AI
Friday, March 03, 2017 1:39:26 PM
3-D Memory,
Intel and Micron developed it. They have all the patents. Through royalties, they both benefit from each other's sales of product, and the licensing of the technology to anyone else who wants to build product.
How long do you think it will be before you can buy a terabyte thumb drive?
Artificial intelligence applications need huge amounts of memory. Cloud storage facilities using hard drives need large spaces and large air conditioners running 24/7.
Do you want to put a terabyte or more in your camera or cell phone?
Jon Carter, Micron's vice president of storage solutions ...
The issue I have right now... is not about the ability for revenue. We've built the capacity for the first couple of years; it's all accounted for," Carter said. "I've been in situations with partners who buy a lot of DRAM who've said, 'Do you know how much DRAM I buy? You'd better get me some 3D XPoint.'
The demand is through the roof. There's not enough. We're trying to manage the capacity and the capital expense to build the capacity for years three, four and five," Carter said. "I've had a long line of all the major storage and server vendors out there... coming to me directly talking about how they can get access to 3D XPoint.
Intel and Micron developed it. They have all the patents. Through royalties, they both benefit from each other's sales of product, and the licensing of the technology to anyone else who wants to build product.
How long do you think it will be before you can buy a terabyte thumb drive?
Artificial intelligence applications need huge amounts of memory. Cloud storage facilities using hard drives need large spaces and large air conditioners running 24/7.
Do you want to put a terabyte or more in your camera or cell phone?
Jon Carter, Micron's vice president of storage solutions ...
The issue I have right now... is not about the ability for revenue. We've built the capacity for the first couple of years; it's all accounted for," Carter said. "I've been in situations with partners who buy a lot of DRAM who've said, 'Do you know how much DRAM I buy? You'd better get me some 3D XPoint.'
The demand is through the roof. There's not enough. We're trying to manage the capacity and the capital expense to build the capacity for years three, four and five," Carter said. "I've had a long line of all the major storage and server vendors out there... coming to me directly talking about how they can get access to 3D XPoint.
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