Memory

Toshiba Decides to Split Off Memory Business

Toshiba Revenue HistoryIn a letter to shareholders released today, Toshiba finally clarified its plans for restructuring the company.  Since January 18 there have been numerous rumors that Toshiba planned to spin its memory business off or sell it outright.  Today’s letter indicates that this hasn’t been decided yet.  In fact, other than to call a late March shareholder vote and to reveal a restructuring, the letter discloses extraordinarily little.

In a nutshell Toshiba has decided to isolate the memory business (including the SSD business but not the HDD and image sensor businesses) into a separate wholly-owned subsidiary.  There was no mention of either the recently-shrinking Discrete business or the System LSI business, which has been in a steady decline for the past decade.  Click on this post’s graphic to see how each of the company’s semiconductor businesses has been doing.

The intent appears to be to groom the subsidiary to be spun off or sold, but this has not been expressly stated.  Instead Toshiba simply states that: “The Company is still considering various structures with a view to an injection of third-party capital.”

The letter reiterates Toshiba’s prior position that the memory business Continue reading

What is a Content-Addressable Memory (CAM)?

This is not the kind of CAM the post is about!What is a Content-Addressable Memory (CAM)?  The Memory Guy decided to post this after having recently run across a very strange web post HERE that erroneously inferred that CAM chips from NEC could be a threat to NAND-based SSDs.  The article was based on a press release from NEC and Tohoku University that can be read HERE.

It’s not at all surprising that the release was misunderstood – it’s very awkwardly written:

The new CAM utilizes the vertical magnetization of vertical domain wall elements in reaction to magnetic substances in order to enable data that is processing within the CAM to be stored on a circuit without using power.

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Jim Handy Objective Analysis Memory Market Research +1 (408) 356-2549 Jim.Handy (at) Objective-Analysis.com

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