Will NAND Flash and DRAM Be Displaced by Something New?
For a few decades researchers have promised that some new memory technology will displace the entrenched technologies that are used in nearly every...
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NAND Flash Prices Continue to Drop
NAND flash prices, which have been in decline for the entire year, reached an interesting level of $0.08/GB on the spot market last week. This...
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Does YMTC's "Xtacking" 3D NAND Make Sense?
Considerable attention has recently been focused on YMTC, China's upcoming new NAND flash manufacturer, and its groundbreaking "Xtacking" approach...
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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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A Semiconductor Downturn's Coming, But How Bad Will It Be?
During June three important semiconductor forecasts were released. While one predicts growth through 2019, the other two agree that a downturn is...
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