NAND News
Wednesday, April 21, 2021
Revenue for Persistent Memory Through 2030
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We published some data after the 2020 Flash Memory Summit on Persistent Memory and Emerging Memory revenue. Based on Plans for CXL/Seria...
Friday, April 16, 2021
Quick Recap of Supply and Demand in Memory
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I want to re-iterate a couple axioms of how memory pricing works. Half the people will say that I am crazy/wrong and it is no longer cycli...
What is the Future of Persistent Memory???
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Next week, the Persistent Memory/Computational Storage Summit will be held. There will be some great topics and I will be on a panel on We...
Wednesday, March 17, 2021
Micron to Abandon 3D Xpoint
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Micron Abandons 3D XPoint and Plans to Sell Lehi Facility by End of Year Mark Webb: MKW Ventures Consulting Micron announced that they ...
Friday, November 20, 2020
What are Actual NAND Costs Today and in 2030?
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In our FMS paper on NAND costs for all vendors and all technologies, we showed how NAND bit costs are being reduced as we go from 64L to...
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Wednesday, November 18, 2020
Emerging Memory Revenue (MRAM, Optane, 3 XPoint, ReRAM, FE RAM)
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A Picture is Worth a Thousand Words Emerging Memory Revenue (MRAM, Optane, 3 XPoint, ReRAM, FE RAM) www.mkwventures.com
What is the Market for Emerging Memories in 2030?
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We have a lot of requests to predict the Emerging Memory Market in 2025 and 2030. We provide an estimate and the reason why most other for...
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