Micron Technology Inc.
) recently joined forces to develop a new solution to protect
against DRAM timing factors. The offering will help to deliver
enhanced performance for networking customers.
Designed for the high-performance networking and graphics market,
the new solution addresses issues related to DDR3 (Double Data
Rate) timing parameter known as tFAW. The new solution is claimed
to offer a more flexible, efficient and improved signaling
solution. It helps to reduce power consumption, increases speed
and provides the latest GPUs with ever-increasing bandwidth for
desktops, notebooks and server computing.
According to the Cisco Visual Networking Index, the global IP
traffic is expected to grow at a compound annual growth rate
(CAGR) of 23% from 2012 to 2017. To satisfy the urge of
organizations for higher-bandwidth for their space, Micron
provides the most accessible NPU (Numeric Processing Unit)
solutions and cost-efficient DDR3 products.
Moreover, these service providers are competing to change their
networks by adopting better electrical performance and a high
speed networking system. Micron, with this collaboration, will
deliver greater network reliability and compatibility. The
improved offering addresses the needs of enterprises and
optimizes customers' time to high speed networking markets.
Apart from this, Micron has also developed a new computing
architecture, Automata Processor (AP), which enables high-speed
execution and reduces the complexities of unstructured data.
Moreover, the other positive factor for Micron is the Elpida
acquisition, which has increased wafer manufacturing capacity by
approximately 50%, helping it to capitalize on any demand
shortage. The acquisition also brought
) on to the customer roster, which will be a positive for future
growth. The company is also optimistic about supply/demand
balance for DRAM and NAND memory chips in 2013 and 2014, which
should support prices.
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However, it may not be easy for Micron to capture share from
), a key player in the NAND zone. Nevertheless, with support from
), its prime NAND customers, the situation could turn in Micron's
favor going forward.
Currently, Micron carries a Zacks Rank #1 (Strong Buy).