NuAxiSemiconductor trade intelligence

Amazon Debuts 4th Gen Graviton

What happened

Amazon AWS unveiled its Graviton4 server processor, featuring 96 cores and a 75% increase in memory bandwidth via 12 channels of DDR5-5600. This is an evolutionary update to its in-house ARM-based chip line, primarily aimed at improving performance for its own cloud services. Impact: Neutral - This is a captive, internal product launch for AWS infrastructure, unlikely to create immediate, direct supply/demand shocks in the merchant semiconductor market for components like DDR5.

Impact and signal

Low impactImpact score: 25/100

Affected components and suppliers

DDR5

Amazon Web Services Arm

server-cpucloudarm

Source and time

Source: WikiChip Fuse · 12/8/2023 · View original source

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Amazon Debuts 4th Gen Graviton

What happened

Impact and signal

Affected components and suppliers

Source and time

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