WDC gave keynote talks by Alper Ilkbahar and Siva Sivaram at the 2023 FMS. In the first talk they discussed their CMOS Bonded Array technology where they create separate wafers for the NAND flash ...
Western Digital benefits from AI-driven demand, with 75% revenue growth—outperforming the sector median by 8.3x. Read why WDC ...
A lot has happened since our last note on Micron; reports of weaker data center capex spending, the CAC announcing its investigation, and Samsung pledging to cut memory chip production. We remain ...
Bottom line: The NAND flash industry is facing mounting pressure due to a combination of weak demand, oversupply, and declining prices. This challenging market environment has persisted throughout the ...
NOR flash memory is evolving much in the same way as its cousin, NAND flash: 3D NOR is on the horizon and poised to boost memory densities and dramatically enhance designs. Evolving electronic systems ...
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