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Micron (MU) Ships World's First 1-Gamma LPDDR5X to Power Faster, Smarter AI Smartphones
Micron (MU) Ships World's First 1-Gamma LPDDR5X to Power Faster, Smarter AI Smartphones

Yahoo

timea day ago

  • Business
  • Yahoo

Micron (MU) Ships World's First 1-Gamma LPDDR5X to Power Faster, Smarter AI Smartphones

We recently published a list of . In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against other buzzing AI stocks on latest news and ratings. On June 3rd, Micron Technology, Inc. (NASDAQ:MU) announced shipping of the world's first 1γ (1-gamma) node-based low-power double data rate 5X (LPDDR5X) memory. Known to be a game-changer for the mobile industry, it has the ability to accelerate AI applications on flagship smartphones. The Micron LPDDR5X delivers faster, smoother mobile experiences and longer battery life for users. This is true even when operating data-intensive workloads such as AI-powered translation or image generation. A close-up view of a computer motherboard with integrated semiconductor chips. Next-generation smartphone designs are competing to be as compact as possible, and the LPDDR5X package size boasts to be the industry's thinnest package of 0.61 millimeters. This makes it 6% thinner compared to competitive offerings, and marks a 14% height reduction from the previous generation. As such, Micron's latest offering offers users a whopping 20% power savings, offering users the ability to enjoy their favorite AI applications, games, and video content longer on a single charge. Moreover, data center servers, intelligent vehicles, and AI PCs may also adopt the LPDDR5X for achieving optimized power efficiency and high performance. 'Micron's 1-gamma node-based LPDDR5X memory is a game-changer for the mobile industry. This breakthrough technology delivers lightning-fast speeds and remarkable power efficiency — all within the industry's thinnest LPDDR5X package — paving the way for exciting new smartphone designs. This solution demonstrates our commitment to empowering the ecosystem to create extraordinary mobile experiences.' Micron Technology, Inc. (NASDAQ:MU) develops and sells memory and storage products for data centers, mobile devices, and various industries worldwide. Overall, MU ranks 5th on our list of buzzing AI stocks on latest news and ratings. While we acknowledge the potential of MU as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.

Nvidia's 120W APU leak could mark the beginning of the end for laptop GPUs
Nvidia's 120W APU leak could mark the beginning of the end for laptop GPUs

Yahoo

time3 days ago

  • Business
  • Yahoo

Nvidia's 120W APU leak could mark the beginning of the end for laptop GPUs

When you buy through links on our articles, Future and its syndication partners may earn a commission. A new, credible leak suggests Nvidia is cooking up something that could transform gaming laptops as we know them: A 120W Arm-based APU that combines CPU, GPU, and NPU into a single chip. If early reports are accurate, this could deliver RTX 4070–level performance in a slimmer, cooler, and more efficient package and see Nvidia take pole position in laptop chip primacy. Let's be clear—this wouldn't just be another performance play that we frequently see with new hardware iterations, but a potential design revolution that could change everything. Or nothing. The leak, first reported by YouTube channel Moore's Law Is Dead and later verified by Notebookcheck, shows an engineering sample of the chip surrounded by eight LPDDR5X memory modules. The chip integrates a custom Arm CPU and a next-gen Nvidia GPU on the same die, likely codenamed Blackwell. There's also a powerful NPU onboard, positioned to handle heavy AI workloads. What's particularly impressive is that this unified chip reportedly runs at a 120W TDP and still manages to compete with the RTX 4070 Laptop GPU in benchmarks. Sources claim Nvidia is internally comparing its new APU to a 65W-tuned 4070, suggesting near parity in gaming performance with far better power efficiency. According to Moore's Law Is Dead, the chip is scheduled to hit the market between Q4 2025 and early 2026, and Nvidia is reportedly working with Dell to bring this architecture to life in future Alienware laptops. If Nvidia's APU lives up to its potential, the entire idea of separating CPU and GPU in a gaming laptop could become obsolete. Combining the two allows for tighter integration, lower latency, and shared access to high-bandwidth memory. Thermal design also benefits since there's only one hot zone to manage instead of two. This could mean fewer fans, thinner chassis, and better battery life, all without sacrificing AAA gaming performance. Those in the know will recognize this as a similar design philosophy to Apple's M-series chips, but unlike Snapdragon or Apple silicon, this chip might bring actual desktop-class frame rates to the table. Nvidia's closest competitor here is AMD, which is preparing its own monster chip: The Strix Halo APU. AMD's APU is expected to pair up to 16 Zen 5 cores with 40 RDNA 3.5 GPU compute units, pushing as much as 120W as well. In theory, it should be a beast. But Nvidia may have a leg up with its more efficient GPU architecture and early adoption of on-package memory. Notebookcheck notes that Nvidia's sample includes LPDDR5X soldered around the die, enabling high memory bandwidth without a separate graphics memory pool. That unified design is a big win for energy efficiency, which matters more than ever as gaming laptops strive to balance power and portability. A 120W chip still requires serious cooling, so we're not talking about fanless devices. But without the need for a separate GPU and VRAM modules, OEMs have a chance to rethink their internals. One configuration might resemble a MacBook Pro in weight but pack gaming performance that rivals today's bulkier rigs. Keep in mind that we're just speculating and thinking about what could eventually be. It would be surprising to see a dedicated Nvidia gaming laptop SoC right out of the gate, but the rumored APU could well be a starting point. That said, anything can happen, and the quoted sources do directly reference the APU as being earmarked for gaming laptops. The most likely initial application for the APU is AI. With the likes of upscaling, frame generation, real-time voice effects, and creative tools becoming more common, a strong on-chip AI engine could be the killer feature that separates Nvidia's solution from AMD and any future moves by Intel (though Intel is conspicuously absent from the APU race at the moment, with nothing in its roadmap suggesting a full-on AI or gaming APU.) With sources claiming that the chip includes an NPU powerful enough to run modern generative models and assist with GPU-accelerated workloads without the cloud, it's hard to think of any applications where it wouldn't shine, gaming or otherwise. For Dell and other partners, this is essentially an invitation to innovate, perhaps eventually leading to the first wave of 'all-Nvidia' laptops, with unified software and hardware tuned for peak efficiency. AMD Strix Halo APU could make low-end discrete GPUs obsolete — Nvidia's RTX 4060 is on notice Nvidia's affordable RTX 5060 is coming soon, but that's not the GPU I have my eyes on Dell's new laptop ditches the GPU for a discrete NPU — here's why that's a big deal

OnePlus 13s launch: Date, specifications and expected price
OnePlus 13s launch: Date, specifications and expected price

Hindustan Times

time28-04-2025

  • Hindustan Times

OnePlus 13s launch: Date, specifications and expected price

OnePlus is set to launch the OnePlus 13s in India with a 6.32 inch display screen and dual camera. Powered by the latest Snapdragon 8 Elite chipset, it will feature faster and smoother experience. The website has a page dedicated to the customers waiting for the OnePlus 13s. Display will come with a 6.32-inch 1.5K 8T LTPO AMOLED display with a 120Hz refresh rate and 1600 nits of peak brightness along with a ceramic guard. The phone weighs around 185 grams and has a thickness a thickness of 8.15mm. It is powered by Qualcomm's latest Snapdragon 8 Elite chipset. Along with the high-speed processor, there is an Adreno 830 GPU. It packs support for 12/16GB of LPDDR5X RAM and up to 1TB of UFS 4.0 storage. In terms of its camera qualities, it comes with a dual-camera setup including a 50mp Sony IMX906 primary shooter with OIS and a 50mp 2x telephoto lens, which also supports OIS. The front camera is a 16-megapixel shooter that can record videos in up to 1080p at 30fps in quality. It also has an optical fingerprint sensor along with water and dust resistance of IP65, meaning it can sustain some splashes of water. The device runs on Coloros 15 based on Android 15, and includes new hardware features such as a physical key, dual stereo speakers, a metal frame, and an IP65-rated water and dust resistance. It will aim to cater to heavy mobile users with a storage option of up to 16GB of LPDDR5x RAM and up to 1TB of UFS 4.0 storage. It has the battery power of 6,260mAh, although with a slower 80w wired fast charging. There will be two colour options for customers to choose from: Black Velvet and Pink Satin. Although the rates in India are yet to be released, in China, the 12 GB+256 GB variant of the OnePlus 13T is priced at 3,399 Yuan (approx ₹39,636)

Jim Cramer Warns of Micron (MU) Pullback Post-Earnings: A Cautious Outlook Amid Tariffs
Jim Cramer Warns of Micron (MU) Pullback Post-Earnings: A Cautious Outlook Amid Tariffs

Yahoo

time04-04-2025

  • Business
  • Yahoo

Jim Cramer Warns of Micron (MU) Pullback Post-Earnings: A Cautious Outlook Amid Tariffs

We recently published a list of . In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against other top stocks to watch as investors brace for potential recession. President Donald Trump's new reciprocal tariff announcement is hammering stock markets around the world as countries face a new reality and trade dynamics. The rising volatility has increased recession risks. Goldman Sachs recently said that it sees a 35% chance of a recession in the next 12 months, up from 20% previously. The bank also cut its 2025 GDP forecast to just 1% and raised its year-end unemployment rate outlook by 0.3 percentage points to 4.5%. China and key European countries are beginning to respond to the latest tariffs and will likely impose retaliatory tariffs on US products, causing a further downturn in consumer sentiment. Kara Reynolds, an economist at American University, told ABC News that a pullback in spending from consumers and businesses due to these uncertainties can tip the US into a recession. READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In. For this article, we picked 10 stocks currently on Wall Street's radar. With each stock, we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A close-up view of a computer motherboard with integrated semiconductor chips. Number of Hedge Fund Investors: 107 Jim Cramer in a program on CNBC said ahead of Micron Technology, Inc. (NASDAQ:MU) latest earnings that the company has been conservative in its guidance and warned investors to wait for a pullback that was likely to come on earnings. 'Micron, they report tonight. Sanjay Mehrotra. has, in the last three quarters, been saying a lot of very positive things about the previous quarter, and then he's been very cautious. I have to imagine that in a world with tariffs, he's going to be cautious again. So, if you're trading it, if you're stupid enough to be trading it, what I would tell you is do not take what the first number is, that's not going to matter. It's what he says in the guidance because if he says, 'Well, tariffs and we're worried,' you're going to wish you didn't pay 105.' Cramer was right. Micron Technology, Inc. (NASDAQ:MU) stock fell sharply after the earnings and currently trades at $88, as of April 3. Cramer is bullish on the stock for the long term. Micron Technology Inc (NASDAQ:MU) is one of the leaders in the High Bandwidth Memory (HBM) market and has been making strides in the smartphone market. The integration of Micron's LPDDR5X memory and UFS 4.0 storage in the Samsung Galaxy S25 series signifies a major endorsement of its technological advancements and power-efficient memory solutions. Micron Technology Inc (NASDAQ:MU) focus on HBM, a critical component for AI-driven GPUs, was highlighted in Q2 results, showing a 38% YoY revenue increase to $8.05 billion, with DRAM sales, especially HBM, exceeding $1 billion for the first time. Micron Technology Inc (NASDAQ:MU) is strategically investing CapEx to expand HBM capacity, in line with the projected 70% YoY growth in HBM demand. Overall, MU ranks 4th on our list of top stocks to watch as investors brace for potential recession. While we acknowledge the potential of MU, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than MU but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio

Micron Technology (NasdaqGS:MU) Ships HBM3E For AI Servers In Partnership With NVIDIA
Micron Technology (NasdaqGS:MU) Ships HBM3E For AI Servers In Partnership With NVIDIA

Yahoo

time28-03-2025

  • Business
  • Yahoo

Micron Technology (NasdaqGS:MU) Ships HBM3E For AI Servers In Partnership With NVIDIA

Micron Technology recently announced significant strides in its AI memory products and strategic collaborations, notably being the first to ship both HBM3E and SOCAMM products for AI servers in partnership with NVIDIA. This expansion of its AI portfolio aligns with the company's $3.5 billion credit agreement with HSBC, enhancing its financial flexibility. Despite the tech sector experiencing broader pressure due to inflation and weak consumer sentiment, as indicated by a 2.7% decline in the Nasdaq, Micron's stock reported a 2.85% rise over the past quarter, reflecting investor confidence amidst challenging market conditions. Buy, Hold or Sell Micron Technology? View our complete analysis and fair value estimate and you decide. Rare earth metals are the new gold rush. Find out which 20 stocks are leading the charge. Over the last five years, Micron Technology has achieved a remarkable total shareholder return of 126.64%. This impressive gain reflects its strategic focus and adaptability in the evolving memory market. Key drivers include the expansion of its high-bandwidth memory (HBM) products and the early adoption of LPDDR5X technology for AI servers. These advancements have helped solidify its market position, boosting revenue and aligning with growing AI demand. Additionally, the introduction of innovative products like the HBM3E and SOCAMM in partnership with NVIDIA has strengthened Micron's data center offerings, further enhancing its competitive edge. Micron has also made significant strides in fortifying its financial health and capacity. The $3.5 billion credit facility agreement has increased its financial flexibility, allowing for continuous investment in expanding its HBM manufacturing capacity. Despite the challenges posed by broader industry pressures, such as increased manufacturing costs and competitive market dynamics, these strategic initiatives have positioned Micron for long-term growth. However, its performance over the past year has underperformed the US Semiconductor industry and the overall market, highlighting the ongoing challenges within the sector. Assess Micron Technology's future earnings estimates with our detailed growth reports. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGS:MU. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio

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