Field-Programmable Fun
What are the 3 major manufacturers of FPGAs?
Xilinx, Lattice, Intel/Altera
This company manufactures the ConnectX family of network interface cards and adapters.
Will accept NVIDIA or Mellanox
What does DRAM stand for?
Dynamic random-access memory
This type of memory temporarily stores data while a computer is running
what is DRAM
This piece of networking equipment connects multiple devices and directs traffic between them within a network
Switch
What does FPGA stand for?
Field Programmable Gate Array
These 2 networking products have been very constrained, mainly affecting Neo Clouds, Hyperscalers & AI Data Center Customers
Transceivers & Switches
What does the LP in LPDDR stand for? (ex: LPDDR4, LPDDR4X, LPDDR5, LPDDR5X)
Low Power
Samsung, Hynix and ~this South Korean manufacturing company~ are the three major DRAM suppliers
Commonly abbreviated NIC, this hardware component allows a server to connect to a network
Network Interface Card
What are the current LTs for Xilinx, Altera & Lattice FPGAs? (we will accept at least 2 out of the 3)
Xilinx: 52 weeks
Altera: 40+ weeks
Lattice: 40-52 weeks
Who is the commodity manager for Finished Goods?
Xu Dai (Judy!)
Name 2 other MFGs of NAND other than Samsung, Micron or Hynix.
Kioxia, SanDisk, Macronix, Windbond, Kingston, ISSI, SkyHigh, Swissbit, etc...
This generation of DDR memory is commonly used in newer products and offers higher bandwidth than DDR4
DDR5
his component converts electrical signals into optical signals and back again, allowing high-speed data transmission over fiber
Optical Transceiver
All 3 MFGs have announce price increases coming into effect in Dec-January. On average, what are these price increases expected to be across all 3? (this is a range)
20%-30%
These are the 2 types of networking technologies / communication protocols used to connect servers and data center equipment.
Ethernet & InfiniBand
This MFGs HBM supply is already sold out for 2027, with pricing concluded at its target levels.
Samsung
This type of memory module is used in enterprise servers as it includes a register to help manage memory signals
RDIMM
This company manufactures networking chips, NICs, RAID controllers, and the Tomahawk family of Ethernet silicon
Broadcom
What is the most constrained family of Altera FPGAs?
Max 10
CX6 & CX7 lead times are currently...
36 weeks
Micron has announced a further _ to _ increase on 16GB industrial grade DDR4. (answer is in percentages)
20% to 30%
This specialized memory is stacked vertically and used alongside powerful AI accelerators such as NVIDIA's H200
HBM
(hot beef memory)
This device directs data between different networks and is commonly found in homes, offices, and data centers
Router