Phase-Change: Emerging Reality Or Techno-Ponzi Scheme?
In February I did a post musing on whether phase-change memory is ever going to happen, or if it is a sort of Techno-Ponzi scheme for boosting your share price, persuading your management into investing R&D funds, or for wooing VCs.
After all, with flash, allegedly, running out of scalability, whoever is first to a scalable replacement is going to make a lot of money.
Now I notice Samsung is putting out announcements that it has a 512Mbit phase-change RAM which it will start shipping next month.
In view of the fact that Samsung first announced this part in 2006, I asked Samsung’s PR if this was really true.
The PR’s response was a trifle frosty: ‘What do you mean by this?’
So I sent to the PR a number of links to earlier press releases about this part e.g:
http://www.eetimes.com/news/semi/showArticle.jhtml?articleID=192700709 2006 announcement
http://www.eetimes.com/news/semi/showArticle.jhtml?articleID=192700709 A 2006 statement saying it will be in production in 2008.
http://www.i4u.com/article6531.html – also saying mass production in 2008.
http://techon.nikkeibp.co.jp/english/NEWS_EN/20070226/128173/ – 2007 announcement says shipments have started, mass production pallned2008.
Since then: Silence.
Have I rumbled Seoul’s subtle stratagem? Is there such a thing as a phase-change RAM? Is it all a Techno-Ponzi scheme?Tags: mass production, phase change memory, share price