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
• Memory Needs for the AI Artificial Intelligence Era including HBM
• 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

• 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  has recovered. But now it is stalled with only HBM Booming 

Intel Q3 2024 Earning report was record losses and write offs after a terrible Q2. Then 

Pat Gelsinger resigned. We can give a estimate of what happens next and show you how to 

Track it with scenario modeling.

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

When will the HBM market have a correction (2025, or 2026?). When it corrects, it will be 

sudden and strong

Call text or email for updates and see presentations