The Memory Guy is pleased to announce the availability of a new Objective Analysis Brief, which is our name for a white paper. It’s called The Future of the Data Center.
The paper explores the new horizons of computing, including disaggregation, AI, IoT, etc., and explains the many different memory approaches that are being used or developed to enable these technologies, ranging from computational storage to DDR5 and CXL
Look for it at the top of the list of free documents on our White Papers page at Objective-Analysis.com.
An August 8 investigative report by Reuters revealed that many of the missiles that Russia has been raining down on Ukraine include US chip technology. The Memory Guy thought that it might be good not to simply react, but to provide some deeply considered insight into how that could have happened, and what it might mean.
Russian missiles that failed to explode in Ukraine have been examined and found Continue reading “How Do US Chips Get Into Russian Missiles?”
In this post contributor Ron Neale takes a very deep look into a new paper published by Symetrix, Cerfe Labs and university researchers which provides fresh insights to the inner workings of CeRAM (Correlated electron RAM), an innovative class of non-volatile memory, where carbon doping of nickel oxide NiO leads to a new type of electronics based electron interaction. With the recently-disclosed material as background, he then adopts the position of Devil’s Advocate to explore alternative views of the memory switching mechanism and to test the proposition that CeRAM is not simply another kind of ReRAM.
A new and recently published paper in APL Materials  by a team from the University of Colorado, Symetrix Corporation, Cerfe Labs, The Katholieke University Belgium, Federal University of Rio de Janerio Brazil, and the University of Colorado and more recently  have provided us with some important Continue reading “CeRAM: Some Significant New Insights”
During Micron’s May 12 Investor Day Conference the company presented a number of new memory technologies and one compelling new business strategy that The Memory Guy thought were worth sharing. The audience learned of yet-another planar DRAM process node, Micron’s layer count for its next-generation NAND, how a portion of its proprietary SSD controller has been absorbed into the NAND chips, and finally Continue reading “Micron Investor Day: Big Plans for Tomorrow”
There’s been a lot of talk in the press for over a year about the chip shortage, but this isn’t something that I have written about in The Memory Guy. My coverage of the shortage has been limited to the investor posts that I write for Smartkarma, and they’re behind a paywall. It’s about time for me to post something here.
The shortage is the reason that the world semiconductor market is constantly breaking revenue records. Since December 2020 every month has set Continue reading “How the Chip Shortage Impacts Memories”
Every so often a new idea comes into an established industry from an unexpected direction and creates a dramatic change to the way that the industry operates. In today’s post The Memory Guy will explain a radical new chip production process will rapidly change the nature and cost structure of the entire semiconductor industry, DRAM and NAND flash first, slashing costs and waste while phenomenally increasing output.
This revolutionary approach stems from Continue reading “Tectonic Change Coming to Chip Production”
Although The Memory Guy spends more time writing about NAND and DRAM than almost anything else, several other memory types ship in high volume that many people have never heard of. One of these is the Content-Addressable Memory, or CAM.
CAMs are kind of backwards. In a normal memory chip you input Continue reading “The Rarely Seen, But Beautiful Content-Addressable Memory (CAM)”
As we have every week since January, this week Objective Analysis published another handful of our white papers, which we call “Objective Analysis Briefs”.
This week’s set covers a very diverse range, from the dissolution of a joint venture, through semiconductor cycles and business strategy, to Continue reading “More New “Brief” White Papers Published This Week”
Western Digital today shared an update on the material contamination that impacted the joint-venture manufacturing facilities that the company shares with Kioxia.
Although the company increased its estimate of the loss from 6.5 exabytes to 7 exabytes, this number is still in the realm of 3.5% of WDC’s annual NAND flash shipments. It represents about two Continue reading “WDC Issues Contamination Update”
As we have been doing since mid-January, we introduce another five of our Objective Analysis Briefs this week, bringing the total this year to 35.
This week’s release covers three companies, YMTC, SK hynix, and Intel, and one explains the process we used in 2020 to create our 2021 forecast, with and without a pandemic-driven Continue reading “Five New Briefs: YMTC, SK hynix, Intel, and a Forecast”