Startups
everspin
16 years in the making, Everspin just unveiled the first spin-torque MRAM, a contender for a new generation of memory chip technology. Our original investment thesis for novel memory technologies (like Coatue/AMD, Nantero and Everspin) was a sense that Moore’s Law would begin to bifurcate, where technical advances in memory precede logic by several years. In the next few years, radical advances in memory density and performance will be needed to relieve the performance bottleneck in corporate computing. These new technologies are non-volatile rad-hard memories that should be faster, smaller, cooler, cheaper and more reliable than the SRAM and DRAM kludge. Background: Memory advances are becoming increasingly important to further advances in computing and computation. The mention of Moore’s
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