Intel Corp (INTC)

[Golfbum]

So far we know that Intel is ready to begin shipping 3D flash with Micron and we know they are doing stacked die for DRAM for HMC including a special version to be included on Phi, again with Micron.

I haven't heard anything about phase change memory in a long time. I wonder if they've given up on that?

We know both DRAM and disk storage have lagged the performance increases for processors for a long time. It seems logical that Intel would work to address these. Perhaps they're going to not just promote a standard but get aggressive about making some money on solving the problems as well.

A terabyte on a gumstick (M.2) and 8 to 16 gigs on package of "something" could make a big difference in performance and more importantly on Intel's share of wallet.

I'd expect to see this sort of thing start at the premium end and work its way down.

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