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Intel’s Losses Amid Others’ Gains
Why has Intel’s NVM Solutions Group (NSG), the owner of the company’s NAND flash, SSD, and 3D XPoint businesses, been losing money during a time when all other manufacturers are more profitable than...
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SPIE Advanced Litho Conference: Artificial Intelligence and a Lot of Chemistry
I attended a bit of the SPIE Advanced Lithography conference in San Jose this week. This show is different from my normal fare, since The Memory Guy isn’t all that smart with process technology....
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More New Objective Analysis Briefs Available
This week five more Objective Analysis Briefs have just become available. This handful covers commonly held myths and the basic underpinnings of semiconductor market cycles. All are drawn from the...
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This Week’s Round of Objective Analysis Briefs
This week’s newly-published Objective Analysis Briefs have just been released. These five cover business strategies (Intel, WDC, and Everspin), policy issues, and quantum computing – quite a variety!...
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Five More New Briefs Published
Today, Groundhog’s Day, Objective Analysis is publishing another five of our Objective Analysis Briefs, rounding out 2022’s total of new documents to 20. This week’s set covers even a more diverse...
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New Briefs: Strategy, Policy, & World Events
This week Objective Analysis has introduced five briefs that fall into three categories: Business strategies (Samsung, Kioxia, and Intel), government policy (US against SMIC), and world events (COVID)....
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Five New Briefs: YMTC, SK hynix, Intel, and a Forecast
As we have been doing since mid-January, we introduce another five of our Objective Analysis Briefs this week, bringing the total this year to 35. This week’s release covers three companies, YMTC, SK...
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More New “Brief” White Papers Published This Week
As we have every week since January, this week Objective Analysis published another handful of our white papers, which we call “Objective Analysis Briefs”. This week’s set covers a very diverse range,...
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Tectonic Change Coming to Chip Production
Every so often a new idea comes into an established industry from an unexpected direction and creates a dramatic change to the way that the industry operates. In today’s post The Memory Guy will...
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How the Chip Shortage Impacts Memories
There’s been a lot of talk in the press for over a year about the chip shortage, but this isn’t something that I have written about in The Memory Guy. My coverage of the shortage has been limited to...
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