Last week Intel killed Optane. Today, Kioxia and Everspin announced comparable tech
Why are Kioxia and Everspin pressing ahead with this stuff, given Optane failed?
For starters, both companies are memory specialists so they don't have much choice but to innovate in their chosen field. Intel never fully bought into either the memory or storage businesses. Now that it's quit both, Kioxia and Everspin don't have to compete with Chipzilla and its enormous partner community … which of course failed to turn persistent storage-class memory into a thriving market.
Everspin's focus on FPGAs, however, means it's pursuing a niche where this class of memory will be easier to integrate than in the wider PC and server stacks. And Kioxia's hint of CXL adoption means it's tied its persistent efforts to a standard that plenty of players are behind, whereas Intel went it alone.
These two are not alone in believing the market is ready for storage class memory. Israeli/Australian outfit Weebit Nano recently tapped out demo chips for its own product and built them into a working memory module. Weebit Nano's chair is David Perlmutter, who once served as Intel's chief product officer. ®
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