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Seaside
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re: Flash revenue expected to overtake DRAM in 2012
Seaside   1/17/2012 6:28:03 PM
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RE shifting balance between DRAM and NAND - in response to current/forecasted growth in data requirements,server OEMs are aggressively modifying architectures to accommodate NAND and other emerging NVM in order to deal with the increasing power consumption of data centers.

resistion
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re: Flash revenue expected to overtake DRAM in 2012
resistion   1/14/2012 5:29:25 PM
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Why is NOR revenue shrinking? Is it already being replaced by DRAM and NAND?

DrQuine
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CEO
re: Flash revenue expected to overtake DRAM in 2012
DrQuine   1/14/2012 3:31:30 PM
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How do the units of memory (GB) storage sold compare between flash and DRAM? Is flash memory really taking over the market? Since flash is much more expensive, equal dollar sales do not equate to equal memory sales. Since flash memory suffers from limits on rewrite cycles, what is the likely balance in installed memory between the two technologies?

mcgrathdylan
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re: Flash revenue expected to overtake DRAM in 2012
mcgrathdylan   1/13/2012 9:40:45 PM
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No, the way I read the above chart, DRAM revenue was $31.2 billion, while total flash revenue (both NAND and NOR) was $29.6 billion.

Deepak Sekar
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re: Flash revenue expected to overtake DRAM in 2012
Deepak Sekar   1/13/2012 7:40:08 PM
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If you include both NAND and NOR flash, the revenue exceeded DRAM even before, right?



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