One of the biggest markets fueling today’s memory growth is hyperscale computing. Not just hyperscale computing the way that it’s always been, but hyperscale computing fueled by AI spending.
The Memory Guy decided that this might be a good time to investigate whether a market anomaly might be driving this growth — something that could change at some point to cause Continue reading “Hyperscaler CapEx Significantly Off-Trend”
The Micron earnings call today (25 September, 2025) highlighted the company’s continuing strength in the memory business, and Micron’s management shared expectations for the market to remain strong through the end of calendar 2025. In this post The Memory Guy will share a bit of the information that Objective Analysis typically reserves for its paying clientele.
In brief, Micron’s end markets are Continue reading “Micron’s Earnings Reveal Continuing Market Strength”
The memory business is currently faring pretty well. DRAM spot prices have been relatively stable for more than a year, and NAND flash spot prices, although down 20% from their spring peak, are still 2½ times their mid-2023 trough.
The business is definitely off-trend, though, and that means that Continue reading “How Long Will Memory Growth Continue?”
All of a sudden HBM is the leading topic of conversation. Why is that? A good number of people ask the Memory Guy that question.
Sure, the recent explosion of generative AI has been the key part of that interest, but there was even more that encouraged competition into this market at an accelerated pace. The simple answer is that HBM, a DRAM used in AI applications, remained Continue reading “Why is Everyone Jumping Into the HBM Market?”
Something that The Memory Guy tries to do is to find other industries that travel down the same path as memory chips, or, better yet, industries that have already traveled down that path and can share the difficulties they have encountered along the way. Perhaps we can learn something from other industries that will make our own job a little easier. Maybe we can avoid certain difficulties that have afflicted those other industries, simply by knowing in advance that we are Continue reading “How the Tragedy of the Commons Impacts Memory”
The Memory Guy is pleased to announce general availability of a new Objective Analysis Detailed Report: CXL Looks for the Perfect Home.
Since Compute Express Link (CXL) is so important to members of the DRAM market and the hyperscale computing community, the report focuses on those sectors, but it offers Continue reading “Announcing Our New CXL Report”
At long last a chip has been embodied to simplify the use of virtual memory, a computing architecture that has been in use since the 1960s. The Memory Guy was given a sneak peek at this new approach by no other than Olly Mugwump, a highly-respected computer architect and longstanding member and fellow of several important technical societies. The new design promises to accelerate memory accesses while Continue reading “Finally! A Real Virtual Memory Chip”
CXL has been embraced by hyperscale data center managers as a means of solving the problem of “Stranded Memory.” If you don’t know what stranded memory is, then this post is intended to help you to understand. It’s based on a few slides from a presentation that IEEE President Tom Coughlin and The Memory Guy made at the Storage Networking Industry Association (SNIA) CMS Summit in April 2023. SNIA has posted a video of the entire Continue reading “What is “Stranded Memory?””
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”
