According to a recent article from Digitimes, two of the world’s largest memory manufacturers may be having a hard time perfecting their sub-20nm DRAM processes. Micron is experiencing low yield rates transitioning into its 1xnm DRAM node, while Samsung had to recently recall a large batch of DRAM modules built on its 18nm process.
Last month, Micron announced that it was planning to spend $1 billion to upgrade its TaiChung fab to 1x nm, aiming to make its chips ready for the market by the end of the year. Due to the lower yields, its products may be delayed.
Samsung on the other hand had to recall more than 100,000 DRAM modules after PC OEMS reported [...]
In a new report from ITworld, it looks like Micron may be on track to begin shipping their 3D XPoint based products by the end of this year.
After branding their 3D XPoint based products as QuantX at Flash Memory Summit last year, Micron has been relatively silent about the upcoming technology. However, with all the buzz surrounding Intel’s launch of their first 3D XPoint based SSD, Micron has returned to the spotlight. However, unlike Intel, Micron is rumored to be licensing QuantX to other manufacturers as well as ship QuantX in the form of DDR-style memory DIMMs as well.
3D XPoint has been touted as the next generation flash memory technology that [...]
Market research firm, Forward Insights, recently released their 2016 SSD marketshare report and according to the report, 63 million SSDs were shipped in the channel over the past year despite the NAND shortage that occurred during a significant portion of the year. The channel market includes distributors, resellers, retail/e-tail, system builders, and solution providers.
As expected, Samsung took the #1 spot for SSDs shipped in the channel, racking up 21% of the market, or 13.23 million units. Following in the #2 spot is Kingston, which took 16% of the market, or 10.08 million units. This is followed by SanDisk, Micron, A-DATA and Toshiba with between 5%-7% [...]
Amid massive shortages due to increased demand, the NAND Flash market is booming. According to latest report from market intelligence firm, TrendForce, revenues have increased a massive 17.8% quarter over quarter, now reaching a total of $12 Billion in 4Q2016.
Looking at the results, the biggest winners in the 4Q2016 is Micron, which saw revenue increase by 26.9%. This is followed by Intel which saw revenue increase by 25.7%, Western Digital by 22% and Samsung by 19.5%. Toshiba and SK Hynix saw the lowest revenue increases at 8.5% and 9% respectively.
In terms of marketshare, Samsung once again dominated the market by a massive margin. In 4Q2016, Samsung [...]
It’s good to be in the DRAM business these days. According to a recent report from DRAMeXchange, global DRAM revenues have increased 18.2% sequentially for 4Q2016.
Much of the demand is fueled by strong smartphone sales, particularly Chinese brands along with the iPhone 7. This has resulted in massive shortages of PC DRAM, resulting in a 30% price increase over the previous quarter. Server DRAM is expected to follow suit in 1Q2017.
Memory manufacturers are currently increasing efforts to expand DRAM production capacity, but their efforts aren’t expected to be realized until the 2H2017. As a result, the supply problem is expected to continue to [...]
According to a recent report, NAND prices have continued their increase over the 3Q2016 thanks to constrained supply due to the transition from 2D to 3D NAND, and an increase in demand.
Demand for NAND in 3Q2016 grew by 19.6% with the biggest winner being Western Digital who increased their revenues by 26.7% in the quarter. Other big winners include Samsung and SK Hynix who saw revenue increases of 20.6% and 20.3% respectively.
Market share continues to be dominated by Samsung who holds a massive 36.6% marketshare, climbing just slightly over the quarter.
Micron is making some huge moves to meet demand in the NAND industry as they recently announced the opening of their recently expanded Fab 10 fabrication facility in Singapore. The expansion of Fab 10 will cover approximately 255,000 square feet and is expected to cost a total of $4 Billion USD incurred over the next few years. The expansion is expected to significantly improve Micron’s capability of producing 3D NAND to allow them to better meet global demand.
Specific numbers such as estimates on how many additional wafers can be produced monthly were not revealed at this time. Previous Micron estimates peg capacity of the expanded Fab 10 at up to 140K WSPM [...]
For over two years, Samsung has been the only mass manufacturer of 3D NAND and being the first to market SSDs with the new technology, they’ve reaped some serious rewards. In a recent report by analyst firm TrendFocus, Samsung owns a staggering 40.8% share of total SSDs shipped and their 3D NAND accounts for nearly all of the 17% of all NAND shipped today.
As such, we know that people want 3D NAND and if you’re a NAND maker without a 3D NAND product, it’s about time to step up your game. Micron, being one of the world’s largest NAND producers is stepping up in a big way with their latest Crucial branded SSD, the [...]
Market intelligence firm TrendFocus recently released a report on the SSD market for calendar Q2 and as you’d expect, the SSD and NAND market is doing very well.
Client SSDs did the best shipping nearly 30 million units representing a total of 8.24 exabytes, or 66% of the total 12.41 exabytes shipped in Q2. This is 7% higher than the original forecast with shipment increases seen in all form factors and market segments.
Enterprise SSDs didn’t do so bad either, shipping 4.068 million units representing a total of 4.17 exabytes, or 34% of the total 12.41 exabytes shipped in Q2. This is a healthy 10% increase over Q1 with shipment increases seen in all [...]
When Crucial launched the MX300 a month ago, it was quite interesting as they decided to only launch the 750GB model and call it a “special edition” drive. Now, Crucial is expanding the MX300 lineup with 275GB, 525GB, and 1TB models to round out the lineup. The Crucial MX300 product sheet also has a 2TB and M.2 versions of the drive listed as well although that’s expected down the pipe.
The Crucial MX300 is Crucial’s newest SSD featuring a Marvell 88SS1074 controller and Micron’s 3D TLC NAND. With Crucial’s Dynamic Write Acceleration technology, the Crucial MX300 is able to achieve up to 530MB/s sequential reads and 510MB/s [...]