My theory is that Micron under the new CEO wants to accelerate the roadmap while Intel might not. There is also the fact that Intel went on its own with production outside the JV and they might plan to do more of that.
Well US didn't allow it to Micron & Intel also has US ban regarding it's server chips so it's highly unlikely. Still US is loosing badly both supercomputer race and manufacturing (in general).
More likely Intel has technology in-house that can do the job better and does not need the technology. This Article does mention that they are keeping the joint development facility but not manufacturing
Intel has a lot of technical jobs in NSG area and also Micron has lost in same area. Intel is basically protecting there investment and does not want Micron to pull Intel down with them Intel also purchases other technologies and likely Micron technology does not fit this technology.
LOL you are an Intel fanboy and create fake facts to be able to glorify Intel
Intel doesn't have scale and does not want scale in NAND, it's a low margins business that does not work for them. Intel loses here in a big way by having to fully fund 3D NAND development and no, they are not better at it than the folks with far more experience. Micron has 2x the NAND share Intel has and for Intel, at 5-6% revenue share , it becomes rather difficult to keep up and support the costs when all their competitors are much larger. As it is, Intel barely breaks even on NAND and that's today when NAND prices are high and others are doing very well.
Basically Intel's future in NAND is questionable, what we don't know is if it was their choice or it was forced on them. You clearly do not have the objectivity to see it but wait 5 years.
Fair enough. I don't know what timeline these agreements have. Maybe intel wasn't comfortable agreeing to another 10 year contract. I see this as an mid-term exit from NAND. They are betting 100% on 3DXpoint for all the high margin enterprise products. No need to also develop NAND when you can just buy it and in the high price segment you can offer something better than the competition.
Yeah that could be part of the reasoning, coupled with the projected price declines for NAND and maybe China entering the market. Ofc assuming they didn't get forced into it.
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jjj - Monday, January 8, 2018 - link
They already use string stacking at 64L.http://www.techinsights.com/technology-intelligenc...My theory is that Micron under the new CEO wants to accelerate the roadmap while Intel might not. There is also the fact that Intel went on its own with production outside the JV and they might plan to do more of that.
jjj - Monday, January 8, 2018 - link
A more disruptive theory would be that one of them has reached some kind of cooperation deal with a China entity.ZolaIII - Tuesday, January 9, 2018 - link
Well US didn't allow it to Micron & Intel also has US ban regarding it's server chips so it's highly unlikely. Still US is loosing badly both supercomputer race and manufacturing (in general).vortmax2 - Tuesday, January 9, 2018 - link
Hopefully this will start to shift in a positive direction now.HStewart - Monday, January 8, 2018 - link
More likely Intel has technology in-house that can do the job better and does not need the technology. This Article does mention that they are keeping the joint development facility but not manufacturingIntel has a lot of technical jobs in NSG area and also Micron has lost in same area. Intel is basically protecting there investment and does not want Micron to pull Intel down with them Intel also purchases other technologies and likely Micron technology does not fit this technology.
jjj - Monday, January 8, 2018 - link
LOL you are an Intel fanboy and create fake facts to be able to glorify IntelIntel doesn't have scale and does not want scale in NAND, it's a low margins business that does not work for them. Intel loses here in a big way by having to fully fund 3D NAND development and no, they are not better at it than the folks with far more experience. Micron has 2x the NAND share Intel has and for Intel, at 5-6% revenue share , it becomes rather difficult to keep up and support the costs when all their competitors are much larger. As it is, Intel barely breaks even on NAND and that's today when NAND prices are high and others are doing very well.
Basically Intel's future in NAND is questionable, what we don't know is if it was their choice or it was forced on them. You clearly do not have the objectivity to see it but wait 5 years.
beginner99 - Tuesday, January 9, 2018 - link
Fair enough. I don't know what timeline these agreements have. Maybe intel wasn't comfortable agreeing to another 10 year contract. I see this as an mid-term exit from NAND. They are betting 100% on 3DXpoint for all the high margin enterprise products. No need to also develop NAND when you can just buy it and in the high price segment you can offer something better than the competition.jjj - Tuesday, January 9, 2018 - link
Yeah that could be part of the reasoning, coupled with the projected price declines for NAND and maybe China entering the market. Ofc assuming they didn't get forced into it.ZolaIII - Tuesday, January 9, 2018 - link
It's more alike other way around.