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Nantero – maker of NRAM high-density carbon nanotube memory – and manufacturing partner Fujitsu are developing memory chips to run 1000 times faster than more familiar DRAM of present flash drives.

And NRAM may get denser and faster. Intel has a competing 3d Xpoint (‘three dee cross point’) chalcogenide nanotube technology (sulfur and selenium are among chalcogens on the periodic table). There are other contenders in the next wave of high speed, non-volatile memory. Still, Nantero has cemented more than a dozen NRAM development partnerships and raised another 21 million in its quest to up the ante with ‘super dense’ chips.

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The multi-billion dollar memory business occupies the frontier of coming promised data miracles. Near term advances will benefit cloud computing and hand-held devices through greater storage and lower power usage, but the high degree of NRAM’s scalability – down to 5 nanometer components, and up via 3d chip architecture – offers huge evolutionary potential.

nantero-logo_web-150x36Remember, Nantero was the first to come out with a commercially viable nanotube computing product, fulfilling a decades-old dream. You know what they say about early market entrants in business school: they often gain a ‘first-mover’ advantage that can never be overcome by the competition.

With Fujitsu’s license agreement, a new US$21 million in capital, and some US$75 million in annual revenue at this nascent stage in the 21 first century memory game, Nantero is making all the right plays to prove first-mover theory.

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