Last January at the Storage Visions Conference in Las Vegas (held every year just prior to CES) I asked the audience what they would do when NAND flash reached a price of 35¢ per gigabyte. My projection (the dotted red line on the chart at left) was that prices would reach that level by the end of the year.
My audience was shocked to hear such a low price!
Price declines open up new markets. It was time to think creatively, I said, because that’s where pricing would be by the end of 2012.
Well, I was wrong – according to Continue reading “NAND Flash at 35 Cents per Gigabyte”
Today I saw an announcement from another market research firm about a new report with flash memory market shares for 2011. I found it remarkable that the way these chips are counted varies enough that the company decided to openly discuss this issue right in the press release for the report!
Memory market statistics are compiled by numerous firms: The World Semiconductor Trade Statistics (WSTS) sold in the US and Europe by the Semiconductor Industry Association (SIA), Gartner Dataquest, IHS iSuppli, Web Feet, Semico, Forward Insights, and even DRAMexchange. Lots of entities use conflicting definitions of what is and what is not a chip. This causes each company’s numbers to differ from the others’.
In the case of WSTS, a chip that is packaged with another chip into a board becomes Continue reading “Figuring Out Who Shipped What”
The Memory Guy was a little surprised to see the advertisement in this post’s graphic. It was from an April 8 newspaper ad for Fry’s Electronics.
It’s a little early to see NAND selling for this little: The original price of $21.99 for a 32GB USB flash drive comes to $0.69/GB, and the price after the rebate of $16.99 means that the price per gigabyte of the flash is only $0.53!
At the time the lowest spot market pricing for MLC flash on the InSpectrum spot price website was $0.53, and $0.47 for TLC. According to DRAMeXchange MLC is selling for as little as $0.48.
That’s not a lot of margin for Patriot or Fry’s when you add in the cost of t Continue reading “How Cheap is Flash?”
On April 3 Toshiba celebrated the 25th anniversary of NAND flash. The technology, developed by Toshiba researcher Fujio Masuoka, was not expected to succeed, as explained in Eli Harrari’s keynote for ISSCC in February.
Toshiba said in a release that the company’s “commemoration of the 25th anniversary of the invention of NAND flash will continue throughout 2012,” and will include “notable industry events and consumer participation.”
There is certainly reason to celebrate. This technology has grown faster than any semiconductor market in history, Continue reading “NAND Flash Turns 25!”
SK Hynix and Spansion have announced a strategic NAND alliance under which Hynix will serve as a foundry for low-density SLC NAND chips made for Spansion using Hynix’ advanced processing nodes.
These products, aimed at the embedded market, should serve to strengthen Spansion in a market in which the company thrives. In fact, Spansion expressed this very well in their press release, citing: “Spansion’s recognized customer support and commitment for longevity of supply, which is highly valued in the embedded market, where Spansion has established relationships.”
The new chips will be manufactured in “4x, 3x, and 2xnm” process technologies.
The companies have also agreed to cross-license their patent portfolios.
You may be asking yourself: “What does Hynix Continue reading “Hynix and Spansion Join Forces”
One memory chip was so important that it was presented three times at this week’s International Solid State Circuits Conference (ISSCC) and that was the Toshiba/SanDisk 128Gb NAND flash. This chip was shown by Eli Harari in Monday’s keynote, then was featured twice in the Wednesday afternoon Nonvolatile Memories session – once by Toshiba and once by SanDisk.
The NAND chip, measuring 170.6mm², is said by both companies to be the densest NAND available. Compared to the Intel/Micron 64Gb 20nm NAND at 118mm², the device gives twice the bits in a 45% larger die area, so the companies’ claim rings true, since the only other NAND makers: Samsung and Hynix, have processes that fall far behind at 27nm and 26nm respectively.
Continue reading “Inside SanDisk’s & Toshiba’s New 128Gb NAND Chip”
Hynix Semiconductor has a new name. Through SK Telecom’s November 2011 purchase of 21.1% of Hynix’ shares from its creditors mobile phone service provider SK has acquired controlling interest of the company and is re-branding Hynix as SK-Hynix.
The Memory Guy has not discussed this with either Hynix or SK Telecom so far, but it seems unusual that a 21.1% stake in a company would gain a controlling interest.
Suffice it to say that Hynix’ creditor banks, who have been trying to divest themselves of their ownership of Hynix for a few years, have finally found Continue reading “Hynix is now SK-Hynix”
Macronix, a company known for its leadership in mask ROMs and low-density NOR flash has just entered the NAND flash market. This adds a new player to a very small pool of competitors: Samsung, Toshiba, SanDisk, Hynix, Intel, and Micron.
The company’s first NAND products are SLC chips of two densities: 512Mb and 1Gb. Compare this to the offerings of the market’s other participants which range up to 256Gb. Spot price tracker InSpectrum doesn’t even track pricing of densities below 4Gb!
There still seems to be a good market for these low-density parts: According to WSTS Continue reading “New NAND Player: Macronix”
2012 is likely to be a year in which the DRAM market consolidates a little bit more.
- At its peak in the late 1980s the DRAM market sported 23 suppliers.
- Today there are 6 suppliers of any note: Samsung, Hynix, Micron, Elpida, Nanya, and Powerchip
- The already-depressed market is only going to worsen in 2012. Capital spending in 2010 is seeing to that. Although many believe that prices cannot get any lower, that is exactly what they will do in 2012. Continue reading “DRAM Consolidation in 2012?”