UBM112211-Intel may well be ahead of the curve, depending on your viewpoint. That is if you consider PCM and (possibly ReRAMs/RRAMs/Memistors) will be the devices of choice for cognitive and learning machines in next generation electronics. Where a single component PCM will be able offer a scaling advantage by the ability to use its unique characteristics as the replacement for multi-component silicon circuits. Offering what might be characterised as Moore's Law-Plus (ML+) scaling. Learning machines and AI may perhaps be a little more tolerant of devices with marginal reliability.
Rick:-Suggesting that the 50% improvement in performance needed for use in DIMMs will be achieved as the yield increases is interesting. This must be interpreted that for the present generation of devices the performance is limited by unknown defect(s) resulting in some devices in all arrays not meeting the intended specification; meaning lower performance arrays are being sampled. Then the performance limiting defects will somehow apparently disappear as a function of increases in yield. Otherwise they would be already delivering at least some arrays with the 50% improvement, more of which will be obtained when the yield improves and a much larger number of arrays meet the same performance level.
Is the problem with CMOS, the matrix isolation device (selector) and temperature related to processing or operation? The selector devices will be switching on every read cycle as well as the write cycles. Threshold switching is a combination of electronic and thermal effects. If for a particular composition the thermal effect dominates then the CMOS will be cooked during both read and write operations. One intriguing question is have Intel found a threshold switching selector material where the electronic effect dominates or have found one which requires fabrication and post-deposition drift-eliminating annealing temperatures compatible with CMOS fabrication. Some clarification on those points would help judge the likelihood of success.
"especially the selector diode which needs to work at the low temperatures of a CMOS back-end process." Why low temperature? Does it mean the temperature lower than 300K, OR should it be HIGH temperature?
Al Fazio noted the Fab 68 in Dalian as one now ramping 3D NAND and implied it could be used for 3DXP if needed, but in my brief talk with him it sounded like they hope 3DXP will fill Lehi fab and Dalian is an option if demand exceeds expectations.