I will try to examine some of the issues related to intellectual property and the constraints that are influencing DDR4 and the direction it will take.
Also an examination of LRDIMMs and their relevance.
And HyperCloud memory from Netlist (NLST).
The other players who may make an appearance:
Texas Instruments (TXN)
Smart Modular (SMOD)
I have been a NLST shareholder for 3 years and have followed the ins and outs of this company’s trajectory – so I am intimately aware of the court docs, the activities at JEDEC as evidenced in the court docs (GOOG, SMOD, Inphi) and the patent reexaminations the company had to go through (and has survived). The patents that Inphi challenged have survived reexamination (those who know patents know what this means).
HyperCloud has arrived and is underpinning next-gen memory and given how LRDIMM blankets current discussion about revolutionizing the memory industry, hopefully this blog will provide compelling reading about the factors which may or may not be behind various movements in the memory industry.
Readers are welcome to point out mistakes, or to challenge what they feel is unfair to the competition.
DISCLAIMER: I am not employed at any of the companies that I mention on the blog, nor am I paid to write this blog. I do have a financial interest in NLST for having held the stock for some years. In addition I have no relation to the server industry (beyond interest in NLST), and I am not a lawyer and am not qualified to give legal advice. I and others on the NLST yahoo board had built a knowledge base for the memory industry after following NLST for a few years – and that info really needed a place where it could be organized into a digestible form. This blog is the result. It outlines various constraints that are driving the future of memory as it transitions from DDR3 to DDR4.