Barron’s claims that DRAM demand and a lack of producers will drive Micron’s share price to over $50 in their October 6th issue. They cite business PC replacement and Big Data as the market drivers behind the price climb and the fact that there are only three major producers remaining.
The simple deduction is that the DRAM market will be capacity limited for the foreseeable future. Of course this doesn’t factor in splits between Flash and DRAM demand confusing the production mix – end result is a higher price for both.
An interesting nuance to Barron’s forecast for Micron is the introduction of a next generation non-volatile memory that reduces the price of storing very large database images.
Glimpses of HP’s version in “The Machine” using Memristor based memory is scheduled for launch in 2018 – implying that the first production devices will need to be extant by early next year. HP’s record on the Memristor Project has missed each and every promised milestone so the success expectation probability is low.
Tell Tales Out of School
An intriguing story making the underground rounds in the Valley concerns the existence of an extremely secretive program involving a new, high speed, non-volatile memory coupled with DRAM. No it’s not the Diablo Technologies, Inc. Memory Channel Storage (MCS) - though somewhat similar it couples extremely dense non-volatile storage with low-latency parallel caching loads of high-speed low-power DRAM main storage.
The membership is limited to an exclusive set of players on both the supplier and user sides.
This is in step with a major effort to move from SATA serial interface non-volatile memory (SSD) to a high performance parallel interface. The discussion centers on whether the transition will include NAND-Flash or will begin a fresh start with the next generation replacement.
The idea has begun to percolate through the JEDEC Standards Committee. Sources predict that this will be accelerated through the standards process by an influential member group at JEDEC.
Killer Elite Application
What is the application – the one that motivates the factory to produce massive amounts of these devices. My contact looked me straight in the eye with that “you idiot look” and exclaimed, “Everything”. That’s when I got it…,