- 3D NAND isn't working and this is causing shortages. 3D NAND is yielding. 3D NAND is working. It is shipping TLC. It is not perfect and various output metrics are still improving. But bit shipments in 2017 will be higher than predicted in beginning of 2016. Shortages are due to increased demand and long lead times to add capacity. 64L will address shortage. It works!
- 3D XPoint will replace DRAM or NAND. I hear people quote Intel or Micron saying this. I can't find a time where they actually said that. It could augment NAND or DRAM but the fact that it is 10x more expensive than TLC and 5x slower than DRAM will make any replacements trivial.
- SSDs have replaced HDDs. An oldie but a goodie. SSDs are great. Yet even today, most PCs ship with HDDs. HDDs out sell SSDs 3:1 in units and >10:1 in GBs. And the price differential between SSDs and HDDs has gotten worse since FMS 2016. SSDs are better... but we still have some work to do!
- TLC is not reliable enough for datacenter/Enterprise. NAND companies and SSD Companies know how to manage TLC specifics, DWPD, etc. TLC can work well, meet all needs, and is extremely cost effective. TLC needs to grow in enterprise!
- Chinese will build (enter huge number) dollar Fab and take over NAND/DRAM. Not in 2018, 2019, 2020, 2021. At some point Chinese investment will become dominant. But unless they have a JV deal with established company, it will be 5-10 years before they are 5% of Market. NAND isn't easy, even if you hire great engineers and executives. Someday... but today is not that day.
Mark Webb
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