The problem with all those techs[NRAM/MRAM] is density, largest dies too small and not cost competitive option. With Intel's exit on emerging memory[Optane], we will see the same old solutions in the new dressing of CXL (Battery back up DRAM, DRAM w/ SLC NAND hybrid, SLC NAND with aggressive controller, etc...).
Thanks for the feedback.
I am not a specialist but I would think there might be, at start, a premium niche (= low volume) market for different type of Non Volatile Memory (NVM) with different optimization point in terms of speed, endurance, power consumption,… for different target applications where Non Volatility has enough value to justify a premium.
For example, as of January 2023, there seems to be quite a lot of ongoing government (IMEC,…) and private companies R&D in MRAM, and also already some sales by start-ups (Everspin / Avalanche technology) and manufacturing by foundries (Globalfoundries, TSMC, Samsung foundry,…) mainly for embedded / SRAM applications.
So MRAM seems the NVM the furthest along on the commercialisation/scaling volume path which could help reduce costs, and then help address other markets.
That said, it is a very slow process, and some government (ex: DARPA investing several 100M$ in Kioxia or TSMC to set-up a US Fab for HVM of 64Gbits VG-SOT-MRAM die) and/or regulations (ex: a law that would mandate that by 2035 all IT systems must use bistable Non Volatile Memory (NVM) instead of DRAM…) would tremendously help to accelerate the transition from volatile to Non Volatile Memory (NVM).
I believe that NVM is the holy grail of any IT system as it would be really disruptive in the way IT systems are architectured (no more boot-up time) and really, really want it to happen as soon as possible.
But again unfortunately, I understand that as the economics of NVM currently stands versus what is already on the market, it tremendously slows down the process of transitionning from volatile to bistable NVM memory
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