Podcast EP242: A View of the Dynamics and Future of the Memory Market with Jim Handy
Dan is joined by Jim Handy of Objective Analysis. Jim is a 35-year semiconductor industry executive and like Dan, a leading industry analyst, speaker, and blogger. Following marketing and design positions at Intel, National Semiconductor, and Infineon, Jim became highly respected as an analyst for his technical depth, accurate forecasts, industry presence, and numerous market reports, articles, white papers, and quotes.
In this far-reaching and informative discussion, Jim explores the memory market with Dan. He explains the forces that define how new memory technologies displace existing approaches. Volume availability and cost drive a lot of those decisions. He points out that better technical approaches will see low adoption if the cost is much higher than existing technology for high volume applications such as cell phones.
Regarding new memory technologies, MRAM and ReRAM are discussed. Jim explains why he believes there will be room for only one new memory technology, He also discusses the challenges of using new materials and explores the specific reasons why embedded flash doesn’t scale,
Jim also discusses specific challenges in some markets, such as automotive, military and space.
The views, thoughts, and opinions expressed in these podcasts belong solely to the speaker, and not to the speaker’s employer, organization, committee or any other group or individual.
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