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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.
Computerworld
Although more flash production capacity is coming online, SanDisk CEO Sanjay Mehrotra downplayed the risk that oversupply will hurt prices this year.
Reuters
Micron Technology has acquired Canon's interest in Tech Semiconductor Singapore for about US$121 million, according to filings with the Securities and Exchange Commission. Micron also seems to be taking the lead in its joint venture with Intel.
IdahoStatesman.com
"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.
Company release
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)
Officials with Micron Technology have said the company intends to break ground this year on a new 50,000-square-foot research facility at its main campus in Boise. At least half of the new building will be devoted to R&D of 300mm wafer microchips.
Bloomberg
Hynix Semiconductor said in a regulatory filing on January 6 that it plans 3.4 trillion won (US$3.03 billion) in facility investment in 2011.
Reuters
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.
EE Times
Toshiba will outsource fabrication of system chips to South Korea's Samsung Electronics, freeing up resources for its memory chip operations, the Nikkei business daily has reported.
Reuteres (via Extreme Tech)
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.
Reuters
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.
Forbes
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.
The Register
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..."
Company release
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" ...
EE Times
Micron and SanDisk are chief competitors of South Korean chip giants Samsung Electronics and Hynix Semiconductor in the memory-processor market.
Marketwatch.com (Dow Jones)
Micron Technology is investing US$56 million to expand its Manassas facility and bring 123 new jobs to the area, Virginia officials said Tuesday.
Washington Post
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)
Toshiba will shut its No.2 plant in Yokkaichi, central Japan, by the end of December and phase out low-end chips used in products such as memory sticks. The company will also farm out production of so-called logic chips next year to cut costs at a business that's "barely breaking even."
Bloomberg
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%.
Computerworld
Intel, Toshiba and Samsung Electronics will join hands to develop technologies that could more than halve semiconductor line widths to nearly 10 nanometers by 2016, the Nikkei daily reported.
Reuters
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.
Company release
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.
EE Times
"In the DRAM sector, Hynix, which focuses its production on 44-nano DRAM products, aims to finish its development of 38-nano products within this year for mass production early next year," a company spokesman said.
Korea IT News
In a nutshell, DRAM suffers from data and power concerns, NAND flash is plagued by reliability issues, and system integration is becoming more complex...
EE Times
The analyst do not expect a meaningful acceleration in enterprise SSD adoption in 2010, but his analysis suggests as system availability improves in the second half of 2010, shipments are set to grow dramatically in 2011.
International Bussiness Times
Violin Memory has introduced a 40TB capacity flash memory array for enterprises that uses multi-level cell (MLC) NAND and costs less than US$16 per GB.
The Register
"Memory fundamentals have slipped more rapidly than we had anticipated due to weak PC and consumer electronics demand," Auriga USA told clients, adding later: "It now seems highly likely that MU's gross margin will dip over the next several quarters as DRAM and NAND pricing continues to weaken."
The Street
Pliant Technology has introduced a new family of lower-cost, higher-capacity solid state drives (SSD) based on consumer-grade NAND flash memory but built for data center use.
Computerworld
As analyst Simon Dong-je Woo notes in a research report, TLC NAND pricing is down about 20% already in the current quarter. And he also reports that SanDisk has more exposure to TLC NAND than other players in the sector, accounting for 65% of the company's overall NAND chip sales.
Barron's
It took firefighters from Boise about a half an hour to put out the fire, which broke out in a building that helps support the company's development of solar panels.
AP (via Business Week)
Micron Technology has confirmed its support for the phase-change memory product line and R&D inherited when it acquired Numonyx in May 2010. But a company executive declined to give further details of its technology roadmap or how it plans to scale the technology below the 45nm node.
EETimesUK
"Apple and other OEMs have procured large volumes of flash, which has forced others to double book in order to get some of the allocation. This action cascaded into other markets especially NOR and serial NOR, where they became supply constrained and prices rose..."
EE Times
Toshiba has posted its second straight quarterly profit on rising chip demand, beating analyst estimates for a loss.
Bloomberg
Samsung in June announced plans to expand the capacity of its 12-inch chip plant in Austin with a US$3.6 billion investment, and hire 500 more workers there by 2011.
Austin Business Journal
Toshiba has started construction of Fab 5 at Yokkaichi Operations, its memory production facility in Mie Prefecture, according to the company. The chip vendor also announced it has signed primary agreements with SanDisk for a new joint venture to operate the new facility.
Company release
The company has estimated revenues grew 23-25% on quarter in the second quarter of 2010, a positive increase over the guidance previously provided that revenues would be up 10-20% sequentially.
Company release
The maker of high-speed memory chips changed its focus during a downturn, from retail to direct sales to device makers and sellers, and the company's shares have soared.
New York Times
Creditors rescued Hynix after it almost collapsed in 2001 under the weight of its debts. However, they have since struggled to find a local strategic buyer for Hynix, having excluded foreigners from the auction because of worries about sensitive technology information leaking outside of the country.
The Financial Times
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