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”

Tectonic Change Coming to Chip Production

Drawing of a log rotating on a lathe being cut into veneerEvery so often a new idea comes into an established industry from an unexpected direction and creates a dramatic change to the way that the industry operates.  In today’s post The Memory Guy will explain a radical new chip production process will rapidly change the nature and cost structure of the entire semiconductor industry, DRAM and NAND flash first, slashing costs and waste while phenomenally increasing output.

This revolutionary approach stems from Continue reading “Tectonic Change Coming to Chip Production”

More New “Brief” White Papers Published This Week

Five briefs on top of each otherAs we have every week since January, this week Objective Analysis published another handful of our white papers, which we call “Objective Analysis Briefs”.

This week’s set covers a very diverse range, from the dissolution of a joint venture, through semiconductor cycles and business strategy, to Continue reading “More New “Brief” White Papers Published This Week”

WDC Issues Contamination Update

Photo of author in bunny suit holding wafer with Jolly RogerWestern Digital today shared an update on the material contamination that impacted the joint-venture manufacturing facilities that the company shares with Kioxia.

Although the company increased its estimate of the loss from 6.5 exabytes to 7 exabytes, this number is still in the realm of 3.5% of WDC’s annual NAND flash shipments.  It represents about two Continue reading “WDC Issues Contamination Update”

Five New Briefs: YMTC, SK hynix, Intel, and a Forecast

Five briefs on top of each otherAs 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”

Are Memory Chips Commodities? (Part 2)

Photo of an old financial document bearing the title Commodity ExchangeThis 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)”