u/JohnBarry_Dost

Source: News Source

The company is named MEXT. It is a software company that uses its AI Predictive Memory Engine to analyze memory access patterns in real time, anticipate the next memory-read, and move data between DRAM and NAND proactively to double up the effective DRAM size.

According to the limited information available, the software is transparent to other applications and enables them to see 2-4 times the system memory at the cost of very minor performance reduction. A MineCraft server company called UltraServers is already deploying this technology to halve their server DRAM requirements and massively cut costs.

AMD had been secretly working with and supporting this startup for the past 2.5 years, and the software is production ready.

This is a huge net gain in cost and supply efficiency because NAND (SSD) costs between 5-10% of DRAM per GB.

While it is uncertain if this could benefit gaming or, be offered to consumer devices and game consoles because the company had been charging for software licenses prior to the acquisition, it nevertheless could help bridge the gap between DRAM supply and demand in other markets (such as servers and AI), and accelerate the return-to-normal of DRAM prices.

• Uncertain if this technology works for gaming systems but even if it does not it could still double the effective DRAM supply in other markets and help the gaming market return to normal more quickly.

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Reason could be components shortage.

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Chips go through multiple revisions for fixing and performance improvements. When they hit the final revision the designs are sent for mass production which takes 4-5 months, and usually another 2 for inventory buildup.

The rumor is claiming that the Zen 6 X3D gaming CPU could start building inventory by roughly October and it runs in parallel with the regular Zen 6 CPU in terms of schedule for this release.

Take MLID rumors with a grain of salt, but there are some basis for this because AMD is expected to launch the server version of Zen 6 CPU at their AI event in July. Desktop versions should follow within half a year from then.