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Samsung Particulars GDDR7 and 1,000-Layer V-NAND Plans

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Samsung is seeking to capitalize on its deep and diversified income sources and intends to double-down on reminiscence know-how investments for the longer term. The corporate just lately introduced (opens in new tab) that it will not be decreasing its capital expenditure on new reminiscence applied sciences, together with GDDR7 that may finally find yourself within the finest graphics playing cards of the longer term and ultra-high-layer V-NAND for the finest SSDs. Neither is it seeking to cut back manufacturing, regardless of the slowing market circumstances.

The corporate is assured that its spending plans are essential to guarantee technological dominance over its rivals, whereas cementing its place because the main reminiscence chip producer. To take action, Samsung is betting on next-generation fabrication processes that may enable for scaling reminiscence density in DRAM, VRAM, and the most recent, densest NAND that may energy the data-intensive workloads of the longer term.

Within the DRAM area, the corporate introduced that its newest, fifth-generation 10-nm class manufacturing (1b) will begin pushing out quantity chips by 2023. Exploratory analysis is being achieved in sub-10nm DRAM manufacturing using new patterning, supplies and architectural designs that embrace Excessive-Ok gates. Samsung is leagues forward of most of its rivals, which typically manufacture DRAM chips on 14nm class nodes.

Samsung’s next-generation GDDR7 reminiscence, which is certain to grace future graphics accelerators, is already in manufacturing. It provides speeds as much as 36 Gbps, a doubling over GDDR6’s 18 Gbps. At these knowledge charges, a 384-bit reminiscence bus would be capable to ship round 1.728 TB/s bandwidth — a big improve from the upcoming RTX 4090’s 1 TB/s bandwidth. This can guarantee GPU producers have an satisfactory reservoir of bandwidth left with out having to extend bus widths, as that might result in dearer PCBs and probably and even worse influence on pricing.

As for NAND, the place Samsung stands because the undisputed king of the hill, the corporate is now designing and prototyping its ninth and tenth technology V-NAND, with applicable will increase in layer density in comparison with the know-how of in the present day. Samsung is now transport its seventh technology 176-layer V-NAND, with plans to launch V-NAND chips based mostly on its eighth technology 230-layer design by the top of the yr. The latter will provide a 42% density improve with 512 Gb chips.

However Samsung is eyeing much more important jumps in density, and expects to realize a 1,000-layer V-NAND design by 2030. Samsung additionally continues to work on QLC (Quad-Degree Cell) tech, hoping to spice up efficiency whereas additionally growing storage bit density.

“Even when the present scenario shouldn’t be good, we gained’t change the course now we have already charted,” mentioned Han Jin-man, government vice chairman and head of Samsung’s international reminiscence gross sales and advertising and marketing division. “Nobody at Samsung is speaking about slicing chip manufacturing for now.”

A number of different reminiscence producers have introduced cuts to their reminiscence manufacturing in response to slowing demand, a scenario that is partly attributable to the final macroeconomic scenario. The slowing demand has already led to an oversupply within the reminiscence market, which has been described by Micron’s CEO as “unprecedented,” main the corporate to cut back capital spending in fiscal 2023 by greater than 30% (about $8 billion), with an additional 50% lower in spending on wafer-fab tools.

In Japan, Kioxia additionally introduced a 30% discount in reminiscence wafer output in hopes that will probably be sufficient for stockpiled stock to be absorbed. Each corporations are trying to reverse the downward stress on NAND pricing, which has taken a beating all through 2022 with extra reductions on the horizon earlier than the top of the yr.

Samsung in distinction is selecting to double-down on its know-how management whilst its rivals are taking part in the protected recreation by decreasing their output. To be honest, Samsung’s a number of divisions and income streams considerably protect it from cyclical market and demand circumstances, so it is extra of a case of who can do it moderately than merely, blindly staying course. Samsung might find yourself serving to DIY fans, due to its obvious refusal to decrease manufacturing output. The corporate additionally believes that it might probably widen the technological hole with its rivals by staying the course on its funding roadmap.



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