At some point you’ve probably felt the way that SK hynix’ executives must feel today: that there’s something so wonderfully exciting that you absolutely must share it with everyone right away.
It appears to have been in this spirit that the company issued the press release for its fourth quarter earnings a full seventeen Continue reading “SK hynix’ Earnings Too Good to Keep Quiet”
An associate recently directed The Memory Guy to a short but interesting article published last March in Korea’s Chosen Daily called: Micron’s cautious EUV strategy raises questions on future DRAM edge. As the headline promises, the article questions Micron’s decision to postpone using EUV to make DRAM until its 1-gamma process node, which is now in mass production.
It’s particularly interesting to Continue reading “When Should DRAM Makers Adopt EUV?”
At the ISSCC conference last month Kioxia and Sandisk provided more details on the BiCS8 NAND flash chip that the companies will be shipping soon.
BiCS8 is the next generation of the two companies’ jointly-developed 3D NAND technology. Although today’s volume product is very different from Toshiba’s originally-disclosed BiCS process, so far the process changes have largely been Continue reading “The Sandisk/Kioxia BiCS8 NAND”
If you didn’t realize that Kioxia finally held its Initial Public Offering (IPO) on 16 December, 2024, you are in the majority. The IPO was held a couple of days before initially planned on the Tokyo Stock Exchange where Kioxia is traded as number 285a.
The event was barely covered by the press outside of Japan, and Kioxia only Continue reading “Kioxia’s Barely-Noticed IPO”
(The following is an update of a post that originally ran on 13 December 2013. It was republished in 2024 as a part of a series on The Memory Guy blog to honor the 3D NAND inventors who have received the 2024 FMS Lifetime Achievement Award.)
This series, originally run in 2013, has looked at 3D NAND technology in a good deal of technical depth. At that time, the last question to be answered centered around the players and the timing that the technology would Continue reading “3D NAND: Who Will Make It and When?”
All of a sudden HBM is the leading topic of conversation. Why is that? A good number of people ask the Memory Guy that question.
Sure, the recent explosion of generative AI has been the key part of that interest, but there was even more that encouraged competition into this market at an accelerated pace. The simple answer is that HBM, a DRAM used in AI applications, remained Continue reading “Why is Everyone Jumping Into the HBM Market?”
Last week’s FMS conference, originally the Flash Memory Summit, but now the Future of Memory and Storage, saw a strong return of the show’s original excitement and attendance, with numerous presentations on key new technologies, largely AI and CXL, and crowds similar to those before the pandemic. FMS is held in early August every year in Santa Clara, California.
The new name is meant to match the show’s content better than Continue reading “FMS – New Focus and a Heavy AI and CXL presence”
FMS (formerly the Flash Memory Summit) announced on July 24 that a research team from Kioxia will receive the award for inventing 3D NAND flash at FMS: the Future of Memory and Storage, on August 6 in Santa Clara, California. We hope to see you there as the award is being presented to a member of that team.
The team has five Continue reading “3D NAND Team to Receive FMS Lifetime Achievement Award”
The Memory Guy recently had a rare opportunity of a private fab tour at the Monolithastery, a memory fab in Saint Gobain Pont-à-Mousson, France. This facility combines a very traditional monastery with a semiconductor wafer fabrication plant. It’s the only such Continue reading “Visit to a Monolithastery”
Today Gordon Moore, a figurehead in the semiconductor industry, passed away at 94 years of age. He will be sorely missed by the semiconductor industry.
Moore, the namesake of Moore’s Law, cofounded both Fairchild Semiconductor and Intel Corporation. He was an unassuming genius and visionary who, as a part of Intel’s leadership triumvirate in the company’s main growth phase, provided Continue reading “In Memoriam: Gordon Moore”
