We will have multiple presentations at Flash Memory Summit Aug 8-10 2023
Text to set up meeting in person or by Zoom
First Presentation: BKMT-101-1, Tuesday 830AM Room GAMR1
2023 Memory Downturn, Recovery, Causes and Effects
We show the cause and effects of the current downturn in
the memory markets. This downturn includes the first YoY decrease in bit sales
in market history and massive losses by memory companies.
The data will show that this was not due to massive consumer
market collapse but due to excessive inventory and unreasonable planning by
memory companies. The end result will be that total bits shipped 2020-2023 will
be the SAME amount we predicted in 2019. Unfortunately, the price collapse
caused by excessive supply is lost income for the memory companies that cannot be
recovered
When will it recover? What will the recovery look like? How can we take simple steps to prevent this in the future? We have the answers!
Second Presentation OMEM-201-1. Wednesday 830AM Ballroom E
Emerging Memory: The Calm After the Storm
“Emerging memories” are not really emerging. Some are here.
Some have peaked and are now planning their way out. Some are in research but are 10
years from revenue. They are also not “disruptive memories”. They are not
replacing DRAM or NAND. Maybe NOR ... but no Christensen effect coming soon
We now have a calm after the “Optane”, “replace NAND”, “replace DRAM” storm.
MRAM, ReRAM, PC-RAM, FeRAM are here today. They have applications
where they are optimal and where they can grow. The technologies are being integrated
into foundry processes. With Chiplet technology, you can put them on a module
and flex the amount of memory used. What are the best uses and most cost
effective applications? We present some ideas.
Revenue from “Emerging memory” will never be $30B+ as predicted
by some other analysts. it will be 10x smaller than that. Specific applications will allow revenue to steadily
grow to over a billion in the next several years.
Contact Mark to set up in person or zoom meetings to discuss
Memory Markets and Emerging Memory
Mark Webb
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