網路城邦
回本城市首頁 pascal
市長:ACC  副市長:
加入本城市推薦本城市加入我的最愛訂閱最新文章
udn城市生活時尚收集嗜好【pascal】城市/討論區/
討論區不分版 字體:
看回應文章  上一個討論主題 回文章列表 下一個討論主題
NAND Flash Important to Both Intel and Micron
 瀏覽1,774|回應5推薦0

ACC
等級:5
留言加入好友

NAND Flash Important to Both Intel and Micron

October 12, 2010

Summary

This articles discusses the comment by an industry analyst that Intel and Micron may be parting ways in the NAND flash memory business.  He believes that Intel will get out of NAND flash with Micron continuing to invest in the NAND flash technology and fabs.

Analysis

1. Although there is always a possibility that Intel will decide to get out of NAND flash in a manner similar to how it got out of other memory technologies including NOR flash and DRAM, I believe they will stay in the joint venture.  NAND flash is important to not only the SSD business, but may also become important to Intel in the mobile chip set  and wireless business's.

2. It is important to recognize that the dominant players in NAND flash are Samsung and Toshiba/SanDisk each of which have market shares in the 35% range.  The other players in this market Hynix, Intel/Micron each have market shares under 10%.  This is not to say that Intel/Micron does not have industry leading product, particularly with their announcement of 25 NM NAND flash.

3. Another key market segment that uses NAND flash where both Intel and Micron participate heavily is in memory used in notebooks, sub notebooks, and IPAD like computing devices.  It is hard to imagine that both of these firms would not like to offer more of the total semiconductor content to their customer base.

4. With all this being said, it is still possible that Intel will abandon the flash memory business figuring that they have bigger fish to fry, and may be able to arrange supply agreements

http://www.glgroup.com/News/NAND-Flash-Important-to-Both-Intel-and-Micron-50962.html

回應 回應給此人 推薦文章 列印 加入我的文摘

引用
引用網址:https://city.udn.com/forum/trackback.jsp?no=65204&aid=4219636
 回應文章
GG of DRAM
推薦0


貓貓咬一口
等級:5
留言加入好友

 

corruption

回應 回應給此人 推薦文章 列印 加入我的文摘
引用網址:https://city.udn.com/forum/trackback.jsp?no=65204&aid=5517352
NAND Flash's price is keep going down
推薦0


Panzerlied
等級:5
留言加入好友

 
and taiwan's economics situation is going the same direction,too.
回應 回應給此人 推薦文章 列印 加入我的文摘
引用網址:https://city.udn.com/forum/trackback.jsp?no=65204&aid=4866913
有看沒有懂..哈哈
推薦0


可可愛跳舞
等級:5
留言加入好友

 
還是來say hello 一下
回應 回應給此人 推薦文章 列印 加入我的文摘
引用網址:https://city.udn.com/forum/trackback.jsp?no=65204&aid=4813396
hi
推薦0


貓貓咬一口
等級:5
留言加入好友

 
happy new year
回應 回應給此人 推薦文章 列印 加入我的文摘
引用網址:https://city.udn.com/forum/trackback.jsp?no=65204&aid=4779895
NAND Flash's future is bright
推薦0


Uath
等級:5
留言加入好友

 
But due to the stupid of president of roc. taiwan won't benefit by the important product.
回應 回應給此人 推薦文章 列印 加入我的文摘
引用網址:https://city.udn.com/forum/trackback.jsp?no=65204&aid=4692585