Latest news with #DDR5
Malaysian Reserve
22-05-2025
- Business
- Malaysian Reserve
HIKSEMI Showcases Latest Storage Solutions at COMPUTEX 2025
TAIPEI, May 22, 2025 /PRNewswire/ — HIKSEMI, a global provider of professional data storage solutions, showcased its latest innovations under the theme 'Unleashing Next Generation Storage Power' at COMPUTEX 2025. The company highlighted breakthroughs in PCIe 5.0 and DDR5 technologies, demonstrating advancements in high-performance storage and illustrating how these innovations enhance everyday life across a wide range of applications. Focusing on green technology and immersive experiences, COMPUTEX 2025 set trends in the global ICT industry. HIKSEMI aligned with these themes by presenting solutions across four core areas: gaming, photography, personal and family backups, and industrial storage, emphasizing 'storage beyond boundaries.' The highlight was the enhanced FUTURE gaming series, featuring the FUTURE PCIe 5.0 SSD, FUTURE RGB DDR5, and FUTURE RGB PSSD. Building on the success of the 2023 PCIe 4.0 series, which gained acclaim in markets like Thailand and Japan, the new lineup offers superior performance and versatility, targeting next-generation gamers and content creators. For photographers, the CAPTURE series offered high-speed memory cards and magnetically secured portable storage devices for efficient data import and secure backups. Personal and family users benefited from intelligent cloud-based backup solutions and NAS-specific products, ensuring reliable management of digital assets. In industrial sectors, HIKSEMI showcased robust storage solutions for data centers, smart manufacturing, and rail transit, featuring high reliability, low power consumption, and wide temperature adaptability to aid digital transformation. At COMPUTEX 2025, HIKSEMI showcased its innovation in storage technology and commitment to customer needs. Industry partners and tech enthusiasts experienced the future of data storage, exploring how next-generation solutions are driving digital transformation forward.
Yahoo
22-05-2025
- Business
- Yahoo
HIKSEMI Showcases Latest Storage Solutions at COMPUTEX 2025
TAIPEI, May 22, 2025 /PRNewswire/ -- HIKSEMI, a global provider of professional data storage solutions, showcased its latest innovations under the theme "Unleashing Next Generation Storage Power" at COMPUTEX 2025. The company highlighted breakthroughs in PCIe 5.0 and DDR5 technologies, demonstrating advancements in high-performance storage and illustrating how these innovations enhance everyday life across a wide range of applications. Focusing on green technology and immersive experiences, COMPUTEX 2025 set trends in the global ICT industry. HIKSEMI aligned with these themes by presenting solutions across four core areas: gaming, photography, personal and family backups, and industrial storage, emphasizing "storage beyond boundaries." The highlight was the enhanced FUTURE gaming series, featuring the FUTURE PCIe 5.0 SSD, FUTURE RGB DDR5, and FUTURE RGB PSSD. Building on the success of the 2023 PCIe 4.0 series, which gained acclaim in markets like Thailand and Japan, the new lineup offers superior performance and versatility, targeting next-generation gamers and content creators. For photographers, the CAPTURE series offered high-speed memory cards and magnetically secured portable storage devices for efficient data import and secure backups. Personal and family users benefited from intelligent cloud-based backup solutions and NAS-specific products, ensuring reliable management of digital assets. In industrial sectors, HIKSEMI showcased robust storage solutions for data centers, smart manufacturing, and rail transit, featuring high reliability, low power consumption, and wide temperature adaptability to aid digital transformation. At COMPUTEX 2025, HIKSEMI showcased its innovation in storage technology and commitment to customer needs. Industry partners and tech enthusiasts experienced the future of data storage, exploring how next-generation solutions are driving digital transformation forward. View original content to download multimedia: SOURCE Hiksemi
Yahoo
22-05-2025
- Business
- Yahoo
HIKSEMI Showcases Latest Storage Solutions at COMPUTEX 2025
TAIPEI, May 22, 2025 /PRNewswire/ -- HIKSEMI, a global provider of professional data storage solutions, showcased its latest innovations under the theme "Unleashing Next Generation Storage Power" at COMPUTEX 2025. The company highlighted breakthroughs in PCIe 5.0 and DDR5 technologies, demonstrating advancements in high-performance storage and illustrating how these innovations enhance everyday life across a wide range of applications. Focusing on green technology and immersive experiences, COMPUTEX 2025 set trends in the global ICT industry. HIKSEMI aligned with these themes by presenting solutions across four core areas: gaming, photography, personal and family backups, and industrial storage, emphasizing "storage beyond boundaries." The highlight was the enhanced FUTURE gaming series, featuring the FUTURE PCIe 5.0 SSD, FUTURE RGB DDR5, and FUTURE RGB PSSD. Building on the success of the 2023 PCIe 4.0 series, which gained acclaim in markets like Thailand and Japan, the new lineup offers superior performance and versatility, targeting next-generation gamers and content creators. For photographers, the CAPTURE series offered high-speed memory cards and magnetically secured portable storage devices for efficient data import and secure backups. Personal and family users benefited from intelligent cloud-based backup solutions and NAS-specific products, ensuring reliable management of digital assets. In industrial sectors, HIKSEMI showcased robust storage solutions for data centers, smart manufacturing, and rail transit, featuring high reliability, low power consumption, and wide temperature adaptability to aid digital transformation. At COMPUTEX 2025, HIKSEMI showcased its innovation in storage technology and commitment to customer needs. Industry partners and tech enthusiasts experienced the future of data storage, exploring how next-generation solutions are driving digital transformation forward. View original content to download multimedia: SOURCE Hiksemi Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Digital Trends
12-05-2025
- Digital Trends
AMD CPUs should support CUDIMM memory soon, but not this generation
Table of Contents Table of Contents What is CUDIMM? When will AMD get CUDIMM support? Before AM6 AMD processors can't make full use of CUDIMM memory just yet, but it may well do before the end of this socket. In a recent interview with DigitalTrends, AMD's product management lead for gaming and workstations, Sourabh Dhir, told us that there was no reason that AM5 couldn't support CUDIMM, but wouldn't be draw on a timeline of when we might see it. Considering we expect AM5 to be AMD's flagship CPU socket for the next couple of generations at least, that probably means we don't have long to wait for the added memory speed support. Recommended Videos What is CUDIMM? CUDIMM is the latest memory DIMM standard that adds an onboard clock tuner to the memory modules themselves. It's an evolution of DDR5's original advance in power management, incorporating that onto the sticks themselves. What CUDIMM does, is add a chip that boosts the clock signal from the CPU's memory controller, delivering a clearer signal for the memory. That leads to greater stability, and ultimately, higher memory frequencies. It's meant that companies like G-Skill have launched memory with rated speeds as high as 9,600 MT/s, and often they can be overclocked to over 10,000 MT/s on air, or even over 12,000 MT/s when more exotic cooling is involved. The only problem for AMD is, its CPUs don't currently support it. Or at least, the onboard clock tuner which allows for such advanced frequencies. Currently, if you plug a stick of CUDIMM into an AMD motherboard, even a high-end, latest generation X870E board, it'll run in what's known as 'bypass mode,' and will only operate at the highest speed the motherboard supports — not the rated speed on the modules. Intel's latest Core Ultra 200 Arrow Lake processors, however, can fully support it, leaving AMD somewhat languishing on memory speed, even if it isn't some game changing performance silver bullet. When will AMD get CUDIMM support? Not yet, but probably not far into the future, either. In our chat with Mr Dhir, he was clear that AM5 was more than capable of supporting CUDIMM's features and subsequently, its frequencies. 'So as as our memory road map is developing, you'll notice that different different innovations are leading to different form factors on the DIMMS. CUDIMM is a technology which allows our DDR5 speeds to go beyond 6000 speeds, and I don't think we we need a new infrastructure to support these.' When pressed on whether this was something that could be enabled in a BIOS update, or if it would need a new chipset and processor generation (even if not a new socket), here merely confirmed: 'Within the same AM5 infrastructure,' he clarified. 'It's robust enough. It's future proof enough, and it's built for for supporting these [developments].' His final send off on the topic suggested this might not be the last we hear of either CUDIMM support, or additional DDR5 capabilities and features beyond it. 'Anything you throw DDR5 at it, [AM5 is] built to support these capabilities.' Before AM6 Elsewhere in our chat, Dhir suggested that the major motivation for AMD changing sockets was to improve memory support and capabilities. 'When DDR5 came into market, we wanted to adopt that technology early,' he said. 'We wanted to give the benefits of that, improved bandwidth, improved memory capabilities.' He went on to suggest that DDR6 may well be the driving factor of AMD moving on to an AM6 or other future socket design in the future, though wouldn't be drawn on specifics. This would very much suggest that we're going to see CUDIMM support this side of moving to DDR6 and AM6, but with no clear roadmap as to when beyond that far future 'before' date. Offering another little nugget of hope in this conversation was AMD PR manager, Matthew Hurwitz, who spent time working at Gigabyte in the past. While he was clear to state that he wasn't speaking for his old employer, he did want to emphasise the inter-generation improvements of AMD chipsets, and how even when using the same socket, memory improvements were common. CUDIMM for AMD isn't here just yet, but it feels that bit closer to me, after this chat.
Yahoo
07-05-2025
- Business
- Yahoo
Q1 2025 Netlist Inc Earnings Call
Thanks, Mike, and hello, everyone. It's been a little over a month since our last call. And as such, our update today will be relatively brief. First quarter financial result was in line with our expectations. While the US tariffs have created some disruptions in the memory market, the majority of Netlist sales are shipped to locations outside of the US, thereby minimizing the direct impact of tariffs on our business. That said, in early April, major memory manufacturers withheld pricing information, and leading computer hardware producers paused shipments from Asia into the US as the entire industry grappled with the impact of the tariffs. At the moment, memory and other semiconductor products are exempt from tariffs. But we expect a separate tariff scheme on semiconductors to go into effect in the months ahead. We have seen some price increases in April and would expect additional adjustments as tariff impacts the supply chain. There continues to be significant uncertainty as the business environment remains fluid and subject to change. Taking the longer view, however, the overall memory industry is expected to grow significantly over the next few years, mainly driven by AI. As I mentioned on our last call, Netlist is well positioned to capitalize on rapidly increasing demand for high bandwidth memory or HBM, and on the industry's transition to DDR5, including MRDIMM, the highest-end server memory that will go to market later this year. We've recently started to sample select customers with high-capacity, high-performance MRDIMM products for the AI memory market and plan to go to market later this year with the Netlist branded product line. Moving on to intellectual property. In the breach of contract case against Samsung, the Federal District Court for the Central District of California entered a final judgment on April 8. The parties have 28 days from that date to file their respective post-trial motions. We estimate that the court will rule on those motions within 90 days. When the judge issues the order on post-trial motions, the case will officially conclude at the District Court. Samsung would then have 30 days to file a notice of appeal with the US Court of Appeals for the Ninth Circuit. Samsung has lost this case 3 times now, and it is unclear on what basis they might appeal. If Samsung does appeal and loses for the fourth time, their only option is to take the case to the Supreme Court. We believe the odds of the Supreme Court taking up this kind of case are very remote. In the Eastern District of Texas, one case against Samsung, where Netlist secured an order finalizing the $303 million damages award in July 2024. The appeals process continues to advance at the Federal Circuit Court of Appeals. The Netlist patents in this case cover both HBM and DDR5 memory that are foundational to AI computing. Samsung filed its opening appellate brief on December -- in December with Netlist filing its response brief in March. Samsung's reply brief will be due in mid-May. A date has not been set for the appeals hearing at this time, but we estimate the case will be heard and decided early next year. In the Eastern District of Texas, two case against Samsung, where Netlist was awarded $118 million in damages in November and the court issued a final judgment in December, we are in post-trial briefing phase. Once the final order is issued, both parties will have 30 days to file an appeal, which would go to the Federal Circuit Court of Appeals. The $445 million damages award case against Micron in the Eastern District of Texas, which took place in May 2024, is in the post-trial process. We expect this case to follow the same course as the other cases in the Eastern District of Texas. We await the court's final order and commencement of the post-trial briefing phase. With regard to the IPRs, we entered 2025 with 8 appeals involving 11 Netlist patents pending before the Federal Court of Appeals. In January, Samsung filed its notice of appeal of the PTAB's December '24 decision in the 608 IPR in which Netlist had prevailed. In March, the Federal Circuit issued a judgment affirming the US PTAB's interparties review decision upholding the validity finding of Netlist's 523 patent. As a reminder, this IPR followed a pre-emptive legal action by Samsung against Netlist. Samsung has 90 days from this decision to file a petition to the Supreme Court. We expect oral arguments for Netlist's 314 and 506 patents to be heard later this year and the remaining IPR appeals to be heard in 2026. I would note that the appeal of the Samsung EDTX one case and the three IPR appeals involving the five asserted patents in that case, have been designated as companion cases by the Federal Circuit. So the oral arguments on all four appeals will be heard on the same day before the same panel of Federal Circuit judges. As I mentioned earlier, we estimate that oral arguments will take place in early 2026 in this case -- in this consolidated case. Therefore, in the months ahead, we expect to be quite busy with these appeals that are in the pipeline, and we look forward to securing positive results. Now I'll turn the call over to Gail for the financial review. Thank you, Michael, and good day, everyone. Welcome to Netlist's first quarter 2025 conference call. Leading today's call will be Chuck Hong, Chief Executive Officer; and Gail Sasaki, Chief Financial Officer. As a reminder, you can access the earnings release and a replay of today's call on the investors section of the Netlist's website at Before we start the call, I would note that today's presentation of Netlist's results and the answers to questions may include forward-looking statements, which are based upon current expectations. The actual results could differ materially from those projected in the forward-looking statements because of the number of risks and uncertainties that are expressed in the call, annual and current SEC filings and the cautionary statements contained in today's press release. Netlist assumes no obligation to update forward-looking statements. I will now turn the call over to Chuck. Good day and welcome to the Netlist first quarter 2025 earnings conference call and webcast. (Operator Instructions) Please note this event is being recorded. I would now like to turn the conference over to Mike Smargiassi, Investor Relations, please go ahead. Story Continues Gail Sasaki Thanks, Chuck. For the quarter ended March 29, 2025, revenue was $29 million, which was in line with our expectations and reflected short-term softness in the consumer demand environment. While we do not formally guide, given booking and shipping for the second quarter of 2025 to date and subject to the visibility we have today while waiting on clarity on the tariffs, we currently expect second quarter revenue to be similar to the first quarter of 2025. Operating expense for the first quarter 2025 declined 44% compared to the prior year's quarter, driven mainly by reductions in IT legal fees. We currently expect further reductions in legal costs in 2025 as we enter the final phase of litigation for current actions and the completion of the jury retrial in the first quarter. We ended the first quarter with cash and cash equivalents and restricted cash of $25.6 million compared to $34.6 million at the end of 2024 with minimal debt. With a $10 million working capital line of credit and approximately $74 million available on the equity line of credit, we continue to maintain significant financial flexibility and liquidity. As always, we manage the operational cash cycle very carefully with days in inventory improved by 32 days over last year, and the overall cash cycle improved by 54 days over last year's Q1. Operator, we are now ready for questions. Question and Answer Session Operator (Operator Instructions) Suji Desilva, Roth Capital. Suji Desilva Hi Chuck. Hi Gail. Maybe I'll start with the litigation question then move to the product ones. Maybe on the litigation side, Chuck, just correct me if this is wrong, but it sounds like there will be 28 days to file a motion that will be kind of right about now. And then the judge will rule on the case within 90 days. That sounds like July, August. At that point, I guess, Samsung has 30 days to appeal. I just want to make sure all that's right. And then I guess the question would be like, is there a reason that Samsung may not be able to appeal or they would absolutely be able to go through the appeal process? Chun Hong Yes, they've appealed before, now. They will appeal this time around, Suji. So -- but they've lost the case now multiple times, and we don't believe there is a path to a straight face reasonable argument that they can make to try to reverse the outcome. Suji Desilva Chuck, just to be clear, if that appeal process happens, how long would that take? Chun Hong That -- what you just said, the days that you went through, those dates are correct. And from that -- once the appellate process starts, it could be six months to a year. But I don't -- realistically, I think both parties believe that the license issue, the breach of contract issue, the two topics that were dispositioned by the District Court, that is likely very high probability that will not change. Suji Desilva Got it. Okay. And then just to switch over to the Micron case. Is there any reason the time frame would be different from what we've seen with the Samsung case or could it be compressed for any reason because it's the second one to follow? Any thoughts there would be helpful. Chun Hong No, it's -- so just to recap. There are two -- the cases we just talked about is the basic breach of contract license case, which determined that Samsung does not have a license. And then Samsung had two cases in the Eastern District of Texas, one for $303 million, which covered mostly AI memory, HBM and DDR5, that was the $303 million damages to the date of trial, which was April of 2023. And then the $118 million verdict that was last year that cover mostly DDR4 and some DDR5 memory. So those are now going through the appellate process. And then we have the $445 million verdict against Micron. That was also last year. And that is already -- and that also will be going through the appellate process. So once it's in the appellate pipeline, a lot of the briefings that go in, and it will take probably about a year for -- to reach oral hearings in front of the Federal Circuit Court of Appeals, at which point their decision will -- for all practical purposes is final because none of these cases will go to the Supreme Court. So those appeals, there's a bunch of them. There's all together maybe a dozen separate patents along with the three cases. Those will all see appeal to get in front of the appellate court and that panel starting later this year and on to next year. And so we finally, after some four, five years, will get to finality on these cases. Suji Desilva Right. I appreciate all that detail, Chuck, and your patience giving it. Thanks. So on the product side, you talked about some memory price increases. What kind of magnitude are you seeing? Are these sort of minimal bump-ups or are people trying to really kind of manage the supply situation aggressively? Chun Hong Yes, I think we've seen -- and it's been reported that April prices are up. They expect that it's low double digits. It will -- May, that is expected to go up. There is expected to be a separate tariff scheme to be introduced in May for semiconductors, although it's hard to know whether they'll follow through with that. If there are negotiations, things may change. There is some buying ahead, obviously, yeah, stocking ahead. On the other hand, demand, in general, is down. So especially with consumer PCs and laptops, AI servers, that continues to be relatively strong. So the spending on the AI front, the large investments that have been announced since last year by the big hyperscalers, they seem to be continuing to follow through with that. So therefore, the demand of how that impacts the semi world is obviously the GPUs and the HBMs. And HBM demand continues to remain robust, and that is expected to -- year to year growth has been significant. For example, hynix has gone from just a few million dollars' worth of HBM sales a few years ago to now on path to maybe doing $25 billion in HBM sales. So we expect to take advantage of that growth trend because we have several patents in the HBM area that have been asserted, and we continue to work on additional patents in that area. DDR5 also is AI memory, and that continues to grow as well, and we've got many patents in that area as well. Suji Desilva Yeah. Thanks. It's hard to remember when HBM was just a few million dollars. And so lastly, on looking ahead to your products for MRDIMM in the second half and exciting to see those coming. What do you think is the penetration among AI servers? What percent will be needing that level of performance? And then what's the content opportunity in those servers, if those questions -- or you can give any color there at this early juncture? Chun Hong Yeah. MRDIMM is -- so LRDIMM was the highest end memory module for the last 15, 20 years. But LRDIMM went end of life at DDR4. AI memory really starts at DDR5. And MRDIMM is the replacement for LRDIMM from a product category standpoint, MRDIMM is the highest capacity, highest performance memory. And we expect that to become 10% to 20% of the overall server memory market in the next couple of years, and MRDIMM will start to get it be adopted starting at the end of this year. NVIDIA AI servers will likely not use MRDIMM, but AMD and Intel servers, both enterprise servers and AI servers will adopt MRDIMM. Suji Desilva Thanks, Chuck. It'll be interesting to watch that. Appreciate all the color. Thanks. Chun Hong Thanks. Mike Smargiassi Thanks Suji. Operator This concludes our question-and-answer session and today's conference call. Thank you for attending today's presentation. You may now disconnect.
