The delays only relate to trying to optimise the Crystalline PCMO, which produces up to an order of magnitude increase in speed. Further, it is only to see if they can maintain this speed without having a trade-off with endurance. The speed is there regardless. Speed is critical, endurance is a strong second in the space close to DRAM.
They already have near-DRAM speed with endurance greater than 10^7.
6-12 months to see if they can get 10x DRAM speed with endurance greater than 10^7.
They did quash the idea of DRAM replacement being viable though.
Mention of the no SCM market is a statement of fact. To me, this means they have time to maximise the opportunity by refining the tech further rather than having to rush to market now.
The delays only relate to trying to optimise the Crystalline...
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