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”

Five More New Briefs Published

Five briefs on top of each otherToday, Groundhog’s Day, Objective Analysis is publishing another five of our Objective Analysis Briefs, rounding out 2022’s total of new documents to 20.  This week’s set covers even a more diverse range than those that we published in the past three weeks, with no overlap between any two Briefs’ subjects.  They range from forecast methodology and China’s semiconductor efforts to critically considering Continue reading “Five More New Briefs Published”

This Week’s Round of Objective Analysis Briefs

Five briefs on top of each otherThis 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”

More New Objective Analysis Briefs Available

Five briefs on top of each otherThis 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”

Introducing New Objective Analysis Briefs

Five briefs on top of each otherAlthough 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”

Emerging Memory Market to Hit $36 Billion by 2030

A compass dial overlaid on tp of a silicon wafer full of memory chipsThe Memory Guy is pleased to announce the release of a new report co-authored by Objective Analysis and Coughlin Associates named: Emerging Memories Find Their Direction.  In this report we show that emerging memories, MRAM, ReRAM, 3D XPoint, and other technologies are well on their way to reach $36 billion of combined revenues by 2030.

The report provides invaluable guidance to Continue reading “Emerging Memory Market to Hit $36 Billion by 2030”

Forecasting with Smith Charts

Example Smith ChartForecasting the memory market can be quite daunting unless you use the appropriate tools, then it becomes enormously simple.  Many of my clients ask The Memory Guy how it is that I am able to come up with such consistently-acurate forecasts in a seemingly-unpredictable market.  My answer is always that I use the Smith Chart.  This chart is a nomogram, presented in an angular/logarithmic format (as opposed to Continue reading “Forecasting with Smith Charts”

SPIE Advanced Litho Conference: Artificial Intelligence and a Lot of Chemistry

I attended a bit of the SPIE Advanced Lithography conference in San Jose this  week.  This  show is different from my normal fare, since The Memory Guy isn’t all that smart with process technology.  Still, there were certain aspects that I wanted to see.  Surprisingly, none of the presentations that I attended related directly to lithography: Two were about Continue reading “SPIE Advanced Litho Conference: Artificial Intelligence and a Lot of Chemistry”

Intel’s Optane DIMM Price Model

With Intel’s Cascade Lake rollout last month came with a co-introduction of 3D XPoint Memory in a DIMM form factor, the Optane DIMM that had been promised since the first introduction of 3D XPoint Memory in mid-2015.  A lot of benchmarks were provided to make the case for using Optane DIMMs (formally known as the Intel Optane DC Persistent Memory), but not much was said about the pricing, except for assertions that significant savings were possible when Optane was used to replace some of the DRAM in a large computing system.

So…  How much does it cost?  Well certain technical reports in resources like Anandtech probed sales channels to see what they could find, but The Memory Guy learned that the presentations Intel made to the press in advance of the Cascade Lake rollout contained not only prices for the three Optane DIMM densities (128, 256, & 512GB), but also provided the prices of the DRAM DIMMs that they were being compared against.  I’ll get to that in a moment, but first let’s wade through the fundamentals of Intel’s Optane pricing strategy to understand why Intel has needs to price it the way that it has.

In Objective Analysis’ report on 3D XPoint Memory, and in several presentations I have Continue reading “Intel’s Optane DIMM Price Model”