[Post updated 14 Feb. with Kioxia data, a margin chart, and to correct an error.]
The quarterly results of most memory companies have been reported, and revenues, gigabyte shipments, and prices are all down. Most of the profits have been taken out of the business.
This is not an unusual situation for Continue reading “Memory Market Down, but a Turnaround is Coming”
In this post in The Memory Guy blog, the first of a 2-part series, Ron Neale returns to explore the present state-of-play for chalcogenide-based switching and memory, with a plea for continuation of research. Along the way he invokes a three-point law for determining the probability of success for would be emerging memory entrepreneurs.
Does PCM still have a chance to become an important new memory technology? Intel’s abandonment of their Optane memory project, while sad, after so much effort and expense, does not and should not Continue reading “The Future of Chalcogenide Switching”