IBM’s 3090 (Sierra series) mainframe computers were the first to adopt this new high-density memory. However, the New York Times reported the occasion as “a rare, if fleeting, moment of glory,” as it thought the Japanese semiconductor industry would inexorably rise beyond its already impressive 75% market share.
The NYT’s take contrasted with IBM’s triumphant tone. “This is a signal of our semiconductor technology leadership,” said IBM SVP, Jack D. Kuehler, at the time. He went on to emphasize how these DRAM chips were built in the USA. Some of the newspaper’s cynicism came from the fact that it already knew the likes of Fujitsu, Hitachi, Mitsubishi, NEC, and Toshiba were busy sampling their own 1-megabit DRAM chips. Once they were satisfied and moved them to mass production, it was expected the Far East tiger economy would roar back to pole position.
You may like Micron begins sampling 256GB SOCAMM2 units for up to 2 TB of LPDDR5X per CPU AI memory crunch forces DRAM market into 'hourly pricing' model, report claims Intel is co-developing new Z-Angle Memory to compete with HBM used in AI data centers If we turn the clock back to 1986, most computing devices in use might have packed memory chips of the 64 kilobit variety. The state-of-the-art Japanese memory tech at the time was churning out 256 kilobit memory chips. In that context IBM’s 1-megabit chips, fabricated on a 1.2 micron process, were very impressive, bringing a leap in both density and efficiency.
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Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/dram/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/dram/40-years-ago-we-entered-the-megabit-memory-era-with-ibms-dram-breakthrough-a-major-leap-beyond-the-64-kilobit-chips-common-at-the-time#main
- https://www.tomshardware.com
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