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  • Yodeling Into The Hybrid Memory Cube  [View article]
    you guys need to understand that having gargantuan amounts of NVM poses major problems during the 'locating process of' reading the data. Thus, the NVM needs to have some kind of brains that can implement object based storage. i.e. one query causes hundreds of sub actions to look for the data (without impact to CPU performance)
    Apr 7, 2016. 11:39 AM | Likes Like |Link to Comment
  • Yodeling Into The Hybrid Memory Cube  [View article]
    @Stephen,
    "with all members playing and competing fairly"

    if we believe that statement, then we know HMC will not go mainstream until there are multiple vendors manufacturing XPoint.

    1+1 != 2
    Apr 6, 2016. 10:58 AM | Likes Like |Link to Comment
  • Yodeling Into The Hybrid Memory Cube  [View article]
    Nvidia

    http://on.wsj.com/1UGZDZs
    Apr 5, 2016. 06:44 PM | Likes Like |Link to Comment
  • Yodeling Into The Hybrid Memory Cube  [View article]
    @oak,
    you're one smart cookie. I believe the future of big data (HMC) is directly correlated to the FPGA market. We are talking extremely low volume sales (perhaps a few thousand installs per year). Not too many big data customers in the world. However, the margins would have to support the massive amounts of R&D already spent on HMC. Thus, the cost of an FPGA based HMC should not come into play. Those HMC systems probably cost in the millions, so paying even $50K for an FPGA is chump change.
    Apr 5, 2016. 05:42 PM | 1 Like Like |Link to Comment
  • Yodeling Into The Hybrid Memory Cube  [View article]
    @RSA,
    lol.
    I would think MU share holders would prefer that MU work on their own tech delivery schedule, instead of on Intel's. After all, the CEO of Intel did state that they intend to dominate the Memory market. In case you are counting, that would inflict massive pain to MU financials. MU would not survive a nuclear winter between Samsung and Intel.
    Apr 5, 2016. 05:37 PM | Likes Like |Link to Comment
  • Yodeling Into The Hybrid Memory Cube  [View article]
    @RSA & white,
    then we have a consensus. MU could easily go vertical and build a BOX that can outperform other boxes by a factor of 1000X. They could do this without the chains that INTC provides.

    Why doesn't MU management realize THEY HAVE TO CREATE the HMC market. Why wait another half decade before they find an answer for a solution?
    Apr 5, 2016. 05:07 PM | Likes Like |Link to Comment
  • Yodeling Into The Hybrid Memory Cube  [View article]
    @RSA,
    No I haven't seen any direct ban.

    However, using Breezy's logic that XPoint is useless without HMC and the fact that only INTC has the capability to create a processor to drive the benefits of XPoint using HMC, then banning Xeon is effectively banning XPoint.

    the US government is preventing China from acquiring MU, not because of their dram tech transfer. HINT: Think XPoint
    Apr 5, 2016. 03:21 PM | 1 Like Like |Link to Comment
  • Yodeling Into The Hybrid Memory Cube  [View article]
    @stephen,
    "Xeon Phi + HMC + 3D XPoint"

    was prohibited to be sold to China...

    so logically, the US government would PROHIBIT any form of 3D XPoint to be sold to China. Great. Suddenly the TAM for XPoint just shrunk in half.
    Apr 5, 2016. 01:55 PM | 1 Like Like |Link to Comment
  • Yodeling Into The Hybrid Memory Cube  [View article]
    @Feuer,
    "which are largely used for military purposes."

    That's the CURRENT excuse. However, did you know that the common laptop is the number 1 tool being used for military purposes by China? Military/Industrial hackers use common AMD/Intc processors to commit acts of espionage.

    Shouldn't those same politicians and security experts prohibit the sales of ALL common processors to China??? Hogwash. The narrative doesn't fit the script.

    Only in the world of DC
    Apr 5, 2016. 12:58 PM | 1 Like Like |Link to Comment
  • Yodeling Into The Hybrid Memory Cube  [View article]
    American policies are screwed up.
    Prohibiting the sales of technology to half the worlds population, will only expedite the collapse of the US tech sector. It will foster an explosive growth of 'the rest of the worlds' tech sector. Only in America will you find half az policies that facilitate the opposite effect of what their intended goals are. Yet, the politicians have no CLUE.

    By the time the US government sets up a committee to 'study' the issue (5 years later), the damage will have been done.
    Apr 5, 2016. 10:50 AM | 1 Like Like |Link to Comment
  • Yodeling Into The Hybrid Memory Cube  [View article]
    @oak,
    thanks for all the info. Just curious, what does this mean?

    "was cancelled because it was politically undesirable."
    Apr 4, 2016. 06:30 PM | Likes Like |Link to Comment
  • Yodeling Into The Hybrid Memory Cube  [View article]
    @hen,
    "Solution looking for a problem. "

    I was going to say the same thing.

    great minds think alike!
    Apr 4, 2016. 04:57 PM | 1 Like Like |Link to Comment
  • Yodeling Into The Hybrid Memory Cube  [View article]
    @hen,
    yes that is the critical component that is missing.
    So I guess you have just figured out that MU just spent hundreds of $$$ millions on something that can't be taken to market. BRILLIANT!!!

    and the only 2 companies that they can go to market with are :
    1.) AMD who has their own implementation and is the arch enemy of Intel
    2.) Intel who wants to destroy MU as they proceed to become the worlds leader as a memory leader.

    dead ends

    p.s.
    MU needs to build a standalone HMC that can work with micro controllers (i.e. cheap and readily supplied by the world). Thus, they can build a box that can do something 1000X faster than the other boxes.
    Apr 4, 2016. 03:49 PM | Likes Like |Link to Comment
  • Yodeling Into The Hybrid Memory Cube  [View article]
    OK, I'll call shenanigans on HMC.

    If MU cannot sell this snake oil, then it leaves only one course of action for them to do.....

    GO VERTICAL.

    Build a system from ground up using HMC. Then OEM the box to others to sell.

    I mean that should be a slam dunk, right? Just think of having a box that can do something 1000X faster than another box. Almost sounds too good to be true. Maybe they should IPO the technology as a spin off :)
    Apr 4, 2016. 03:02 PM | Likes Like |Link to Comment
  • Yodeling Into The Hybrid Memory Cube  [View article]
    yes. MU is at a multi year low
    Apr 4, 2016. 02:58 PM | 2 Likes Like |Link to Comment
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