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Making Sense of Intel & Micron’s XPoint Breakup

Micron-Intel 3D XPoint Memory InternalsOn 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