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 

Trade war incited by random tariffs are hurting the economy. What should companies

do in order to deal with this. Reminder, the tech industry is built on free trade. There are things

the US cannot do that China and Taiwan can. There are things the US does well that rely on tech from 

China. It all get damaged with trade issues.  

In a downturn, Intel could end up with potentially fatal financial risks. How will the new CEO fix

the issues? Will foundry survive?

Call text or email for updates and see presentations