Monthly Archives: November 2018

Valuable Memory Technical Resources

India Inst of Tech Hyderabad SealEver since moving to Silicon Valley some time ago The Memory Guy has worked with a number of impressively-talented engineers from India.  Some are educated in the US, while others are educated in India.  One university that produces excellent engineers is the Indian Institute of Technology, or IIT.

It comes as no surprise, then, to find a valuable resource produced by an IIT faculty member.  Dr. Sparsh Mittal, an assistant professor at IIT Hyderabad, reached out to me to share some papers that he thought might be of interest to Memory Guy readers. They were a few of roughly 40 papers that he has posted on his publications page.  He explained that he previously worked at Oak Ridge National Lab, in the US.

Dr. Sparsh has published several very comprehensive surveys on memory systems, both conventional and emerging, covering topics like DRAM reliability, NVM/Flash, ReRAM-based processing-in-memory, and the architecture of neural networks.  The web page lists 34 surveys, eight of them Continue reading

Emerging Memories Today: New Blog Series

Emerging Memory ParadeThere’s never been a more exciting time for emerging memory technologies. New memory types like PCM, MRAM, ReRAM, FRAM, and others have been waiting patiently, sometimes for decades, for an opportunity to make a sizeable markets of their own.  Today it appears that their opportunity is very near.

Some of these memory types are already being manufactured in volume, and the established niches that these chips sell into can provide good revenue.  But the market is poised to experience a very dramatic upturn as advanced logic processing nodes drive sophisticated processors and ASICs to adopt emerging persistent memory technologies.  Meanwhile Intel has started to aggressively promote its new 3D XPoint memory for use as a persistent (nonvolatile) memory layer for advanced computing.  It’s no wonder that SNIA, JEDEC, and other standards bodies, along with the Linux community and major software firms are working hard to implement the necessary standards and ecosystems to support widespread adoption of the persistent nature of these new technologies.

This post introduces a Continue reading

Memory Market Falling, as Predicted

Memory Price & Cost BehaviorIt’s earnings call season, and we have heard of a slowing DRAM market and NAND flash price declines from Micron, SK hynix, Intel, and now Samsung.  DRAM pices have stopped increasing, and that can be viewed as a precursor to a price decline.

Samsung’s 31 October, 2018 3Q18 earnings call vindicated Objective Analysis‘ forecast for a 2H18 downturn in memories that will take the rest of the semiconductor market with it.

Those familiar with our forecast know that for a few years we have been predicting a downturn in the  second half of this year as NAND flash prices fall, followed by a DRAM price collapse.  After the DRAM collapse the rest of the semiconductor market will undergo a downturn.

We’ve been calling for this downturn for some time.  Dan Hutcheson at VLSI Research has been videotaping our forecast every December for the past Continue reading