The storage market has reached what Andy Grove once described as “…a strategic inflection point.”[1] This is the stage in the life of a business when its fundamentals are about to change.
Changing fundamentals in the storage market—where solid state drives (SSD) are now at the forefront of multiple storage applications,… Read More
Continues to Outgrow in a Flat Capex Environment. Is September the 2016 Peak with a softer December? Lam reported June, Q4 , revenues of $1.55B and EPS of $1.80, handily beating estimates and besting relatively high expectations for a positive spin and outlook for H2. Guidance was for a Sept quarter of $1.625B in revs and $1.77 in … Read More
We are surprised that everyone is surprised at DRAM, DRAM oversupply/weak demand is systemic so Micron needs to focus on NAND/XPoint.We find it somewhat amusing that many “analysts” were caught off guard about the weakness in Microns results and poor guidance. Why would you think DRAM would be OK???…Have … Read More
Each year the Sunday before IEDM two short courses are offered. This year I attended Memory Technologies for Future Systems held on Sunday, December 6[SUP]th[/SUP]. I have been to several of these short courses over the years and they are a great way to keep up to date on the latest technology.… Read More
In more than 30 years of semiconductors, we have seen many technology-induced disruptions in our ecosystem, be it healthcare, consumer, mobile, aerospace, or any other field for that matter. To name a few are portable healthcare devices at much lower prices, video conferencing over internet that reduced the need of physical … Read More
Article confirms market fears…
An article in the Korea Times cites sources that say Samsung will cut Semi Capex by 20% due to current oversupply and weak pricing. This is obviously a huge negative as Capex for 2016 will certainly be down significantly from 2015 given these cuts which follow on cuts by Intel and others. We can… Read More
Recently Intel and Micron announced a new three dimensional cross point (3D Xpoint) memory. The 3D Xpoint announcement has generated a lot of questions and interest in what this new memory is and where it may fit in the semiconductor market. … Read More
As consumers, we take NAND flash memory for granted. It has worked its way into a vast array of products. These include USB drives, SD cards, wearables, IoT devices, tablets, phones and increasingly SSD’s for computer systems. From the outside the magic of flash memory seems quite simple, but we have to remember that this is a technology… Read More
For any semiconductor technology node to be adopted in actual semiconductor designs, the very first step is to have a Process Design Kit (PDK) developed for that particular technology node and qualified through several design tools used in the design flow. The development of PDK has not been easy; it’s a tedious, time consuming,… Read More
The recent (August) flash memory summit in Santa Clara had a session devoted to ReRAM as well as featuring prominently in the keynote address by Sung Wook Park of SK Hynix. The talk includes a summary of NAND’s well known scaling issues along with approaches to 3D NAND. It turns out that they are working on three different technologies:… Read More
