Semiconductor Storage NAND Flash Supply, Demand & Pricing Review Q2 2018
Much like its memory cousin DRAM, semiconductor storage, otherwise known as NAND flash, has experienced a record-breaking streak over the past two...
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Semiconductor Memory DRAM Supply, Demand Pricing Review Q2 2018
Semiconductor memory, more specifically DRAM, has recorded nine consecutive quarters of revenue growth during which sales increased more than 300%...
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2019: A Zero-Margin Year for Memory Chips
There's a lot of mystery surrounding semiconductor cycles and the current status of the market. In this post I will explain the typical memory...
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Intel And Micron Finally Call It A Day
In separate but identical press releases (here and here) on July 16'th 2018, Intel and Micron announced that they were going it alone on the future...
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3D XPoint: The End of the Beginning or the Beginning of the End?
On Monday, July 16, almost exactly three years after its initial launch, partners Intel and Micron announced that the two companies would be ending...
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