Samsung's 128 TB-Class BM1743 Enterprise SSD Displayed at FMS 2024
Samsung had quietly launched its BM1743 enterprise QLC SSD last month with a hefty 61.44 TB SKU. At FMS 2024, the company had the even larger 122.88 TB version of that SSD on display, alongside a few recorded benchmarking sessions. Compared to the previous generation, the BM1743 comes with a 4.1x improvement in I/O performance, improvement in data retention, and a 45% improvement in power efficiency for sequential writes.
The 128 TB-class QLC SSD boasts of sequential read speeds of 7.5 GBps and write speeds of 3 GBps. Random reads come in at 1.6 M IOPS, while 16 KB random writes clock in at 45K IOPS. Based on the quoted random write access granularity, it appears that Samsung is using a 16 KB indirection unit (IU) to optimize flash management. This is similar to the strategy adopted by Solidigm with IUs larger than 4K in their high-capacity SSDs.
A recorded benchmark session on the company's PM9D3a 8-channel Gen 5 SSD was also on display.
The SSD family is being promoted as a mainstream option for datacenters, and boasts of sequential reads up to 12 GBps and writes up to 6.8 GBps. Random reads clock in at 2 M IOPS, and random writes at 400 K IOPS.
Available in multiple form-factors up to 32 TB (M.2 tops out at 2 TB), the drive's firmware includes optional support for flexible data placement (FDP) to help address the write amplification aspect.
The PM1753 is the current enterprise SSD flagship in Samsung's lineup. With support for 16 NAND channels and capacities up to 32 TB, this U.2 / E3.S SSD has advertised sequential read and write speeds of 14.8 GBps and 11 GBps respectively. Random reads and writes for 4 KB accesses are listed at 3.4 M and 600 K IOPS.
Samsung claims a 1.7x performance improvement and a 1.7x power efficiency improvement over the previous generation (PM1743), making this TLC SSD suitable for AI servers.
The 9th Gen. V-NAND wafer was also available for viewing, though photography was prohibited. Mass production of this flash memory began in April 2024.
Storage
Posted by The Techinical Support
NVIDIA's AD102 GPU Pops Up in MSI GeForce RTX 4070 Ti Super Cards 
As GPU families enter the later part of their lifecycles, we often see chip manufacturers start to offload stockpiles of salvaged chips that, for one reason or another, didn't make the grade for the tier of cards they normally are used in. These recovered chips are fairly unremarkable overall, but they are unsold silicon that still works and has economic value, leading to them being used in lower-tier cards so that they can be sold. And, judging by the appearance of a new video card design from MSI, it looks like NVIDIA's Ada Lovelace generation of chips has reached that stage, as the Taiwanese video card maker has put out a new GeForce RTX 4070 Ti Super card based on a salvaged AD102 GPU.
Typically based on NVIDIA's AD103 GPU, NVIDIA's GeForce RTX 4070 Ti Super series sits a step below the company's flagship RTX 4080/4090 cards, both of which are based on the bigger and badder AD102 chip. But with some number of AD102 chips inevitably failing to live up to RTX 4080 specifications, rather than being thrown out, these chips can instead be used to make RTX 4070 cards. Which is exactly what MSI has done with their new GeForce RTX 4070 Ti Super Ventus 3X Black OC graphics card.
The card itself is relatively unremarkable – using a binned AD102 chip doesn't come with any advantages, and it should perform just like regular AD103 cards – and for that reason, video card vendors rarely publicly note when they're doing a run of cards with a binned-down version of a bigger chip. However, these larger chips have a tell-tale PCB footprint that usually makes it obvious what's going on. Which, as first noticed by @wxnod, is exactly what's going on with MSI's card.
Ada Lovelace Lineup: MSI GeForce RTX 4070 TiS (AD103), RTX 4070 TiS (AD102), & RTX 4090 (AD102)
The tell, in this case, is the rear board shot provided by MSI. The larger AD102 GPU uses an equally larger mounting bracket, and is paired with a slightly more complex array of filtering capacitors on the back side of the board PCB. Ultimately, since these are visible in MSI's photos of their GeForce RTX 4070 Ti Super Ventus 3X Black OC, it's easy to compare it to other video cards and see that it has exactly the same capacitor layout as MSI's GeForce RTX 4090, thus confirming the use of an AD102 GPU.
Chip curiosities aside, all of NVIDIA GeForce RTX 4070 Ti Super graphics cards – no matter whether they are based on the AD102 or AD103 GPU – come with a GPU with 8,448 active CUDA cores and 16 GB of GDDR6X memory, so it doesn't (typically) matter which chip they carry. Otherwise, compared to a fully-enabled AD102 chip, the RTX 4070 Ti Super specifications are relatively modest, with fewer than half as many CUDA cores, underscoring how the AD102 chip being used in MSI's card is a pretty heavy salvage bin.
As for the rest of the card, MSI GeForce RTX 4070 Ti Super Ventus 3X Black OC is a relatively hefty card overall, with a cooling system to match. Being overclocked, the Ventus also has a slightly higher TDP than normal GeForce RTX 4070 Ti Super cards, weighing in at 295 Watts, or 10 Watts above baseline cards.
Meanwhile, MSI is apparently not the only video card manufacturer using salvaged AD102 chips for GeForce RTX 4070 Ti Super, either. @wxnod has also posted a screenshot obtained on an Inno3D GeForce RTX 4070 Ti Super based on an AD102 GPU.
GPUs
Ada Lovelace Lineup: MSI GeForce RTX 4070 TiS (AD103), RTX 4070 TiS (AD102), & RTX 4090 (AD102)
ASMedia Preps USB4 v2 Controller and PHY 
The USB Implementers Forum (USB-IF) introduced USB4 version 2.0 in fall 2022, and it expects systems and devices with the tech to emerge later this year and into next year. These upcoming products will largely rely on Intel's Barlow Ridge controller, a full-featured Thunderbolt 5 controller that goes above and beond the baseline USB4 v2 spec. And though extremely capable, Intel's Thunderbolt controllers are also quite expensive, and Barlow Ridge isn't expected to be any different. Fortunately, for system and device vendors that just need a basic USB4 v2 solution, ASMedia is also working on its own USB4 v2 controller.
At Computex 2024, ASMedia demonstrated a prototype of its upcoming USB4 v2 physical interface (PHY), which will support USB4 v2's new Gen 4 (160Gbps) data rates and the associated PAM-3 signal encoding. The prototype was implemented using an FPGA, as the company yet has to tape out the completed controller.
Ultimately, the purpose of showing off a FPGA-based PHY at Computex was to allow ASMedia to demonstrate their current PHY design. With the shift to PAM-3 encoding for USB4 v2, ASMedia (and the rest of the USB ecosystem) must develop significantly more complex controllers – and there's no part of that more critical than a solid and reliable PHY design.
As part of their demonstration, ASMedia had a classic eye diagram display. The eye diagram demoed has a clear opening in the center, which is indicative of good signal integrity, as the larger the eye opening, the less distortion and noise in the signal. The horizontal width of the eye opening represents the time window in which the signal can be sampled correctly, so the relatively narrow horizontal spread of the eye opening suggests that there is minimal jitter, meaning the signal transitions are consistent and predictable. Finally, the vertical height of the eye opening indicates the signal amplitude and the rather tall eye opening suggests a higher signal-to-noise ratio (SNR), meaning that the signal is strong compared to any noise present.
ASMedia itself is one of the major suppliers for discrete USB controllers, so the availability of ASMedia's USB4 v2 chip is crucial for adoption of the standard in general. While Intel will spearhead the industry with their Barlow Ridge Thunderbolt 5/USB4 v2 controller, ASMedia's controller is poised to end up in a far larger range of devices. So the importance of the company's USB4 v2 PHY demo is hard to overstate.
Demos aside, ASMedia is hoping to tape the chip out soon. If all goes well, the company expects their first USB4 v2 controllers to hit the market some time in the second half of 2025.
Peripherals
NVIDIA Closes Above $135, Becomes World’s Most Valuable Company 
Thanks to the success of the burgeoning market for AI accelerators, NVIDIA has been on a tear this year. And the only place that’s even more apparent than the company’s rapidly growing revenues is in the company’s stock price and market capitalization. After breaking into the top 5 most valuable companies only earlier this year, NVIDIA has reached the apex of Wall Street, closing out today as the world’s most valuable company.
With a closing price of $135.58 on a day that saw NVIDIA’s stock pop up another 3.5%, NVIDIA has topped both Microsoft and Apple in valuation, reaching a market capitalization of $3.335 trillion. This follows a rapid rise in the company’s stock price, which has increased by 47% in the last month alone – particularly on the back of NVIDIA’s most recent estimates-beating earnings report – as well as a recent 10-for-1 stock split. And looking at the company’s performance over a longer time period, NVIDIA’s stock jumped a staggering 218% over the last year, or a mere 3,474% over the last 5 years.
NVIDIA’s ascension continues a trend over the last several years of tech companies all holding the top spots in the market capitalization rankings. Though this is the first time in quite a while that the traditional tech leaders of Apple and Microsoft have been pushed aside.
| Market Capitalization Rankings | ||
| Market Cap | Stock Price | |
| NVIDIA | $3.335T | $135.58 |
| Microsoft | $3.317T | $446.34 |
| Apple | $3.285T | $214.29 |
| Alphabet | $2.170T | $176.45 |
| Amazon | $1.902T | $182.81 |
Driving the rapid growth of NVIDIA and its market capitalization has been demand for AI accelerators from NVIDIA, particularly the company’s server-grade H100, H200, and GH200 accelerators for AI training. As the demand for these products has spiked, NVIDIA has been scaling up accordingly, repeatedly beating market expectations for how many of the accelerators they can ship – and what price they can charge. And despite all that growth, orders for NVIDIA’s high-end accelerators are still backlogged, underscoring how NVIDIA still isn’t meeting the full demands of hyperscalers and other enterprises.
Consequently, NVIDIA’s stock price and market capitalization have been on a tear on the basis of these future expectations. With a price-to-earnings (P/E) ratio of 76.7 – more than twice that of Microsoft or Apple – NVIDIA is priced more like a start-up than a 30-year-old tech company. But then it goes without saying that most 30-year-old tech companies aren’t tripling their revenue in a single year, placing NVIDIA in a rather unique situation at this time.
Like the stock market itself, market capitalizations are highly volatile. And historically speaking, it’s far from guaranteed that NVIDIA will be able to hold the top spot for long, never mind day-to-day fluctuations. NVIDIA, Apple, and Microsoft’s valuations are all within $50 billion (1.%) of each other, so for the moment at least, it’s still a tight race between all three companies. But no matter what happens from here, NVIDIA gets the exceptionally rare claim of having been the most valuable company in the world at some point.
(Carousel image courtesy MSN Money)
GPUs
NVIDIA's AD102 GPU Pops Up in MSI GeForce RTX 4070 Ti Super Cards
As GPU families enter the later part of their lifecycles, we often see chip manufacturers start to offload stockpiles of salvaged chips that, for one reason or another, didn't make the grade for the tier of cards they normally are used in. These recovered chips are fairly unremarkable overall, but they are unsold silicon that still works and has economic value, leading to them being used in lower-tier cards so that they can be sold. And, judging by the appearance of a new video card design from MSI, it looks like NVIDIA's Ada Lovelace generation of chips has reached that stage, as the Taiwanese video card maker has put out a new GeForce RTX 4070 Ti Super card based on a salvaged AD102 GPU.
Typically based on NVIDIA's AD103 GPU, NVIDIA's GeForce RTX 4070 Ti Super series sits a step below the company's flagship RTX 4080/4090 cards, both of which are based on the bigger and badder AD102 chip. But with some number of AD102 chips inevitably failing to live up to RTX 4080 specifications, rather than being thrown out, these chips can instead be used to make RTX 4070 cards. Which is exactly what MSI has done with their new GeForce RTX 4070 Ti Super Ventus 3X Black OC graphics card.
The card itself is relatively unremarkable – using a binned AD102 chip doesn't come with any advantages, and it should perform just like regular AD103 cards – and for that reason, video card vendors rarely publicly note when they're doing a run of cards with a binned-down version of a bigger chip. However, these larger chips have a tell-tale PCB footprint that usually makes it obvious what's going on. Which, as first noticed by @wxnod, is exactly what's going on with MSI's card.
Ada Lovelace Lineup: MSI GeForce RTX 4070 TiS (AD103), RTX 4070 TiS (AD102), & RTX 4090 (AD102)
The tell, in this case, is the rear board shot provided by MSI. The larger AD102 GPU uses an equally larger mounting bracket, and is paired with a slightly more complex array of filtering capacitors on the back side of the board PCB. Ultimately, since these are visible in MSI's photos of their GeForce RTX 4070 Ti Super Ventus 3X Black OC, it's easy to compare it to other video cards and see that it has exactly the same capacitor layout as MSI's GeForce RTX 4090, thus confirming the use of an AD102 GPU.
Chip curiosities aside, all of NVIDIA GeForce RTX 4070 Ti Super graphics cards – no matter whether they are based on the AD102 or AD103 GPU – come with a GPU with 8,448 active CUDA cores and 16 GB of GDDR6X memory, so it doesn't (typically) matter which chip they carry. Otherwise, compared to a fully-enabled AD102 chip, the RTX 4070 Ti Super specifications are relatively modest, with fewer than half as many CUDA cores, underscoring how the AD102 chip being used in MSI's card is a pretty heavy salvage bin.
As for the rest of the card, MSI GeForce RTX 4070 Ti Super Ventus 3X Black OC is a relatively hefty card overall, with a cooling system to match. Being overclocked, the Ventus also has a slightly higher TDP than normal GeForce RTX 4070 Ti Super cards, weighing in at 295 Watts, or 10 Watts above baseline cards.
Meanwhile, MSI is apparently not the only video card manufacturer using salvaged AD102 chips for GeForce RTX 4070 Ti Super, either. @wxnod has also posted a screenshot obtained on an Inno3D GeForce RTX 4070 Ti Super based on an AD102 GPU.
GPUs
Ada Lovelace Lineup: MSI GeForce RTX 4070 TiS (AD103), RTX 4070 TiS (AD102), & RTX 4090 (AD102)
ASMedia Preps USB4 v2 Controller and PHY
The USB Implementers Forum (USB-IF) introduced USB4 version 2.0 in fall 2022, and it expects systems and devices with the tech to emerge later this year and into next year. These upcoming products will largely rely on Intel's Barlow Ridge controller, a full-featured Thunderbolt 5 controller that goes above and beond the baseline USB4 v2 spec. And though extremely capable, Intel's Thunderbolt controllers are also quite expensive, and Barlow Ridge isn't expected to be any different. Fortunately, for system and device vendors that just need a basic USB4 v2 solution, ASMedia is also working on its own USB4 v2 controller.
At Computex 2024, ASMedia demonstrated a prototype of its upcoming USB4 v2 physical interface (PHY), which will support USB4 v2's new Gen 4 (160Gbps) data rates and the associated PAM-3 signal encoding. The prototype was implemented using an FPGA, as the company yet has to tape out the completed controller.
Ultimately, the purpose of showing off a FPGA-based PHY at Computex was to allow ASMedia to demonstrate their current PHY design. With the shift to PAM-3 encoding for USB4 v2, ASMedia (and the rest of the USB ecosystem) must develop significantly more complex controllers – and there's no part of that more critical than a solid and reliable PHY design.
As part of their demonstration, ASMedia had a classic eye diagram display. The eye diagram demoed has a clear opening in the center, which is indicative of good signal integrity, as the larger the eye opening, the less distortion and noise in the signal. The horizontal width of the eye opening represents the time window in which the signal can be sampled correctly, so the relatively narrow horizontal spread of the eye opening suggests that there is minimal jitter, meaning the signal transitions are consistent and predictable. Finally, the vertical height of the eye opening indicates the signal amplitude and the rather tall eye opening suggests a higher signal-to-noise ratio (SNR), meaning that the signal is strong compared to any noise present.
ASMedia itself is one of the major suppliers for discrete USB controllers, so the availability of ASMedia's USB4 v2 chip is crucial for adoption of the standard in general. While Intel will spearhead the industry with their Barlow Ridge Thunderbolt 5/USB4 v2 controller, ASMedia's controller is poised to end up in a far larger range of devices. So the importance of the company's USB4 v2 PHY demo is hard to overstate.
Demos aside, ASMedia is hoping to tape the chip out soon. If all goes well, the company expects their first USB4 v2 controllers to hit the market some time in the second half of 2025.
Peripherals
NVIDIA Closes Above $135, Becomes World’s Most Valuable Company
Thanks to the success of the burgeoning market for AI accelerators, NVIDIA has been on a tear this year. And the only place that’s even more apparent than the company’s rapidly growing revenues is in the company’s stock price and market capitalization. After breaking into the top 5 most valuable companies only earlier this year, NVIDIA has reached the apex of Wall Street, closing out today as the world’s most valuable company.
With a closing price of $135.58 on a day that saw NVIDIA’s stock pop up another 3.5%, NVIDIA has topped both Microsoft and Apple in valuation, reaching a market capitalization of $3.335 trillion. This follows a rapid rise in the company’s stock price, which has increased by 47% in the last month alone – particularly on the back of NVIDIA’s most recent estimates-beating earnings report – as well as a recent 10-for-1 stock split. And looking at the company’s performance over a longer time period, NVIDIA’s stock jumped a staggering 218% over the last year, or a mere 3,474% over the last 5 years.
NVIDIA’s ascension continues a trend over the last several years of tech companies all holding the top spots in the market capitalization rankings. Though this is the first time in quite a while that the traditional tech leaders of Apple and Microsoft have been pushed aside.
| Market Capitalization Rankings | ||
| Market Cap | Stock Price | |
| NVIDIA | $3.335T | $135.58 |
| Microsoft | $3.317T | $446.34 |
| Apple | $3.285T | $214.29 |
| Alphabet | $2.170T | $176.45 |
| Amazon | $1.902T | $182.81 |
Driving the rapid growth of NVIDIA and its market capitalization has been demand for AI accelerators from NVIDIA, particularly the company’s server-grade H100, H200, and GH200 accelerators for AI training. As the demand for these products has spiked, NVIDIA has been scaling up accordingly, repeatedly beating market expectations for how many of the accelerators they can ship – and what price they can charge. And despite all that growth, orders for NVIDIA’s high-end accelerators are still backlogged, underscoring how NVIDIA still isn’t meeting the full demands of hyperscalers and other enterprises.
Consequently, NVIDIA’s stock price and market capitalization have been on a tear on the basis of these future expectations. With a price-to-earnings (P/E) ratio of 76.7 – more than twice that of Microsoft or Apple – NVIDIA is priced more like a start-up than a 30-year-old tech company. But then it goes without saying that most 30-year-old tech companies aren’t tripling their revenue in a single year, placing NVIDIA in a rather unique situation at this time.
Like the stock market itself, market capitalizations are highly volatile. And historically speaking, it’s far from guaranteed that NVIDIA will be able to hold the top spot for long, never mind day-to-day fluctuations. NVIDIA, Apple, and Microsoft’s valuations are all within $50 billion (1.%) of each other, so for the moment at least, it’s still a tight race between all three companies. But no matter what happens from here, NVIDIA gets the exceptionally rare claim of having been the most valuable company in the world at some point.
(Carousel image courtesy MSN Money)
GPUs
NVIDIA Closes Above $135, Becomes World’s Most Valuable Company
Thanks to the success of the burgeoning market for AI accelerators, NVIDIA has been on a tear this year. And the only place that’s even more apparent than the company’s rapidly growing revenues is in the company’s stock price and market capitalization. After breaking into the top 5 most valuable companies only earlier this year, NVIDIA has reached the apex of Wall Street, closing out today as the world’s most valuable company.
With a closing price of $135.58 on a day that saw NVIDIA’s stock pop up another 3.5%, NVIDIA has topped both Microsoft and Apple in valuation, reaching a market capitalization of $3.335 trillion. This follows a rapid rise in the company’s stock price, which has increased by 47% in the last month alone – particularly on the back of NVIDIA’s most recent estimates-beating earnings report – as well as a recent 10-for-1 stock split. And looking at the company’s performance over a longer time period, NVIDIA’s stock jumped a staggering 218% over the last year, or a mere 3,474% over the last 5 years.
NVIDIA’s ascension continues a trend over the last several years of tech companies all holding the top spots in the market capitalization rankings. Though this is the first time in quite a while that the traditional tech leaders of Apple and Microsoft have been pushed aside.
| Market Capitalization Rankings | ||
| Market Cap | Stock Price | |
| NVIDIA | $3.335T | $135.58 |
| Microsoft | $3.317T | $446.34 |
| Apple | $3.285T | $214.29 |
| Alphabet | $2.170T | $176.45 |
| Amazon | $1.902T | $182.81 |
Driving the rapid growth of NVIDIA and its market capitalization has been demand for AI accelerators from NVIDIA, particularly the company’s server-grade H100, H200, and GH200 accelerators for AI training. As the demand for these products has spiked, NVIDIA has been scaling up accordingly, repeatedly beating market expectations for how many of the accelerators they can ship – and what price they can charge. And despite all that growth, orders for NVIDIA’s high-end accelerators are still backlogged, underscoring how NVIDIA still isn’t meeting the full demands of hyperscalers and other enterprises.
Consequently, NVIDIA’s stock price and market capitalization have been on a tear on the basis of these future expectations. With a price-to-earnings (P/E) ratio of 76.7 – more than twice that of Microsoft or Apple – NVIDIA is priced more like a start-up than a 30-year-old tech company. But then it goes without saying that most 30-year-old tech companies aren’t tripling their revenue in a single year, placing NVIDIA in a rather unique situation at this time.
Like the stock market itself, market capitalizations are highly volatile. And historically speaking, it’s far from guaranteed that NVIDIA will be able to hold the top spot for long, never mind day-to-day fluctuations. NVIDIA, Apple, and Microsoft’s valuations are all within $50 billion (1.%) of each other, so for the moment at least, it’s still a tight race between all three companies. But no matter what happens from here, NVIDIA gets the exceptionally rare claim of having been the most valuable company in the world at some point.
(Carousel image courtesy MSN Money)
GPUs![Micron: U.S. Fabs Will Start Operating in 2026 - 2029 <p align="center"><a href="https://www.anandtech.com/show/21459/micron-u-s-fabs-will-start-operating-in-2026-2029"><img src="https://images.anandtech.com/doci/21459/micron-server-datacenter-general-generic-678_575px.jpg" alt="" /></a></p><p><p>When Micron announced plans to build two new fabs in the U.S. in 2022, the company vaguely said both would come online by the decade's end. Then, in 2023, it began to optimize its spending, which pushed production at these fabrication facilities. This week, the company outlined more precise timeframes for when its fabs in <a href="https://www.anandtech.com/show/17573/micron-breaks-ground-on-its-15-billion-euv-dram-fab-in-the-us">Idaho</a> and <a href="https://www.anandtech.com/show/17606/micron-announces-100-billion-us-fab-complex-a-20year-plan">New York</a> will start operations: this will happen from calendar 2026 to calendar 2029.</p>
<p>"<em>These fab construction investments are necessary to support supply growth for the latter half of this decade,</em>" a statement by Micron in its Q3 FY2024 financial results report <a href="https://investors.micron.com/static-files/a531c7f0-fca2-48f3-8f24-79c945aaa2d2">reads</a>. "<em>This Idaho fab will not contribute to meaningful bit supply until fiscal 2027 and the New York construction capex is not expected to contribute to bit supply growth until fiscal 2028 or later. The timing of future [wafer fab equipment] spend in these fabs will be managed to align supply growth with expected demand growth.</em>"</p>
<p>Micron's fiscal year 2027 starts in September 2026, so the new fab near Boise, Idaho, is set to start operations between September 2026 and September 2027. The company's fiscal 2028 starts in September 2027, so the fab will likely begin operations in calendar 2028 or later, probably depending on the demand for DRAM memory in the coming years. That said, Micron's U.S. memory fabs will begin operations between late 2026 and 2029, which aligns with the company's original plans. </p>
<p>Construction of the fab in Idaho is well underway. In contrast, construction of the New York facility has yet to begin as the company is working on regulatory and permitting processes in the state. </p>
<p>Micron's capital expenditure (CaPex) plan for FY2024 is approximately $8.0 billion, with a decrease in year-over-year spending on wafer fabrication equipment (WFE). In Q4 FY2024, the company will spend around $3 billion on fab construction, new wafer fab tools, and various expansions/upgrades.</p>
<p>Looking ahead to FY2025, the company plans a substantial increase in capex, targeting a mid-30s percentage of revenue to support various technological and facility advancements. In particular, it expects its quarterly CapEx to average above the $3 billion level seen in the fourth quarter of FY2024, which means that it plans to spend about $12 billion in its fiscal 2025, which begins in late September.</p>
<p>Half or more of the total CapEx increase in FY2025 (i.e., over $2 billion) will be allocated to constructing new fabs in Idaho and New York. Meanwhile, the FY2025 CapEx will significantly rise to fund high-bandwidth memory (HBM) assembly and testing and the construction of fabrication and back-end facilities. This increase also includes investments in technology transitions to meet growing demand. </p>
<p>"<em>Fab construction in Idaho is underway, and we are working diligently to complete the regulatory and permitting processes in New York,</em>" said Sanjay Mehrotra, chief executive officer of Micron, at the company's conference call with investors and financial analysts (via <a href="https://seekingalpha.com/article/4701253-micron-technology-inc-mu-q3-2024-earnings-call-transcript?source=content_type%3Areact%7Csection%3ATranscripts%7Csection_asset%3ATranscripts%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A1">SeekingAlpha</a>). "<em>This additional leading-edge greenfield capacity, along with continued technology transition investments in our Asia facilities, is required to meet long-term demand in the second half of this decade and beyond. These investments support our objective to maintain our current bit share over time and to grow our memory bit supply in line with long-term industry bit demand.</em>"</p>
</p> Memory](https://lh3.googleusercontent.com/blogger_img_proxy/AEn0k_vouunKw-It-1-7cjULce8IOLSWP5GU8occf9OOHDs8yfUKUPzt-wb84JS8WASwxQhzPZL-b-32h_Hc_wfyQFZ2ibJ1FV3hSyZLcjXexSlIO43w-hpFiguQLpC1l-tvQ2a_Smk_Q0RIh8yN0nUsUS-XMBJharXoiNkoE9KL00J6i38=w72-h72-p-k-no-nu)
Micron: U.S. Fabs Will Start Operating in 2026 - 2029 
When Micron announced plans to build two new fabs in the U.S. in 2022, the company vaguely said both would come online by the decade's end. Then, in 2023, it began to optimize its spending, which pushed production at these fabrication facilities. This week, the company outlined more precise timeframes for when its fabs in Idaho and New York will start operations: this will happen from calendar 2026 to calendar 2029.
"These fab construction investments are necessary to support supply growth for the latter half of this decade," a statement by Micron in its Q3 FY2024 financial results report reads. "This Idaho fab will not contribute to meaningful bit supply until fiscal 2027 and the New York construction capex is not expected to contribute to bit supply growth until fiscal 2028 or later. The timing of future [wafer fab equipment] spend in these fabs will be managed to align supply growth with expected demand growth."
Micron's fiscal year 2027 starts in September 2026, so the new fab near Boise, Idaho, is set to start operations between September 2026 and September 2027. The company's fiscal 2028 starts in September 2027, so the fab will likely begin operations in calendar 2028 or later, probably depending on the demand for DRAM memory in the coming years. That said, Micron's U.S. memory fabs will begin operations between late 2026 and 2029, which aligns with the company's original plans.
Construction of the fab in Idaho is well underway. In contrast, construction of the New York facility has yet to begin as the company is working on regulatory and permitting processes in the state.
Micron's capital expenditure (CaPex) plan for FY2024 is approximately $8.0 billion, with a decrease in year-over-year spending on wafer fabrication equipment (WFE). In Q4 FY2024, the company will spend around $3 billion on fab construction, new wafer fab tools, and various expansions/upgrades.
Looking ahead to FY2025, the company plans a substantial increase in capex, targeting a mid-30s percentage of revenue to support various technological and facility advancements. In particular, it expects its quarterly CapEx to average above the $3 billion level seen in the fourth quarter of FY2024, which means that it plans to spend about $12 billion in its fiscal 2025, which begins in late September.
Half or more of the total CapEx increase in FY2025 (i.e., over $2 billion) will be allocated to constructing new fabs in Idaho and New York. Meanwhile, the FY2025 CapEx will significantly rise to fund high-bandwidth memory (HBM) assembly and testing and the construction of fabrication and back-end facilities. This increase also includes investments in technology transitions to meet growing demand.
"Fab construction in Idaho is underway, and we are working diligently to complete the regulatory and permitting processes in New York," said Sanjay Mehrotra, chief executive officer of Micron, at the company's conference call with investors and financial analysts (via SeekingAlpha). "This additional leading-edge greenfield capacity, along with continued technology transition investments in our Asia facilities, is required to meet long-term demand in the second half of this decade and beyond. These investments support our objective to maintain our current bit share over time and to grow our memory bit supply in line with long-term industry bit demand."
Memory
Micron Ships Crucial-Branded LPCAMM2 Memory Modules: 64GB of LPDDR5X For $330 
As 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
Source: Micron LPDDR5X LPCAMM2 Technical Brief
CUDIMM Standard Set to Make Desktop Memory a Bit Smarter and a Lot More Robust While the new CAMM and LPCAMM memory modules for laptops have garnered a great deal of attention in recent months, it's not just the mobile side of the PC memory industry that is looking at changes. The desktop memory market is also coming due for some upgrades to further improve DIMM performance, in the form of a new DIMM variety called the Clocked Unbuffered DIMM (CUDIMM). And while this memory isn't in use quite yet, several memory vendors had their initial CUDIMM products on display at this year's Computex trade show, offering a glimpse into the future of desktop memory.
A variation on traditional Unbuffered DIMMs (UDIMMs), Clocked UDIMMs (and Clocked SODIMMs) have been created as another solution to the ongoing signal integrity challenges presented by DDR5 memory. DDR5 allows for rather speedy transfer rates with removable (and easily installed) DIMMs, but further performance increases are running up against the laws of physics when it comes to the electrical challenges of supporting memory on a stick – particularly with so many capacity/performance combinations like we see today. And while those challenges aren't insurmountable, if DDR5 (and eventually, DDR6) are to keep increasing in speed, some changes appear to be needed to produce more electrically robust DIMMs, which is giving rise to the CUDIMM.
Standardized by JEDEC earlier this year as JESD323, CUDIMMs tweak the traditional unbuffered DIMM by adding a clock driver (CKD) to the DIMM itself, with the tiny IC responsible for regenerating the clock signal driving the actual memory chips. By generating a clean clock locally on the DIMM (rather than directly using the clock from the CPU, as is the case today), CUDIMMs are designed to offer improved stability and reliability at high memory speeds, combating the electrical issues that would otherwise cause reliability issues at faster memory speeds. In other words, adding a clock driver is the key to keeping DDR5 operating reliably at high clockspeeds.
All told, JEDEC is proposing that CUDIMMs be used for DDR5-6400 speeds and higher, with the first version of the specification covering speeds up to DDR5-7200. The new DIMMs will also be drop-in compatible with existing platforms (at least on paper), using the same 288-pin connector as today's standard DDR5 UDIMM and allowing for a relatively smooth transition towards higher DDR5 clockspeeds.
Memory
![](https://twitter.com/share?url=https://compbuddey.blogspot.com/2024/09/samsungs-128-tb-class-bm1743-enterprise_84.html&text=Samsung's 128 TB-Class BM1743 Enterprise SSD Displayed at FMS 2024 <p align="center"><a href="https://www.anandtech.com/show/21526/samsungs-128-tbclass-bm1743-enterprise-ssd-displayed-at-fms-2024"><img src="https://images.anandtech.com/doci/21526/for-carousel_575px.jpg" alt="" /></a></p><p><p>Samsung had <a href="https://www.anandtech.com/show/21465">quietly launched</a> its BM1743 enterprise QLC SSD last month with a hefty 61.44 TB SKU. At FMS 2024, the company had the even larger 122.88 TB version of that SSD on display, alongside a few recorded benchmarking sessions. Compared to the previous generation, the BM1743 comes with a 4.1x improvement in I/O performance, improvement in data retention, and a 45% improvement in power efficiency for sequential writes.</p>
<p align="center"><a href="https://www.anandtech.com/show/21526/samsungs-128-tbclass-bm1743-enterprise-ssd-displayed-at-fms-2024"><img alt="" src="https://images.anandtech.com/doci/21526/bm1743-perf_575px.jpg" /></a></p>
<p>The 128 TB-class QLC SSD boasts of sequential read speeds of 7.5 GBps and write speeds of 3 GBps. Random reads come in at 1.6 M IOPS, while 16 KB random writes clock in at 45K IOPS. Based on the quoted random write access granularity, it appears that Samsung is using a 16 KB indirection unit (IU) to optimize flash management. This is similar to the strategy adopted by Solidigm with IUs larger than 4K in their high-capacity SSDs.</p>
<p>A recorded benchmark session on the company's PM9D3a 8-channel Gen 5 SSD was also on display.</p>
<p align="center"><a href="https://www.anandtech.com/show/21526/samsungs-128-tbclass-bm1743-enterprise-ssd-displayed-at-fms-2024"><img alt="" src="https://images.anandtech.com/doci/21526/pm9d3a_575px.jpg" /></a></p>
<p>The SSD family is being promoted as a mainstream option for datacenters, and boasts of sequential reads up to 12 GBps and writes up to 6.8 GBps. Random reads clock in at 2 M IOPS, and random writes at 400 K IOPS.</p>
<p align="center"><a href="https://www.anandtech.com/show/21526/samsungs-128-tbclass-bm1743-enterprise-ssd-displayed-at-fms-2024"><img alt="" src="https://images.anandtech.com/doci/21526/pm9d3a-ff_575px.jpg" /></a></p>
<p>Available in multiple form-factors up to 32 TB (M.2 tops out at 2 TB), the drive's firmware includes optional support for flexible data placement (FDP) to help address the write amplification aspect.</p>
<p>The PM1753 is the current enterprise SSD flagship in Samsung's lineup. With support for 16 NAND channels and capacities up to 32 TB, this U.2 / E3.S SSD has advertised sequential read and write speeds of 14.8 GBps and 11 GBps respectively. Random reads and writes for 4 KB accesses are listed at 3.4 M and 600 K IOPS.</p>
<p align="center"><a href="https://www.anandtech.com/show/21526/samsungs-128-tbclass-bm1743-enterprise-ssd-displayed-at-fms-2024"><img alt="" src="https://images.anandtech.com/doci/21526/pm1753-det_575px.jpg" /></a></p>
<p>Samsung claims a 1.7x performance improvement and a 1.7x power efficiency improvement over the previous generation (PM1743), making this TLC SSD suitable for AI servers.</p>
<p>The 9<sup>th</sup> Gen. V-NAND wafer was also available for viewing, though photography was prohibited. Mass production of this flash memory began in <a href="https://semiconductor.samsung.com/news-events/news/samsung-electronics-begins-industrys-first-mass-production-of-9th-gen-v-nand/">April 2024</a>.</p>
</p> Storage){kind=link}
![](https://www.pinterest.com/pin/create/button/?url=https://compbuddey.blogspot.com/2024/09/samsungs-128-tb-class-bm1743-enterprise_84.html&media=https://lh3.googleusercontent.com/blogger_img_proxy/AEn0k_uk5syYJ0PZaxFm0JtZu7BYLdiM8vK3GB1AIxQR2fS45mngODsO6yDepFSy9AJFSUEI-dZZxzJoVc98dJBmCX37cWlOXTmmZ26fPeIZmwjQQIrZ1zvLiBImMsT79ANFTRdW&description=Samsung's 128 TB-Class BM1743 Enterprise SSD Displayed at FMS 2024 <p align="center"><a href="https://www.anandtech.com/show/21526/samsungs-128-tbclass-bm1743-enterprise-ssd-displayed-at-fms-2024"><img src="https://images.anandtech.com/doci/21526/for-carousel_575px.jpg" alt="" /></a></p><p><p>Samsung had <a href="https://www.anandtech.com/show/21465">quietly launched</a> its BM1743 enterprise QLC SSD last month with a hefty 61.44 TB SKU. At FMS 2024, the company had the even larger 122.88 TB version of that SSD on display, alongside a few recorded benchmarking sessions. Compared to the previous generation, the BM1743 comes with a 4.1x improvement in I/O performance, improvement in data retention, and a 45% improvement in power efficiency for sequential writes.</p>
<p align="center"><a href="https://www.anandtech.com/show/21526/samsungs-128-tbclass-bm1743-enterprise-ssd-displayed-at-fms-2024"><img alt="" src="https://images.anandtech.com/doci/21526/bm1743-perf_575px.jpg" /></a></p>
<p>The 128 TB-class QLC SSD boasts of sequential read speeds of 7.5 GBps and write speeds of 3 GBps. Random reads come in at 1.6 M IOPS, while 16 KB random writes clock in at 45K IOPS. Based on the quoted random write access granularity, it appears that Samsung is using a 16 KB indirection unit (IU) to optimize flash management. This is similar to the strategy adopted by Solidigm with IUs larger than 4K in their high-capacity SSDs.</p>
<p>A recorded benchmark session on the company's PM9D3a 8-channel Gen 5 SSD was also on display.</p>
<p align="center"><a href="https://www.anandtech.com/show/21526/samsungs-128-tbclass-bm1743-enterprise-ssd-displayed-at-fms-2024"><img alt="" src="https://images.anandtech.com/doci/21526/pm9d3a_575px.jpg" /></a></p>
<p>The SSD family is being promoted as a mainstream option for datacenters, and boasts of sequential reads up to 12 GBps and writes up to 6.8 GBps. Random reads clock in at 2 M IOPS, and random writes at 400 K IOPS.</p>
<p align="center"><a href="https://www.anandtech.com/show/21526/samsungs-128-tbclass-bm1743-enterprise-ssd-displayed-at-fms-2024"><img alt="" src="https://images.anandtech.com/doci/21526/pm9d3a-ff_575px.jpg" /></a></p>
<p>Available in multiple form-factors up to 32 TB (M.2 tops out at 2 TB), the drive's firmware includes optional support for flexible data placement (FDP) to help address the write amplification aspect.</p>
<p>The PM1753 is the current enterprise SSD flagship in Samsung's lineup. With support for 16 NAND channels and capacities up to 32 TB, this U.2 / E3.S SSD has advertised sequential read and write speeds of 14.8 GBps and 11 GBps respectively. Random reads and writes for 4 KB accesses are listed at 3.4 M and 600 K IOPS.</p>
<p align="center"><a href="https://www.anandtech.com/show/21526/samsungs-128-tbclass-bm1743-enterprise-ssd-displayed-at-fms-2024"><img alt="" src="https://images.anandtech.com/doci/21526/pm1753-det_575px.jpg" /></a></p>
<p>Samsung claims a 1.7x performance improvement and a 1.7x power efficiency improvement over the previous generation (PM1743), making this TLC SSD suitable for AI servers.</p>
<p>The 9<sup>th</sup> Gen. V-NAND wafer was also available for viewing, though photography was prohibited. Mass production of this flash memory began in <a href="https://semiconductor.samsung.com/news-events/news/samsung-electronics-begins-industrys-first-mass-production-of-9th-gen-v-nand/">April 2024</a>.</p>
</p> Storage){kind=link}
![](https://web.whatsapp.com/send?text=Samsung's 128 TB-Class BM1743 Enterprise SSD Displayed at FMS 2024 <p align="center"><a href="https://www.anandtech.com/show/21526/samsungs-128-tbclass-bm1743-enterprise-ssd-displayed-at-fms-2024"><img src="https://images.anandtech.com/doci/21526/for-carousel_575px.jpg" alt="" /></a></p><p><p>Samsung had <a href="https://www.anandtech.com/show/21465">quietly launched</a> its BM1743 enterprise QLC SSD last month with a hefty 61.44 TB SKU. At FMS 2024, the company had the even larger 122.88 TB version of that SSD on display, alongside a few recorded benchmarking sessions. Compared to the previous generation, the BM1743 comes with a 4.1x improvement in I/O performance, improvement in data retention, and a 45% improvement in power efficiency for sequential writes.</p>
<p align="center"><a href="https://www.anandtech.com/show/21526/samsungs-128-tbclass-bm1743-enterprise-ssd-displayed-at-fms-2024"><img alt="" src="https://images.anandtech.com/doci/21526/bm1743-perf_575px.jpg" /></a></p>
<p>The 128 TB-class QLC SSD boasts of sequential read speeds of 7.5 GBps and write speeds of 3 GBps. Random reads come in at 1.6 M IOPS, while 16 KB random writes clock in at 45K IOPS. Based on the quoted random write access granularity, it appears that Samsung is using a 16 KB indirection unit (IU) to optimize flash management. This is similar to the strategy adopted by Solidigm with IUs larger than 4K in their high-capacity SSDs.</p>
<p>A recorded benchmark session on the company's PM9D3a 8-channel Gen 5 SSD was also on display.</p>
<p align="center"><a href="https://www.anandtech.com/show/21526/samsungs-128-tbclass-bm1743-enterprise-ssd-displayed-at-fms-2024"><img alt="" src="https://images.anandtech.com/doci/21526/pm9d3a_575px.jpg" /></a></p>
<p>The SSD family is being promoted as a mainstream option for datacenters, and boasts of sequential reads up to 12 GBps and writes up to 6.8 GBps. Random reads clock in at 2 M IOPS, and random writes at 400 K IOPS.</p>
<p align="center"><a href="https://www.anandtech.com/show/21526/samsungs-128-tbclass-bm1743-enterprise-ssd-displayed-at-fms-2024"><img alt="" src="https://images.anandtech.com/doci/21526/pm9d3a-ff_575px.jpg" /></a></p>
<p>Available in multiple form-factors up to 32 TB (M.2 tops out at 2 TB), the drive's firmware includes optional support for flexible data placement (FDP) to help address the write amplification aspect.</p>
<p>The PM1753 is the current enterprise SSD flagship in Samsung's lineup. With support for 16 NAND channels and capacities up to 32 TB, this U.2 / E3.S SSD has advertised sequential read and write speeds of 14.8 GBps and 11 GBps respectively. Random reads and writes for 4 KB accesses are listed at 3.4 M and 600 K IOPS.</p>
<p align="center"><a href="https://www.anandtech.com/show/21526/samsungs-128-tbclass-bm1743-enterprise-ssd-displayed-at-fms-2024"><img alt="" src="https://images.anandtech.com/doci/21526/pm1753-det_575px.jpg" /></a></p>
<p>Samsung claims a 1.7x performance improvement and a 1.7x power efficiency improvement over the previous generation (PM1743), making this TLC SSD suitable for AI servers.</p>
<p>The 9<sup>th</sup> Gen. V-NAND wafer was also available for viewing, though photography was prohibited. Mass production of this flash memory began in <a href="https://semiconductor.samsung.com/news-events/news/samsung-electronics-begins-industrys-first-mass-production-of-9th-gen-v-nand/">April 2024</a>.</p>
</p> Storage | https://compbuddey.blogspot.com/2024/09/samsungs-128-tb-class-bm1743-enterprise_84.html){kind=link}
![](mailto:?subject=Samsung's 128 TB-Class BM1743 Enterprise SSD Displayed at FMS 2024 <p align="center"><a href="https://www.anandtech.com/show/21526/samsungs-128-tbclass-bm1743-enterprise-ssd-displayed-at-fms-2024"><img src="https://images.anandtech.com/doci/21526/for-carousel_575px.jpg" alt="" /></a></p><p><p>Samsung had <a href="https://www.anandtech.com/show/21465">quietly launched</a> its BM1743 enterprise QLC SSD last month with a hefty 61.44 TB SKU. At FMS 2024, the company had the even larger 122.88 TB version of that SSD on display, alongside a few recorded benchmarking sessions. Compared to the previous generation, the BM1743 comes with a 4.1x improvement in I/O performance, improvement in data retention, and a 45% improvement in power efficiency for sequential writes.</p>
<p align="center"><a href="https://www.anandtech.com/show/21526/samsungs-128-tbclass-bm1743-enterprise-ssd-displayed-at-fms-2024"><img alt="" src="https://images.anandtech.com/doci/21526/bm1743-perf_575px.jpg" /></a></p>
<p>The 128 TB-class QLC SSD boasts of sequential read speeds of 7.5 GBps and write speeds of 3 GBps. Random reads come in at 1.6 M IOPS, while 16 KB random writes clock in at 45K IOPS. Based on the quoted random write access granularity, it appears that Samsung is using a 16 KB indirection unit (IU) to optimize flash management. This is similar to the strategy adopted by Solidigm with IUs larger than 4K in their high-capacity SSDs.</p>
<p>A recorded benchmark session on the company's PM9D3a 8-channel Gen 5 SSD was also on display.</p>
<p align="center"><a href="https://www.anandtech.com/show/21526/samsungs-128-tbclass-bm1743-enterprise-ssd-displayed-at-fms-2024"><img alt="" src="https://images.anandtech.com/doci/21526/pm9d3a_575px.jpg" /></a></p>
<p>The SSD family is being promoted as a mainstream option for datacenters, and boasts of sequential reads up to 12 GBps and writes up to 6.8 GBps. Random reads clock in at 2 M IOPS, and random writes at 400 K IOPS.</p>
<p align="center"><a href="https://www.anandtech.com/show/21526/samsungs-128-tbclass-bm1743-enterprise-ssd-displayed-at-fms-2024"><img alt="" src="https://images.anandtech.com/doci/21526/pm9d3a-ff_575px.jpg" /></a></p>
<p>Available in multiple form-factors up to 32 TB (M.2 tops out at 2 TB), the drive's firmware includes optional support for flexible data placement (FDP) to help address the write amplification aspect.</p>
<p>The PM1753 is the current enterprise SSD flagship in Samsung's lineup. With support for 16 NAND channels and capacities up to 32 TB, this U.2 / E3.S SSD has advertised sequential read and write speeds of 14.8 GBps and 11 GBps respectively. Random reads and writes for 4 KB accesses are listed at 3.4 M and 600 K IOPS.</p>
<p align="center"><a href="https://www.anandtech.com/show/21526/samsungs-128-tbclass-bm1743-enterprise-ssd-displayed-at-fms-2024"><img alt="" src="https://images.anandtech.com/doci/21526/pm1753-det_575px.jpg" /></a></p>
<p>Samsung claims a 1.7x performance improvement and a 1.7x power efficiency improvement over the previous generation (PM1743), making this TLC SSD suitable for AI servers.</p>
<p>The 9<sup>th</sup> Gen. V-NAND wafer was also available for viewing, though photography was prohibited. Mass production of this flash memory began in <a href="https://semiconductor.samsung.com/news-events/news/samsung-electronics-begins-industrys-first-mass-production-of-9th-gen-v-nand/">April 2024</a>.</p>
</p> Storage&body=https://compbuddey.blogspot.com/2024/09/samsungs-128-tb-class-bm1743-enterprise_84.html){kind=link}
XPG Demos "Nia" Handheld Gaming PC With Foveated Rendering, Swappable DRAM 
With the rise of the handheld gaming PC market, we've seen PC vendors and their partners toy with a number of tricks and tweaks to improve improve framerates in games, with some of their latest efforts on display at this year's Computex trade show. Perhaps the most interesting find thus far comes from ADATA sub-brand XPG, who is demoing their prototype "Nia" handheld PC, which uses eye tracking and dynamic foveated rendering to further improve their rendering performance.
For those unfamiliar, dynamic foveated rendering is a graphics technique that is sometimes used to boost performance in virtual reality (VR) and augmented reality (AR) applications by taking advantage of how human vision works. Typically, humans can only perceive detailed imagery in the relatively small central area of our vision called the fovea, while our peripheral vision is much less detailed. Dynamic foveated rendering, in turn, exploits this by using real-time eye tracking to determine where the user is looking, and then rendering just that area in high/full resolution, while rendering the peripheral areas in lower resolution. The net result is that only a fraction of the screen is rendered at full detail, which cuts down on the total amount of rendering work required and boosting framerates on performance-limited devices.
As stated before, this technology is sometimes used in high-end AR/VR headsets, where high resolution displays are placed mere inches from one's face. This ends up being an ideal use case for the technique, since at those distances, only a small fraction of the screen is within the fovea.
Using dynamic foveated rendering for a handheld, on the other hand, is a more novel application. All of the same visual principles apply, but the resolutions at play are lower, and the screen is farther from the users' eyes. This makes a handheld device a less ideal use case, at least on paper, as a larger portion of the screen is going to be in the fovea, and thus will need to be rendered at full resolution. None the less, it will be interesting to see how XPG's efforts pan out, and if dynamic foveated rendering is beneficial enough for handheld PCs. As we sometimes see with trade show demos, not everything makes it out of the prototype stage.
According to a press release put out by ADATA ahead of the trade show, the eye tracking technology is being provided by AMD collaborator Eyeware. Notably, their software-based approach runs on top of standard webcams, rather than requiring IR cameras. So the camera hardware itself should be pretty straight-forward.
Foveated rendering aside, XPG is making sure that the Nia won't be a one-trick pony. The handheld's other major claim to fame is its hardware swappability. The prototype handheld not only features a removable M.2-2230 SSD, but the company is also taking advantage of the recently-introduced LPCAMM2 memory module standard to introduce removable DRAM. Via a hatch in the back of the handheld, device owners would be able to swap out LPCAMM2 LPDDR5X modules for higher capacity versions. This would give the handheld an additional degree of future-proofness over current handhelds, which use non-replaceable soldered-down memory.
Rounding out the package, the current prototype is based on an AMD's Zen 4 Phoenix APU, which is used across both of the company's current mobile lines (Ryzen Mobile 7000/8000 and Ryzen Z1). Meanwhile, the unit's display is adjustable, allowing it to be angled away from the body of the handheld.
Assuming all goes well with the prototype, XPG aims to release a finished product in 2025.
ADATA
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's.
NVIDIA's AD102 GPU Pops Up in MSI GeForce RTX 4070 Ti Super Cards
As GPU families enter the later part of their lifecycles, we often see chip manufacturers start to offload stockpiles of salvaged chips that, for one reason or another, didn't make the grade for the tier of cards they normally are used in. These recovered chips are fairly unremarkable overall, but they are unsold silicon that still works and has economic value, leading to them being used in lower-tier cards so that they can be sold. And, judging by the appearance of a new video card design from MSI, it looks like NVIDIA's Ada Lovelace generation of chips has reached that stage, as the Taiwanese video card maker has put out a new GeForce RTX 4070 Ti Super card based on a salvaged AD102 GPU.
Typically based on NVIDIA's AD103 GPU, NVIDIA's GeForce RTX 4070 Ti Super series sits a step below the company's flagship RTX 4080/4090 cards, both of which are based on the bigger and badder AD102 chip. But with some number of AD102 chips inevitably failing to live up to RTX 4080 specifications, rather than being thrown out, these chips can instead be used to make RTX 4070 cards. Which is exactly what MSI has done with their new GeForce RTX 4070 Ti Super Ventus 3X Black OC graphics card.
The card itself is relatively unremarkable – using a binned AD102 chip doesn't come with any advantages, and it should perform just like regular AD103 cards – and for that reason, video card vendors rarely publicly note when they're doing a run of cards with a binned-down version of a bigger chip. However, these larger chips have a tell-tale PCB footprint that usually makes it obvious what's going on. Which, as first noticed by @wxnod, is exactly what's going on with MSI's card.
Ada Lovelace Lineup: MSI GeForce RTX 4070 TiS (AD103), RTX 4070 TiS (AD102), & RTX 4090 (AD102)
The tell, in this case, is the rear board shot provided by MSI. The larger AD102 GPU uses an equally larger mounting bracket, and is paired with a slightly more complex array of filtering capacitors on the back side of the board PCB. Ultimately, since these are visible in MSI's photos of their GeForce RTX 4070 Ti Super Ventus 3X Black OC, it's easy to compare it to other video cards and see that it has exactly the same capacitor layout as MSI's GeForce RTX 4090, thus confirming the use of an AD102 GPU.
Chip curiosities aside, all of NVIDIA GeForce RTX 4070 Ti Super graphics cards – no matter whether they are based on the AD102 or AD103 GPU – come with a GPU with 8,448 active CUDA cores and 16 GB of GDDR6X memory, so it doesn't (typically) matter which chip they carry. Otherwise, compared to a fully-enabled AD102 chip, the RTX 4070 Ti Super specifications are relatively modest, with fewer than half as many CUDA cores, underscoring how the AD102 chip being used in MSI's card is a pretty heavy salvage bin.
As for the rest of the card, MSI GeForce RTX 4070 Ti Super Ventus 3X Black OC is a relatively hefty card overall, with a cooling system to match. Being overclocked, the Ventus also has a slightly higher TDP than normal GeForce RTX 4070 Ti Super cards, weighing in at 295 Watts, or 10 Watts above baseline cards.
Meanwhile, MSI is apparently not the only video card manufacturer using salvaged AD102 chips for GeForce RTX 4070 Ti Super, either. @wxnod has also posted a screenshot obtained on an Inno3D GeForce RTX 4070 Ti Super based on an AD102 GPU.
GPUs
Ada Lovelace Lineup: MSI GeForce RTX 4070 TiS (AD103), RTX 4070 TiS (AD102), & RTX 4090 (AD102)
ASMedia Preps USB4 v2 Controller and PHY
The USB Implementers Forum (USB-IF) introduced USB4 version 2.0 in fall 2022, and it expects systems and devices with the tech to emerge later this year and into next year. These upcoming products will largely rely on Intel's Barlow Ridge controller, a full-featured Thunderbolt 5 controller that goes above and beond the baseline USB4 v2 spec. And though extremely capable, Intel's Thunderbolt controllers are also quite expensive, and Barlow Ridge isn't expected to be any different. Fortunately, for system and device vendors that just need a basic USB4 v2 solution, ASMedia is also working on its own USB4 v2 controller.
At Computex 2024, ASMedia demonstrated a prototype of its upcoming USB4 v2 physical interface (PHY), which will support USB4 v2's new Gen 4 (160Gbps) data rates and the associated PAM-3 signal encoding. The prototype was implemented using an FPGA, as the company yet has to tape out the completed controller.
Ultimately, the purpose of showing off a FPGA-based PHY at Computex was to allow ASMedia to demonstrate their current PHY design. With the shift to PAM-3 encoding for USB4 v2, ASMedia (and the rest of the USB ecosystem) must develop significantly more complex controllers – and there's no part of that more critical than a solid and reliable PHY design.
As part of their demonstration, ASMedia had a classic eye diagram display. The eye diagram demoed has a clear opening in the center, which is indicative of good signal integrity, as the larger the eye opening, the less distortion and noise in the signal. The horizontal width of the eye opening represents the time window in which the signal can be sampled correctly, so the relatively narrow horizontal spread of the eye opening suggests that there is minimal jitter, meaning the signal transitions are consistent and predictable. Finally, the vertical height of the eye opening indicates the signal amplitude and the rather tall eye opening suggests a higher signal-to-noise ratio (SNR), meaning that the signal is strong compared to any noise present.
ASMedia itself is one of the major suppliers for discrete USB controllers, so the availability of ASMedia's USB4 v2 chip is crucial for adoption of the standard in general. While Intel will spearhead the industry with their Barlow Ridge Thunderbolt 5/USB4 v2 controller, ASMedia's controller is poised to end up in a far larger range of devices. So the importance of the company's USB4 v2 PHY demo is hard to overstate.
Demos aside, ASMedia is hoping to tape the chip out soon. If all goes well, the company expects their first USB4 v2 controllers to hit the market some time in the second half of 2025.
Peripherals
0 Comments