IBM Put PCM at the Core of Hyperdimensional Computing (HDC)

Photo of Ron Neale, Renowned Phase-Change Memory ExpertOur PCM maven Ron Neale explored how PCM is being used to benefit Artificial Intelligence (AI) and Machine Learning (ML) applications.  Although AI is a new spin to The Memory Guy blog, there is a striking similarity between memory chips and certain AI applications, most particularly Neural Networks.

In this post Ron delves into a recent piece of IBM research published in Nature Electronics, that uses Hyperdimensional Computing algorithms to Continue reading “IBM Put PCM at the Core of Hyperdimensional Computing (HDC)”

Did 3D XPoint Costs Reach Break-Even?

Dollar sign superimposed over a 3D XPoint Optane DIMMDuring Intel’s latest earnings announcement the company provided information to indicate that 3D XPoint, which Intel sells under the name “Optane”, may have finally reached break-even: It may no longer be selling at a loss.

How would The Memory Guy know?  Well, in fact, I don’t, but I can make an informed guess.

The chart below shows Continue reading “Did 3D XPoint Costs Reach Break-Even?”

Applied Materials Video Dramatizes 3D NAND Manufacture

Visualization of a column of ions etching a holeIn a little 3-minute video released this  week for the SEMICON West conference, Applied Materials dramatizes the 3D NAND manufacturing process by using hailstorms for atomic level deposition (ALD) and lightning bolts for etch, all while explaining that the wafer’s surface reaches temperatures hotter than the surface of the sun.

For those who already understand 3D NAND manufacture it’s an interesting Continue reading “Applied Materials Video Dramatizes 3D NAND Manufacture”

FRAM Turns 68

Photo of a memory chip next to a paper matchPerhaps the oldest nonvolatile semiconductor memory type is the ferroelectric memory, which recently celebrated its 68th birthday.  FRAM predates flash memory, EEPROM, and even UV-erasable EPROM.  It’s even older than mask ROM, which wasn’t invented until 1967!

As a matter of introduction to the technology, FRAM, or ferroelectric memory, is a read/write nonvolatile memory technology that performs significantly better than Continue reading “FRAM Turns 68”

SIA CEO’s Priceless Comment

SIA LogoIn a May 15 press release SIA president & CEO John Neuffer said something that definitely bears repeating.

His statement was the Semiconductor Industry Association’s response to new US Department of Commerce rule changes designed to stop: “Huawei’s efforts to undermine US export controls.”

Recall that the SIA is the Continue reading “SIA CEO’s Priceless Comment”

Emerging Memory Market to Hit $36 Billion by 2030

A compass dial overlaid on tp of a silicon wafer full of memory chipsThe Memory Guy is pleased to announce the release of a new report co-authored by Objective Analysis and Coughlin Associates named: Emerging Memories Find Their Direction.  In this report we show that emerging memories, MRAM, ReRAM, 3D XPoint, and other technologies are well on their way to reach $36 billion of combined revenues by 2030.

The report provides invaluable guidance to Continue reading “Emerging Memory Market to Hit $36 Billion by 2030”

Can YMTC Really Win 8% of 2021’s NAND Flash Market?

Aerial Photo of YMTC's NAND flash fab under constructionA couple of weeks ago NAND flash start-up YMTC announced the production release of its 128-layer 1.33 terabit QLC NAND flash chip.  According to a DigiTimes article about the chip the company plans to claim a share of 8% of the global NAND flash market in 2021.

A number of my clients asked The Memory Guy about this, since YMTC doesn’t yet seem Continue reading “Can YMTC Really Win 8% of 2021’s NAND Flash Market?”

Forecasting with Smith Charts

Example Smith ChartForecasting the memory market can be quite daunting unless you use the appropriate tools, then it becomes enormously simple.  Many of my clients ask The Memory Guy how it is that I am able to come up with such consistently-acurate forecasts in a seemingly-unpredictable market.  My answer is always that I use the Smith Chart.  This chart is a nomogram, presented in an angular/logarithmic format (as opposed to Continue reading “Forecasting with Smith Charts”

Samsung Admits to Needing EUV for Sub-20nm Nodes

Pretty graphic to draw you in to the blog postAbout a year ago a rumor was circulating that Samsung was unable to yield its sub-20nm products without using EUV for the finer processes.  Since The Memory Guy doesn’t traffic in rumors I did not publish anything about this rumor at the time.

On March 25 the company verified the rumor, though, by issuing a statement that: “Samsung is the first to adopt EUV in DRAM production.”  I found it interesting that the company turned something that  was Continue reading “Samsung Admits to Needing EUV for Sub-20nm Nodes”

COVID-19’s Impact on the Semiconductor Market

DRAM Gigabyte Shipments HistoryToday is March 16, 2020, and the US stock market is still trying to understand what is happening with the global Coronavirus Pandemic, having lost nearly 20% of its value over the past week.  Cooling-off periods (also called “Circuit Breakers”) automatically stopped overheated trading three times today, and numerous other times last week.

Market indexes fell sharply, as is evident in the following chart from Google Finance which shows Continue reading “COVID-19’s Impact on the Semiconductor Market”