Objective Analysis has just released its 2024 semiconductor forecast, and it seems fitting to mention it on The Memory Guy blog since memories are a key part of the semiconductor business’ cyclicality. Let’s have a quick look at what’s in store.
Late 2023 is starting to show signs of another super cycle similar to those of Continue reading “Objective Analysis 2024 Forecast Released”
With all the interest in CXL lately it’s past time for The Memory Guy blog to weigh in on this new technology. Although I plan to write a little tutorial soon, this post will start with the idea that the reader already has some knowledge of CXL and can appreciate the two conundrums I am about to discuss.
CXL’s magic is mainly that it can add memory to systems in a way that doesn’t bog down the Continue reading “Two CXL Conundrums”
The memory business is giving indications of improved health, and The Memory Guy thought that it might be a good idea to share some insights normally reserved for Objective Analysis’ paying clients.
Let’s have a look at what we know so far.
DRAM and NAND flash spot prices are slightly Continue reading “Is the Memory Business Turning Around?”
My regular clients who get quarterly in-person market updates and those readers who have attended my annual Flash Market Update session at the Flash Memory Summit have often been told how Objective Analysis models the memory market based on supply/demand dynamics and the fact that memory chip prices tend to follow a very predictable pattern. In this post The Memory Guy blog will explain that Continue reading “Where Are We in the Memory Cycle?”
On May 21 a government agency in China issued a ruling to prevent Micron Technology products from being used in systems that handle critical information. This is the outcome of an investigation that the Cyberspace Administration of China (CAC) opened in March, accusing the company of cybersecurity crimes.
This Memory Guy blog post examines the impact of Continue reading “Micron Closed Out of Some China Markets”
[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”
Before there was DRAM (1969, Bob Dennard) or SRAM (1963, Robert H. Norman) there was another little-known random-access memory from computer maker NCR that was known as CRAM. The Memory Guy only recently learned of this technology thanks to a relative’s visit to the NCR Collection in the Dayton History Museum in Dayton, Ohio.
CRAM, a magnetic technology, was a vital part of the Continue reading “Introducing a RAM You Never Heard of – CRAM!”
Starting with Micron’s most recent earnings call The Memory Guy has been hearing memory executives and others use the word “Unprecedented” to describe today’s market collapse. Perhaps the strangest of these was an article in the Storage Newsletter that said that the current situation was “Unprecedented since 2008.” Given that “Unprecedented” means that nothing like this has ever happened before, that’s a pretty strange thing to say.
Being a numbers guy, I decided to see just how Continue reading “Today’s “Unprecedented” Collapses”
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.
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”