Understanding the Economies of Scale

Chart showing DRAM and NAND flash quarterly price per gigabyte from 2001-2008 with the vertical axis depicting the logarithm of the price. NAND, a red line, starts higher than DRAM, a black line, but falls faster and crosses over DRAM in 2004. Both lines are relatively straight, a sign of a constant percentage decline.Scale economies are an essential component to the success of a memory manufacturer, yet The Memory Guy finds that very few executives in the industry truly understand them.  This mechanism may be the single most important issue in introducing a new memory technology to the market.

In this post I will Continue reading “Understanding the Economies of Scale”

Is a 96% Lower-Power NAND Coming?

Cartoon of a 4-layer 3D NAND with word balloons speling out the different partsI recently received a request for comment on an article in Tom’s Hardware titled Samsung touts 96% lower-power NAND design – researchers investigate design based on ferroelectric transistors.  It sounded pretty compelling, so I did a little investigating.

The Tom’s Hardware piece was based on a Nov 26 Nature article titled Continue reading “Is a 96% Lower-Power NAND Coming?”

Emerging Memories After Optane

Prism made of memory hierarchy splitting a beam of light into a color spectrum. Each color has the name of a new memory technology.Now that Intel is exiting the Optane market what will happen to the market for new memory technologies?  This is an interesting question that The Memory Guy has focused considerable attention over the past few years.  In a nutshell, the market will continue to develop, but at a slower pace, with the bulk of revenue growth going to memories embedded into SoCs.

Even so, the market will grow significantly, with revenues reaching Continue reading “Emerging Memories After Optane”

New Report: Emerging Memories Take Off

Fighter Jets Doing Acrobatic Take-OffThe Memory Guy is pleased to announced the release of a new report by Objective Analysis and Coughlin Associates: Emerging Memories Take Off.

The report is the 2021 update of our popular 2020 emerging memories report, and includes detailed technology profiles of MRAM, ReRAM, FRAM, PCM/XPoint and other technologies, profiles of Continue reading “New Report: Emerging Memories Take Off”

Symetrix: The Next Big Step for FeFETs

Photo of Ron Neale, Renowned Phase-Change Memory ExpertRon Neale enjoyed an extensive e-mail correspondence with Professor Carlos Paz de Araujo of the University of Colorado in Colorado Springs, and founder of Symetrix, about Symetrix’ new approach to ferroelectric memory technology.  In this post Ron provides an overview of that conversation that provides significant insight into why FRAMs hit their limit at 180nm, and why they suddenly have opportunities at the most advanced process lithographies.


Ferroelectric memory was one of the earliest and first of the non-volatile (NV) emerging memory technologies to make significant Continue reading “Symetrix: The Next Big Step for FeFETs”

Microchip’s Answer to Emerging Memories

Press Photo of two 8-pin mini-DIPs with Microchip logoMicrochip Technology is now shipping a memory chip that has been designed to provide the most popular features of emerging memory chips without using any non-standard semiconductor technologies.  It’s as fast as an SRAM with the nonvolatility of an EEPROM.

Readers may recall that Tom Coughlin and I recently updated Continue reading “Microchip’s Answer to Emerging Memories”

FRAM Turns 68

Photo of a memory chip next to a paper matchPerhaps the oldest nonvolatile semiconductor memory type is the ferroelectric memory, which recently celebrated its 68th birthday.  FRAM predates flash memory, EEPROM, and even UV-erasable EPROM.  It’s even older than mask ROM, which wasn’t invented until 1967!

As a matter of introduction to the technology, FRAM, or ferroelectric memory, is a read/write nonvolatile memory technology that performs significantly better than Continue reading “FRAM Turns 68”

Emerging Memory Market to Hit $36 Billion by 2030

A compass dial overlaid on tp of a silicon wafer full of memory chipsThe Memory Guy is pleased to announce the release of a new report co-authored by Objective Analysis and Coughlin Associates named: Emerging Memories Find Their Direction.  In this report we show that emerging memories, MRAM, ReRAM, 3D XPoint, and other technologies are well on their way to reach $36 billion of combined revenues by 2030.

The report provides invaluable guidance to Continue reading “Emerging Memory Market to Hit $36 Billion by 2030”

New Report: Emerging Memories Find Their Direction

A compass dial overlaid on tp of a silicon wafer full of memory chipsThis year emerging memories are getting a taste of the healthy market that lies ahead.  Stand-alone MRAM is being accepted in a broader range of applications, 3D XPoint memory is finally shipping in DIMMs, and embedded MRAM has moved from prototypes into mass production.  All signs point to important growth.

The Memory Guy is pleased to announce that Objective Analysis and Coughlin Associates have joined forces to update our study of the emerging memory market in a new Continue reading “New Report: Emerging Memories Find Their Direction”

Podcast: Storage Developer Conference 2018 – Emerging Memories

SDC 2018 LogoAlmost one year ago Tom Coughlin and The Memory Guy presented the findings of our first emerging memories report at the Storage Networking Industry Association’s (SNIA) Storage Developers Conference (SDC).  The podcast of this presentation has just been made available on the SNIA website.

In the podcast, titled “The Long and Winding Road to Persistent Memories,” Tom and I reviewed leading emerging memory technologies as we had surveyed them for our report.

This is a highly visual presentation, so I would recommend following along with the slides, which can also be downloaded from the SNIA SDC website at HERE.  That same page combines the slides and the podcast into a video, so if you’re able to, it might be  a good idea to watch the video.  If you’re driving as your listening to it, though, then please use the podcast instead!

In the time since that podcast was recorded Tom and I have updated the report to a 2019 edition, which can be Continue reading “Podcast: Storage Developer Conference 2018 – Emerging Memories”

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