Objective Analysis 2024 Forecast Released

Close-Up of the COVID-19 Super Cycle and of 2023 from the chart below.Objective Analysis has just released its 2024 semiconductor forecast, and it seems fitting to mention it on The Memory Guy blog since memories are a key part of the semiconductor business’ cyclicality.  Let’s have a quick look at what’s in store.

Late 2023 is starting to show signs of another super cycle similar to those of Continue reading “Objective Analysis 2024 Forecast Released”

Where Are We in the Memory Cycle?

My regular clients who get quarterly in-person market updates and those readers who have attended my annual Flash Market Update session at the Flash Memory Summit have often been told how Objective Analysis models the memory market based on supply/demand dynamics and the fact that memory chip prices tend to follow a very predictable pattern.  In this post The Memory Guy blog will explain that Continue reading “Where Are We in the Memory Cycle?”

Micron Closed Out of Some China Markets

Logos for both Micron and the Cybersecurity Administration of ChinaOn May 21 a government agency in China issued a ruling to prevent Micron Technology products from being used in systems that handle critical information.  This is the outcome of an investigation that the Cyberspace Administration of China (CAC) opened in March, accusing the company of cybersecurity crimes.

This Memory Guy blog post examines the impact of Continue reading “Micron Closed Out of Some China Markets”

Semiconductor Collapse Runs Slightly Behind Schedule

Partial view of a graph, only showing a dashed straight black line, a red bump above, red dashes falling back to the black, and a blue line to the right of the red dashed line.The Semiconductor Industry Association (SIA) recently released its January semiconductor market revenue figures.  January revenues were down 5.2% month-on-month, and 18.5% from January 2022.  Things are pretty bad.

The Memory Guy decided to compare the current situation to the forecast that I was sharing with my clients last October, five months ago.  At that time my company predicted that 2022 revenues would Continue reading “Semiconductor Collapse Runs Slightly Behind Schedule”

Memory Market Down, but a Turnaround is Coming

[Post updated 14 Feb. with Kioxia data, a margin chart, and to correct an error.]

The quarterly results of most memory companies have been reported, and revenues, gigabyte shipments, and prices are all down.  Most of the profits have been taken out of the business.

This is not an unusual situation for Continue reading “Memory Market Down, but a Turnaround is Coming”

Objective Analysis Forecast Update

Sketch of a chart with arrow pointing up and to the rightAlthough The Memory Guy blog doesn’t often discuss the total semiconductor market, Objective Analysis does a particularly good job of forecasting not only memories, but also the semiconductor market as a whole.

That said,  a video explaining our 2023 semiconductor forecast has recently Continue reading “Objective Analysis Forecast Update”

Today’s “Unprecedented” Collapses

Old wood block print showing knights riding their steeds over a cliff.Starting with Micron’s most recent earnings call The Memory Guy has been hearing memory executives and others use the word “Unprecedented” to describe today’s market collapse.  Perhaps the strangest of these was an article in the Storage Newsletter that said that the current situation was “Unprecedented since 2008.”  Given that “Unprecedented” means that nothing like this has ever happened before, that’s a pretty strange thing to say.

Being a numbers guy, I decided to see just how Continue reading “Today’s “Unprecedented” Collapses”

Emerging Memories After Optane

Prism made of memory hierarchy splitting a beam of light into a color spectrum. Each color has the name of a new memory technology.Now that Intel is exiting the Optane market what will happen to the market for new memory technologies?  This is an interesting question that The Memory Guy has focused considerable attention over the past few years.  In a nutshell, the market will continue to develop, but at a slower pace, with the bulk of revenue growth going to memories embedded into SoCs.

Even so, the market will grow significantly, with revenues reaching Continue reading “Emerging Memories After Optane”

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?”