DRAM manufacturers expect Intel's Sapphire Rapids Xeon CPUs to accelerate demand for DRAM in the server market. They are particularly confident that this surge will be driven by the adoption of these processors by major software and services companies, thereby increasing demand.
According to a report by the Korean firm ChosunBiz, it appears that DRAM manufacturers, including SK hynix and Samsung, are betting on a rebound in the server market starting in the second quarter of 2023. Intel's recently launched Sapphire Rapids Xeon CPUs are expected to be adopted by tech companies such as Amazon, Google, META, and Microsoft.
Intel Sapphire Rapids would be crucial for several internet companies
The last few months have taken their toll on DRAM manufacturers. Demand has been declining, but with the recent launch of new server products, it seems they are finally seeing a rebound. According to Intel, the Xeon Sapphire Rapids CPUs will be the first Intel server products to adopt the DDR5 memory standard . While AMD's EPYC Genoa processors did so earlier, it appears Intel plans to make its server range widely available, and it will be a race to see who can offer the most server chips to a sector hungry for more performance.
Intel's Xeon Sapphire Rapids CPUs are expected to begin replacing previous-generation platforms in May 2023. South Korea also anticipates that domestic companies, such as Naver and Kakao, will utilize the new generation of Intel Xeon CPUs to meet their server needs. Both the Sapphire Rapids CPUs and DDR5 server memory will be in full production by May . The new chips also support the XCL standard, enabling a standardized interface for the Xeon platform.
Analysts also predict that AMD's EPYC server market share could reach or even surpass 30% by the end of this year. If Intel Sapphire Rapids Xeon sales are as strong as expected, they might shift their dominance from the home CPU market to the server sector. Currently, AMD is outperforming in almost every segment of the PassMark rankings , but that could change once Intel's 4th generation Xeon processors are released.
Source: Wccftech
