President

Thomas Coughlin

Coughlin Associates

Equity Bottom-Up

Micron announced that it was ending its development of the 3D XPoint technology that it co-developed with Intel.  The company said that it would instead focus on memory products for CXL-enabled storage systems.  Although 3D XPoint is being retired, it is not clear that Micron is abandoning phase change memory and may use it in future CXL products.  With Micron’s exit, Intel is the sole provider of 3D XPoint products that it brands as Optane memory.

Micron announced that it was ending its development of the 3D XPoint technology that it co-developed with Intel.  The company said that it would instead focus on memory products for CXL-enabled storage systems.  Although 3D XPoint is being retired, it is not clear that Micron is abandoning phase change memory and may use it in future CXL products.  With Micron’s exit, Intel is the sole provider of 3D XPoint products that it brands as Optane memory. 

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

In an investor confernce call today <a href="https://www.smartkarma.com/entities/micron-technology-inc" target="_blank" data-smartkarma-citation="entities:13382:1" rel="noopener">Micron Technology (MU US)</a> revealed that it would discontinue its 3D XPoint memory efforts and sell the facility that produces it.  Will its sole customer <a href="https://www.smartkarma.com/entities/intel-corp" target="_blank" data-smartkarma-citation="entities:16764:1" rel="noopener">Intel Corp (INTC US)</a> be undermined by this move?

In an investor confernce call today Micron Technology (MU US) revealed that it would discontinue its 3D XPoint memory efforts and sell the facility that produces it.  Will its sole customer Intel Corp (INTC US) be undermined by this move?

Micron Kills 3D XPoint - Is Intel in Trouble?

Thematic (Sector/Industry)

The SIA released its semiconductor figures for January - sales were up 13.2% over January of 2020 and 0.9% over a record December.  The year is off to a good start, despite COVID issues, shortages, earthquakes, and extreme weather.

The SIA released its semiconductor figures for January - sales were up 13.2% over January of 2020 and 0.9% over a record December.  The year is off to a good start, despite COVID issues, shortages, earthquakes, and extreme weather.

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

<a href="https://www.smartkarma.com/entities/nvidia-corp" target="_blank" data-smartkarma-citation="entities:5891:1" rel="noopener">NVIDIA</a> this week reported record revenues of just over $5 billion together with an upbeat outlook for the current quarter. However, CEO Jensen Huang played down the prospects of a boom in crypto currency mining for the company, noting that current quarter revenues would be in the order of just $50 million. He further noted that crypto mining would be just a small part of the company's business in the future. Given that events related to this part of their business wreaked six months of havoc on the company just two short years ago, we found his somewhat cavalier approach and comments worrying. So too did investors it would appear and, together with a bearish night on markets overall, NVIDIA's share price fell 8% the following day. Here's our thoughts on the matter.

NVIDIA this week reported record revenues of just over $5 billion together with an upbeat outlook for the current quarter. However, CEO Jensen Huang played down the prospects of a boom in crypto currency mining for the company, noting that current quarter revenues would be in the order of just $50 million. He further noted that crypto mining would be just a small part of the company's business in the future. Given that events related to this part of their business wreaked six months of havoc on the company just two short years ago, we found his somewhat cavalier approach and comments worrying. So too did investors it would appear and, together with a bearish night on markets overall, NVIDIA's share price fell 8% the following day. Here's our thoughts on the matter.

NVIDIA. Cavalier Approach To Crypto Mining Overshadows Record Breaking Quarter.

Pat Gelsinger took the helm at Intel last week after a decade-long hiatus. In a letter to employees, he reiterated that this was his dream job and set out four priorities, namely product leadership, flawless execution, faster innovation and a reignition of the company's culture. As priorities go, these are standard, off the shelf cookie cutter imperatives that could be used by the incoming CEO of almost any company and tell us little or nothing about the actual direction Intel will take. Intel has the potential to be the technology turnaround story of the decade if not this century. If Gelsinger plays his cards right, Intel's market cap could quadruple to $1 trillion by 2026. Getting there will depend on Gelsinger implementing three key strategies. Here's what we think they are.

Pat Gelsinger took the helm at Intel last week after a decade-long hiatus. In a letter to employees, he reiterated that this was his dream job and set out four priorities, namely product leadership, flawless execution, faster innovation and a reignition of the company's culture. As priorities go, these are standard, off the shelf cookie cutter imperatives that could be used by the incoming CEO of almost any company and tell us little or nothing about the actual direction Intel will take. Intel has the potential to be the technology turnaround story of the decade if not this century. If Gelsinger plays his cards right, Intel's market cap could quadruple to $1 trillion by 2026. Getting there will depend on Gelsinger implementing three key strategies. Here's what we think they are.

Intel. Reaching A $1 Trillion Market Cap In Five Years Depends On Three Key Strategies

United States

Intel Corporation designs, manufactures, and sells computer components and related products.  The Company's major products include microprocessors, chipsets, embedded processors and microcontrollers, flash memory products, graphics products, network and communications products, systems management software, conferencing products, and digital imaging products.

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Intel Corp (INTC US)

Micron Ends 3D XPoint Memory

Micron ends its work on 3D XPoint Memory, leaving Intel as the sole supplier of this non-volatile memory product. Micron says that it will focus...

Thomas Coughlin

Micron Kills 3D XPoint - Is Intel in Trouble?

Will Micron's sudden exit from the 3D XPoint market threaten Intel or Intel's customers? It seems that this will actually be a relatively...

Jim Handy

January Semiconductors Up 13.2% Y/Y

Semiconductor revenues broke records in both December and January, and the business seems poised to continue to fare very well over 2021. This...

Jim Handy

NVIDIA. Cavalier Approach To Crypto Mining Overshadows Record Breaking Quarter.

NVIDIA reported record revenues of $5 billion & delivered a robust forecast. Yet, their share price dropped by over 8% the following day. Here's why.

William Keating

Intel. Reaching A $1 Trillion Market Cap In Five Years Depends On Three Key Strategies

Intel has the potential to be the turn around story of the decade. A $1 trillion market cap is achievable within 5 years, but it depends on the...

William Keating

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