Micron Unveils DDR5 Memory Boost for AI PCs, Backed by Intel Validation
Micron Unveils DDR5 Memory Boost for AI PCs, Backed by Intel Validation
On Tuesday, Micron Technology Inc (NASDAQ:MU) announced the release of a new category of clock driver memory modules aimed at next-generation PCs, including AI-driven systems.
美光科技公司（納斯達克股票代碼：MU）週二宣佈推出一類面向下一代個人電腦的時鐘驅動器內存模塊。這些模塊包括人工智能驅動系統。
The company unveiled its Crucial DDR5 clocked unbuffered dual inline memory modules (CUDIMM) and clocked small outline dual memory modules (CSODIMM), now shipping in volume.
該公司推出了其關鍵DDR5時鐘未緩衝雙排內存模塊（CUDIMM）和時鐘小外形雙內存模塊（CSODIMM），目前正在大量發貨。
Based on JEDEC standards, these modules offer speeds up to 6,400 MT/s, over twice the speed of DDR4 and 15% faster than non-clock-driver-based DDR5 solutions.
根據JEDEC標準，這些模塊的速度高達6,400 MT/s，是DDR4速度的兩倍多，比非時鐘驅動DDR5解決方案快15%。
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The newly launched memory modules bring enhanced speed stability, faster downloads, and improved refresh rates, which are crucial for demanding workloads. Intel Corp (NASDAQ:INTC) validated these solutions for its latest Intel Core Ultra processors, so the memory can scale up to 64GB, empowering high-performance PCs and AI workstations.
新推出的內存模塊提供了增強的速度穩定性、更快的下載速度和提高的刷新率，對於高負荷工作非常重要。英特爾公司（納斯達克股票代碼：INTC）已驗證這些解決方案適用於其最新的英特爾酷睿Ultra處理器，因此內存可擴展到64Gb，爲高性能個人電腦和人工智能工作站提供支持。
Dinesh Bahal, corporate vice president of Micron's Commercial Products Group, said, "Micron is shipping the industry's first JEDEC-standard DDR5 CUDIMM and CSODIMM solutions to power fast, out-of-the-box speeds for AI PCs and high-end workstations."
美光商業產品集團公司副總裁Dinesh Bahal表示，「美光正在向行業首次提供符合JEDEC標準的DDR5 CUDIMm和CSODIMm解決方案，支持人工智能個人電腦和高端工作站的快速開箱即用速度。」
Dimitrios Ziakas, vice president of memory and I/O technologies at Intel, noted, "The combination of Intel Core Ultra desktop processors and Micron's clock driver-powered memory will propel AI PCs to new heights, delivering 6,400 MT/s speeds."
英特爾內存和I/O技術副總裁Dimitrios Ziakas指出，「英特爾酷睿Ultra桌面處理器與美光的時鐘驅動內存相結合，將幫助人工智能個人電腦實現新高度，提供6,400 MT/s的速度。」
Micron's new offerings are suited for desktop and laptop systems, available from 16GB to 64 GB.
美光科技的新產品適用於臺式機和筆記本系統，提供16Gb至64Gb的存儲容量。
According to Canalys, AI PC shipments reached 8.8 million in the second quarter of 2024, accounting for 14% of total PCs. Apple led the AI-capable PC market with its entire Mac lineup, followed by Intel, Advanced Micro Devices, Inc. (NASDAQ:AMD), and Qualcomm Inc. (NASDAQ:QCOM).
根據Canalys的數據，2024年第二季度AI個人電腦出貨量達到了880萬台，佔總PC出貨量的14%。蘋果在具有AI功能的PC市場中處於領先地位，其整個Mac系列位居首位，緊隨其後的是英特爾、美國超微公司、高通公司。
Micron Technology stock gained over 51% in the last 12 months.
美光科技股票在過去12個月內上漲超過51%。
Cantor Fitzgerald analyst C J Muse cited the upside from Micron's high-margin products and AI-driven data center demand.
康泰納菲茨分析師C J Muse提到了美光高利潤產品和人工智能驅動的idc概念需求帶來的上漲空間。
However, Muse and KeyBanc analyst John Vinh highlighted oversupply concerns as US sanctions on China prompted Samsung to convert its unused HBM capacity back to traditional DRAM to survive the competition.
然而，Muse和凱韋銀行分析師約翰·文指出，由於美國對中國的制裁，導致三星將未使用的HBM容量轉回傳統DRAm以應對競爭，出現了供應過剩的擔憂。
Price Action: MU stock is up 0.70% at $105.05 premarket at last check Wednesday.
股價走勢：在週三最新查看時，美光科技股票的盤前漲幅爲0.70%，報105.05美元。
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Photo: courtesy of Micron
圖片：由Micron提供
譯文內容由第三人軟體翻譯。
