For more than a year The Memory Guy has been fielding questions about Micron’s QuantX products.
First announced at the 2016 Flash Memory Summit, this brand name has been assigned to Micron SSDs and DIMMs that use the Intel/Micron 3D XPoint Memory. Originally QuantX products were scheduled to ship in 2017, but Micron is currently projecting availability in 2019. My clients wonder why there have been these delays, and why Micron is not more actively marketing this product.
The simple answer is that it doesn’t make financial sense for Micron to ship these products at this time.
Within two weeks of the first announcement of 3D XPoint Memory, at the 2015 Flash Memory Summit, I knew and explained that the technology would take two years or more to reach manufacturing cost parity with DRAM, even though Intel and Micron loudly proclaimed that it was ten times denser than DRAM. This density advantage should eventually allow XPoint manufacturing costs to drop below DRAM costs, but any new technology, and even old technologies that are in low-volume production, suffer a decided scale disadvantage against DRAM, which sells close Continue reading “Where is Micron’s QuantX?”
It’s earnings call season, and we have heard of a slowing DRAM market and NAND flash price declines from Micron, SK hynix, Intel, and now Samsung. DRAM prices have stopped increasing, and that can be viewed as a precursor to a price decline.
Samsung’s 31 October, 2018 3Q18 earnings call vindicated Objective Analysis‘ forecast for a 2H18 downturn in memories that will take the rest of the semiconductor market with it.
Those familiar with our forecast know that for a few years we have been predicting a downturn in the second half of this year as NAND flash prices fall, followed by a DRAM price collapse. After the DRAM collapse the rest of the semiconductor market will undergo a downturn.
We’ve been calling for this downturn for some time. Dan Hutcheson at VLSI Research has been videotaping our forecast every December for the past Continue reading “Memory Market Falling, as Predicted”
On Monday, July 16, Intel and Micron announced the termination of the two companies’ 3D XPoint Memory development efforts. The companies will complete development of the second-generation product after which the IMFT Lehi, Utah facility will continue to manufacture the product but the two companies will no longer co-develop new versions of the 3D XPoint Memory.
Most readers haven’t been watching this business as carefully as The Memory Guy, and are puzzled by the move. I will share what I know in an attempt to make the decision a little clearer.
Three years ago in July 2015 the two companies held an event to launch 3D XPoint Memory technology. This upcoming technology would be 1,000 times faster than flash, and provide 1,000 times the endurance, on a chip that was 10 times as dense as “Standard Memory,” which everyone was to infer was DRAM. This last implied that the technology would sell for a lower price than DRAM, and that’s the most important way that a technology that’s slower than DRAM can gain acceptance in a Continue reading “Making Sense of Intel & Micron’s XPoint Breakup”
It came as a surprise to the Memory Guy on Monday to receive a press release from Micron indicating that Intel and Micron had decided to end their NAND flash partnership.
This agreement, which was begun in 2006, helped the two companies to aggressively ramp into the NAND flash market by combining their resources. NAND flash makers (as well as DRAM makers) need to make very substantial capital investments to participate in the market, and that’s not easy for a new entrant. Micron at that time was a very small NAND flash maker, and Intel wasn’t involved in the NAND flash market at all, so neither was in a position to succeed. By combining their resources the companies were able to become important contributors to the market.
The agreement initially appeared to be modeled after the very successful joint venture that Toshiba and SanDisk enjoyed. Each company would contribute half of the JV’s capital investment, and the same designs would be used to make both companies’ chips.
Over time Intel found itself in a familiar Continue reading “Micron and Intel to End NAND Flash JV”
Micron Technology has introduced a 32GB NVDIMM-N. Perhaps the most important thing about this device is not so much its high density as the fact that it runs at higher bus speeds than competing NVDIMMs, doing 2933 megatransfers per second (MT/s), a speed that Micron representatives tell us is required to support Intel’s Skylake processor.
Up to this point NVDIMM-Ns have been limited to 2400 MT/s, which is fast enough for Broadwell, but which misses the mark for Skylake. Design is tricky even at this slower speed, requiring a number of expensive high-speed multiplexers in the DRAM’s critical speed path.
“Multiplexers?” Yes, NVDIMMs use them, even though no other kind of DIMM does. The Memory Guy can explain why, having just finished a report covering the NVDIMM market and technology.
Here’s a little refresher for those who either don’t remember or never knew that NVDIMM-N requires multiplexers. The NVDIMM-N looks to the system like a standard Continue reading “Micron’s Super-Fast New 32GB NVDIMM”
Yesterday’s news really underscored the race currently underway between 3D NAND makers to produce higher layer counts than one another.
Intel produced an announcement in which VP Rob Crooke bragged that: “Intel has delivered the world’s first commercially available 64-layer, TLC, 3D NAND solid state drive (SSD). While others have been talking about it, we have delivered.”
The announcement explained that the new Intel SSD 545s could be purchased at Newegg beginning that day.
The Memory Guy received Intel’s announcement at 10:02 AM Pacific Time. By 3:11 PM, five hours later, there was another announcement in my “In” box, this time from Western Digital (WDC).
WDC’s e-mail announced the development of the the SanDisk/Toshiba next-generation BiCS4 3D NAND technology, with 96 layers. The companies expect to begin to sample a 256Gb part to OEM customers in the second half of 2017 with production starting by the end of next year.
One has to wonder if WDC was Continue reading “3D NAND: “I Have More Layers than You Do!””
On Saturday, June 18, Samsung’s Xian fab, the only facility in the world currently producing 3D NAND flash, suffered a power failure. How much of a problem is this?
The answer really depends upon who you ask. An article in the Financial Express quoted Samsung as saying that it would have a minimal impact, and that full-scale operations should resume in a few days. The article also said that Samsung estimated that the wafer loss would be below 10,000 wafers.
Assuming that the entire loss consisted of Samsung’s most advanced 48-layer 256Gb 3D NAND a 10,000-wafer loss would be less than 1% of total industry gigabyte shipments.
Korea Times quoted an anonymous fund manager who said: “The one-time incident will cost Samsung up to 20 billion won, which is very minimal. It won’t make heavy impact on Samsung’s chip business and the entire industry.”
According to Korean news source Chosenilbo the outage was caused by Continue reading “Samsung Power Glitch – Is It Important?”
At a technical conference hosted by the IEEE this week IBM announced the results of nearly a decade of research in which its scientists have been investigating the emerging technology known as “Phase Change Memory” (PCM). The scientists presented a means of successfully storing three bits per cell for the first time, while also addressing all of PCM’s challenging idiosyncrasies, including resistance drift and temperature drift.
Commonly referred to by the erroneous nickname “TLC” for Triple Level Cell, this technology squeezes three bits of data into the space of a single bit, essentially cutting the cost per gigabyte to about one third of that of a standard memory chip making it closer in cost to flash.
With this step IBM expects to help drive a new memory layer into existence, one that will fit between the cheap and slow NAND flash used in SSDs and the fast but expensive DRAM used for main memory. Such a layer would improve the cost/performance of all types of Continue reading “IBM Jumps on the “New Memory” Bandwagon”
Objective Analysis has just introduced a new report that you might want to consider: A Close Look At The Micron/Intel 3D XPoint Memory.
The report covers the Intel-Micron 3D XPoint memory and includes Intel’s new Optane support products that are based on this technology. The report explains the technology and its special manufacturing challenges. It includes details of how 3D XPoint memory will be used, and provides an analysis of the benefits of its persistent nature.
Forecasts project how the market will develop and include optimistic and pessimistic forecast scenarios. Particular attention has been paid to its impact upon the DRAM, SSD, and other markets. Finally, the report analyzes different end-market segments to predict how this technology will impact each of them.
The Memory Guy, report author Jim Handy, will present the report’s findings during the Pre-Conference Primer of the Storage Network Industry Association (SNIA) Storage Developer Conference (SDC) this Sunday, September 20, at 2:00 PM, In Santa Clara, CA.
This breakthrough report is based on Continue reading “New Report: 3D XPoint Memory”
The following is an excerpt of an Objective Analysis Alert sent to our clients 7/13/15.
A July 13 Wall Street Journal article disclosed that China’s state-owned Tsinghua Unigroup has bid to buy Micron Technology for $21 a share or $23 billion, which would make this the largest-ever Chinese takeover of a U.S. company.
Objective Analysis has been telling our clients for the past few years that either China or India would create a new DRAM/NAND manufacturing company, especially since memory chip makers have enjoyed a long period of profits, and this usually motivates outsiders to invest in new DRAM makers. We did not anticipate an acquisition.
Countries with heavy industry typically move into the semiconductor business during an extended upturn, and become DRAM suppliers since DRAM is an undifferentiated commodity. Commodities sell almost solely on price and success is based on little more than manufacturing strength. This is a business model that industrial economies understand.
In addition to Micron’s tangible assets, including Continue reading “Is Micron Being Acquired?”