4DS 6.10% 8.7¢ 4ds memory limited

Got it in one @Hateful8. Someone is demonstrating predatorial...

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    Got it in one @Hateful8. Someone is demonstrating predatorial behaviour, like groomers and elder abusers. First, win their trust, then abuse it.

    The R&D strategy of 4DS is as plain as day. Demonstrate a viable memory that can overcome one of the biggest technical barriers of incumbents. That barrier is the efficiency of DRAM as we move into a data-centric world. The limitations of DRAM are readily available, but needless to say, they massively impact density and energy efficiency. Further, additional scaling may even result in the critical failure of DRAM.

    What would 4DS need to demonstrate to knock the socks off? IMO, this would require demonstrating a chip:

    • with latency matching or bettering DRAM
    • non-volatile with retention to nullify shortcomings in endurance and create many orders of magnitude improvement in power consumption
    • density greater current leading DRAM cloud-based technology (ideally better than products in development)

    When it comes to size, density is what matters, and many factors create this. 4DS could demonstrate a 40nm node stacked in 3D, which would crap all over a current 14nm 2D DRAM chip for density. Imagine if they produce a 14nm chip in 3D!!!

    The reason DRAM is at 14nm isn't because DRAM cells can't scale below 14nm. It's because DRAM cells have significant functional impairment at these small cell sizes. Otherwise they would be where logic cells are. Same, same for NAND.

    If 4DS doesn't have these functional limitations, they may well be scalable well below the geometries available to DRAM.

    However, my expectation is the arrays only need to be 2D and at a density acceptable to augment DRAM.
 
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