As 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”
This 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)”
This 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”
Both 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”
With 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”
This post is the first of a two-part series 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.
Often in my presentations The Memory Guy will refer to memory chips, particularly DRAM and NAND flash, as Continue reading “Are Memory Chips Commodities? (Part 1)”
This week’s newly-published Objective Analysis Briefs have just been released. These five cover business strategies (Intel, WDC, and Everspin), policy issues, and quantum computing – quite a variety! Each is derived from one of our most interesting and timeless “Insights” published on membership website Smartkarma. Now Objective Analysis is making these studies available to Continue reading “This Week’s Round of Objective Analysis Briefs”
This week five more Objective Analysis Briefs have just become available. This handful covers commonly held myths and the basic underpinnings of semiconductor market cycles. All are drawn from the most interesting and timeless of the Insights that we have published on membership website Smartkarma. Now Objective Analysis is providing them to our friends for a reasonable price.
The Brief is a very Continue reading “More New Objective Analysis Briefs Available”
Although Objective Analysis has published its “Brief” format white papers for some time, this line has never received the focus that it deserves. To remedy that, we are taking the most interesting and timeless of the Insights that we have published on membership website Smartkarma and providing them to our friends for a reasonable price.
The Brief is a very short report format used to make a succinct Continue reading “Introducing New Objective Analysis Briefs”
During his December 15 IEDM keynote speech, Samsung Electronics Chairman Kinam Kim really surprised me. He spoke favorably of the approach that YMTC is using to produce 3D NAND flash.
This approach, which YMTC named “Xtacking,” involves the use of two separate wafers to manufacture a 3D NAND chip. The brief way to describe it is to say that Continue reading “Did Samsung Just Endorse YMTC’s Xtacking?”
