Micron First to Ship Critical Memory for AI Data Centers
Micron Technology, Inc. (Nasdaq: MU) has validated and shipped the industry's first 128GB DDR5 RDIMM memory, utilizing high-capacity monolithic 32Gb DRAM die-based technology. This memory offers enhanced bit density, energy efficiency, and lower latency compared to competitors' products. The collaboration with industry leaders has led to widespread adoption of these high-performance modules in various data center applications, including AI, ML, HPC, and IMDBs. Micron's 128GB DDR5 RDIMM memory is supported by a strong ecosystem and will be available through global distributors in June 2024. This launch signifies Micron's continued leadership in providing high-capacity RDIMMs for memory-intensive workloads.
Micron Technology, Inc. is the first to ship 128GB DDR5 32Gb server DRAM, setting a new industry milestone.
The 128GB DDR5 RDIMM memory features improved bit density, energy efficiency, and lower latency compared to competitors' products.
The collaboration with industry leaders has led to broad adoption of Micron's high-performance memory modules in various data center applications.
The memory will be supported by a strong ecosystem including AMD, HPE, Intel, and Supermicro, among others.
- None.
Insights
Micron's announcement of shipping 128GB DDR5 32Gb server DRAM reflects a technological leap in server memory, designed to cater to the escalating requirements of AI data centers. This advancement is important for high-capacity data processing which AI and ML workloads demand. The increase in bit density by over
From an investor standpoint, Micron's leadership in 1-beta technology and the successful validation of these memory modules signal the company's proactive stance in addressing next-gen data center needs. Adopting these high-speed memory modules could lead to broader industry adoption, potentially boosting Micron's market share and revenue growth. Yet, investors should consider the capital expenditure required for data centers to upgrade to this new standard and the competitive landscape where similar advancements might affect pricing power and market adoption.
The financial implications of Micron's product release should be scrutinized through the lens of supply chain dynamics and cost structure. The introduction of these modules can potentially lead to operational efficiencies for data centers, which could trickle down as cost savings in the long run. The collaboration with key industry players like AMD, Intel and HPE suggests that Micron is strategically positioned to capitalize on enterprise-level demand.
While the initial CAPEX for clients might be high, the long-term ROI due to performance and efficiency gains could justify the investment. The stock value could see an uplift as the market absorbs this innovation, though investors should remain cautious about the adoption rates and watch for feedback from early adopters for a clearer investment picture.
Micron reaches industry milestone as first to validate and ship 128GB DDR5 32Gb server DRAM to address the rigorous speed and capacity demands of memory-intensive Gen AI applications
BOISE, Idaho, May 01, 2024 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU), today announced it is leading the industry by validating and shipping its high-capacity monolithic 32Gb DRAM die-based 128GB DDR5 RDIMM memory in speeds up to 5,600 MT/s on all leading server platforms. Powered by Micron’s industry-leading 1β (1-beta) technology, the 128GB DDR5 RDIMM memory delivers more than
Micron’s collaboration with industry leaders and customers has yielded broad adoption of these new high-performance, large-capacity modules across high-volume server CPUs. These high-speed memory modules were engineered to meet the performance needs of a wide range of mission-critical applications in data centers, including artificial intelligence (AI) and machine learning (ML), high-performance computing (HPC), in-memory databases (IMDBs) and efficient processing for multithreaded, multicore count general compute workloads. Micron’s 128GB DDR5 RDIMM memory will be supported by a robust ecosystem including AMD, Hewlett Packard Enterprise (HPE), Intel, Supermicro, along with many others.
“With this latest volume shipment milestone, Micron continues to lead the market in providing high-capacity RDIMMs that have been qualified on all the major CPU platforms to our customers,” said Praveen Vaidyanathan, vice president and general manager of Micron’s Compute Products Group. “AI servers will now be configured with Micron’s 24GB 8-high HBM3E for GPU-attached memory and Micron’s 128GB RDIMMs for CPU-attached memory to deliver the capacity, bandwidth and power-optimized infrastructure required for memory intensive workloads.”
Industry Adoption
“A core tenet of our work with Micron is advancing the capabilities of data center infrastructure through highly-performant memory for compute intensive workloads,” said Dan McNamara, senior vice president and general manager, Server Business Unit, AMD. “Through this collaboration, our joint customers can now get immediate impact out of the high-capacity DDR5 memory offering from Micron in an AMD EPYC CPU powered server, delivering the performance and efficiency needed for the modern data center.”
“Adopting advanced memory capabilities, while ensuring high-performance and efficiency, is critical to supporting growing AI workloads in training, tuning, and inferencing,” Krista Satterthwaite, senior vice president and general manager, Compute at HPE. “We are committed to providing the most high-performing, energy-efficient solutions, and through our collaboration with Micron, plan to deliver monolithic, high-density DRAM across our AI portfolio to help our enterprise customers gain optimal performance to tackle any workload.”
“Micron’s 128GB DDR5 RDIMM memory is the first 32Gb monolithic DRAM-based high-capacity DIMM that has completed Intel platform memory compatibility qualification on 4th and 5th Gen Intel® Xeon® processors,” said Dr. Dimitrios Ziakas, vice president of Intel’s Memory and IO Technologies, Intel Corporation. “32Gb density based DDR5 DIMMs accelerates critical server and AI system configurations bringing forward key performance, capacity, and most importantly power efficiency benefits to Intel® Xeon® processor-based systems. We are excited to continue our collaboration with Micron to drive broad adoption of innovative products in the market that solve memory capacity and power bottlenecks for AI and server customers.”
“Supermicro is leading the industry with the broadest accelerated server and solution portfolio based on NVIDIA, AMD and Intel,” said Wally Liaw, senior vice president of Business Development and co-founder at Supermicro. “Savvy customers are looking for large memory footprint, performance, and efficiency improvements in the AI infrastructure. Customers can benefit significantly from Supermicro’s advanced GPU SuperServers with the new 32Gb monolithic DRAM-based 128GB memory, and we are excited to collaborate with Micron to enable this.”
Micron 128GB DDR5 RDIMM memory is available now directly from Micron and will be available through select global channel distributors and resellers in June 2024. As part of its comprehensive data center memory portfolio, Micron offers a wide array of memory options across DDR5 RDIMMs, MCRDIMMs, MRDIMMs, CXL and LPDDR5x form factors to allow customers to integrate optimized solutions for AI and high-performance computing (HPC) applications that suit their needs for bandwidth, capacity and power optimization. For more information, visit Micron’s DDR5 webpage.
Resources:
About Micron Technology, Inc.
We are an industry leader in innovative memory and storage solutions transforming how the world uses information to enrich life for all. With a relentless focus on our customers, technology leadership, and manufacturing and operational excellence, Micron delivers a rich portfolio of high-performance DRAM, NAND and NOR memory and storage products through our Micron® and Crucial® brands. Every day, the innovations that our people create fuel the data economy, enabling advances in artificial intelligence and 5G applications that unleash opportunities — from the data center to the intelligent edge and across the client and mobile user experience. To learn more about Micron Technology, Inc. (Nasdaq: MU), visit micron.com.
© 2024 Micron Technology, Inc. All rights reserved. Information, products, and/or specifications are subject to change without notice. Micron, the Micron logo, and all other Micron trademarks are the property of Micron Technology, Inc. All other trademarks are the property of their respective owners.
Intel, the Intel logo, and other Intel marks are trademarks of Intel Corporation or its subsidiaries.
__________________
1 Based on competitive data sheets and JEDEC specifications.
2 Micron 5,600 MT/s 128GB DDR5 RDIMM memory compared to SK Hynix’s 5,600 MT/s 3DS TSV product yields
