available at the moment.

Lexar announced Ares DDR5 OC memory with 5200 MHz

Lexar announced Ares DDR5 OC memory modules designed for gaming desktops and performance workstations.Image source: LexarThe products operate at 5200 MHz at 1.25V supply voltage.
Declared CL38-38-38-74 timings.
Support for overclocking profiles Intel XMP 3.0.It is noted that the modules are thoroughly tested.
They are equipped with an aluminum cooling radiator, and the operating temperature range extends from 0 to plus 85 degrees Celsius.The products have a built-in integrated power management circuit (PMIC) to improve energy efficiency.
The ECC (On-Die Error Correction Code) feature automatically corrects memory cell errors.The modules have a capacity of 16GB.
The modules will be offered in a set of two with a total capacity of 32 GB.
The approximate price of the kit will be $370.