Should HP Get Into Memory Manufacturing?
The HP board is so directionless, clueless and rudderless that it couldn’t do much worse by going into the memory business.
A year ago HP said it hoped to see its alternative technology to flash memory on the market in eighteen months time.
It said it hoped to see its alternative technology to DRAM in three to four years time. The HP technology would deliver two orders of magnitude improvement in terms of switching energy per bit.
Following DRAM, HP hoped to see its alternative technology to SRAM hit the market.
What’s more, HP’s memory technology allows the memory layers to be put directly on top of the processor layer making for very fast systems on chip.
HP’s memory technology is memristor – thin film technology which it allows it to stack an arbitrary number of layers with 500 billion memristors per layer at 5nm.
A year ago, HP said it would license its memory technology.
But, with an insane history of M&A behind it – Compaq bought for $25bn, EDS bought for $14bn and Autonomy bought for $10bn – now might be the time for HP to go into memory manufacturing.
If the worst comes to the worst, HP can hardly lose more money in memory manufacturing than it has done in M&A.