Monday, August 4, 2025

MKW Ventures Consulting at FMS Conference this week


  We are at Future of Memory and Storage Conference in Santa Clara This week. Please text to set up meetings or discussions. 




 We have two Presentations this week plus the Experts Table night.


1) Future Scenarios for Emerging Memory Markets

OMEM-202-1: Emerging Memory Technologies. Wed 8/6 9:45AM

We show the status today for memories (RRAM, MRAM, PCM, FRAM) and what will happen in the near future. Spoiler alert, There is only one new memory that COULD be an major impactor in the next 3-5 years. We show how to monitor progress on all memories.


2) HBM Memory Future: Technology, Cost, and Market Size

DRAM-302-1: HBM: DRAM's Bright Future. Thursday 8/7 9:45

We will show HBM market growth predictions and Scenarios, Technologies and Costs. Also show how to detect and respond when the market corrects and the hype turns negative


In NON-MEMORY areas. We are sharing models with clients for how Intel corporation can rebuild into a new successful company and how our predicted scenarios for Intel Foundry played out. The new Intel CEO will re-make Intel into a new company, not try to reclaim the 1990s Intel. We can review how this will play out for Intel


See all our presentations and data at www.mkwventures.com


Mark Webb

www.mkwventures.com


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