[Core Information] DRAM price outlook next year will fall, Nvidia’s new chips face delivery delays

1. Institutions: DRAM prices will fall across the board in 2025

• DDR4/LPDDR4X due toSufficient supply, weak demandAlready the first to fall
• DDR5/LPDDR5X is affected by high inventory,There is a high probability of falling from the end of 2024 to 2025

2. NVIDIA Blackwell chips encounter heat dissipation problems and delivery is delayed

• Blackwell GPUs in 72-bit high-density rackssevere overheating
• NVIDIA requires suppliersRedesign server racks, delivery time is delayed

3. BOE invested RMB 33 billion to build a 12-inch wafer fab, with mass production by the end of 2026

• Products: display driver, digital-analog hybrid,MCUWait
• Process: 28–55nm, planned monthly production capacity50,000 pieces
• Progress: Start in 2024, move in Q4 equipment in 2025, mass production by the end of 2026

4. Hon Hai: Capture at least 40% of global AI server share by 2025

• Production capacity is ready to handle NVIDIA GB200 orders
• Electric vehicle business andTwo Japanese car companiesNegotiate cooperation and postpone next year’s share target

5. NXP releases i.MX 94 application processor, focusing on automotive/industrial

• Configuration: 4×A55 + 2×M33 + 2×M series cores
• Features: Integrated2.5Gbps TSN Ethernet switch, high real-time and security
• Sample delivery will begin in Q1, 2025

6. Infineon launches new linear MOSFET, adapted for AI servers

• OptiMOS 5 Linear FET 2
• higherSOA secure workspace, lower gate leakage current, supports multiple parallel connections, and reduces BOM cost

7. Phison releases 128TB enterprise-class PCIe 5.0 SSD

• Model: PASCARI D205V
• Solution: PCIe 5.0 x2 master + 2Tb 3D QLC
• For AI data centers, taking into account large capacity, low power consumption and heat dissipation optimization