NAND Flash Memory Are Gaining Importance in the Data Center

Trends in memory chips such as NAND flash and non-volatile memory show the parts are gaining importance in the data center.

Data centers are beginning to transition from CPU-centric systems to data-centric systems.

  • a positive for memory makers Micron and Everspin.
  • a negative for processor makers Intel and AMD.

Screen Shot 2017-09-25 at 10.29.01 AM.png

The primary message from NAND Flash producers was each company’s efforts toward increasing Gb/area of silicon. Samsung mentioned its plans for a 1Tb device in 2018 and the ability to stack up to 32 in a package. These packages can be used to build 128TB 2.5 inch SSDs or M.2 cards with 16TB. Despite these technology advances, the conversations surrounded the continued shortage of NAND Flash despite the increased CapEx spending. With the spending focused on increasing layers per wafer and not on wafer capacity, we expect that the NAND Flash shortage can continue well into 2018.

Micron has greatly improved its Flash cost structure, and expect the company’s costs will continue to decrease moving forward. The company reiterated that it has the smallest 3D NAND die size in the industry, which allows its current products to be more competitive in terms of cost, as opposed to its competitive positioning in planar NAND where the company had higher costs than the industry average, and therefore lower gross margins. Micron’s smaller 3D NAND die size is the result of its Floating Gate architecture, which was also the standard for planar NAND, as opposed to Charge Trap Layer architecture used by Samsung, Toshiba, and SK Hynix.

Screen Shot 2017-09-25 at 10.29.19 AM.png

Persistent memory solutions include memory bus nvDIMMs based on either battery/capacitor backed DRAM with NAND Flash, MRAM, 3D XPoint and a few other ideas in development including RRAM, PCM and Memristors. Investors should watch these developments. Persistent memory could be as revolutionary to data center performance as SSDs.

Electronics is an independent electronic components distributor based in Amesbury, MA. Luxe works with both RFQs and excess on hand. If you are in the market for any components, send us your RFQ.click for rfq

Contact Us:

Sales@LuxeElectronics.com

http://www.LuxeElectronics.com

 

Source

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s