Marco Mezger’s Post

The global semiconductor shortage turned the industry upside down. The 2024 electronic components supply chain looks very different to what it was 4 years ago. Due to these changes, some components may be harder to find than ever. The challenges that impact semiconductors vary from chip generation to generation. https://hubs.li/Q02s-5nm0 #Datalynq #semiconductors #supplychain

𝐓𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐃𝐚𝐭𝐚 𝐒𝐭𝐨𝐫𝐚𝐠𝐞: 𝐄𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞 𝐒𝐨𝐥𝐢𝐝 𝐒𝐭𝐚𝐭𝐞 𝐃𝐫𝐢𝐯𝐞𝐬 (𝐒𝐒𝐃) Enterprise Solid State Drive Market size is forecast to reach $11.6 Billion by 2030, after growing at a CAGR of 5.8% during 2024-2030. Solid State Drives (#SSDs), which have very high read/write speeds, are increasingly considered a suitable alternative to conventional hard disk drives (#HDDs), which have moving parts and comparatively slower read and write speeds. 𝐃𝐨𝐰𝐧𝐥𝐨𝐚𝐝 𝐒𝐚𝐦𝐩𝐥𝐞 @ https://lnkd.in/gHeVekkM The exponential growth of data generation and the increasing adoption of high-performance cloud computing have necessitated the utilization of faster and more reliable #data storage solutions. The increasing demand for high-performance portable devices such as #smartphones and #laptops is fueling the growth of the solid state drive (SSD) market. SSDs are becoming a preferred storage solution for consumers due to their compact size, lower power consumption, and faster read and write speeds, thus enhancing user experience in mobile computing. This growth is driven by the adoption of PCIe 4.0 SSDs is surging within the enterprise solid-state drive (SSD) market. These drives, known for their high-speed data transfer and rapid access capabilities, are increasingly favored for their performance advantages. 𝐆𝐞𝐭 𝐭𝐡𝐞 𝐅𝐮𝐥𝐥 𝐑𝐞𝐩𝐨𝐫𝐭 @ https://lnkd.in/gWncQVzm 𝐓𝐨𝐩 𝐤𝐞𝐲 𝐩𝐥𝐚𝐲𝐞𝐫𝐬: Apple | Intel Corporation | NVIDIA | Arrow Electronics | Qualcomm | Broadcom | Applied Materials | AMD | Dell Technologies | Whirlpool Corporation | Lam Research | Western Digital | Analog Devices | Amphenol | KLA | HP | Microchip Technology Inc. | onsemi | Motorola Solutions #EnterpriseSSD #DataStorage #SSDMarket #CloudComputing #BigData #TechInnovation #NVMe #PCIE #3DNAND #DigitalTransformation #DataCenter #StorageSolutions #AI #IoT #EdgeComputing

Regional Analysis of the Semiconductor Memory Market: Trends and Forecast In the regional analysis of the Semiconductor Memory market, trends and forecasts reveal a shift towards innovation and development in semiconductor technologies in regions like Japan and Taiwan, known for their strong semiconductor manufacturing capabilities. Additionally, the Middle East and Africa are showing promising growth potential as they invest in infrastructure development and smart city initiatives, driving the demand for semiconductor memory solutions. Understanding these regional dynamics is essential for market participants to strategically position themselves and capitalize on the evolving opportunities in the Semiconductor Memory market. Top Players: Fujitsu, Microchip Technology Inc., Micron Technology, Samsung Semiconductor, Toshiba, Western Digital #semiconductormemory #semiconductor #internetofthing #theinsightpartners #marketresearch For More Insights: https://lnkd.in/dqij-vUq

🎆 Global Technology Demand Continues To Recover According to media reports, global chip demand has maintained a strong growth trend in recent months, especially driven by chip orders from many #smartphone manufacturers, data center operators and artificial intelligence application software developers around the world. DRAM storage and #NAND flash memory chip prices have rebounded significantly. According to data from market analysis agency TechInsights, global smartphone shipments rebounded 7.1% year-on-year in the fourth quarter of 2023, reaching 317 million units, ending the downturn in the past nine consecutive quarters. From a classification point of view, the demand for HBM belonging to DRAM is particularly strong. Global enterprises have a surge in demand for NVIDIA AI GPU, which will bring strong demand for HBM storage fully bound to NVIDIA AI GPU. According to the semiconductor industry outlook data released by the World Semiconductor Trade Statistics Organization (WSTS), the global semiconductor market is expected to be US$588.364 billion in 2024, which is expected to achieve a substantial growth of 13.1% compared to the previous year. WSTS said that this expansion is expected to be mainly driven by the storage field covering applications such as PCs, large data center servers, and smartphones. It is expected that almost all key categories, including discrete devices, sensors, analog chips, logic chips, and #MCUs, will be expanded. will show single-digit growth. 👨💻 #Kingrui specializes in #ArtificialIntelligence #RFchips #IOT #SmartHomeAppliances #cloudComputing #AutomationChips

Samsung Electronics has just shared its impressive Q1 performance with a 930% surge in operating profit! The result highlights the demand for memory chips, driven by AI advancements, and the company’s success demonstrates how critical AI-tailored components are for technology infrastructure. Their strategy to meeting this demand showcases how innovation fuels tech growth and underscores the importance of efficient infrastructure to support AI. This mirrors the direction the tech industry is heading towards—more AI, more computing power, and more opportunities. Following the Biden administration’s grant of $6.4 billion to the company, in an attempt to boost semiconductor production in the US, I expect this is just the start of Samsung’s success. Check out this article by Ingrid Lunden for more details: https://lnkd.in/eM-SD7Kp

🚀 RISC-V and the Future of Open-Source Computing: A Tech Revolution in the Making The world of CPU architecture is on the brink of a major transformation, driven by RISC-V and backed by tech giants like NVIDIA, Samsung, Google, and Qualcomm. Traditionally dominated by proprietary architectures such as x86 (Intel/AMD) and ARM, the CPU market is now being disrupted by RISC-V’s open-source, highly customizable, and license-free architecture. Unlike closed ecosystems, RISC-V allows developers to design processors that are uniquely tailored to specific needs—whether it’s in AI, IoT, or high-performance computing—all while avoiding costly licensing fees. This flexibility is poised to upend the monopoly of ARM and Intel, offering companies complete control over their hardware designs. With the backing of NVIDIA, Samsung, Google, and Qualcomm, the momentum behind RISC-V is undeniable. These industry leaders are pushing the boundaries of open-source computing, creating highly specialized chips optimized for next-generation technologies like AI, machine learning, and autonomous systems. The era of custom CPU design is no longer a distant future—it's happening now, and it’s set to democratize computing power across industries. This collective effort marks the beginning of a new wave of innovation where open-source will break the traditional boundaries of computing. The CPU market will never be the same. #RISC-V #OpenSourceComputing #CPURevolution #NVIDIA #Samsung #Google #Qualcomm #TechDisruption #AI #HighPerformanceComputing #IoT #FutureOfTech #ChipDesign #SemiconductorIndustry #MachineLearning The future of silicon design is here.

Trend of Up- 2024. Densified Smart Cities will need the ability to move large quantities of data in, around, and out of those cities to realize true smart city functionality and to encourage future industry, citizens, to locate there. It is nice to have chips like Nvidia's and AMD's AI processors, but, but..... we need to be able to move the volumes of data manufactured by those chips quickly from Point A to Point B. Well good news. Scientists have been able- effectively- for the first time to combine photonic and electronic functions on the same chip, thereby significantly expanding and raising its radio frequency bandwidth. This should allow the chips to support future 6G and 7G telcom networks and jumpstart future telcom network capabilities: https://lnkd.in/geeZgPwV

#Intel Vs. #Samsung Vs. #TSMC #Foundry competition heats up in three dimensions and with novel technologies as planar scaling benefits diminish 💡 The three leading-edge #foundries — Intel, Samsung, and TSMC — have started filling in some key pieces in their roadmaps, adding aggressive delivery dates for future generations of #chip #technology and setting the stage for significant improvements in performance with faster delivery time for custom designs. Unlike in the past, when a single industry roadmap dictated how to get to the next process node, the three largest #foundries increasingly are forging their own paths. They all are heading in the same general direction with 3D #transistors and packages, a slew of enabling and expansive technologies, and much larger and more diverse ecosystems. But some key differences are emerging in their methodologies, architectures, and third-party enablement. Roadmaps for all three show that transistor scaling will continue at least into the 18/16/14 angstrom range, with a possible move from #nanosheets and forksheet FETs, followed by complementary FETs (CFETs) at some point in the future. The key drivers are #AI / #ML and the explosion of #data that needs to be processed, and in most cases these will involve arrays of processing elements, usually with high levels of redundancy and homogeneity, in order to achieve higher yields. A big thank you again to Ed Sperling and Semiconductor Engineering for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eWbsgkMs #semiconductorindustry #semiconductormanufacturing #tech #it #chips #innovation #semiconductors #taiwan #southkorea #usa #japan #ai #iot #automotivetechnology #adas #datacenter #computer #it #germany