Micron Technology abandons 4F² DRAM design, sticks to 6F²
What happened
Micron Technology announced it is shifting away from the 4F² DRAM design. Despite over two decades of research, the company will stick to the 6F² geometry for the foreseeable future. This decision comes as competitors like Samsung Electronics, SK Hynix, and CXMT are advancing with 4F² designs.
From hothardware.com
Why it matters
The abandonment of the advanced 4F² design changes the competitive landscape in DRAM manufacturing. All three of Micron Technology's competitors—Samsung Electronics, SK Hynix, and CXMT—are moving ahead with 4F² designs.
From hothardware.com
Who's involved
- Micron TechnologyAmerican multinational corporation that is abandoning its 4F² DRAM design.
- Sanjay MehrotraChief Executive Officer of Micron Technology, directing its strategy.
- Samsung ElectronicsSouth Korean multinational electronics corporation advancing with 4F² designs.
- SK HynixSouth Korean memory semiconductor supplier advancing with 4F² designs.
- NvidiaAmerican multinational technology company that relies on Micron Technology for HBM memory chips.
Who could feel it
Possible knock-on effectsThese are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.
- Samsung ElectronicsSpeculative
Samsung Electronics could benefit from the removal of a key competitive threat in advanced DRAM design, potentially improving its market share or pricing power.
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The entities involved
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Micron Technology
American multinational corporation based in Boise, Idaho
Related events
- Changxin Memory Technologies (CXMT) reported progress in 4F square memory technology.
- Bank of America argues that the growth of Changxin Memory Technologies is limited to commodity DRAM, while CXMT challenges Micron's pricing power.
- Micron Technology is facing soaring demand for advanced memory solutions and is investing in next-generation 3D NAND technology.
- CXMT plans to enter the high-end server memory market.
- Market size projections indicate that both Micron Technology and SK Hynx are leading high-bandwidth memory producers.