Remembering Simon Sze

I was saddened to hear last week of the death this month of Simon Sze, the co-inventor of the floating gate, which was the basis of EPROM, E²PROM, and nearly all flash memory prior to the advent of 3D NAND, which uses a charge trap instead.

Dr. Sze was not only responsible for the floating gate, but he was a pioneer in Continue reading “Remembering Simon Sze”

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”

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”

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”

Kioxia Announces Another 30% NAND Production Cut

On Friday 30 September 2022 Kioxia announced a 30% NAND flash wafer production cut in response to worsening market conditions.  Kioxia’s manufacturing partner, Western Digital (WDC), decided not to comment on the Kioxia announcement.

If Kioxia’s announcement sounds familiar to you that’s because the company made the exact same Continue reading “Kioxia Announces Another 30% NAND Production Cut”

New White Paper: The Future of the Data Center

Fuzzy photo of the first page of the white paperThe Memory Guy is pleased to announce the availability of a new Objective Analysis Brief, which is our name for a white paper.  It’s called The Future of the Data Center.

The paper explores the new horizons of computing, including disaggregation, AI, IoT, etc., and explains the many different memory approaches that are being used or developed to enable these technologies, ranging from computational storage to DDR5 and CXL

Look for it at the top of the list of free documents on our White Papers page at Objective-Analysis.com.

 

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”