There has been quite a lot of interest over the past few days about the apparently-inadvertent disclosure by Intel of its server platform roadmap. Detailed coverage in The Platform showed a couple of slides with key memory information for the upcoming Purley server platform which will support the Xeon “Skylake” processor family.
One slide, titled: “Purley: Biggest Platform Advancement Since Nehalem” includes this post’s graphic, which tells of a memory with: “Up to 4x the capacity & lower cost than DRAM, and 500x faster than NAND.”
The Memory Guy puzzled a bit about what this might be. The only memory chip technology today with a cost structure lower than that of DRAM is NAND flash, and there is unlikely to be any technology within the leaked roadmap’s 2015-2017 time span that will change that. MRAM, ReRAM, PCM, FRAM, and other technologies can’t beat DRAM’s cost, and will probably take close to a decade to get to that point.
Since that’s the case, then what is this mystery memory? If we think of memory systems, rather than memory chips we can come up with one very plausible answer. Intel may be very Continue reading
Today’s low spot price of $4.30/GB puts us on a par with February 2013, a full two years ago (see chart). DRAM makers have done a lot to reduce their production costs since that time, so their margins this quarter will be much better than they were in the first quarter of 2013.
But we are still a very long way from the bottom of the last market downturn. In late 2012 spot prices reached a low of $2.52/GB, a full 41% lower than today’s lowest spot prices.
The Memory Guy models the production costs of leading memory chips, and DRAM manufacturing costs have been decreasing for the past several years at an average annual rate of about 30%. That means that costs today are about half of what they were two years ago, and one third of their level this time in 2012.
So even though today’s Continue reading