Inphi comments at Stifel Nicolaus conference 3
Inphi pushing out LRDIMMs to "Ivy Bridge" - perhaps because at 32GB and 64GB they have a better chance to compete with RDIMMs (i.e. the "high latency" issues become less important if RDIMMs are going to be 4-rank for 32GB etc.) - even though the 32GB LRDIMMs cannot do 3 DPC at 1333MHz. However all that discussion assumes there is no third party Netlist IP providing memory modules that outdo LRDIMMs, and also have none of the "high latency" issues of LRDIMMs.
at the 17:35 minute mark ..
But I think once the .. uh .. once the Romley systems get out and people are able to verify that you can HAVE 50% more virtual machines or you could have, you know, better throughput, why wouldn't they go with the LRDIMM.
They are going to run in that direction.
And .. uh .. we think that's all good .. uh .. we think as Ivy Bridge comes in you'll see more .. uh .. applications of LRDIMM ..
Here Inphi suggests that DDR4 with their decentralized architecture is "same architecture as LRDIMM" centralized buffer (628-pin buffer chip) - Netlist has been saying for some time that DDR4 intersects NLST IP - and articles by same author is also suggestive of that: "Netlist puffs HyperCloud DDR3 memory to 32GB - DDR4 spec copies homework"):
The good news is when we get to DDR4 people are more interested in gravitating towards the LRDIMM .. uh .. architecture, where people can choose to buy a separate register chip and as many buffers that the would like.
And .. uh .. it allows for a more ubiquitous .. uh .. implementation of of the same .. uh .. architecture as LRDIMM - you just do away with 2 independent products and once product can scale into .. into what anybody might need.