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Tosh disk ships and capacity rise faster than WD and Seagate in 2021

HDD storage
HDD storage

Toshiba was the only one of the big three disk drive manufacturers to increase its unit shipments in 2021, with exabytes shipped rising faster than the market average as well.

Disk unit shipments have been declining for several years as faster SSDs take over from slower, albeit cheaper, disk drives in notebook and desktop computers as well as performance-critical storage arrays. However, within the overall market, the 3.5-inch 7,200rpm (nearline) disk segment  has been growing both unit numbers and exabytes shipped – so much so that overall disk capacity shipments have continued to rise while disk unit shipments decline.

US research house TrendFocus tracks the HDD market and its VP John Chen said “Toshiba’s leading year-over-year growth percentages in so many categories are the result of the company’s execution under challenging market conditions. … As some of the ongoing pandemic-related constraints begin to ease, Toshiba has positive momentum to post more milestones in 2022.”

Kyle Yamamoto, VP of Toshiba America Electronic Components’ (TAEC) HDD Business Unit, said “Our new technologies such as FC-MAMR (Flux-Controlled Microwave-Assisted Magnetic Recording) and MAS-MAMR (Microwave Assisted Switching Microwave-Assisted Magnetic Recording) are excellent examples of the effort that will propel the next generation of products forward.”

Toshiba shipped 54.68 million units equaling 187.24 exabytes for the year. It ships product into four products into four market sectors:

  • AL series – mission-critical enterprise performance segment;
  • MG series – nearline enterprise capacity and datacentre drives; 
  • MQ series – mobile client HDDs;
  • DT series – surveillance and traditional desktop drives (3.5-inch).

TrendForce’s latest report shows that Toshiba grew unit and capacity shipments more than the market average in overall totals, nearline drives (MG series), mission-critical (2.5-inch and 10,000rpm) drives (AL series)  and the desktop/consumer electronics (DT series) sectors.

That means competitors Seagate and Western Digital collectively lost share in these market sectors. We envisage that Toshiba was able to better manage its supply chain than the other two suppliers, who both alluded to supply chain issues in their results statements – here’s Western Digital and here’s Seagate.

Toshiba’s 2021 nearline exabytes shipped growth of 114 per cent more than in 2020 looks extraordinary against the industry average of, impressive as it is, 49 per cent.

In the final 2021 quarter Toshiba had a near-20 per cent unit ship share, Western Digital near-37 per cent and Seagate near-43-percent. Toshiba will have to keep growing its share for some time if it wants to get past Western Digital. 

Pure Storage finding kinship with Kyndryl

All-flash array vendor Pure Storage is partnering with IBM infrastructure services spin-off Kyndryl in a global alliance.

Kyndryl says it will become a key delivery partner for Pure and deliver jointly-optimised software and hardware to its enterprise customers, of which it has more than 4,000 – including 75 per cent of the Fortune 500. The company will increase its existing Pure skills and capabilities.

Stephen Leonard.

Stephen Leonard, Kyndryl’s global alliances & partnerships leader, provided a good formulaic announcement quote: “Our alliance with Pure Storage can help customers identify and take advantage of new ways to manage, secure, and analyse their mission-critical multi-cloud business data.”

Wendy Stusrud, VP, global partner sales at Pure Storage, matched it: “We’ve fostered a true collaboration with Kyndryl that will address our shared customers’ business challenges and drive the transformation and modernisation they are undertaking.” 

Pure and Kyndryl say they will deliver systems related to application and infrastructure modernisation, automation, multi-cloud management, containerisation, and more. They will provide cyber resiliency elements natively at the storage layer to enable cloud-based applications coupled with data portability in the cloud or on-premises.

It’s good news for Pure, with Kyndryl recognising its enterprise credentials as a storage supplier. 

Pure is joining august company. Kyndryl also partners with AWS, Cisco, Google Cloud, IBM, Lenovo, NetApp, Red Hat, SAP and VMware. And, in November 2021, Microsoft became Kyndryl’s only Premier Global Alliance Partner increasing Microsoft’s access to the $500 billion managed services market which Kyndryl leads and enhancing prospects for Azure’s use.

That means Dell Technologies and HPE are not in Kyndryl’s partner list. Yet.

Storage news ticker – 3 February 2022

Storage
Ticker tape women in Waldorf Astoria

Clearlake Capital Group has completed its previously announced acquisition of Quest Software, a global cybersecurity, data intelligence, and IT operations management software provider, from Francisco Partners. Quest CEO Patrick Nichols will continue to lead the Company supported by the existing executive management team. Terms of the transaction were not disclosed.

DDN and Shakti Software, a provider of ultra-high performance database analytics, announced record breaking STAC-M3 benchmark results with a system including Shakti’s data platform running on a single client server combined with DDN’s SFA200NVX storage appliance. Shakti’s data platform was created by world renowned computer scientist Arthur Whitney, who created the A+ programming language (used by Morgan Stanley) and founded the data analysis company KX. Results from the baseline (Antuco) suite of STAC-M3 benchmark tests run on Shakti 2.0 include:

  • The highest storage efficiency (least storage used for the same database size) of any publicly reported solution. 
  • NBBO  results 1.7x the speed of the best previously published results for a less-demanding version of the benchmark.
  • Faster results in several mean-response time benchmarks versus a solution involving kdb+,  including:
    • 3.7x the speed in the version of Year-High Bid that allows caching
    • 3.3x the speed in NBBO vs the less-demanding version of the benchmark


Exasol, which claims it’s the developer of the world’s fastest in-memory database, announced its availability as a Software-as-a-Service (SaaS) model on Amazon Web Services. Exasol can also run on a customer’s chosen cloud of choice, on-premises or in hybrid mode. There are two versions: SaaS Standard Edition is best for organisations with smaller data volumes who don’t need advanced analytics and data integration features or extended support, and SaaS Enterprise Edition for enterprises with larger data volumes. It comes with extended support. This is good for organisations that require multi-departmental analytics environments, perform machine learning or AI in the database, or have complex requirements for data integration or virtualization.

Keepit, a cloud backup and recovery supplier with an independent vendor-neutral and blockchain-based cloud dedicated to SaaS data protection, announced its software now includes support for Microsoft Azure Active Directory (AD). Future updates, which will include support for additional Microsoft services including Microsoft Endpoint Manager, and Conditional Access Policies, will result in Keepit coverage for all essential MS cloud services.

SoftIron, which builds hardware and software Ceph-based appliances, has partnered with SUSE to provide integration support for SoftIron’s HyperDrive storage appliances using HyperDrive Storage Plugin for SUSE Rancher. Located in the SUSE Rancher Apps & Marketplace, developers using SUSE Rancher, the enterprise Kubernetes management system, can integrate and manage SoftIron HyperDrive capabilities through the SUSE Rancher container management platform, providing the flexibility of Ceph’s object, block, and file storage protocols in a single unified storage system.

Teradata announced a global partnership with Microsoft to integrate its Teradata Vantage data platform with Microsoft Azure. Teradata Vantage on Azure is already heavily integrated with the Azure ecosystem, including Power BI, Synapse Analytics, and more than 60 Azure data services. More information here.

Hybrid cloud data warehouser Yellowbrick Data announced a strategic partnership with Nippon Information and Communication Corporation (NI+C). The two say that enterprises like NI+C that serve the telecommunications, transportation, and banking industries in Japan rely on the Yellowbrick Data Warehouse to power critical business outcomes, facilitate data sharing and replication, and maximise the flexibility of multi-tenant billing. NI+C was founded by NTT and IBM Japan in 1985 and has developed as a systems integrator,

A bigger splash: StorPool deepens revenue in 2021

StorPool grew revenues by 30 per cent year-over-year in 2021 and has introduced a new version of its software with a mass of improvements.

Boyan Ivanov.

The product is scale-out, shared block storage software which runs on Linux and pools disk and SSD capacity resources across a cluster of commodity servers. Version 19.4, delivered six months after v19.3, has better speed, agility, reliability, updated hardware and software compatibility, management and monitoring changes, and improvements in the business continuity area. It includes support for up to 16 server Instances per node, an updated metadata structure, support for OpenNebula version 6.2 and much more – there’s a list here.

Boyan Ivanov, StorPool CEO & co-founder, issued a statement: “2021 was a successful year for StorPool with increased customer traction, numerous product improvements and valuable new team members joining the company.”

StorPool increased its headcount  by an average of 25 per cent in 2020 and 2021. It says it is one of the few cash-flow-positive storage vendors in the world and is enjoying double- and triple-digit growth. It also has a 92 per cent Net Promoter Score.

Alex Ivanov, product lead at StorPool Storage, said “We keep advancing StorPool Storage to meet the product maturity expectations of current and potential customers, especially power users with large-scale clouds like IT services providers and SaaS/e-commerce leaders.”

Get a technical overview of the product here.

Storage news ticker – February 2, 2022

Troy Fortune.

Infinidat has appointed Troy Fortune as the president of Infinidat Federal, Inc. Previously he was VP and GM for immixGroup, the public sector business unit of Arrow Electronics. Infinidat CEO Phil Bullinger said “Adding Troy to our senior management team continues the strategic extension of our go-to-market abilities with strong industry leaders and broad investment in scaling our market reach. Infinidat Federal is extremely well positioned for 2022 as we build on our unprecedented growth in 2021.”

Park Place Technologies, a global datacentre and networking optimisation firm, has purchased Congruity360’s Storfirst software platform. Storfirst, it says, is the industry’s most secure, OEM- and platform-agnostic (cloud, hybrid cloud and on-premises) file system migration and information management software. It allows customers to manage data movement from production servers to disaster recovery servers, on-premises and to the cloud; controlling the movement of all file data. Chris Adams, Park Place Technologies president and CEO, said: “Storfirst’s ability to aggregate unstructured data and run analytics puts customers in the driver seat, empowering them to manage their data while reducing costs.”

Regatta is hiring. The three-year-old startup’s eponymous Regatta product is a mission-critical, extreme performance transactional and analytical database. It is is elastic and infinitely scalable – deployable from a single node to clusters of tens of thousands of nodes that may store hundreds of petabytes of data. Regatta was started up by founding ScaleIO executives – CEO Boaz Palgi, CTO Erez Webman and VP Engineering Eran Borovik – with offices in San Francisco and Haifa, Israel. ScaleIO was bought by EMC in June 2013 for $200 million.

Replicator WANdisco is growing and made reorganisation and cost-control moves in 2021. It saw strong trading in Q4, following significant contract wins both directly and with its key cloud channel partners including Azure, AWS and IBM, as well as its principal analytics partners Databricks and Snowflake. Q4 bookings increased 30 per cent to $8.4 million from $6.5 million in Q4 2020. For FY21, bookings increased 17 per cent to $11.9 million from $10.2 million in the prior period. Toward the end of FY21, the company carried out a sales reorganisation and effective cost management. WANdisco’s year-end cash position is expected to be approximately $27.8 million – a 32 per cent increase on the prior year, with $1.2 million in trade receivables. It sees significant market opportunities in IoT-driven deals and expansion into new verticals in the coming year.

VAST Data becoming vaster in stagnant marketplace

All-flash storage supplier VAST Data has international expansion and development plans for Europe and Asia.

VAST has opened up operations in the UK, France, Germany, Israel, Turkey, Czech Republic, Middle East, Australia, New Zealand, Russia and Korea. These are being followed by further expansion across EMEA with Benelux, Switzerland, Italy, Spain and the Nordics, and in Asia with Japan. 

Renen Hallak, founder and CEO of VAST Data, issued a statement: “In just a few short years we’ve become one of the fastest growing storage companies ever, disrupting a stagnant marketplace and challenging the status quo to solve old storage dilemmas for the new data-driven world.”

Stagnant indeed. Quite a few startups and incumbents would disagree with that sentiment.

Peter Gadd, international VP, said: “We have great technology, we have a great team and we have a great partner network. The market opportunity is huge and we are well primed to take advantage of the seismic shifts we see in data and storage over the next few years.”

VAST has also signed agreements with distribution partners across its international territories including Spinnaker in the UK, Arrow Electronics in Europe, Logicom in the Middle East and Africa, TechData in Australia, ASI in New Zealand and ASBISC Enterprises PLC in Russia, as well as Eastern and Central Europe.

All territories will be supported by in-region sales, technical support, marketing and customer services functions.

Hallak said “The plan now is to scale our Universal Storage platform into International markets, helping enterprises meet the challenges of exponential data growth, access complexity and speed. We believe it’s time for modern enterprises to rethink the whole data and storage landscape to take advantage and leverage the benefits of ‘clouds of flash’ for their AI, analytics and data protection strategies.”

There were some punchy customer comments accompanying VAST’s announcement.

Simon Blackler, CEO at Krystal, a UK based internet services company: “With VAST we can out-service and out-innovate the cloud giants, enabling us to deliver our customers shared services with higher performance at a lower price point.”

Tim Scheurenbrand, director of IT at Germany-based bioinformatics outfit CeGaT: “VAST’s all-flash storage … allowed us to reduce the time taken to process sample data from 24–48 hours to just two hours.”

Comment

VAST is taking full advantage of the price/performance window provided by its all-QLC flash, Optane-enhanced, single-tier scale-out Universal Storage product technology. It should be able to reproduce the success it has had in North America in the Europe, MiddleEast and Asia-Pacific regions. Latin America, it appears, will have to wait.

Assuming good progress then, in 12 months time, VAST’s revenues could be increased by 50 per cent or more. Such business expansion will surely result in an IPO or an acquisition.

Coldago storage Gems report has decent hit rate

Storage industry research outfit Coldago has released a Gems report showing showing five players to watch in the coming months. The five nominees were named “as a result of a their vision, product development and execution with a serious aspect on the technology and product innovations.” They are Fungible, Lightbits, Liqid, Model9 and VAST Data. The complete list is:

We looked back at the past 12 years of Gems reports to see what’s happened to each year’s five nominees:

Twenty two out of the fifty have been bought. Two have crashed: Coho Data and Datera. Two have pivoted/rebranded/evolved: Kaminario became Silk and Primary Data became Hammerspace. Eight have had fresh funding rounds and one – Cohesity – has filed for an IPO.

Twenty five acquisitions (three in distress) versus two crashes. Looks like a decent hit rate for Coldago.

Storage news ticker – February 1 2022

The 2021 disk drive stats from CSP Backblaze showed that the 6TB Seagate – model: ST6000DX000, the oldest in its fleet at an average adage of 80.4 months – had the lowest failure rate of any drive, with an annualised failure rate (AFR) of 0.11 per cent. Two recent drive purchases are doing well: the 16TB WDC drive (model: WUH721816ALE6L0) has an average age of 5.06 months and an AFR of 0.14 per cent and the 16TB Toshiba (model: MG08ACA16TE) has an average age of 3.57 months and an AFR of 0.91 pure cent. We reproduce Backblaze’s drive stats table here:

… 

CDS, a provider of multi-vendor services (MVS) for datacentres worldwide, achieved its highest annual revenue ever on 21 per cent revenue growth compared with 2020, significantly improved profitability, expanded relationships with its OEM partners, and added more than 600 new enterprise customers during the year.

… 

Data protector Cobalt Iron has been awarded patent number 11212304, which describes new capabilities for Cobalt Iron Compass, its enterprise SaaS backup platform, whereby Compass will automatically reconfigure IT infrastructure when it detects cyber threats, such as a ransomware attack. It will dynamically adjust access to backup infrastructure and data to reduce exposures to cyber attacks. It can also provide analytics-based insights into an attack and automatically perform various operations to further secure data.

Data protector Commvault has acquired Israel-based TrapX, a cyber deception firm, to enhance Commvault customers’ capability to proactively detect, defend, and recover from unknown threats. TrapX lures malware actors in with authentic traps that engage attackers, collect TTPs and trigger alerts. It’s massively scalable, flexible and fast, and TrapX can deploy >500 unique traps per appliance in less than five minutes. TrapX was founded in 2012, has raised $47.7 million in four rounds of funding, has more than 300 customers world-wide, and calls itself the world’s leading cyber deception platform. A Commvault blog claims “We believe this new acquisition will set Commvault apart as the only vendor in our industry to offer customers active data management capabilities that are integrated with their security investments.” TrapX technology will be integrated into Commvault’s Metallic SaaS offering.

File and object storage supplier and protector Quantum released ESG survey data that reveals the most common challenges organisations struggle with around effective data management, storage and analysis. It found respondents see unstructured data as under-leveraged and overly complex. Data quality and storage costs most often inhibit data management strategies. Data retention is top of mind and organisations struggle with when to delete or store data. Data sprawl and hybrid cloud models create vulnerable environments. Growing cyber security threats require new approaches. Organisations need a data management strategy to cope with these things.

Veritas has appointed Lawrence Wong as its first chief strategy officer. He’s also an SVP. Wong’s role is to partner with other Veritas leaders to develop and execute a comprehensive cloud strategy and he will lead the company’s corporate growth strategy and acquisition efforts. He will report to CEO Greg Hughes and be a part of the Veritas Leadership Team. Most recently he was at Accenture, acting as managing director and member of the Global Leadership Council (GLC). He has also held leadership roles at McKinsey & Company and HPE. 

Veritas saw CMO Todd Forsythe depart to be an exec partner at Gartner in December last year. CTO Cameron Bahar left towards the end of 2020. Veritas currently lists no CTO or CMO on its leadership web page.

ReRAM startup Weebit Nano has appointed ReRAM and non-volatile memory (NVM) expert Gabriel Molas as chief scientist. It has recruited him from its research partner CEO-Leti where Molas researched NVM for the past 17 years, leading numerous ReRAM research projects including work with Weebit’s ReRAM. Molas said “I am excited to join Weebit as the Company moves to commercialisation. Over the past decade, ReRAM technology has continued to mature, and it is now poised to become a mainstream non-volatile memory alternative. Weebit’s ReRAM is particularly well positioned for success in both traditional memory and AI applications.” He is an IEEE Senior Member – an achievement that recognises his more than 150 international conference publications, 50 papers in peer-reviewed journals, and 25 patents.

Penta-level cell flash and VAST Data

VAST Data is looking at using penta-level cell (PLC) flash in its all-flash storage systems, with a 25 per cent increase in NAND die capacity over its existing QLC flash, so its cost per GB of capacity can go down.

The company’s Universal Storage pitch includes the idea that its all-QLC (4bits/cell) flash design, combined with deduplication, effectively matches disk drive storage cost but delivers all-flash array speed. As PLC flash has 5 bits per cell, a quarter more than QLC, NAND die capacity increases by that amount while manufacturing cost doesn’t increase much at all

VAST partnered with Intel to use its Optane 3D XPoint drives for metadata storage and SSDs for data. We thought VAST had a fairly close relationship with Rob Crooke’s non-volatile memory business unit inside Intel. When that unit was sold to SK hynix, with Rob Crooke running the resulting Solidigm business for SK hynix, we remembered Intel had been bullish about PLC and asked Solidigm about its PLC thinking.

Greg Matson, VP for strategic planning and marketing, told us PLC development at Solidigm “is going really well. In fact, we’re already demonstrating silicon in the labs, and are working on the best intercept for PLC SSDs and the enterprise side. … We have strong customer interest in that.”

Jeff Denworth.

Asked if companies like VAST were interested, he said “You can imagine that companies like that are extremely interested.”

We then asked VAST co-founder and CMO Jeff Denworth about this and he told B&F “Yes, we’re well aligned with Solidigm [and] we are talking with them about PLC.”

Matson said “I can tell you that we’re very bullish on the technology, and do not see any deviation from our ability to deliver the kind of industry standard JEDEC, standard daily [use] type specs that deviate at all from TLC or QLC.”

Howard Marks, VAST Data’s tech evangelist, said “If you remember when QLC was at the stage PLC is at now (vendors have prototypes, no external samples) the foundries were predicting 500 Write/Erase cycles for QLC, so that’s what we designed our system for. When the QLC actually came to market it was better than predicted (1,000 W/E cycles) which was good for us. Now I hear they’re predicting 2000ish cycles and that sounds pretty good.”

If Solidigm can produce PLC NAND dies that have acceptable speed and endurance characteristics like TLC and QLC NAND, then VAST Data could adopt it for Universal Storage arrays and so inch a step closer to its goal of replacing disk drive storage in filers and object storage.

The VAST Lightspeed NVMe enclosure currently comes with 675TB or 1,350TB of QLC flash. That could change with PLC flash to 843.75TB or 1,687.7TB for the same price, or a small incremental cost. VAST uses 15.36TB or 30.72TB Intel QLC drives and these could become, we speculate, Solidigm 19.2TB or 38.4TB PLC drives, applying a 25 per cent capacity uplift.

VAST Data enclosure.

Were VAST to adopt PLC before Pure Storage uses it in its FlashBlade arrays then VAST could have a price/performance advantage in selling into the fast backup/restore market.

When might a VAST PLC flash box conceivably appear? We suggest in the fourth quarter of this year or first quarter of 2023.

MinIO says no to GPUDirect, goes for Apache Arrow

Object storage powerhouse MinIO has decided to use Apache Arrow to gets its stored data into GPUs rather than Nvidia’s GPUDirect scheme.

MinIO founder and CEO AB Periasamy thinks that GPUDirect, which avoids server CPUs copying data from storage drives into its DRAM before sending it to GPUs – a so-called bounce buffer technique – is a poor idea. Also, Nvidia’s GPU Direct is a custom connector and there are other GPUs out there than just Nvidia ones.

He told us “Long ago, I fell for such tricks and added IB-verbs RDMA in GlusterFS to only prove the point that it can be implemented quite easily. Even during the early days of MinIO, we experimented with MNM (MinIO NVMe Memory) over RDMA and abandoned it.”

Why was that? “I see no point in implementing GPUDirect because, in almost all of MinIO’s AI/ML high-performance deployments, the real bottleneck is either the 100GbitE network or the NVMe drives and definitely not bounce buffers. Besides, GPUDirect Storage is a poorly thought-out design.”

He thinks vendors using RDMA (Remote Direct Memory Access) and/ NVME over Fabrics (NVMeoF)  have made the wrong choice. “These HPC filesystem startups never fail to amaze me. They should learn from Lustre and Panasas history books.

“RDMA repeatedly failed storage startups. SRP, iSER, NFSoRDMA, and recently NVMeoF RDMA all failed against TCP-based alternatives. You can also add GPU Direct Storage to this list. NVMe raw block storage interface with a control channel for metadata is terribly complicated for the AI/ML community.”

Arrow

He thinks a better idea is to use Arrow. “In today’s times, raw TCP/IP sockets are considered old-school. AI/ML workloads and large-scale databases in the cloud are built on object storage over RESTful and gRPC (Google Remote Procedure Call) APIs. A meaningful development in this space for in-memory computing and zero-copy data transfers is Apache Arrow.” 

This has an in-memory contiguous columnar format for representing table-like datasets in memory which can include nested and user-defined data types. It’s said to be designed with the needs of analytical database systems and data frame libraries in mind, and is language agnostic.

Arrow columnar in-memory data format.

The contiguous format enables vectorisation and the use of Single Instruction, Multiple Data (SIMD) operations. The use of Arrow as a standard format obviates the need for custom GPU connectors like GPUDirect.

A blog by MinIO technology evangelist Ravishankar Nair discusses how the AI/ML community can use Arrow with MinIO. “Arrow uses memory mapped I/O and avoids serialisation/deserialisation overheads when you convert between most of the formats while leveraging the columnar data format.”

Arrow is standard and generic for GPUs, not customised to just one and, MinIO says, enables a data lake data to travel across systems without experiencing any “conversion” time thus putting less strain on the system than GPUDirect.

ReRAM race ramps up – UK’s Intrinsic Semiconductor demos CMOS wafer success

UK university research spin-out Intrinsic Semiconductor Technology’s ReRAM can be made on the same CMOS wafers as microcontrollers, enabling them to have embedded SRAM-speed non-volatile memory with no need for external NAND chips.

Intrinsic was founded in 2017 by two University College of London (UCL) researchers: Professor Anthony Kenyon and Dr Adnan Mehonic. Their research into Silicon Oxide (SiOx)-based memristors led them to a technology using conductive filaments composed of oxygen vacancies. The amount of oxygen in the filament can be varied to determine the resistance of the SiOx material – high or low. 

Professor Tony Kenyon, co-founder and CTO of Intrinsic, and Professor of Nanoelectronic & Nanophotonic Materials at UCL, said “Existing memory technologies, such as Flash, are reaching the limits of their capabilities – particularly in embedded systems such as those we need in IoT devices. Intrinsic’s memristor technology will transform next generation systems by combining high performance with ease of integration in digital CMOS. By basing our devices on silicon oxide, we ensure that they are as simple and as cheap to integrate with silicon-based electronics as it is possible to be.”

Oxygen ions are forced in to the filament or removed by set/reset electrical currents, and the end state is stable at 270℃ and higher – more than adequate for solder reflow temperatures. An Intrinsic video schematically shows the oxygen ion movement along with set/reset and read voltage charts:

Intrinsic video showing oxygen filament formation.

Intrinsic says its oxygen vacancy ReRAM is faster, lower cost and uses less energy than NAND.  It will deliver its first products as embedded non-volatile memories for integration into CMOS digital logic devices using standard EDA design flows.

Dr. Mark Dickinson.

Dr Mark Dickinson was appointed CEO in April 2019. He was previously an EVP at Imagination Technologies and a VP at Arm.

Intrinsic received £1.35 million ($1.8 million) in seed funding in March 2021 from the UCL Technology Fund and IP Group. This enabled it to partner with imec, a Belgian semiconductor research and development operation based in Leuven, to transfer Intrinsic’s technology to a standard CMOS process on 300mm wafers.

This partnership has demonstrated the scaling of Intrinsic’s ReRAM to 50nm, and the necessary switching behaviour and electrical performance needed for its operation as embedded non-volatile memory in microcontroller chips used in edge AI and IoT applications.

Dickinson said in a funding round statement: “Having seen the potential for new memory technologies to disrupt the sector in my time in senior roles at Arm and Imagination, I am excited to be working with two of the most prominent researchers in the field to bring the best memristor technology to market. This is an exciting invention from a leading UK university with the potential for truly global impact.”

A statement from Mehonic mentioned more applications. “The overall performance of hardware we use for AI is determined and limited by the bandwidth and energy-efficiency of memory technologies. A fast, energy-efficient, cheap and scalable non-volatile memory that can be incorporated directly on a chip, such as our silicon oxide memristors, will significantly improve the performance, especially for energy-efficient edge computing. Furthermore, our technology could be utilised for analogue AI hardware accelerators currently in development and novel computing paradigms, such as neuromorphic and spiking-based computing.”

The key Intrinsic pitch is that any chip designer will be able to embed its ReRAM non-volatile memory on the chip, with the ReRAM as fast to read as SRAM (static random access memory ), but at a fraction of the cost and power consumption. And, of course, the ReRAM is non-volatile whilst the SRAM is not. We don’t have actual read and write times but understand the read time is less than 100 nanoseconds.

Dickinson said “It is the simplicity of our device that really makes it stand out from other emerging memories. We use materials and processes that are commonplace in CMOS manufacturing to create these exceptional memory devices. Our mission is to make a fast and low-cost, embedded, non-volatile memory available to any chip architect who wants to use it. In particular, applications such as edge AI or IoT, where low power consumption and high performance are key, can move from using an expensive and power-hungry external memory to a fully integrated single-chip architecture.”

Comment

Weebit Nano is another startup developing ReRAM. Its technology also uses oxygen filament formation in silicon oxide material. Like Intrinsic it is working with an external research agency: CEA/Leti in France.

Like Intrinsic again it claims its ReRAM materials are CMOS-friendly and can be easily and cost-effectively added to the final stages of a semi-conductor process – BEOL or back end of line – with a two-mask adder and five to eight per cent extra wafer cost. Weebit and CEA-Lei have demonstrated an operational ReRAM crossbar array and the technology has been scaled down to 28nm. 

Diamanti buys GroundWork and its K8S monitoring capability

Diamanti has bought GroundWork Open Source with its IT monitoring software product for physical, virtual, and cloud-based infrastructures.

With GroundWork’s technology, Diamanti – which sells a Kubernetes lifecycle management platform – says it can “vastly enhance the artificial intelligence-driven predictive analytics it can unlock with Kubernetes.” This should enable Kubernetes-using businesses to scale monitoring of data in real time with relatively minimal costs. Diamanti says it will move into AI, helping to transform businesses’ ability to process vast amounts of data in real time.

Chris Hickey.

Chris Hickey, Diamanti CEO, said: “Nobody else has the ability to perform the kind of monitoring GroundWork and Diamanti combined will be able to unleash with Kubernetes. Without the data, you can’t predict, and if you can’t predict, you’re not really doing AI at scale – so you’re missing all the positive business and consumer outcomes that vaunted term entails.”

GroundWork says it can monitor an entire IT environment and its GroundWork Monitor Enterprise product is IT monitoring software for physical, virtual, and cloud-based infrastructures. Diamanti says customers can collect and analyse all their performance and operational data with the single GroundWork platform.

It claims Kubernetes monitoring with GroundWork’s application performance monitoring software gives organisations visibility into application and business performance, including insights into containerised applications, Kubernetes clusters, Docker containers, and underlying infrastructure metrics. It enables real-time predictive analytics.

GroundWork product video.

Hickey said “Diamanti is building the most comprehensive technology stack for Kubernetes, spanning storage, security, networking, orchestration, and now K8S monitoring. With GroundWork at its side, Diamanti will save on expenses, gain valuable monitoring expertise, and offer much faster performance.”

Diamanti is building up its headcount and software capabilities quickly. Hickey is hustling things along like a man in a hurry.

GroundWork history

GroundWork Open Source was founded in 2003 in San Francisco by David Lilly, Robert Fanini and VP Product Strategy Thomas Stocking. Its progress since then has been eventful. Fanini was the CEO from 2003 until October 2007 and is now the co-founder and managing general partner at Inspiration Ventures. When he left Ranga Rangacharin took on the CEO role. David Lilly replaced him in 2008 but moved sideways to be COO when Peter Jackson was hired as the CEO in March 2009. 

The firm raised an unrevealed amount of money in a venture round that year, with cash from Canaan Partners, Mayfield Fund, JAFCO Ventures and SAP Ventures. At the time customers included include The World Bank, the University of North Carolina, Genworth Financial, Siemens and the Academy of Motion Picture Arts and Sciences.

Total funding according to Crunchbase was $29 million which was raised across four rounds in 2004 ($3M), 2005 ($8.5M), 2007 ($12.5M) and 2009 ($5M).

Private equity business Parallax Capital bought GroundWork for an undisclosed amount in August 2015 and then Fox Technologies, a portfolio company of Parallax Capital, bought it in February 2016. At that point co-founder David Lilly was EVP of sales and operations at GroundWork.

Richard Campbell, a partner at Parallax Capital, is the current CEO, the fifth one in GroundWork’s history, while Michael Hale is the COO. According to LinkedIn, Hale is also the EVP of operations at Quark Software and SVP operations at Parallax Capital Partners – obviously a busy guy. It appears that neither David Lilly nor Robert Fanini are employed by GroundWork at this time.

It is unclear if the two Parallax execs, Campbell and Haley, will stay with GroundWork. We think it unlikely.

LinkedIn currently lists 14 GroundWork employees.