Optane Future and Implications for Emerging Memory

 

UPDATED: Optane persistent memory has been in mass production for years now and provides large memory pools and persistent memory for many applications. In many aspects, it is exactly what we wanted from emerging memories when they were just a goal 10+ years ago.

UPDATED:

The memory is faster than NAND and cheaper than DRAM

High density

Non-volatile

Intel has multiple products and is heavily marketing it.

It sells more bits than all other emerging memories combined

Its could be defined as "wildly successful"

But Intel officially CANCELLED it after months or rumors. The world most successful Emerging memory failed. 

It did not Fail due to lack of money, lack of ecosystem, lack of support, or technical issues. It died because the market does not support advanced new memory tier. Less than 5% of servers planned to use the PMEM. 

If the world most successful emerging memory, with 100s of millions of dollars in sales and billions in investment is killed despite meeting goals, what does this mean for other emerging memories and future technologies. We will discuss at FMS 2022

• OMEM-202-2, MRAM/PCM session 
• Wednesday, August 3 4:45pm - 5:50pm 

Please call or text to discuss Optane and other Emerging Memories in detail in a 1:1 Sessions

Mark Webb

www.mkwventures.com

Mark Webb MKW Ventures Consulting at FMS 2022

 

We will be at Flash Memory Summit Aug 1-4 with Presentations and discussions on multiple memory areas. 

The future of Emerging memory markets including Optane will show how the market is much different than we believed 5 years ago. A second presentation will show costs for all memory technologies including DRAM, NAND, MRAM, Optane, ReRam through 2030!

Presentations

A New Scenario for Emerging Memories and Markets

We have a number of viable memory technologies in Optane, MRAM, and ReRAM that are capable of production. However all have struggled to meet their growth goals financially. This includes Optane which has 100s of millions in revenue but appears to no longer be part of Intel's long term goals and is not releasing new technologies. MRAM products are out but not growing at a significant pace. Embedded is a great possibility but that is part or the foundry business. What should existing memory technologies and future memory technologies focus on?

Scaling and Cost Forecast for DRAM, NAND, and Emerging Memories

We show Scaling plans and cost for DRAM and NAND technologies and present models for Emerging memory costs. DRAM and NAND will continue to scale though 2030 and costs will continue to reduce. Companies will make pragmatic decisions on how much to scale and when. Optane, ReRAM, MRAM will scale but cannot compete on cost with NAND or DRAM long term. We show costs over time for all of these and what the implications are of the cost trends. Our cost overview shows trends but we have detailed company by company costs for follow up discussions.

Mark Webb

www.mkwventures.com