memory - The Stack

Micron ramps up CapEx with help from Uncle Sam

Rampant AI demand "supplemented by the start of a recovery of traditional compute and storage infrastructure demand"

Edward Targett June 27, 2024

Memory is hot property amid AI boom, as Micron sells out of HBM through 2025

For LLMs “GPU RAM is actually one of our most valuable commodities. It's frequently the bottleneck, not compute…”

Edward Targett March 24, 2024

Microsoft open-sources unique “Garnet” cache-store; a Redis rival?

Garnet’s server can talk to any existing Redis client owing to its use of the RESP protocol. Its storage layer is a customised fork of Microsoft’s own open source FASTER project

Edward Targett March 19, 2024

A bootleg API, AI’s RAM needs, cat prompts and GPU shortages: Lessons from scaling ChatGPT

"Cache misses have this weird massive non-linear effect into how much work the GPUs are doing, because we suddenly need to start recomputing all this stuff."

Edward Targett November 02, 2023

300TB SSD drives are coming and NAND evolving fast. Hard drives will have nowhere left to hide by 2026

pure storage

Opinion

300TB SSD drives are coming and NAND evolving fast. Hard drives will have nowhere left to hide by 2026

"There’s a great deal of innovation taking place right now in NAND, with all major flash manufacturers demonstrating significant density increases this year"

Alex McMullan August 21, 2023

Micron halves CapEx, warns of “most severe imbalance” in memory market since 2008

Micron halves CapEx, warns of “most severe imbalance” in memory market since 2008

Micron is cutting spending on memory chip fabrication by 50% in 2023 and slashing 10% of its workforce, or some 5,000 jobs, with the semiconductor firm’s CEO Sanjay Mehrotra warning the memory market is facing “the most severe imbalance between supply and demand in both DRAM and NAND...

The Stack December 22, 2022

Samsung debuts new 7,200 Mbps DRAM module in a notable memory innovation for the data centre

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chips

Samsung debuts new 7,200 Mbps DRAM module in a notable memory innovation for the data centre

South Korean memory giant touts 13% efficiency gains, greater speeds.

The Stack March 25, 2021

Micron blames earthquake for Q2 DRAM supply constraint, says cloud memory demand "here to stay".

Micron blames earthquake for Q2 DRAM supply constraint, says cloud memory demand "here to stay".

Silicon swapped for metal control gate in latest NAND.

The Stack January 08, 2021

Micron ramps up CapEx with help from Uncle Sam

Memory is hot property amid AI boom, as Micron sells out of HBM through 2025

Microsoft open-sources unique “Garnet” cache-store; a Redis rival?

A bootleg API, AI’s RAM needs, cat prompts and GPU shortages: Lessons from scaling ChatGPT

300TB SSD drives are coming and NAND evolving fast. Hard drives will have nowhere left to hide by 2026

Micron halves CapEx, warns of “most severe imbalance” in memory market since 2008

Samsung debuts new 7,200 Mbps DRAM module in a notable memory innovation for the data centre

Micron blames earthquake for Q2 DRAM supply constraint, says cloud memory demand "here to stay".