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Netlist Inc. Message Board

  • vicl2012v vicl2012v Mar 1, 2012 5:11 AM Flag

    Inphi LRDIMMs roadmap vs. NLST HyperCloud

     

    Someone asked about 32GB LRDIMMs on the seobythesea blog.

    This is an answer to that - and why LRDIMMs are probably not going to be pushed out by the memory module makers that much.

    http://www.seobythesea.com/2009/11/google-to-upgrade-its-memory-assigned-startup-metarams-memory-chip-patents/#comment-424246
    netlist
    03/01/2012 at 4:24 am


    Summarizing that here now ..


    For the success of LRDIMMs, you have to see if memory modules would want to make LRDIMMs in the first place.

    Inphi has no capability of "driving" LRDIMM adoption or volume (it just makes an "iMB" buffer chipset).

    And you have to compare the enthusiasm of Samsung etc. towards LRDIMMs - with the enthusiasm of NLST for HyperCloud.


    Since Samsung will already be selling the 16GB RDIMM 2-rank using 4Gbit DRAM die - HOW are they going to be posturing the 32GB LRDIMM which bring with them these caveats:

    - requires BIOS update - the BIOS update has to be made for every motherboard variety
    - not interoperable with RDIMMs
    - not able to run at 3 DPC possibly
    - not able to achieve 1333MHz at 3 DPC

    How is Samsung going to market/posture such a beast ??

    If they feel that no one will be buying such compromised 32GB (since presumably you are willing to pay the LRDIMM premiums if you are getting performance improvements), the memory module makers may start doing a "go-slow" on the LRDIMM front.

    Their enthusiasm for LRDIMM pushout will be directly related to their anticipation of industy/end-user demand for LRDIMMs.

    Remember these memory module producers are already producing other stuff - so there is some cross-competition between the 16GB and the 32GB sizes also.

    Esp. when they know that 16GB RDIMMs 2-rank using 4Gbit DRAM die will be the GOLD standard against which other stuff will be judged (LRDIMM fails, and HyperCloud wins) - since these are going to be pushed out in volume by the 4Gbit DRAM die makers like Samsung in order to spark acceptance - with price increases to follow later.








    In contrast NLST HyperCloud is NOT a new technology - i.e. as far as the users can see - it behaves just like a regular RDIMM, except it has all that extra technology inside of it to do "load reduction" and "rank multiplication". It's latency is also very close or same as RDIMMs (which is the amazing part) which makes it superior to LRDIMMs and Cisco UCS's ASIC-on-motherboard approach.

    Summarizing this from what posted elsewhere:

    quote:
    ----
    So in summary if you compare the latency advantages for Netlist:

    - LRDIMMs have a "5 ns latency penalty" compared to RDIMMs (from Inphi LRDIMM blog)
    - CSCO UCS has a "6 ns latency penalty" compared to RDIMMs.
    - NLST HyperCloud have similar latency as RDIMMs (a huge advantage) and have a rather significant "4 clock latency improvement" over the LRDIMM (quote from Netlist Craig-Hallum conference)
    ----




    HP/Samsung have said at the IDF conference on LRDIMMs - that they will not push 16GB LRDIMMs but only the 32GB LRDIMMs.

    This analysis was ENTIRELY dictated by comparisons with the 16GB RDIMM 2-rank using 4Gbit DRAM die.

    How does that analysis change when you include HyperCloud presence in the market ?

    There is a reason why IDTI has prudently stayed OUT of the LRDIMM market - they are targeting Ivy Bridge or DDR4 for their LRDIMM offerings - they too have said that they can't play in the 16GB LRDIMM space (not competitive) and only in 32GB and higher.




    It is thus no surprise that we find HP/IBM in deals with NLST.

    For them too it is an easy sell - a product "just like RDIMM, but better".

    - no BIOS updates
    - interoperable with existing RDIMMs
    - 1333MHz at 3 DPC
    - latency close to or same as RDIMMs (amazing !) - that beats LRDIMMs and Cisco UCS's ASIC-on-motherboard approach

    This topic is deleted.
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