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IBM, SK Hynix sign phase-change memory deal

"PCM has potential..."
6/12/2012 12:27 PM EDT
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resistion
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re: IBM, SK Hynix sign phase-change memory deal
resistion   6/12/2012 2:54:41 PM
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The way SK Hynix approaches these memories, by sharing risk with big names like Toshiba for STT-MRAM, HP for memristor and IBM for phase change memory, indicates they are not really into using these in the near future. So it's funny to watch the big-name partner get all excited and make optimistic projections.

I_B_GREEN
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re: IBM, SK Hynix sign phase-change memory deal
I_B_GREEN   6/13/2012 4:31:25 PM
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or they just don't have deep pockets.

I_B_GREEN
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re: IBM, SK Hynix sign phase-change memory deal
I_B_GREEN   6/13/2012 4:33:26 PM
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or they just don't have deep pockets or to justify risk/commitment alone

Blaise
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re: IBM, SK Hynix sign phase-change memory deal
Blaise   6/16/2012 3:31:57 PM
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One thing to note is that while Hynix's have numerous patents related to phase change memory they have only one ReRAM/memristor patent (for an application in RFID). Thus all else being equal there is more economic incentive for Hynix to develop phase change memory. Below is a link to comparative US patent data for companies invested in memory resistors vs. phase change memory. http://memresistor.wordpress.com/article/business-landscape-for-memresistor-electronics/

resistion
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re: IBM, SK Hynix sign phase-change memory deal
resistion   6/19/2012 4:56:43 AM
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Perhaps cross-licensing with the partner is part of the deal. Wow, so they really have no idea how to bet which technology.

I_B_GREEN
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re: IBM, SK Hynix sign phase-change memory deal
I_B_GREEN   6/19/2012 3:52:47 PM
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It is a moving bar. As soon as you get caught up the darn bar moves

I_B_GREEN
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re: IBM, SK Hynix sign phase-change memory deal
I_B_GREEN   6/19/2012 3:55:22 PM
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Sharing the pain of lost capital for the upside of sharing the winning technology.

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