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MarkelIn fact, MRAM has another expectation, which is to prevent catastrophic data amnesia in space. Frequent power management or solar panel failures in space can lead to unexpected power outages. MRAM is non-volatile; data is instantly solidified after writing, eliminating the need for time-consuming erasure like Flash and battery backup. This is equivalent to installing a data black box for spacecraft, ensuring that the system can restart from the breakpoint with zero delay at the moment power is interrupted and restored, without falling into amnesic drift due to data loss. Currently, NASA and ESA have already used MRAM to replace the traditional SRAM+EEPROM combination in multiple low-orbit CubeSats and deep space probes. For example, ROHM and Infineon have launched space-grade radiation-hardened MRAM, specifically used to record critical fault logs and store FPGA configuration bitstreams, ensuring that even if hit by extreme solar storms, the spacecraft can retain complete memory and recover autonomously. But the originator of MRAM is MRAM. If space commerce really has a future, then MRAM is the next 40x AXT. In fact, its logic is similar to my logic of investing in AXT at three dollars back then; it's a logic of being a choke point.

$Everspin Tech(MRAM.US)Everspin Technologies (leading MRAM manufacturer): Launched automotive-grade STT-MRAM (e.g., EM064LX / EM128LX HR series), supporting AEC-Q100 Grade 1 (-40°C to +125°C), targeting automotive, industrial, and aerospace applications. Already widely used in high-reliability applications.
What are people waiting for by buying MRAM? Recently it's visible, and the easiest to achieve is automotive-grade storage orders. Once Micron receives a large number of automotive-grade orders, since MRAM production lines differ from regular memory. What's the best approach? Open a new production line? Not at all. There's an existing mature production chain, and it's only 500 million. For a cash cow like Micron, acquiring it casually is the optimal solution. This aligns with Cola's logic and makes sense.
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