Micron – SemiAnalysis

Memory Oligopoly Woes – Micron Says They Will Not Increase Wafer Output In DRAM Or NAND For The Foreseeable Future

September 29, 2021September 29, 2021 Dylan Patel 0 Comments

Short term risks related PC inventory/sales and weak China mobile sales weigh on the short term, but Micron is flexing the oligopoly muscle long term!

China Micron NAND Samsung

The Impending Chinese NAND Apocalypse – YMTC 128 Layer NAND Is The First Semiconductor Where China Is Technologically Competitive

September 28, 2021September 28, 2021 Dylan Patel 5 Comments Intel, Kioxia, Micron, NAND, Samsung, SK Hynix, Western Digital, YMTC

YMTC 128 Layer NAND is the first semiconductor where China is technologically competitive with the leading edge firms from the Western sphere of influence.
Yields are improving and the 2nd fab is being filled with equipment. Once that milestone is reached, the 3rd and 4th fab will be built simultaneously.

Micron NAND Texas Instruments

Micron Sells 3D X-Point Lehi, Utah Fab to Texas Instruments For $1.5B

June 30, 2021August 3, 2021 Dylan Patel 0 Comments 3D X-Point, IMFT, Intel, Micron, NAND, Optane, Texas Instruments, X-Point

Micron to Sell Lehi, Utah, Fab to Texas Instruments for $1.5B.
This is the fab that was part of the Intel/Micron IMFT joint venture. It currently produces 3D X-Point and NAND memory. Intel will need to ramp Optane production at another fab like their New Mexico fab.