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Peter Clarke
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re: Billion-dollar business seen for MRAM, PCM
Peter Clarke   2/22/2013 4:20:45 PM
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@MikeSmith2011 It is also interesting that Yole bracketed PCM and MRAM together to indicate a market size they think the two technologies together could reach but saying nothing about each one. By 2016 it could be MRAM 100 percent and PCM 0% or vice versa. Almost certainly the absolute number will br wrong and the perentages somewhere between the two extremes I've outlined.

TarraTarra!
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CEO
re: Billion-dollar business seen for MRAM, PCM
TarraTarra!   2/21/2013 11:01:21 PM
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These are the kinds of charts that launch a dozen companies with VC funding. The truth about the billion dollar market unravels slowly.

greenpattern
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re: Billion-dollar business seen for MRAM, PCM
greenpattern   2/21/2013 5:02:39 AM
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PCM was easier to sell against the field-driven MRAM that Everspin or Crocus made, since it could scale better. But now it could have a more difficult time against the new STT type MRAM. But a big difference is the MRAM resistance is becoming negligible or at least smaller compared to the transistor itself, which can be 20 K-ohm or more. Any resistance-based memory therefore cannot have a minimum resistance less than say 30 K-ohm, and equivalently, maximum current cannot exceed say 40 uA. The first condition is harder for MRAM, the second harder for PCM.

resistion
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CEO
re: Billion-dollar business seen for MRAM, PCM
resistion   2/20/2013 3:27:42 PM
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STT-MRAM could replace PCM. I think Micron should know that.

resistion
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CEO
re: Billion-dollar business seen for MRAM, PCM
resistion   2/20/2013 2:54:40 PM
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Very fanciful, in all aspects.



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