Every year the folks at VLSI Research provide The Memory Guy with an opportunity to share the latest Objective Analysis forecast with the world. They record a 20-minute video highlighting the forecast in a conversation between me and VLSI’s chairman, Dan Hutcheson.
There are now twelve videos on the site, one for each year from 2008 to 2019. That’s quite a collection!
Over the course of each video I not only present the forecast, but also give an overview of the thinking behind it. Typically I explain the impact of high or low capital spending in prior years, but in some forecasts I explain how other issues (in particular NAND flash’s excruciating conversion from planar to 3D) can create a shortage independent of capital spending patterns.
We also go over what went right or wrong with the prior year’s forecast. Things that go wrong are generally macroeconomic issues like the Continue reading “Forecast Videos Prove A History of Accuracy”
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?”
Micron Technology and Intel announced today (6 December, 2011) that the two companies are sampling a 128 gigabit (that’s 16 gigabytes) NAND flash chip manufactured by the company’s IMFT joint venture.
This is a doubling of the capacity of the 64Gb chip the companies announced in April, but they assure us that the size of the die hasn’t doubled, and the accompanying photo supports this. Intel tells us that the die will fit into standard BGA and TSOP packages. Continue reading “Micron, Intel, Introduce 128Gb NAND Chip”