Samsung details GDDR7, already in production, with speeds up to 36Gbps, doubling GDDR6’s 18Gbps, and plans to release new V-NAND chips with a 230-layer design (Francisco Pires/Tom’s Hardware)

October 7, 2022

Francisco Pires / Tom’s Hardware:
Samsung details GDDR7, already in production, with speeds up to 36Gbps, doubling GDDR6’s 18Gbps, and plans to release new V-NAND chips with a 230-layer design — Increasing investments as others tighten their belts — Samsung is looking to capitalize on its deep and varied revenue sources …

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Samsung unveils a roadmap for mass production of advanced chips, with its second-generation 3nm chips coming in 2024, 2nm chips in 2025, and 1.4nm chips in 2027 (Bloomberg)

Bloomberg:
Samsung unveils a roadmap for mass production of advanced chips, with its second-generation 3nm chips coming in 2024, 2nm chips in 2025, and 1.4nm chips in 2027 — Samsung Electronics Co. announced an aggressive five-year plan to lure US chip buyers with more advanced technology …

October 4, 2022

Citing a weakened market, Micron says wafer production for DRAM and NAND memory chips will be down about 20% over the past quarter; Micron’s stock fall 5%+ (Will Feuer/Wall Street Journal)

Will Feuer / Wall Street Journal:
Citing a weakened market, Micron says wafer production for DRAM and NAND memory chips will be down about 20% over the past quarter; Micron’s stock fall 5%+ — Company cites market conditions for softening demand — Micron MU -5.04%decrease; red down pointing triangle Technology Inc …

November 16, 2022

Sources: the US plans to spare SK Hynix and Samsung from the brunt of new restrictions on DRAM and NAND chipmakers in China planned to be released this week (Reuters)

Reuters:
Sources: the US plans to spare SK Hynix and Samsung from the brunt of new restrictions on DRAM and NAND chipmakers in China planned to be released this week — The Biden administration plans to spare SK Hynix (005930.KS) and Samsung (005930.KS) from the brunt of new restrictions …

October 7, 2022

Microsoft reports Q1 Windows OEM revenue down 15% YoY, devices revenue up 2% YoY, Xbox hardware revenue up 13%, and Xbox content and services revenue down 3% (Tom Warren/The Verge)

Tom Warren / The Verge:
Microsoft reports Q1 Windows OEM revenue down 15% YoY, devices revenue up 2% YoY, Xbox hardware revenue up 13%, and Xbox content and services revenue down 3% — It’s a new financial year for Microsoft, and the Windows and Xbox maker has just posted the first quarter of its 2023 financial results today.

October 25, 2022

Intel to launch Arc A770 Limited Edition with 16GB of GDDR6 for $349 and A750 Limited Edition for $289 on October 12, alongside A770 with 8GB of GDDR6 for $329 (Sam Machkovech/Ars Technica)

Sam Machkovech / Ars Technica:
Intel to launch Arc A770 Limited Edition with 16GB of GDDR6 for $349 and A750 Limited Edition for $289 on October 12, alongside A770 with 8GB of GDDR6 for $329 — A770 comes in two tiers; Intel claims “perf-per-dollar” wins over Nvidia RTX 3060. — Intel’s highest-end graphics card lineup …

September 30, 2022

Match Group reports Q3 revenue up 1% YoY to $810M, vs. $793M est., paying users up 2% YoY to 16.5M, and plans investments in Hinge and The League; stock up 13%+ (Emily Bary/MarketWatch)

Emily Bary / MarketWatch:
Match Group reports Q3 revenue up 1% YoY to $810M, vs. $793M est., paying users up 2% YoY to 16.5M, and plans investments in Hinge and The League; stock up 13%+ — Company plans to focus on ‘targeted, high-returning investments’ in Hinge and The League next year while monitoring headcount and marketing expenses

November 1, 2022

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