Tag Archives: DDR4

Examining Netlist

Revenue trajectory – $65M revenue to $500M and $7.5B in 2014 with DDR4

UPDATE: 07/03/2012: third-party manufacture of HyperCloud
UPDATE: 07/03/2012: what to expect in the near future
UPDATE: 07/03/2012: sunk factory costs
UPDATE: 07/06/2012 – non-viability of LRDIMMs
UPDATE: 07/06/2012 – VMware certifies Netlist as sole memory vendor
UPDATE: 07/27/2012 – confirmed HCDIMM similar latency as RDIMMs
UPDATE: 07/27/2012 – confirmed LRDIMM latency and throughput weakness

How did a small player become so well positioned for future memory ?

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DDR4 borrows from LRDIMM use of load reduction

A combination of lower voltages and higher speeds

DDR3 memory already has trouble achieving the faster speeds at high memory loading.

As you add memory modules on a memory channel (go from 1 DPC to 2 DPC to 3 DPC), the max achievable speeds go down.

At lower voltage (1.35V), the max achievable speeds go down further:

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JEDEC fiddles with DDR4 while LRDIMM burns

JEDEC and DDR4 finalization

UPDATE: 06/10/2012: this article was slashdotted today
UPDATE: 07/24/2012: added Netlist on JEDEC BOD

While JEDEC has time before they finalize the DDR4 standard to secure relevant IP, they did not exercise similar concern when they finalized the LRDIMM standard.

LRDIMMs were standardized without securing the relevant IP.

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Market for HCDIMMs HDIMMs

Market for load reduction

UPDATE: added 06/06/2012: info on LRDIMM market

In summary, if you follow the constraints outlined in the other articles here:

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Impact of lowered voltages in DDR4

Higher memory load reduces achievable bandwidth (memory loading).

Conversely, moving to higher frequencies at the same load also is hard (if you are already operating at the max speed possible).

Similarly, moving to lower voltages exacerbates the problem.

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Memory choices for Cisco UCS B200 M3 Blade Server (Romley)

This server has 24 DIMM slots for a total of 384GB (using 16GB RDIMMs).

However I cannot find any docs outlining the speeds achievable at 1 DPC, 2 DPC, 3 DPC (as are available from IBM and others).

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LRDIMM latency vs. DDR4

UPDATE: 06/24/2012: Invensas on LRDIMM design inferiority vs. HyperCloud
UPDATE: 07/27/2012 – confirmed HCDIMM similar latency as RDIMMs
UPDATE: 07/27/2012 – confirmed LRDIMM latency and throughput weakness

RDIMMs have a 1 cycle latency compared to UDIMMs (unregistered DIMMs).

LRDIMMs have a “5 ns latency penalty” compared to RDIMMs (from Inphi LRDIMM blog).

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