MKW Ventures Consulting

• Providing expertise in Market Analysis, Manufacturing, Competitive analysis, Business Development, and Technology/Cost assessment to memory companies, Storage OEMs, ODMs, datacenter companies and customers, and Investment Analysts.
• HBM High Bandwidth Memory Roadmap, Costs, and Volume Ramp
• NAND memory cost today and in 3-5 years for all companies and all technologies
• MRAM, and RRAM, FeRAM costs and products today, in 3, 5, 10 years
• DRAM Technology, Cost, and Markets
• Memory Requirements for AI Artificial Intelligence (weighting factors and speed)

• 25+ years in experience with some of the largest technology companies in the world as well as start-up projects gives you examples and experience to draw from with minimal cost.
• Intel Capex and fab expansions plans (reality vs hype). 
• Intel Competitiveness in Foundry. How do they compare to TSMC Will they succeed?
• How will AMD vs Intel Competition end?
• Why are TSMC, Nvidia, Google Apple, etc more successful than Intel, Global Foundries, IBM, Dell
• China semiconductor fabs and markets. Why ALL trade wars are bad for EVERYONE

Memory market  is recovering...... Profitable now as predicted a year ago

Intel Q2 2024 Earning report did not go well. Intel is trading at extreme low due to 

no revenue growth and unsustainable spending. All this was predicted. Read our report

on what happens next. Layoffs, Fab delays, reorganization

HBM Memory market and costs are updated and we are presenting at FMS 2024.

When will the HBM market have a correction

Call text or email for updates and see presentations