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Memory
Why the DRAM Structural Floor in the AI Era Makes This Time Different
Why AI demand adds a structural floor that transforms the typical memory cycle into a strong demand signal that is here to stay.
Apr 1
•
Vikram Sekar
33
3
Context Memory Storage Systems, Disruption of Agentic AI Tokenomics, and Memory Pooling Flash vs DRAM
How a new storage tier unlocks long context inference for agents, and dramatically drops cache storage costs. Storage system specifics, potential…
Jan 18
•
Vikram Sekar
43
3
5
Errata: A Close Look at SRAM for Inference in the Age of HBM Supremacy
An update on SRAM bandwidth calculations.
Jan 13
•
Vikram Sekar
15
A Close Look at SRAM for Inference in the Age of HBM Supremacy
Why SRAM for AI inference is far from the silver bullet everyone is expecting, an in-depth look into SRAM's specific performance benefits, and why HBM…
Jan 11
•
Vikram Sekar
and
Subbu
70
7
Executive Brief: Role of Storage in AI, Primer on NAND Flash, and Deep-Dive into QLC SSDs
Key takeaways about the emerging role of NAND flash in AI datacenters, the evolution of QLC SSDs, looming challenges, and dominant market players.
Oct 22, 2025
•
Vikram Sekar
13
2
1
Role of Storage in AI, Primer on NAND Flash, and Deep-Dive into QLC SSDs
A detailed look at how data moves through AI infrastructure - from HBM to SSD/HDD; how NAND flash works; the emerging role and challenges of high…
Oct 19, 2025
•
Vikram Sekar
50
2
8
Why Faster PHY Design is the Low-Hanging Fruit in Custom HBM4 Base Die
A deep dive into HBM’s base die: covering DRAM structure, PHY functions, and how advanced interconnects like UCIe and next-gen PHYs from Marvell and…
Oct 5, 2025
•
Vikram Sekar
21
2
4
How AI Demand Is Driving a Multi-Year Memory Supercycle
AI's insatiable hunger for HBM, DRAM, NAND and even DDR4 is reshaping the memory market.
Oct 1, 2025
•
Vikram Sekar
43
18
8
High Bandwidth Flash: NAND’s Bid for AI Memory
Can HBF be a new memory tier for AI workloads? Where its limits will show, and what are use-cases for a high capacity memory thats slower than HBM or…
Sep 21, 2025
•
Vikram Sekar
26
4
3
Why is High Bandwidth Memory so Hard to Manufacture?
An in-depth look into the incredible engineering behind the memory used in GPUs for AI accelerators.
Aug 31, 2025
•
Vikram Sekar
65
2
9
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