Apple instead picked Japan's Toshiba, Elpida Memory and Korea's SK Hynix to supply DRAM and NAND chips.
Micron Technology CEO Mark Durcan said he expects the market for chips that store files in mobile devices to improve in the first half of 2013 as manufacturers rein in supply increases.
Micron Technology has acquired Intel's 18% interest in IM Flash Singapore and the assets of IM Flash Technologies located at Micron's Virginia wafer fab. At the same time the scope of the JV between Intel and Micron has been expanded to include certain emerging memory technologies and Intel has prepaid US$300 million against future purchases of NAND flash memory.
LSI has announced several demonstrations of its SandForce SF-2000 flash storage processors using Toshiba 19nm and Intel 20nm NAND flash memory - the most advanced flash memory technology currently available for SSD applications.
Spansion's five-year technology roadmap includes 1Gb-8Gb SLC NAND solutions on 4Xnm technology today, 3Xnm technology by end of 2012 and 2Xnm in 2014.
Intel and Micron Technology have entered into agreements to expand their NAND flash memory joint venture relationship. The agreements include a NAND flash supply agreement for Micron to supply NAND products to Intel and agreements for certain joint venture assets to be sold to Micron.
"Industry experts - even the best ones - are often shortsighted, and sometimes outright wrong," said Eli Harari at ISSCC on Monday. "And therefore, perseverance in the face of naysayers sometimes does pay off. And in the case of NAND, big-time."
As the circuitry of NAND flash-based, solid-state drives shrinks, performance drops precipitously - meaning the technology could be doomed, according to new research.
Marvell Friday launched what it's calling the industry's first PCI Express (PCIe) NAND flash controller, which it describes as a building block that allows solid state drive (SSD) and system manufacturers to scale products up or down in capacity and performance using commodity hardware.
20nm seems to be the new cutting-edge process for memory production, but Intel and Micron might be surprised to find Hynix has just surpassed them. The Korean manufacturer has used the IEDM to announce it has managed to manufacture middle-1Xnm-generation NAND flash.
Micron Technology is seeking Taiwanese partners to supply solid-state drive (SSD) controller chips to cope with the company's expansion in NAND memory chips in 2012, an executive said yesterday.
Viking Technology has launched the ArxCis-NVTM DRAM memory module, which the company said can automatically detect I/O interrupts and back up data to NAND flash prior to an outage.
Fusion-io has released the first upgrade to its in-server NAND flash card, the ioDrive2, doubling the card's speed, bandwidth and density, while maintaining its resiliency and endurance.
While many experts have expressed doubts about the ability of flash memory to scale and indicated the need for an alternative non-volatile memory technology, Hynix has just gone ahead and produced a 15nm NAND flash memory cell which it plans to unveil at this year's International Electron Devices Meeting (IEDM).
Texas Memory Systems, best known for its pricey, yet extremely high-performance NAND flash-based storage arrays, has introduced a new system that it said competes with Tier 1 hard drives on a price-per-gigabyte basis.
A Wall Street analyst has predicted that Intel may acquire Micron Technology as the move would diversify its product offerings.
International Bussiness Times
SandForce has announced the first public demonstration of its SSD controllers working in concert with Toshiba's 24nm MLC NAND flash for SSD applications. SandForce also revealed that to data, it has shipped well over two million SSD controllers.
Toshiba and SanDisk on July 12 celebrated the opening of Fab 5, the third 300mm wafer NAND fabrication facility at Toshiba's Yokkaichi Operations in Mie Prefecture, Japan.
IM Flash Technologies, the NAND flash memory joint venture between Intel and Micron Technology, is expanding its operations in Lehi, Utah, and adding 200 jobs, according to a statement issued Monday (June 20) by Utah's Governor and the state's economic development office.
Code-named Lyndonville, the 710 will be available in 100GB, 200GB, and 300GB capacities, and use MLC NAND flash storage. The 720 Series, or Ramsdale, will be the first Intel SSD line to use PCI Express (at least a PCIe x8 slot) as the interface instead of SATA...
Shares of NAND flash drive maker SanDisk are off by US$1.68, or 3.4%, at US$47.31 after the company reported revenue and earnings per share for 1Q slightly ahead of expectations and said Japan's disaster would not derail its earnings outlook for the year.
Intel and Micron Technology will make an announcement about NAND flash on April 14. The companies have not disclosed the details. "I believe that they will announce the finalization of their Singapore agreement-IMFS-that will bring up 25nm first and then 20nm later," said Alan Niebel, CEO of Web-Feet Research.
IM Flash Technologies (IMFT), Intel and Micron's joint venture, released 25 nanometer (nm) circuitry a little over a year ago. In the next few weeks, IMFT plans to annouce 20nm NAND flash chip production.
Japan's biggest-ever earthquake halted production briefly at Toshiba's chip plants on Friday and could delay crucial shipments. Toshiba and SanDisk share cutting-edge facilities in Yokkaichi, where they make NAND chips increasingly in demand by Apple and other mobile device makers.
Fusion-io, a maker of NAND flash memory cards that enhance the performance of data center servers, has announced that it plans an initial public offering it hopes can raise US$150 million.
"We are excited to complete the transition to the next generation 2Xnm NAND components which reiterates our strategy of producing high performance SSDs at the most attractive price point available for consumer applications," said Ryan Petersen, CEO of OCZ Technology.
The profit gain was largely due to "a significantly improved performance in electronic devices, driven mainly by the return to profit of the LCD business and demand expansion in NAND flash memories," Toshiba said in a statement.
AFP (via Google)
Intel was expected to be a capital spending and production partner in the Singapore fab. However, Intel "is not participating" in terms of capital spending in the Singapore fab, said Micron CEO Steve Appleton. Still, over time, analysts said that Micron will go it alone in NAND and without its partner, Intel.
Micron Technology said it expects prices for NAND to drop another 10% in the current quarter but pointed to signs of improvement as demand for the chips used in smartphones, tablets and solid-state hard drives grows.
The upgrade reflects improving 2011 prospects for NAND flash memory demand, driven by tablets, smartphones and solid-state drives. The improving demand picture offsets concerns about higher supply due to new NAND fabs from Samsung, Toshiba and Micron expanding production in 2011.
Micron says some flash controller jobs are going to migrate down stack towards the NAND chips, freeing up controller manufacturers from chip-dependent work they shouldn't be doing. It sees low-level flash controllers developing and taking on error management, taking this job away from existing NAND controllers.
ASML now expects fourth-quarter bookings to be above two billion euro. "NAND flash memory investments for the high volume ramp of new technologies and foundry/logic commitments for new strategic fab projects are driving brisk lithography demand for 2011..."
Toshiba's shipments of NAND flash memory chips may fall as much as 20% in January and February because of a power outage at a plant, the company said.
Bloomberg (via Businessweek)
For 2011, the fab tool growth will be driven by foundry and NAND to offset a "pause in DRAM" ...
Shares of SanDisk jumped Monday after a Robert W. Baird analyst upgraded the stock, projecting better prices for the company's flash memory cards heading into next year. The analyst even predicted there could be NAND shortages in the second half of 2011.
AP (via Business Week)
The sale of new tablet PCs and smartphones with solid-state storage technology is compensating for weak demand for memory cards and USB flash drives, and has led to a 17% quarter-to-quarter increase in NAND flash shipments and an average price drop of about 9%.
The Nikkei business daily recently reported that the resistive random access memory chip to be developed by Elpida and Sharp could write data 10,000 times faster than NAND flash memory technology, while consuming less power. The next-generation memory chip is expected to be commercialized around 2013.
Marketwatch.com (Dow Jones)
OCZ Technology is teaming up with SandForce to deliver exceptional new SSD products that leverage SATA3 and cost-effective NAND flash components. OCZ is set to begin sample distribution to current and potential clients in the fourth quarter of 2010, with mass production beginning in the first quarter of 2011.
One analyst says yes, saying that Micron is going it alone in NAND and without Intel. Intel is not commenting, saying the analyst is only speculating without hard data.