Now that Micron is enjoying higher stock price ( quadrupled this year ) after they were able to affect the supply - demand situation for DRAMs in their favor by acquiring Elpida at bargain basement price, its time for them to at last diversify into higher margin products like processors.
Would be interested to find out process integration issues of mixing CPU and SRAM, DRAM on the same die, or they might be trying out their HMC technology for tight coupling of CPU and SRAM / DRAM on separate dice.
Interesting thoughts @chipmonk...I wonder whether Micron's move is part of a major transformation in the industry...certain types of data processing seems to be lending itself to graphical chips not traditional processors...these new processor will start eating away from revenue by Intel etc...how significant is that threat? Kris
As Chipmonk noted, Micron has long ttried to get a foot into the logic market where ASPs and margins are much bigger.
This is its loatest effort, but frankly I have seen many massively multicore architectures that were all so hard to program they never went anywhere. I have yet to see one succeed and as far as I can tell this is still very much an academic and lab experiment.
@chipmonk0 - Micron bought the remaining 38.6 percent of Ovonyx phase change memory tech from bankrupt ECD last August for just $12 million bit [dot] ly/1aNXcrl and they signed a technology agreement with Intel "regarding certain emerging memory technologies" some time before that. So it is likely that this "non Von Neumann" is ECD's "Cognitive Computer". Just google "Ovshinsky Cognitive Computer" for the details on that. IBM has been working for some time on the tech so I'm curious to see what value was realized in that transaction. The technology is brilliant. Iif attainable, it can recognize a picture of Joe from logistics, a golden retriever or a laffer curve - or video for that matter. Limitless. Number Johnny Five sort of stuff.
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