Latest electronics industry views about Memory

Memories Are Made Of What?

So there’s a new memory brand – Optane – covering the SSDs and DIMMs made with the Intel/Micron mystery memory launched earlier this month as 3D XPoint.. Based on a crossbar architecture, switched by a material property change and erasable at the bit level, an Optane SSD will access data…

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Micron's Risk

Micron seems to be taking a big risk with a capex budget raised from an estimate of $3.6-4 billion in FY 2015 to $5.3-5.8 billion for FY 2016. Micron’s FY runs to the end of September. However, some $800 million of the FY 2016…

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Lossy Pure Files For IPO

Yesterday, the volatile, lossy, fast-growing flash-based storage market got a jolt when the flash-based company Pure Storage filed for an IPO. Pure wants to raise $300 million valuing the company at $3 billion. Pure’s losses were $23.4 million in 2013, $78.6 million in 2014…

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Driving Down V-NAND Manufacturing Cost

The vertical NAND market is slow to get under way. The key to getting V-NAND as cheap per bit to manufacture as planar NAND is the number of layers that can be fabricated. No one has quite said what that number is. 32 layers definitely wasn’t as cheap…

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Murky Memory

The memory business is getting complicated. Hard on the heels of Intel and Micron announcing they will sample a 128Gbit crossbar (Is it phase change? Is it ReRam?) memory by year-end, we get Toshiba announcing it will sample a 256Gbit TLC, 48-layer, V-NAND/3D NAND memory next…

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Intel, Micron To Sample 128GBit Cross-Point Memory By Christmas

Back in the Wild West days on the Silicon Frontier, when your share price needed a boost you announced a ‘breakthrough’. Sometimes this would be a ‘revolutionary’ device sometimes it would be a stunning process tweak that delivered more speed and density. Usually the analysts fell for it, they knew…

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Nantero Going For Gbit CNT Memories.

Nantero, the Boston carbon nanotube IC specialist, has raised another $31.5 million. “We were targeting $15 million and ended with more than double,” Nantero Co-Founder and CEO Greg Schmergel tells me…

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The Odd Couple

There’s a certain amount of speculation about about why those two partners developing 3D NAND together, Intel and Micron, have different attitudes to it…

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The Big Flash Bet: 3D NAND

The flash industry is making a big bet on a technology which may be no good. Usually, when you build a new fab you know that, if the product you intend to put in it is a bummer, then at least you can put another product through it…

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The 8Tb Memory Chip

Crossbar, the RRAM specialist, says it has solved a major obstacle to RRAM’s commercialisation – what Crossbar calls ‘sneak path current’ (aka leakage…

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Crossbar Has 1Mb RRAM

Crossbar, the four year-old Santa Clara resistive RAM (RRAM) start-up, has demonstrated pre-production 1Mb arrays…

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