SK hynix this week reported its financial results for the second quarter, as well as offering a glimpse at its plans for the coming quarters. Notably among the company's plans for the year is the release of a SK hynix-branded 60 TB SSD, which will mark the firm's entry into the ultra-premium enterprise SSD league.
"SK hynix plans to expand sales of high-capacity eSSD and lead the market in the second half with 60TB products, expecting eSSD sales to be more than quadrupled compared to last year," a statement by SK hynix reads.
Currently there are only two standard form-factor 61.44 TB SSDs on the market: the Solidigm D5-P5336 (U.2/15mm and E1.L), and the Samsung BM1743 (U.2/15mm and E3.S). Both are built from a proprietary controller (Solidigm's controller still carries an Intel logotype) with a PCIe 4.0 x4 interface and use QLC NAND for storage.
SK hynix's brief mention of the drive means that tere aren't any formal specifications or capabilities to discuss just yet. But it is reasonable to assume that the company will use its own QLC memory for their ultra-high-capacity drives. What's more intriguing are which controller the company plans to use and how it is going to position its 60 TB-class SSD.
Internally, SK hynix has access to multiple controller teams, both of which have the expertise to develop an enterprise-grade controller suitable for a 60 TB drive. SK hynix technically owns Solidigm, the former Intel SSD and NAND unit, giving SK hynix the option of using Solidigm's controller, or even reselling a rebadged D5-P5336 outright. Alternatively, SK hynix has their own (original) internal SSD team, who is responsible for building their well-received Aries SSD controller, among other works.
Ultra-high-capacity SSDs for performance demanding read-intensive storage applications, such as AI inference on the edge or content delivery networks, is a promising premium market. So SK hynix is finding itself highly incentivized to enter it with a compelling offering.
SSDsAs Qualcomm's exclusivity for Arm-powered processors for Windows PCs is reportedly coming to its end, other chipmakers are getting ready to offer their Arm-based system-on-chips for Windows computers. And, according to a new report from Reuters, MediaTek will be among the companies jumping into the Windows-on-Arm field, with plans to launch their first PC processor late next year.
MediaTek's system-on-chip for Windows PCs will rely on Arm's 'ready-made designs,' according to Reuters. Which in turn hints that MediaTek would be using Arm's compute sub-system (CSS) for client PCs, a building block designed to significantly speed up development of SoCs.
With the vauge nature of the Reuters report, however, which version of Arm's IP MediaTek might be using remains unclear, and the answer to that will largely hinge on timing. Arm refreshes its client cores and IP offerings yearly – typically announcing them to the public in May – with finished chips rolling out as early as later in the year. So depending on just how late in the year MediaTek is planning to launch their chip, the company has a large enough window to potentially use either the current 2024 client designs, or next year's 2025 designs.
For reference, Arm's 2024 CSS for client systems is quite powerful on its own. It includes two ultra-high-performance Arm Cortex-X925 cores (each with up to 3MB L2 cache and clock speeds over 3.60 GHz, supporting SVE and SVE2), four high-performance Cortex-A725 cores, two energy-efficient Cortex-A520 cores, and an Immortalis-G925 graphics processor. And, of course, MediaTek has the expertise to skip Arm's CSS and build their own bespoke designs as well, if that's what they'd prefer.
Overall, the latest client designs from Arm can accommodate up to 14 CPU cores – Arm intentionally leaves headroom for designs to be scaled-up for laptops – which would make for quite a formidable chip. But the PC SoC market has no shortage of capable contenders with their own designs; besides Qualcomm's Snapdragon X processors, MediaTek would also be going up against the latest designs from Intel and AMD. All of whom are planning to make big plays for the mobile PC market in the next several months. So MediaTek will need to make a serious effort if their effort to jump into the PC SoC market are to succeed.
Since 2016, Microsoft has partnered with Qualcomm to bring Arm's processor architecture, which is widely used in smartphones, to Windows PCs. Qualcomm has an exclusive agreement to supply these chips for the next several months (the exact timing remains unclear), after which other designers like MediaTek can enter the market. Qualcomm, for its part, has benefited greatly from collaborating with Microsoft, so it will be interesting to see if Microsoft extends a similar hand out to other Arm chip makers.
Ultimately, the market for Arm PC SoCs has the potential to get crowded quickly. According to previous reports from Reuters, both AMD and NVIDIA are also developing Arm-based chips for Windows. So if all of those projects come to fruition, there could potentially be several Arm SoCs available to PC manufacturers around the same time. All of which would be a massive change from the past 20 years of the PC, where Intel and AMD have been the entire market.
Both MediaTek and Microsoft have declined to comment on the ongoing developments, the news agency states.
CPUsAs LPCAMM2 adoption begins, the first retail memory modules are finally starting to hit the retail market, courtesy of Micron. The memory manufacturer has begun selling their LPDDR5X-based LPCAMM2 memory modules under their in-house Crucial brand, making them available on the latter's storefront. Timed to coincide with the release of Lenovo's ThinkPad P1 Gen 7 laptop – the first retail laptop designed to use the memory modules – this marks the de facto start of the eagerly-awaited modular LPDDR5X memory era.
Micron's Low Power Compression Attached Memory Module 2 (LPCAMM2) modules are available in capacities of 32 GB and 64 GB. These are dual-channel modules that feature a 128-bit wide interface, and are based around LPDDR5X memory running at data rates up to 7500 MT/s. This gives a single LPCAMM2 a peak bandwidth of 120 GB/s. Micron is not disclosing the latencies of its LPCAMM2 memory modules, but it says that high data transfer rates of LPDDR5X compensate for the extended timings.
Micron says that LPDDR5X memory offers significantly lower power consumption, with active power per 64-bit bus being 43-58% lower than DDR5 at the same speed, and standby power up to 80% lower. Meanwhile, similar to DDR5 modules, LPCAMM2 modules include a power management IC and voltage regulating circuitry, which provides module manufacturers additional opportunities to reduce power consumption of their products.

Source: Micron LPDDR5X LPCAMM2 Technical Brief
It's worth noting, however, that at least for the first generation of LPCAMM2 modules, system vendors will need to pick between modularity and performance. While soldered-down LPDDR5X memory is available at speeds up to 8533 MT/sec – and with 9600 MT/sec on the horizon – the fastest LPCAMM2 modules planned for this year by both Micron and rival Samsung will be running at 7500 MT/sec. So vendors will have to choose between the flexibility of offering modular LPDDR5X, or the higher bandwidth (and space savings) offered by soldering down their memory.
Micron, for its part, is projecting that 9600 MT/sec LPCAMM2 modules will be available by 2026. Though it's all but certain that faster memory will also be avaialble in the same timeframe.
Micron's Crucial LPDDR5X 32 GB module costs $174.99, whereas a 64 GB module costs $329.99.
Memory
As the second quarter of 2024 is soon set to unfold, there are many things to be excited about, especially as Computex 2024 has been and gone. We now know that AMD's upcoming Ryzen 9000 series desktop processors using the new Zen 5 cores will be hitting shelves at the end of the month (31st July), and on top of this, AMD also recently slashed pricing on their Zen 4 (Ryzen 8000) processors. Intel still needs to follow suit with their 14th or 13th Gen Core series processors, but right now from a cost standpoint, AMD is in a much better position.
Since the publication of our last guide, the only notable CPU to be launched was Intel's special binned Core i9-14900KS, which not only pushes clock speeds up to 6.2 GHz but is the last processor to feature Intel's iconic Core I series nomenclature. The other big news in the CPU world was from Intel, with a statement issued about pushing users to use the Intel Default Specification on Intel's 14th and 13th Gen processors, which ultimately limits the performance compared to published data. We're still in the process of
While the CPU market has been relatively quiet so far this year, and things are set to pick up once AMD's Zen 5 and Intel's Arrow Lake desktop chips are all launched onto the market, it means today we are working for the same hymn sheet as our previous guide. With AMD's price drops on Ryzen 7000 series processors, much of the guide reflects this as AMD and Intel's performance is neck and neck in many use cases, but cost certainly plays a big factor in selecting a new CPU. As we move into the rest of 2024, the CPU market looks set to see the rise of the 'AI PC,' which is looking set to be something that many companies will focus on by the end of 2024, both on mobile and desktop platforms.
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