This is a guest post from Mike Montemorra, who is a technology guru with long and successful career in computer industry.
Mike keeps an eye on the latest developments in computer and storage technology and publishes his observations weekly. Below is his brief summary of what was important in the past week:
What did we learn last week?
Optane technology analysis to read is here.
Power vs speed and latency… a peek into data center backbone design. At these speeds and at this density, each data channel must be individually equalized at both the transmit and receive ends… a very complex system design problem.
Data center CAGR is still healthy… good news.
…and HPC (high-performance computing) is also growing. I bet they have a big power bill – read here!
Watch this process development. It may pave the way for next gen 3D memories.
I’ve been harping on the new flash foundries coming on line, but there has been parallel work on DRAM and it is expected to impact pricing in coming quarters: an example is this fab just starting construction.
A little on 5G and what its infrastructure may look like. I don’t think the market has fully embraced the amount of hardware required to deliver true 5G functionality, but I can’t wait for ‘wireless ubiquity’: link.