Intel Micron Flash Technology

3D NAND: Who Will Make It and When?

SK hynix 3D NAND Cross SectionThis series has looked at 3D NAND technology in a good deal of technical depth.  The last question to be answered centers around the players and the timing of the technology.  A lot has been said about the technology and its necessity.  Will everyone be making 3D NAND?  When will this big transition occur?

This post will provide an update as of its publication (13 December 2013) to show each company’s current status, to the best of The Memory Guy’s understanding.  Readers may want to refer back to the earlier posts in this series, as well as to a June 2013 Nikkei TechON article that gives a good review of the 3D NAND alternatives that have been presented at various technical conferences.

Let’s start with Samsung, the largest producer of NAND flash today.  Just prior to Memcon 2013 last Continue reading

Intel Sells NAND Assets

IMFT's Manassas Fab, one of Two Sold to MicronToday Intel divested itself of a portion of the assets of IMFT, the joint venture NAND flash manufacturing arm it shares with Micron Technology.  This is an effort by Intel to groom the business to better suit Intel’s evolving vision of its role in the NAND flash business.

Objective Analysis issued an Alert to our clients giving the “What, When, Why, and Where” of this deal.  The Alert can be downloaded for free from the Objective Analysis Reports page.

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Jim Handy Objective Analysis Memory Market Research +1 (408) 356-2549 Jim.Handy (at) Objective-Analysis.com

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