We published some data after the 2020 Flash Memory Summit on Persistent Memory and Emerging Memory revenue.
Based on Plans for CXL/Serial Memory bus, and based on recent feedback from Server and Datacenter companies, and feedback from memory companies, we forecast a revenue stream that is less dependent on new or emerging memory technologies.
Intel will apply its technology to the new bus and that will lead to growth. But other hybrid memory/storage solutions will be enabled by CXL and are desired by Datacenter companies to address persistent memory needs.
We can elaborate on the details of what these new solutions will look like and which companies benefit most