1. Qualcomm’s collaboration verification schedule: The project was officially initiated in the first quarter of this year, completing domestic supplier verification. It is expected that after the chip returns at the end of June, packaging, testing, yield, and functionality evaluations will be conducted, with samples sent to mobile manufacturers in February to March next year, … Read more
This summary is sourced from the internet. If the organization believes it is inappropriate to disseminate, please leave a message in the backend of the 【Wenbagu Research Summary】 public account to delete the summary! We apologize for any inconvenience caused! Pay attention to the accelerating trend of domestic ASICs❗️❗️ #Focus on the core changes of … Read more
1. Company HistoryThe story of Gigadevice began in 2005, born in Beijing’s Zhongguancun. Its start was not in the hottest fields of general-purpose processors or memory, but rather it astutely chose the relatively overlooked niche market of NOR Flash as its breakthrough point. With solid technical accumulation and precise market judgment, the company quickly grew … Read more
Introduction: Represented by Samsung and SK Hynix, South Korea’s semiconductor industry is the absolute leader in the global memory chip sector, dominating the DRAM and NAND Flash markets. With its IDM model, cutting-edge manufacturing processes, and continuous technological iterations, it has built extremely high industry barriers, becoming an indispensable core pillar in the global technology … Read more
We have compiled the storage supercycle report released by Morgan Stanley on Sunday, starting with a mind map, followed by a translation of the overall industry outlook, and concluding with an analysis of companies favored in different markets.Overall Trends in the Storage Market: The dynamics of the storage industry are changing, with supply shortages emerging … Read more
Storage, as a core branch of the semiconductor industry, serves as the “data granary” for electronic devices. However, training AI large models requires processing billions of images and trillions of data points, leading to a dual bottleneck of “insufficient capacity and lagging speed” in traditional storage. In this context, High Bandwidth Memory (HBM) has become … Read more
DRAM Market prices continue to decline This week, there are no signs of improvement in the price drop of DRAM chips. Due to ongoing pandemic control measures in some regions, market buyers are taking the opportunity to lower prices for their demand, frequently probing for the bottom. Suppliers are facing pressure to cut prices but … Read more
The A17 Pro leaves us with impressions of3nm and 19 billion transistors. Today, from CT scans to TEM slices, from FinFET cross-sections to DRAM wire bonding, even the 17 layers of metal interconnects have been meticulously measured. A total of 158 microscopic images answer one fundamental question: What is the cost of an A17 Pro … Read more
Table of Contents 【CH.1】What is DRAM? Why is it important?【CH.2】Basic unit of DRAM: Capacitor, Transistor, and Storage Principle【CH.3】Column Address, Address Bus, and the Need for Address Multiplexing.【CH.4】RAS (Row Address Strobe), CAS (Column Address Strobe), WE (Write Enable).【CH.5】Step by Step, with Delay Explanation (RAS-to-CAS Delay, CAS Latency).【CH.6】Step by Step, explaining how data is written and refreshed.【CH.7】Why … Read more
Semiconductors play a crucial role in computers, mainly reflected in the following aspects:1. Core Component ConstructionCPU: Semiconductors are the key materials for manufacturing CPUs. The CPU (Central Processing Unit) is the brain of the computer, responsible for executing instructions, processing data, and storing results. Semiconductor materials (such as silicon) are made into core components like … Read more