Podcasts about 3d nand

In this episode of The 5G Factor, our series that focuses on all things 5G, the IoT, and the 5G ecosystem as a whole, I'm joined by my colleague and fellow analyst, Olivier Blanchard, for a look at the top 5G semiconductor and device takeaways from our conversations and sessions at Mobile World Congress 2024. The major takeaways we had included Micron's UFS and memory portfolio innovations with the Samsung Galaxy S24 series showcasing new GenAI capabilities, Lenovo's Integrated Edge AI Solution for Telco collaborations with Telefonica and Orange, Lenovo's new ThinkPad and ThinkBook devices including transparent displays, new Mediatek Dimensity 9300 GenAI features, and Qualcomm's portfolio-wide breakthroughs across AI, 5G, and Wi-Fi.   Our analytical review focused on: Micron Delivers UFS, Memory Advances: Spurs Samsung Galaxy 24 AI Innovation. Micron announced that it is delivering qualification samples of an enhanced version of its Universal Flash Storage (UFS) 4.0 mobile solution with breakthrough proprietary firmware features delivered in an ultra-compact UFS package at 9x13 millimeters (mm). Built on its 232-layer 3D NAND and offering up to 1 terabyte (TB) capacity, the UFS 4.0 solution provides advances in performance that can enable faster and more responsive experiences on flagship smartphones. Samsung is now incorporating Micron's low-power double data rate 5X (LPDDR5X) memory and UFS 4.0 mobile flash storage into select devices in the Samsung Galaxy S24 series, which is introducing AI to mobile users worldwide. The Galaxy S24 series is underpinned by Samsung's suite of generative AI tools, Galaxy AI, which helps amplify experiences from enabling barrier-free communication to maximizing creative freedom. We assess how Micron's LPDDR5X is a mobile-optimized memory distinguished by offering the advanced capabilities of the 1β (1-beta) process node, while Micron's UFS 4.0 offers the performance and power needed to store growing amounts of data in today's AI-driven smartphones. Lenovo Readies Telcos for Edge AI Renaissance. To support the massive amount of computing moving to the edge, the company is offering Lenovo Integrated Edge AI Solutions for Telco with Lenovo's ecosystem of partners. Highlights include new multi-cloud edge computing architecture with Telefonica tackles mission critical applications for smart cities, making it simple to leverage data throughout city streets in a wide array of AI use cases, including using video analytics and computer vision to identify smoke and fire, support public safety and improve emergency response times. We delve into how Telefonica leveraging its own Telco Cloud with the range of Lenovo ThinkEdge servers and Motorola's push-to-talk technology, and is demonstrating through a proof of concept the capabilities of multi-cloud at the edge, AI, and computer vision to alert public safety officials of danger. The new solution orchestrates the entire edge-to-cloud ecosystem, weaving infrastructure, connectivity, and applications together to support public safety and enhance emergency response with real-time AI.   Plus, at MWC24, Lenovo unveiled and expanded the joint innovation partnership for telecom and cloud services to help Orange Group bring high performance and energy efficiency to telco clients worldwide. We appraise why the alliance can deliver telecom advancement, since Orange and Lenovo are also extending the partnership for three more years and launched a shared Sylva project validation center, addressing telco and edge use cases. The program will cover areas critical for evolving telecommunications infrastructure, including supporting operational efficiency, automation, and new open radio access. Lenovo Transparently Energizes ThinkBook and ThinkPad Portfolio. On the device side, Lenovo launched brand new ThinkPad and ThinkBook business laptops – unveiling AI features that enhance productivity and efficiency – with performance enhancements and multi-mode versatility. Additionally, Lenovo introduced a selection of accessories designed to boost mobile productivity, including the ThinkVision M14t Gen 2 portable display, a USB-C Slim Travel Dock for comprehensive docking on-the-go, and a redesigned ThinkPad Executive 16-inch Backpack that allows for easy carrying of a mobile office. Rounding out the new hardware announcements are new software solutions, including Lenovo Identity Advisor, a digital identity monitoring tool and Smart Connect, a software that unlocks multi-device synergies. Finally, we review Lenovo showcasing a futuristic proof of concept laptop – the ThinkBook Transparent Display Laptop Concept – which features the industry's first laptop with a 17.3-inch Micro-LED transparent display, providing a fully borderless and see-through display experience. Mediatek Density 9300 GenAI: New Capabilities. MediaTek is a global fabless semiconductor firm supporting more than two billion connected edge devices every year, who showcased a series of new Generative AI demos, all of which are using the latest generation of APU hardware featured in the Dimensity 9300 flagship smartphone SoC. The new solution highlights several key Generative AI technologies enabled by MediaTek, including multiple new applications running entirely on-device. We examine the solution's new capabilities such as SDXL Turbo, a text-to-image Stable Diffusion engine that dynamically generates images in real-time, based on user-provided prompts as well as Video Diffusion Generation, which enables fast video diffusion generation, capable of a range of animation styles. Qualcomm Breaks Ground Across AI, 5G, and Wi-Fi. We saw Qualcomm demonstrating groundbreaking advancements in AI, 5G, and Wi-Fi that can spearhead a new era of intelligent computing everywhere, infusing AI throughout industries, devices, and consumer experiences. By unleashing the potential of AI, the fusion of on-device computing prowess and improved connectivity can empower businesses and individuals to unlock new use cases and applications. At MWC24, Qualcomm showcased on-device AI, intelligent computing, and wireless connectivity products and milestones, poised to accelerate digital transformation, drive a new wave of economic growth, and bring the convergence of AI and connectivity to new regions. We consider why Generative AI is expected to have a broad impact across industries, with estimates that it could add the equivalent of $2.6 trillion to $4.4 trillion to the world economy by 2040.   

This episode came together at ~4 hrs notice since Dylan had just landed in SF and we had to setup quickly; you might notice some small audio issues in some segments, we apologize. We're currently building our own podcast studio for 2024!

The Audit - Episode 24In Part 1 of the Tech Lessons Series by Bill Harris, prepare to be transported into the future of computing resources, with our fascinating guest, Bill Harris from IT Audit Labs. We're opening up the world of processor design and specialized workloads, discussing the intricacies of chip fabrication, the genius behind improving processor speeds, and the art of creating modern processors. Get ready to discover a realm of substrates, lithographies, and elements that form the backbone of future processors.Ever wondered about the application of Moore's Law in real life, or what really behind processor clock speeds? This episode answers all that and more, bringing in exciting insights into the clever tactics used to amplify modern computation. Dive into the mechanics of how assembly is utilized to build processors and learn about the advanced technologies such as 3D NAND, chiplets, and SSL acceleration that are revolutionizing the field.As we look forward to the future of computing and the exciting investment opportunities it presents, we delve into the potential of semiconductors, the massive CERN particle collider and the intricate challenges of breaking into the semiconductor industry. Don't miss out on our spirited conversation on the potential of DNA and crystalline molecular storage, and the role of quantum computing in enhancing processor speeds. And remember, amidst all this tech talk, the importance of security, risk and compliance controls to safeguard our clients' data remains paramount. So, buckle up and come along on this exhilarating journey into the future of computing!

IHG hotels cyberattack, Apple Passkeys, Azure Space, and more. Cyberattack disrupts bookings for IHG hotels Attackers exploit zero-day WordPress plug-in vulnerability in BackupBuddy Pen testing evolves for the DevSecOps world  Apple to buy 3D NAND memory from Chinese YMTC Apple's killing the Password. Here's everything you need to know Microsoft's Senior Director of Azure Space Stephen Kitay talks Azure Space and the goal of commercialization of space Hosts: Louis Maresca, Brian Chee, and Curt Franklin Guest: Stephen Kitay Download or subscribe to this show at https://twit.tv/shows/this-week-in-enterprise-tech. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: IRL Podcast itpro.tv/enterprise use code ENTERPRISE30 UserWay.org/twit

IHG hotels cyberattack, Apple Passkeys, Azure Space, and more. Cyberattack disrupts bookings for IHG hotels Attackers exploit zero-day WordPress plug-in vulnerability in BackupBuddy Pen testing evolves for the DevSecOps world  Apple to buy 3D NAND memory from Chinese YMTC Apple's killing the Password. Here's everything you need to know Microsoft's Senior Director of Azure Space Stephen Kitay talks Azure Space and the goal of commercialization of space Hosts: Louis Maresca, Brian Chee, and Curt Franklin Guest: Stephen Kitay Download or subscribe to this show at https://twit.tv/shows/this-week-in-enterprise-tech. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: IRL Podcast itpro.tv/enterprise use code ENTERPRISE30 UserWay.org/twit

IHG hotels cyberattack, Apple Passkeys, Azure Space, and more. Cyberattack disrupts bookings for IHG hotels Attackers exploit zero-day WordPress plug-in vulnerability in BackupBuddy Pen testing evolves for the DevSecOps world  Apple to buy 3D NAND memory from Chinese YMTC Apple's killing the Password. Here's everything you need to know Microsoft's Senior Director of Azure Space Stephen Kitay talks Azure Space and the goal of commercialization of space Hosts: Louis Maresca, Brian Chee, and Curt Franklin Guest: Stephen Kitay Download or subscribe to this show at https://twit.tv/shows/this-week-in-enterprise-tech. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: IRL Podcast itpro.tv/enterprise use code ENTERPRISE30 UserWay.org/twit

IHG hotels cyberattack, Apple Passkeys, Azure Space, and more. Cyberattack disrupts bookings for IHG hotels Attackers exploit zero-day WordPress plug-in vulnerability in BackupBuddy Pen testing evolves for the DevSecOps world  Apple to buy 3D NAND memory from Chinese YMTC Apple's killing the Password. Here's everything you need to know Microsoft's Senior Director of Azure Space Stephen Kitay talks Azure Space and the goal of commercialization of space Hosts: Louis Maresca, Brian Chee, and Curt Franklin Guest: Stephen Kitay Download or subscribe to this show at https://twit.tv/shows/this-week-in-enterprise-tech. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: IRL Podcast itpro.tv/enterprise use code ENTERPRISE30 UserWay.org/twit

With Gareth Myles and Ted SalmonJoin us on Mewe RSS Link: https://techaddicts.libsyn.com/rss iTunes | Google Podcasts | Stitcher | Tunein | Spotify  Amazon | Pocket Casts | Castbox | PodHubUK   Feedback and Contributions: Feedback on Ticwatch - Android wear and Youtube Music Hardline on the hardware: Xiaomi Mi Band 7 design teased w/ China launch coming 24th May Motorola Teases the RAZR 3 Motorola is Launching a 200MP Cameraphone in July - the Frontier? Realme Pad X Raspberry Petabyte Pi Project features 60 HDD or 1.2 Petabytes of storage Logitech launches new MX Master mouse and mechanical keyboards Corsair's first gaming laptop puts Elgato Stream Deck tech in its touch bar Poco F4 GT, Poco Watch launch in the UK with early bird pricing until May 30 - Specs Leaked Specs Shed More Light on Upcoming Galaxy XCover Phone Zotac's minuscule Windows 11 Pro desktop PC is only slightly bigger than your phone Flap your trap about an App: Plex Finally Has a Linux Desktop Player - I know nothing about Linux, so ditch or lead! Sony pledges to double its games for mobile by 2025 Google Introduces Standard Copy/Paste Keyboard Shortcuts for GDrive Google Assistant 'Personalized speech recognition' in the works Google TV is finally rolling out profiles for a more ‘personalized space' ChromeOS News Chrome OS to Get an Audio Settings Page Google Docs update makes formatting multiple groups of text a lot easier  The Chromebook virtual keyboard is getting a Material You makeover Hark Back:  Sony MVC-CD1000 Review Sony Mavica MVC-CD1000 Sony MVC-CD1000 Digital Camera Review Bargain Basement: Best UK deals and tech on sale we have spotted AUKEY Basix Wireless Charging Stand / Power Bank (PB-WL02) - 10000mAh / Qi 3.0 / PD Output - £15.98 Delivered Using Code from MyMemory - HUKDAPB JBL Reflect Flow Pro £99 down from £129 - Superb battery life (10hrs just the buds) 2021 Apple Watch SE (GPS, 44mm) - Silver Aluminium Case with Abyss Blue Sport Band - Regular - £219.00 (Was: £299.00)  5 monthly payments with Amazon  of £43.80 Sony PlayStation DualSense Midnight Black Wireless Controller £47 from £60 Crucial P2 CT2000P2SSD8 2 TB Internal SSD, Up to 2400 MB/s (3D NAND, NVMe, PCIe, M.2) £129.99 (WAS: £196.79 ) -  5 monthly payments with Amazon  of £26.00 Pixel 6 £499 save £100 Pixel 6 Pro 128GB £699 save £150 Pixel 6 Pro 256GB £799 save £150 SanDisk Ultra Fit 128 GB USB 3.1 Flash Drive Up to 130 MB/s Read, Black £14.89 (Was: £28.99)   Main Show URL: http://www.techaddicts.uk | PodHubUK Contact:: gareth@techaddicts.uk | @techaddictsuk Gareth - @garethmyles | garethmyles.com | Gareth's Ko-Fi Ted - tedsalmon.com | Ted's PayPal | Ted's Amazon | tedsalmon@post.com YouTube: Tech Addicts

In the regular show we talk about the Best Buy Totaltech hustle costing GPU customes $200 a pop to get a shot. NVIDIA abandoning ARM acquisition, Western Digital losing 6 Exabytes of 3D Nand, GTA IV official confirmation and Warcraft mobile. Help Support Us and Get Protected With PIA. https://www.privateinternetaccess.com/pages/buy-vpn/Techill1   tilliterate@gmail.com

Hybrid bonding has been a big story in heterogeneous integration and particularly 3D integration for quite some time. At the recent IMAPS International Symposium, it seemed like every keynote speaker mentioned some sort of hybrid bonding as an enabler for next-generation technology. Everybody is talking about it, everyone wants it – in fact, Xperi recently announced a licensing agreement with YMTC for its DBI hybrid bonding process that the company will use for 3D NAND products. This is the first time DBI is being implemented in volume production for 3D NAND applications.   In this Member Spotlight interview, Xperi's Craig Mitchell explains the technology behind DBI, the applications it enables, its implementation in 3D NAND, and much more.  To learn more about DBI, visit Invensas.com. Do you have an interesting topic, a story to tell, or insight to share on the semiconductor and microelectronics industry? Tell us about it and you might just find yourself being a guest on our podcast.We're excited to announce that we've partnered with SEMI to be the Official Podcast of SEMICON West. Get ready for some interesting conversations! We'll start dropping preview episodes next week, and then will be recording some episodes live at the show. If you'd like your company featured at SEMICON West, sponsored spots are available. For $500 we'll interview you at your booth and include the interview in our Exhibitor wrap-up.  No charge for 3D InCites members. Contact francoise@3DInCites.com to schedule your interview today.  

部品さんと室温超伝導、脳内超伝導、半導体業界の動向などについて話しました。 以下の Show Notes は簡易版です。完全版はこちら。 1:28 献本 ゼロから学ぶPythonプログラミング ニュース 転職のススメ - ぶひんブログ 4:19 2020年の物理ニュース Nature 誌の選ぶ10大ニュース → Viruses, microscopy and fast radio bursts: 10 remarkable discoveries from 2020 Science 誌の選ぶブレイクスルー → Breakthrough of the Year 2020 T2K実験の最新成果のゆるいまとめ – HiggsTan T2K のことを少し話したエピソードは → Ep. 2: The Year of Sparse Society 【速報】2017年ノーベル化学賞は「クライオ電子顕微鏡の開発」に！ - Chem-Station (ケムステ) 謎の高速電波バースト、発生源は「マグネター」 - ナショナルジオグラフィック日本版サイト (PDF)謎の天体Fast Radio Burst は若い中性子星が起源か？ AlphaFold のことを少し話したエピソードは → Ep. 12: AWS as a complex system 8:48 室温超伝導 Room-temperature superconductivity in a carbonaceous sulfur hydride 阪大極限超高圧 – 圧（お）してダメならもっと圧（お）せ 硫化水素の高温超伝導研究の現状 - 高圧力の科学と技術 → 部品さんネタ元になっている清水先生の記事です。 酸素が超伝導に！　物質の極限状態とは- 大阪大学 教授 清水 克哉 先生 - 夢ナビTALK 20:17 脳内超伝導 Possible Superconductivity in the Brain - SpringerLink 量子脳理論 - Wikipedia 頭寒足熱とは - コトバンク ちらっと脳内超伝導の話が出た回 → Ep. 9: Couscous Sushi 27:56 半導体について素人()が語る 半導体って何？　まったく何も知らない人も、絶対にわかる解説をしてみよう 38:25 3D NAND フラッシュメモリ マイクロンの176層NANDは3つの技術で実現、一気に「業界のリーダー」へ - MONOist（モノイスト） SK hynix、176層で容量増・速度向上を果たした4D NAND - PC Watch 3D NANDの最新動向、覇権争いの鍵となる技術は？ バーチャル開催の「IMW2020」から - EE Times Japan 49:24 半導体はどこまで小さくできるの？ 第232回 Intelの10nmプロセスの不思議、「10nm」はどこにある？：頭脳放談 - ＠IT トンネル効果 - Wikipedia 54:21 M1 MacBook Air M1 MacBook Air 58:06 無限容量磁気メモリ 【プレスリリース】らせん磁気構造中にソリトンを形成するパターンを無限個用意することに成功～無限容量磁気メモリの作製原理を発見～ | 日本の研究.com 1:02:27 量子コンピュータはまた今度！ arXiv 2005.02286: Reducing the impact of radioactivity on quantum circuits in a deep-underground facility XENON1T 実験の話をしたエピソード → Ep. 6: I love this company 1:05:00 高木トポロジカル絶縁体 2020年１２月の気になった論文 - ぶひんブログ arXiv 2012.09460: Takagi Topological Insulator with Cellular Boundary Phase Diagram 1:08:38 お知らせ JAPAN PODCAST AWARDS 2020 - ジャパンポッドキャストアワード2020

Putisisimo Flush! de la Información SIN CENSURA publicado el día 07/10/20 ► Si quisieras una PC Gamer armada, o una Computadora Profesional (Workstation) para arquitectura, animación, programación, edición de video/audio, mándame un mail a pedidos@spartangeek.com (Actualmente solo puedo ayudarte si estás en cualquier parte de México. De otros países no hay forma actualmente de hacer envío... lo siento mucho). ► O visita mi página: https://spartangeek.com ► También puedes pedirme tus componentes o piezas para armar una PC por tu cuenta: pedidos@spartangeek.com ► https://www.instagram.com/spartangeektv/► Facebook: http://www.facebook.com/SpartanGeek► Twitter: https://twitter.com/SpartanGeekTV ► Únete a la comunidad y resuelve tus dudas con expertos: https://buldar.com#nvidia #ps5 #radeon

点击收听最新课程：中国芯片机遇26讲4月13日长江存储重磅宣布，其128层QLC 3D闪存（X2-6070）研制成功，并已在多家主控厂商SSD等终端产品上通过验证。按照长存的说法，这款产品的独特之处在于，它是业内首款128层QLC规格3D NAND，且拥有已知型号产品中最高单位面积存储密度，最高I/O传输速度和最高单颗NAND闪存芯片容量。值得一提的是，此次同步登场的还有128层TLC闪存（X2-9060），单颗容量512Gb(64GB)。性能方面，长存透露，两款产品拥有1.6Gbps的I/O读写性能，3D QLC单颗容量高达1.33Tb，是上一代64层的5.33倍。客服：16628591417【栏目简介】《芯片揭秘》栏目是由艾新教育&茄子烩精心策划的一档科技新媒体栏目。栏目由茄子烩 CEO 曹幻实女士担任主持人，谢志峰博士担任主讲人，特邀半导体产业内从业者、参与者、见证者，通过对话展示嘉宾观点、解读行业发展趋势，呈现产业人最真实的心声，打造独一无二的产业人自己的发声平台。身处中国半导体行业快速发展的我们，每天都在见证着我们研发的或革新的技术带来的日新月异的变化，《芯片揭秘》栏目在传播产业发展的前沿信息的同时剖析科技带来的转变，通过汇集我们每个参与栏目分享人的智慧，共同推动新技术和新趋势的社会认可及规模应用，也号召更多的人加入芯片产业贡献力量！这是一次实践探讨，探讨产业“芯”路径，科普“芯”时代；这是一次创新变革，从产业人角度展望中国“芯”未来；这更是一场和未来世界的对话，展现科技真正的价值所在！

QLC, SLC, MLC, NAND Flash, 3D NAND, 3D XPoint, Optane - are you overwhelmed yet? What's coming for all-flash arrays? I get the details from 3PAR Flash Media product manager Edwardo Duarte.

In this live podcast captured at Intel SHIFT, SMACtalk Co-Host Daniel Newman sat down with Intel Executive Robert Crooke, who leads Intel’s Non-Volatile Memory Group. Crooke, who is driving some game-changing technology, explains the importance of a platform approach when developing a memory strategy; this being driven by the interdependence of the two. When processing power increases, the storage and memory is impacted. Crooke also shares the key areas of investment for Intel including their 3D NAND and Optane technology. Optane will become a workhorse for the big data age as it enables enhanced storage and better access to real-time memory. As a bonus, Robert Crooke shares with our host about how Intel’s inventions find their way into many products and software suites enabling the proliferation of new technology to be maximized. Check out this great conversation and capture great insights on the future of memory and its impact on business transformation. Robert B. Crooke, SVP & GM, Non-Volatile Memory Solutions Group, Intel Rob Crooke leads a worldwide organization responsible for NVM technology design and development, complete solid-state drive (SSD) system hardware and firmware development, and wafer and SSD manufacturing, as well as marketing for Intel’s component, module and SSD NVM businesses. Before assuming his current role, Crooke led the Intel group responsible for developing world-class, low-power processors within the Intel® Atom™ processor product line, and for developing enabling technology for system-on-chip (SoC) products across the company. Earlier in his Intel career, Crooke served as vice president and general manager of the Business Client Group, where he was responsible for overseeing Intel’s desktop products and Intel’s vision for business client computing. He also previously served as vice president and director of marketing and planning in Intel’s Desktop Products Group; as vice president and general manager of the Platform Architecture and Solutions Division; and as director of marketing for the Basic Microprocessor Division and Performance Microprocessor Division. Crooke joined Intel in 1989 as a field applications engineer in the company’s sales force. Before coming to Intel, he held design engineering positions at Alliant Computer Systems and Custom Silicon. He received his bachelor’s degree in computer systems engineering from the University of Massachusetts.

原创 铁流 2017-05-18 19:59日前，日本晶圆大厂Sumco决定砍掉中国大陆存储芯片厂商长江存储（原武汉新芯）的晶圆订单，优先供货给台积电、Intel、镁光等大厂。在日本Sumco优先供货美国、日本、中国台湾厂商的情况下，中国大陆长江存储有可能面临晶圆供应不足的局面。这对于力图在存储芯片上实现国产化替代的紫光集团来说，着实不是好消息。日本皇太子德仁参观一家半导体公司中国大陆12英寸晶圆严重依赖进口近年来，中国大陆12英寸晶圆厂可谓遍地开花，内资和外资企业在中国大陆投入海量资金建设工厂。中芯国际在拿到大基金投资后扩建工厂，在北京和上海两地新建三条12英寸生产线。华力微电子也紧随其后，开建12英寸生产线，并计划在2020年前后掌握14nm制造工艺。紫光集团分别在南京和武汉投资上千亿元建设存储工厂。合肥也通过联合日本尔必达前社长坂本幸雄建设存储芯片工厂。在境外企业中，台积电在南京独资195亿元建12英寸晶圆厂，并计划在2018年下半年开始量产16纳米制程。三星、Intel和SK海力士分别在西安、大连和无锡建设12英寸晶圆生产产线，主要用于生产包括3D NAND和DRAM在内的存储器产品。格罗方德在成都合资成立格芯开建工厂。联电在厦门成立联芯集成电路制造（厦门）有限公司，并计划导入28nm制造工艺。在2016年，中国12英寸晶圆需求量为每月40多万片。在2017年，12英寸晶圆需求将突破每月60万片。随着上述晶圆厂相继投产，中国企业对晶圆的需求量将会猛增，预计到2020年超过每月100万片。然而全球晶圆供应基本被境外企业垄断——就在中国企业对晶圆需求量逐年增长的情况下，在晶圆供应链上却被外商卡住了脖子。这里说明一下，台积电、Intel这样的厂商本身并不生产晶圆，只是将晶圆加工成各种芯片，作为原材料的晶圆由信越、Sumco等厂商提供。目前，全球晶圆前几大硅晶圆供应商分别是日本信越、日本Sumco，德国Siltronic、美国SunEdison、韩国LG Siltron，市场份额分别为27%、26%、14%、11%、10%，5大巨头加起来的市场份额高达88%。中国大陆厂家生产的主要是6英寸晶圆，8英寸晶圆自给率不到10%，12英寸晶圆自给率就更低了。因此，本次Sumco砍掉中国大陆存储芯片厂商长江存储的晶圆订单，是在供应链上受制于人的结果。砍掉长江存储的订单主要是商业原因目前，紫光旗下的长江存储已经研发出了国产32层堆栈的3D NAND Flash，预计2018年后量产。相比之下，三星等国外厂商已经实现了64层堆栈的3D NAND Flash。而且三星、SK海力士的存储芯片的市场份额非常大，可以凭借市场份额平摊成本。长江存储作为后来者，不仅要追赶技术差距，还要面临良率、成本方面的问题。因此，就目前来说，长江存储对国外三星、SK海力士、东芝、镁光等厂商是构不成威胁的。长江存储之所以被Sumco砍掉订单，主要还是因为商业上的原因。在过去几年，全球晶圆总体上是供大于求的状态，比如2015年，全球晶圆供应商共生产了7600万片12英寸硅晶圆，但市场只消耗了5700万片。而随着激烈的市场竞争，硅晶圆供应商在经过一系列兼并后变成现在的5大厂商，加上最近全球硅晶圆缺货严重，使得Intel、东芝、台积电、镁光等大厂纷纷加价抢购晶圆（有小道消息称台积电加价10-15%抢订单）。相比之下，中国大陆的长江存储体量太小，订单量也小。对于供应商来说，自然是优先服务订单量更大的优质客户。在这种背景下，长江存储也只能靠边站了。此外，去年10月以来的存储芯片大涨价也是日系供应商优先供应美国、日本、中国台湾厂商的原因之一。由于三星Note7接连自燃之后，存储芯片价格疯涨，3D NAND单片产值高达5000—6000美元，三星和SK海力士都从中受益良多——在三星Note7接连自燃，蒙受巨大损失的情况下，2016年四季度三星电子运营利润78亿美元，同比增长50%。SK 海力士在2017年第一季度营收384亿人民币，同比增长72%，净利润达116亿人民币，同比增涨324%。在存储芯片价格疯涨，全球几大厂都在抢订单的情况下，弱势的长江存储更无力与国际大厂争夺产能。实现晶圆自给需要时间要实现硅晶圆国产化替代要有两个条件，一方面是需要海量资金，另一方面是突破专利壁垒。就资金来说，建设一条月产20万片的12英寸抛光硅片生产线需要约4亿美元，而月产20万片的8英寸硅片生产线总投资约为2亿美元。因而除非国家投资，民间资本没有多少意愿进入这个行业。就技术来说，国外晶圆供应商对相关工艺技术申请了大量专利进行保护，而且作为后来者，中国企业很难绕过这些专利壁垒。出于经济利益和政治因素，中国企业获得国外晶圆供应商技术授权的可能性微乎其微，这就加大了中国追赶的难度。另外，中国大陆新兴晶圆供应商如何在激烈的商业竞争中生存也是一个问题，经过几十年的商业竞争，已经形成了几大公司垄断的格局。由于五大晶圆供应商占据优势地位，中国大陆企业即便实现技术突破也很难商业化。事实上，确实有企业或科研单位研发出了12英寸晶圆，但由于良率不高，而且无法通过产能平摊成本，导致在商业竞争中处于不利地位。中芯国际前创始人张汝京创办的上海新升半导体与日本信越、日本Sumco的差距还是比较大的。有差距并非意味着只能永远受制于人，相对于一些半导体核心设备的制造，晶圆这类原材料制造的技术难度相对低一些，更多的问题在于绕开专利壁垒，做好商业化，并在激烈的市场竞争中生存下去。在过去，由于台积电、Intel、GF、联电等厂商是晶圆供应商的大主顾，加上中国大陆中芯国际、华力微、武汉新芯这些厂商对晶圆的市场需求相对偏小，因而导致国外的晶圆供应商可以近水楼台先得月，而由于大陆市场需求小，导致在大陆鲜有人去做这个事情。但随着中国大陆大量工厂开建，对晶圆的市场需求迅速攀升，中国大陆的晶圆供应商会迎来一个发展的良机。实现存储芯片逆袭任重道远前不久，华为P10闹出闪存门事件，出现这种情况一方面固然有华为自身的因素，但也不乏华为在存储芯片上受制于人的因素。毕竟在NAND Flash市场被三星与东芝联合的ToggleDDR阵营和Intel与镁光为首的ONFI阵营把持的情况下，三星、东芝、闪迪、镁光、SK海力士等国外巨头占据80%以上的市场份额，在没有国内供应商可供选择，或者用来作为与国际大厂议价筹码的情况下，华为很难完全掌控存储芯片供应链。紫光集团在南京和武汉两笔千亿级投资让国人看到了在存储芯片上打破国际巨头垄断的希望。根据公开报道，高启全曾表示，长江存储将在2019年开始量产64层堆栈的3D NAND闪存，力争把与三星等大厂的差距缩短在2年以内。（3D NAND）不过，即便长江存储真的能够实现在2019年开始量产64层堆栈的3D NAND闪存，还要面对国外晶圆供应商断货的可能性。集成电路产业的产业链很长，涉及原材料、设备、设计、代工、封装、测试等方面，中国要想在存储芯片上不再受制于人，需要面对的不是三星、东芝、镁光、SK海力士几家公司，而是要击败美国主导的整个半导体产业分工体系。这个任务非常艰巨，任重道远。

In our continuing series of earnings preview, Andrew Hall and Ben Nye take a look at Cabot Microelectronics (CCMP). The company is a niche business and, in our view has a wide economic moat that is demonstrated by the robust gross margin performance and market share. The nature of the slurry business – a formula that smooths computer chips as they are manufactured – means that the company's revenue results tend to be highly correlated with industry semiconductor wafer starts. Given the strength in a number of CCMP's industry earnings reports (e.g. INTC, KLAC, LRCX, MU), the emergence of 3D NAND and Finfet technologies, and lack of sell-side attention, we think the company is well-positioned heading into its earnings report. This earnings preview is a part of our Q3 earnings preview series. Please send us a message on Twitter @tuskmediallc if you would like to request an earnings preview and we can do our best to accommodate. You can also check out our previous videos on Seeking Alpha and YouTube. Please note that this is a very thinly traded stock. We have added to the position in the last 48 hours, we have been buyers of the stock for at least the last two months, and we may add to or sell some or all of the position in the future. We discuss the stock with no assurance that we are correct. We cite data that we believe to be accurate but we cannot guarantee its accuracy.

In this episode of our weekly tech podcast we talk about our review of Crucial's first 3D NAND based SSD, the MX300, a lot of AMD RX Series leaks, information on the GTX 1080M mobile GPU and much more! The post ThinkComputers Podcast #69 – Crucial MX300, AMD RX Series, GTX 1080M & More (https://thinkcomputers.org/thinkcomputers-podcast-69-crucial-mx300-amd-rx-series-gtx-1080m-more/) appeared first on ThinkComputers.org (https://thinkcomputers.org) .

With all flash and hybrid configurations EMCs VNX platform provides a solid enterprise storage foundation for midrange customers.  Recently, I sat down with Brian Henderson (@bhendu) , Director Product Marketing EMC Midrange Solutions to get the latest developments.  From the Virtual VNX (vVNX), the small VNXe and full VNX 8000, we touched on just about everything VNX, from the VNXe starting as small as 8 physical drives all the way up to the VNX 8000 which scales to 1,500 drives.  We talk VNX on tour with U2, Tech on Tour! and the latest updates in the land of VNX including:  introduction of 3D NAND large capacity drives, EMC VPLEX support for advanced data availability and mobility and VDM Metro Syc stretch cluster support. Don’t miss “EMC The Source” app in the App Store.  Be sure to subscribe to The Source Podcast on iTunes or Stitcher Radio and visit the official blog at thesourceblog.emc.com EMC: The Source Podcast is hosted By Sam Marraccini (@SamMarraccini)  

On this week’s all-star episode, we present outspoken commentator Peter Cohen, Mac Managing Editor for iMore, who talks about a number of subjects, including Apple CEO Tim Cook’s efforts to wade into the political arena with his comments about a controversial religious freedom law in Indiana. Peter also discuss net neutrality, the lack of good Internet service in many parts of the U.S. and, of course, Apple Watch. You’ll also hear from Larry O’Connor, CEO of Other World Computing. He’ll give you advice on choosing the proper RAM upgrade for Macs, the lifecycle of hard drives, and about the benefits of upgrading to an SSD. He’ll also give you a preview of the new 3D NAND flash technology that will greatly expand solid state drive capacity over the next few years at much lower prices.

Venyu: Diddy, 3D-NAND, See in the Dark, Tech Etiquette

HTC loose another design chief, the European Commission give some advice and Intel and Micron announce 3D NAND production. If you're listening on the go, check out munchtech.tv/mobile to find out more about our mobile applications. Enjoy the show? We'd appreciate if you could leave an iTunes rating or review to let us know!

Esta semana os traemos un episodio repleto de actualidad tecnológica, en la que analizamos los nuevos productos de Apple, los nuevos SSDs y hacemos un repaso a ciertos cambios legislativos que han ocurrido en España y que nos afectan a todos. Además, en la sección de ciencia, hablaremos de Mars One y del LHC. Tecnología Hablar a gritos en resturantes podría ser cosa del pasado gracias a Constellation – https://www.xataka.com/otros/hablar-a-gritos-en-resturantes-podria-ser-cosa-del-pasado-gracias-a-constellationLinux 4.0 confirmado: estas son las principales novedades – https://www.genbeta.com/linux/linux-4-0-confirmado-estas-son-las-principales-novedadesApple Watch – https://www.apple.com/es/watch/Nuevo MacBook – https://www.apple.com/es/mac/Aprobada la Ley mordaza y la reforma del Código Penal: ¿cómo te afecta y cómo afecta a Internet? – https://www.xataka.com/legislacion-y-derechos/aprobada-la-ley-mordaza-y-la-reforma-del-codigo-penal-como-te-afecta-y-como-afecta-a-internetThe Pirate Bay bloqueado en España: lo que necesitas saber – https://www.xataka.com/aplicaciones/the-pirate-bay-bloqueado-en-espana-lo-que-necesitas-saberLa producción de chips 3D NAND de Intel y Micron comienza: pronto tendremos SSD de 10 TB – https://www.xataka.com/componentes/la-produccion-de-chips-3d-nand-de-intel-y-micron-comienza-pronto-tendremos-ssd-de-10-tb Espacio y demás ciencias El fin del sueño de Mars One – https://danielmarin.naukas.com/2015/02/22/el-fin-del-sueno-de-mars-one/Vuelve el LHC: estudiará la supersimetría y dimensiones extra a la nuestra – https://www.eldiario.es/turing/ciencia/vuelve-lhc-colisiones-seguro-potente_1_4372969.html Podéis encontrarnos en Twitter y en Facebook!

In this podcast we discuss NAND and other NVM technology with Jim Handy, noted blogger (at theMemoryGuy.com, TheSSDGuy.com) and Director of Objective Analysis. Howard, Jim and I were all at Micron in mid-February to discuss their latest focus on 3D NAND and enterprise storage and we thought it would be a good time to discuss what's … Continue reading "Graybeards talk NAND & future memory technologies with Jim Handy, Director at Objective Analysis"