How Do US Chips Get Into Russian Missiles?

An August 8 investigative report by Reuters revealed that many of the missiles that Russia has been raining down on Ukraine include US chip technology.  The Memory Guy thought that it might be good not to simply react, but to provide some deeply considered insight into how that could have happened, and what it might mean.

The Story

Russian missiles that failed to explode in Ukraine have been examined and found Continue reading “How Do US Chips Get Into Russian Missiles?”

Micron Investor Day: Big Plans for Tomorrow

Pretty photo of a die reflecting a rainbow of lightDuring Micron’s May 12 Investor Day Conference the company presented a number of new memory technologies and one compelling new business strategy that The Memory Guy thought were worth sharing.  The audience learned of yet-another planar DRAM process node, Micron’s layer count for its next-generation NAND, how a portion of its proprietary SSD controller has been absorbed into the NAND chips, and finally Continue reading “Micron Investor Day: Big Plans for Tomorrow”

How the Chip Shortage Impacts Memories

A close-up of the right side of the chart below, showing a gap of 45% above trend.

There’s been a lot of talk in the press for over a year about the chip shortage, but this isn’t something that I have written about in The Memory Guy.  My coverage of the shortage has been limited to the investor posts that I write for Smartkarma, and they’re behind a paywall.  It’s about time for me to post something here.

The shortage is the reason that the world semiconductor market is constantly breaking revenue records.  Since December 2020 every month has set Continue reading “How the Chip Shortage Impacts Memories”

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”

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”

Five New Briefs: YMTC, SK hynix, Intel, and a Forecast

Five briefs on top of each otherAs we have been doing since mid-January, we introduce another five of our Objective Analysis Briefs this week, bringing the total this year to 35.

This week’s release covers three companies, YMTC, SK hynix, and Intel, and one explains the process we used in 2020 to create our 2021 forecast, with and without a pandemic-driven Continue reading “Five New Briefs: YMTC, SK hynix, Intel, and a Forecast”

Are Memory Chips Commodities? (Part 2)

Photo of an old financial document bearing the title Commodity ExchangeThis post is the second of a two-part series on The Memory Guy explaining commodities, and especially how they relate to memory chips.  Part 1 defines a commodity and explains its attributes.  Part 2 explains the commodity cycle, showing that lessons cam be learned from other commodity markets.


Nobody really likes the Continue reading “Are Memory Chips Commodities? (Part 2)”

New Briefs: Strategy, Policy, & World Events

Five briefs on top of each otherThis week Objective Analysis has introduced five briefs that fall into three categories: Business strategies (Samsung, Kioxia, and Intel), government policy (US against SMIC), and world events (COVID).

In case you’re just learning about the Objective Analysis “Brief” format, the Brief is a short white paper used to make a Continue reading “New Briefs: Strategy, Policy, & World Events”

Contamination at WDC/Kioxia JV Fabs

Photo of author in bunny suit holding wafer with Jolly RogerBoth Western Digital (WDC) and Kioxia have announced a contamination issue at the companies’ two Flash Ventures wafer fabrication plants in Yokkaichi and Kitakami.   Let’s have a look at what’s been said so far as The Memory Guy gauges how important it will be for these companies and for the industry.

WDC was the first to announce the issue, with a brief but Continue reading “Contamination at WDC/Kioxia JV Fabs”

New Briefs Cover Diverse Subjects

Five briefs on top of each otherWith this week’s release of five more new Briefs, Objective Analysis is now a little more than halfway through the current wave of releases.  If you look through the Briefs listed on the Objective Analysis website you’ll find that they cover a diverse range of important semiconductor issues.

This week’s lineup covers the end of Continue reading “New Briefs Cover Diverse Subjects”