The DRAM industry is a long time consolidating. Steve Appleton, CEO of Micron, says, earlier this week, he expects consolidation. He probably has his eye on Nanya with whom Micron shares a joint development agreement and a jv in Inotera.
Commercialisation of Unity Semiconductor's CMOX passive rewritable crosspoint memory array has been postponed until 2014-2015.
Old memory technologies are reluctant to die. Last week, IBM announced advances in 40 year-old phase change memory; this week, Toshiba and Hynix announce another push on 20 year-old MRAM.
The interesting thing about IBM's announcement of a two-bit-per-cell phase change memory last week is that IBM is still pursuing phase change memory.
There's been an awful lot of speculation over the supply of NAND - now someone's stuck their neck out - JP Morgan says supplies will be down by around 30% by mid-May.
Is the DRAM slump over? Speculative buying in advance of the Chinese New Year has pushed the DRAM spot price sharply higher.
What on earth is going on at IM Flash - the NAND joint venture between Micron and Intel?
Magnetic RAM, Cross-Bar, Trapped Charge, Ferroelectric are all non-volatile memory technologies which I've heard of but, until yesterday, I hadn't heard of an antifuse-based NV memory.
Just as NAND prices fall, Toshiba, the No.2 producer, announces it will invest $5 billion investment in its semiconductor operation for the fiscal years 2010, 2011 and 2012, with the main part of that going to the fifth NAND fab on its
Poor Old Numonyx, it never stood much of a chance. It was formed from two loss-making businesses and was still making losses when it was sold, today, to Micron.
Want to buy a DRAM company? Want a hole in the head? You'd think it's a no-brainer, but Credit Suisse wants purchase offers in for Hynix before the end of next week.
Is this the year Toshiba finally achieves its ambition of beating Samsung into second place in the NAND flash market?
NAND scaling has already extended further than expected, but the search for alternative non-volatile memories continues apace. At ISSCC 2010 in
The Koreans aren't called 'The Italians of Asia' for nothing. If anyone was going to get over-excited by shortages in semiconductor supply, it was likely to be the Koreans. Right on cue, Hynix said yesterday it would increase capex 130% next year - a rise from $1 billion to $2.3 billion.
It was interesting to meet the CEO of Numonyx, Brian Harrison, at IEF 2009 earlier this week. Why? Because Numonyx is bringing out a Phase Change RAM and Phase Change RAM is, like wafer scale integration and the universal memory, a bit of an industry joke.
A memory technology to beat all memory technologies has been developed by the Lawrence Berkeley National Laboratory and the
A Terabit memory chip in six years? That's ahead of the ITRS, ahead of
Great to see a new memory technology emerge. This is the sort of stuff which used to make the semiconductor industry constantly exciting and, true to the tradition of new US semiconductor technologies, the new CMOx memory technology, pioneered by Unity Semiconductor, has come from an American venture capital-backed start-up company.
In February I did a post musing on whether phase-change memory is ever going to happen, or if it is a sort of Techno-Ponzi scheme for boosting your share price, persuading your management into investing R&D funds, or for wooing VCs.
Freescale has kicked off the jolliest wheeze for years with semiconductor companies buying back their debt for a fraction of its par value. The latest to do this is the Taiwanese DRAM company ProMOS Technologies which has paid off its convertible bondholders for 25 cents on the $.
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