Tectonic Change Coming to Chip Production

Drawing of a log rotating on a lathe being cut into veneerEvery so often a new idea comes into an established industry from an unexpected direction and creates a dramatic change to the way that the industry operates.  In today’s post The Memory Guy will explain a radical new chip production process will rapidly change the nature and cost structure of the entire semiconductor industry, DRAM and NAND flash first, slashing costs and waste while phenomenally increasing output.

This revolutionary approach stems from Continue reading “Tectonic Change Coming to Chip Production”

The Rarely Seen, But Beautiful Content-Addressable Memory (CAM)

Photo of a D3103 chip from a 1973 Intel advertisementAlthough The Memory Guy spends more time writing about NAND and DRAM than almost anything else, several other memory types ship in high volume that many people have never heard of.  One of these is the Content-Addressable Memory, or CAM.

CAMs are kind of backwards.  In a normal memory chip you input Continue reading “The Rarely Seen, But Beautiful Content-Addressable Memory (CAM)”

More New “Brief” White Papers Published This Week

Five briefs on top of each otherAs we have every week since January, this week Objective Analysis published another handful of our white papers, which we call “Objective Analysis Briefs”.

This week’s set covers a very diverse range, from the dissolution of a joint venture, through semiconductor cycles and business strategy, to Continue reading “More New “Brief” White Papers Published This Week”

WDC Issues Contamination Update

Photo of author in bunny suit holding wafer with Jolly RogerWestern Digital today shared an update on the material contamination that impacted the joint-venture manufacturing facilities that the company shares with Kioxia.

Although the company increased its estimate of the loss from 6.5 exabytes to 7 exabytes, this number is still in the realm of 3.5% of WDC’s annual NAND flash shipments.  It represents about two Continue reading “WDC Issues Contamination Update”