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.
• NAND memory cost today and in 3-5 years for all companies and all technologies
• 3D XPoint/Optane, MRAM, and ReRAM, FeRAM costs and products today, in 3, 5, 10 years
• DRAM Technology, Cost, and Markets
• HDD costs today and in the future
• Realistic Market projections for all storage products
• MRAM and ReRam technology and cost analysis

• 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. Will they succeed
• China semiconductor fabs and markets
• How will Chips act affect investment in the US

OMEM-201-2 held on Wednesday morning, 9:45-10:50am in Ballroom C

Scaling and Cost Forecast for DRAM, NAND, and Emerging Memories

Everything you ever wanted to know about every memory cost through 2030!

OMEM-202-2 held on Wednesday afternoon, 4:45-5:50pm in Ballroom C

A New Scenario for Emerging Memories and Markets

Optane is dead. what do MRAM, ReRAM and new memories need to do to survive? 

there are only 3 choices!

Intel Finally announced that Optane is being cancelled. What does this mean for the rest of the industry. Intel cannot license it or allow others to make the products due to complex IP issues. What are the next steps

Congress passed the Chips and Fabs act. This is very good overall and allows the US to be competitive with other countries to get fabs built. Unfortunately most of the spending will not help build fabs and the requirements from the government may still cause the US to be a backup plan for new fabs. Contact us to see how other countries are far more efficient at incentives than the US.