High Bandwidth Memory

Avicena Announces Scalable Sub-pJ/bit LightBundle™ Chiplet Interconnect with 10m Reach

Retrieved on: 
Monday, March 25, 2024
Semiconductor, Technology, Mobile, Wireless, Software, 5G, Artificial Intelligence, BOW, HBM, ICS, IO, GPU, Memory, HPC, AI, High Bandwidth Memory, Rump, Graphics processing unit, Scalability, Booth, ChatGPT, Artificial intelligence, Multimedia, MicroLED, UCIe, Video game

Avicena, headquartered in Sunnyvale, CA, is announcing its new scalable LightBundle chiplet interconnect at OFC 2024 in San Diego, CA ( https://www.ofcconference.org/en-us/home/ ).

Key Points: 
  • Avicena, headquartered in Sunnyvale, CA, is announcing its new scalable LightBundle chiplet interconnect at OFC 2024 in San Diego, CA ( https://www.ofcconference.org/en-us/home/ ).
  • The chiplet interconnect extends ultra-high density die-to-die (D2D) connections up to 10m at multi-Tbps/mm shoreline bandwidth density and class leading sub-pJ/bit energy efficiency.
  • The LightBundle chiplet interconnect extends HBM and other ultra-high performance D2D connections up to 10m while dissipating
  • “At Avicena, we are excited to announce our ultra-low power scalable chiplet interconnect based on our LightBundle platform,” says Bardia Pezeshki, Founder and CEO of Avicena.

Camtek Receives an Order for approximately $25M from a tier-1 manufacturer for High Bandwidth Memory (HBM)

Retrieved on: 
Monday, March 25, 2024
High Bandwidth Memory, HBM, HPC, CAMT

MIGDAL HAEMEK, Israel, March 25, 2024 /PRNewswire/ -- Camtek Ltd. (NASDAQ: CAMT) (TASE: CAMT), today announced that it has received a new order for approximately $25 million from a tier-1 HBM manufacturer, for the inspection and metrology of High Bandwidth Memory (HBM).

Key Points: 
  • MIGDAL HAEMEK, Israel, March 25, 2024 /PRNewswire/ -- Camtek Ltd. (NASDAQ: CAMT) (TASE: CAMT), today announced that it has received a new order for approximately $25 million from a tier-1 HBM manufacturer, for the inspection and metrology of High Bandwidth Memory (HBM).
  • Rafi Amit, CEO of Camtek commented, "I am pleased with this order that continues the momentum of orders for HBM from the second half of 2023.
  • Camtek systems continue to be the tool of choice by major manufacturers supporting the increased demand of HBM.
  • We anticipate more orders for HBM later this year, which is expected to be a record year for Camtek."

Micron Technology, Inc. Reports Results for the First Quarter of Fiscal 2024

Retrieved on: 
Wednesday, December 20, 2023
Intelligence, High Bandwidth Memory, Calendar, GAAP, Micron Technology, TAM, Bank

BOISE, Idaho, Dec. 20, 2023 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced results for its first quarter of fiscal 2024, which ended November 30, 2023.

Key Points: 
  • BOISE, Idaho, Dec. 20, 2023 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced results for its first quarter of fiscal 2024, which ended November 30, 2023.
  • GAAP net loss of $1.23 billion, or $1.12 per diluted share
    Non-GAAP net loss of $1.05 billion, or $0.95 per diluted share
    “Micron’s strong execution and pricing drove better-than-anticipated first quarter financial results,” said Micron Technology President and CEO Sanjay Mehrotra.
  • “We expect our business fundamentals to improve throughout 2024, with record industry TAM projected for calendar 2025.
  • Our industry-leading High Bandwidth Memory for data center AI applications illustrates the strength of our technology and product roadmaps, and we are well positioned to capitalize on the immense opportunities artificial intelligence is fueling across end markets.”

CAMTEK ANNOUNCES RESULTS FOR THE THIRD QUARTER OF 2023

Retrieved on: 
Tuesday, November 14, 2023
Growth, FRT, High Bandwidth Memory, Acquisition, GAAP, CFO, TASE, CAMT, Rare-earth element, Video game, Zoom

MIGDAL HAEMEK, Israel, Nov. 14, 2023 /PRNewswire/ -- Camtek Ltd. (NASDAQ: CAMT) (TASE: CAMT), announced today its financial results for the third quarter ended September 30, 2023.

Key Points: 
  • MIGDAL HAEMEK, Israel, Nov. 14, 2023 /PRNewswire/ -- Camtek Ltd. (NASDAQ: CAMT) (TASE: CAMT), announced today its financial results for the third quarter ended September 30, 2023.
  • Revenues for the third quarter of 2023 were $80.5 million, an increase of 9% from the previous quarter and a decrease of 2% compared to the third quarter of 2022.
  • Gross profit on a non-GAAP basis in the quarter totaled $39.4 million (49.0% of revenue), compared to $40.2 million (49.0% of revenue) in the third quarter of 2022.
  • Camtek will host a video conference call today via Zoom, November 14, 2023, at 9:00 am ET (16:00 Israel time).

Camtek Receives Order for 28 Systems from a tier-1 manufacturer for High Bandwidth Memory (HBM) and Heterogenous Integration (HI) Applications

Retrieved on: 
Monday, November 13, 2023
Memory, HBM, High Bandwidth Memory, TASE, CAMT, Artificial intelligence, Video game

MIGDAL HAEMEK, Israel, Nov. 13, 2023 /PRNewswire/ -- Camtek Ltd. (NASDAQ: CAMT) (TASE: CAMT), today announced that it has received a new order for 28 systems from a tier-1 manufacturer, for the inspection & metrology of High Bandwidth Memory (HBM) and Heterogenous Integration (HI) applications. This order adds to the already strong backlog of systems that are expected to be delivered during 2024.

Key Points: 
  • This order adds to the already strong backlog of systems that are expected to be delivered during 2024.
  • HBM is a critical component in chips enabling high-speed data processing in applications ranging from artificial intelligence and gaming to data centers.
  • Rafi Amit, CEO of Camtek commented, "Our strong momentum continues into the fourth quarter of 2023, with the receipt of this significant 28 system order from a leading tier-1 manufacturer.
  • For more information about Camtek Ltd. and its advanced inspection and metrology solutions, please visit www.camtek.com .

DIGITIMES Research highlights the market currents of AI servers and bottlenecks within the supply chain

Retrieved on: 
Wednesday, October 11, 2023
Pressure, TPU, GPU, Algorithm, Silicon, Microsoft, HP, Public expenditure, Tensor, Dell, H100, AI, Amazon, LLM Communications, TSMC, ODM, Intel, HBM, HPC, AMD, Samsung, SK Hynix, Synthetic media, High Bandwidth Memory, Research, HPE, ChatGPT, News, LLM, HBM3, Graphics processing unit, Acceleration, Hopper (microarchitecture), IDMS, SK, Video game, Online shopping, Supermicro, Nvidia

However, rather than indicating a decline in demand for AI servers, DIGITIMES Research believes that the previous surge was primarily driven by repeated orders.

Key Points: 
  • However, rather than indicating a decline in demand for AI servers, DIGITIMES Research believes that the previous surge was primarily driven by repeated orders.
  • However, what has caused the bottleneck in the overall shipment of high-end AI servers in 2023?
  • As a result, Jim Hsiao predicts a gap of more than 35% between supply and demand for high-end AI servers in 2023.
  • Generative AI has redirected some of the budget allocated for general-purpose servers toward higher-priced AI servers, leading to an overall decrease in general server purchases.

SambaNova Unveils New AI Chip, the SN40L, Powering its Full Stack AI Platform

Retrieved on: 
Tuesday, September 19, 2023
Software, Networks, Internet, Hardware, Artificial Intelligence, Data Management, Technology, Semiconductor, IDC, HBM, LLM, Hallucination, Fortune 1000, NOT, Q&A, Face, DRAM, Dataflow, RDU, Sambanova, High Bandwidth Memory, Human, Multimedia, Organization, Running, Engineering, Algorithm, TSMC, AI, TCO, Research, Memory, Video game, Medical imaging

SambaNova Systems , makers of the only purpose-built, full stack AI platform, announces a revolutionary new chip, the SN40L.

Key Points: 
  • SambaNova Systems , makers of the only purpose-built, full stack AI platform, announces a revolutionary new chip, the SN40L.
  • Rodrigo Liang, co-founder, and CEO of SambaNova Systems, holds the SN40L.
  • (Photo: Business Wire)
    SambaNova’s SN40L, manufactured by TSMC, can serve a 5 trillion parameter model, with 256k+ sequence length possible on a single system node.
  • "Today, SambaNova offers the only purpose-built full stack LLM platform — the SambaNova Suite — now with an intelligent AI chip; it's a game changer for the Global 2000,” said Rodrigo Liang, co-founder, and CEO of SambaNova Systems.

Camtek Receives New Orders for 46 Systems for High Bandwidth Memory (HBM)

Retrieved on: 
Tuesday, September 12, 2023
HBM, Artificial intelligence, High Bandwidth Memory, CAMT, News, TASE

MIGDAL HAEMEK, Israel, Sept. 12, 2023 /PRNewswire/ -- Camtek Ltd. (NASDAQ: CAMT) (TASE: CAMT), today announced that since its prior press release issued on August 29, 2023, it has received further orders amounting to an additional 46 systems from several tier-1 High Bandwidth Memory (HBM) manufacturers. Most of the The systems are expected to be delivered during 2024. 

Key Points: 
  • MIGDAL HAEMEK, Israel, Sept. 12, 2023 /PRNewswire/ -- Camtek Ltd. (NASDAQ: CAMT) (TASE: CAMT), today announced that since its prior press release issued on August 29, 2023, it has received further orders amounting to an additional 46 systems from several tier-1 High Bandwidth Memory (HBM) manufacturers.
  • High Bandwidth Memory (HBM) is a critical component enabling high performance computing in applications ranging from artificial intelligence and gaming to data centers.
  • Camtek's state-of-the-art inspection and metrology systems play a pivotal role in ensuring the quality, reliability, and performance of HBM devices.
  • Rafi Amit, CEO of Camtek commented, "We are very pleased to have received these significant orders from Tier-1 manufacturers of High Bandwidth Memory.

SK hynix Develops World's Best Performing HBM3E, Provides Samples to Customer for Performance Evaluation

Retrieved on: 
Monday, August 21, 2023
Graphics processing unit, HBM, SK, Information technology, DRAM, HBM3, High Bandwidth Memory, Central processing unit, NVIDIA, HPC, HBM2, Management, Video game, AI

* HBM (High Bandwidth Memory): A high-value, high-performance memory that vertically interconnects multiple DRAM chips, enabling a dramatic increase in data processing speed in comparison to earlier DRAM products.

Key Points: 
  • * HBM (High Bandwidth Memory): A high-value, high-performance memory that vertically interconnects multiple DRAM chips, enabling a dramatic increase in data processing speed in comparison to earlier DRAM products.
  • HBM3E is the extended version of the HBM3 and the 5th generation of its kind, succeeding the previous generations HBM, HBM2, HBM2E and HBM3.
  • "We look forward to continuing our collaboration with HBM3E to deliver the next generation of AI computing."
  • "By increasing the supply share of the high-value HBM products, SK hynix will also seek a fast business turnaround."

FormFactor, Inc. Reports 2023 Second Quarter Results

Retrieved on: 
Wednesday, August 2, 2023
Overalls, High Bandwidth Memory, GAAP, Factor of safety, DDR5, Investment, Artificiality, Artificial intelligence, FORM, Growth, EPS, Environment, Security (finance)

Gross margin for the second quarter of fiscal 2023 was 38.7%, compared with 36.5% in the first quarter of fiscal 2023, and 46.3% in the second quarter of fiscal 2022.

Key Points: 
  • Gross margin for the second quarter of fiscal 2023 was 38.7%, compared with 36.5% in the first quarter of fiscal 2023, and 46.3% in the second quarter of fiscal 2022.
  • On a non-GAAP basis, gross margin for the second quarter of fiscal 2023 was 40.6%, compared with 38.4% in the first quarter of fiscal 2023, and 47.4% in the second quarter of fiscal 2022.
  • GAAP net cash provided by operating activities for the second quarter of fiscal 2023 was $22.5 million, compared to $12.3 million for the first quarter of fiscal 2023, and $42.6 million for the second quarter of fiscal 2022.
  • Free cash flow for the second quarter of fiscal 2023 was $2.1 million, compared to free cash flow for the first quarter of fiscal 2023 of negative $7.3 million, and free cash flow for the second quarter of 2022 of $28.3 million.