Summary
The Silicon Valley is about to become the Cognitive Valley. An #Intel VP believes that this change "could dwarf the move to cloud computing". It looks like it will be 2017 before this will begin. Character Building In June of last year, I predicted the imminent introduction of the industry's first storage class memory from Intel (NASDAQ:INTC) and #Micron (NASDAQ:MU). Less than two months later, my prediction was realized in the form of a mysterious and extremely sloppy #3DXPoint announcement. Well over a year on, people are still scratching their heads about the ongoing ordeal. Earlier this year, Electronics Weekly provided a good characterization of the matter: Seven months ago the press was given 36 hours notice of a press conference which announced this "new class of memory". One month ago an Intel-Micron exec said that production is 12-18 months away. Why do you give so little notice for such a momentous announcement as a new class of memory? Especially when production is two years away - a time frame traditionally viewed in the industry as akin to "sometime never". -David Manners, "Fishy Memory" While my articles have always exuded a requisite air alien autopsy, most are finally starting to concede counter-argument because there simply is no other explanation for the craziness that has transpired with respect to 3D XPoint. For those who haven't followed along, please read my previous articles if you need to bring yourself up to speed. If you don't have the time, just know that, in their patent applications, Intel and Micron made it quite clear that they're using phase change memory ("PCM"), a technology which was pioneered by and acquired from Energy Conversion Devices, Inc. ("ECD"), a company that has been in bankruptcy purgatory since early 2012. A quote from one of many Intel PCM patent applications: For convenience of explanation, most of the remainder of the application will refer to "NVRAM" or, more specifically, "PCM," or "PCMS" as the technology selection for the far memory 122. As such, the terms NVRAM, PCM, PCMS, and far memory may be used interchangeably in the following discussion.
http://seekingalpha.com/article/4005741-unexpected-license-future-silicon-valley
No comments:
Post a Comment