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
• MRAM, and RRAM, FeRAM costs and products today, in 3, 5, 10 years
• DRAM Technology, Cost, and Markets
• HBM High Bandwidth Memory Roadmap, Costs, and Volume Ramp
• Memory Requirements for AI Artificial Intelligence
• HDD costs today and in the future

• 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...... 10%+  price increase this quarter and the recovery next two quarters will be dramatic. We can prevent this wild fluctuation in the future

Can Intel survive the market share loss? Can they build a foundry business? how big? we have models for revenue and the outsourcing Intel will do to TSMC (it is large)

Call text or email for updates and see presentations

The government is not surprisingly slow at approving projects. But we interviewed some top semiconductor company people and found that they have already banked money from the Chips act. It turns out that it works different than most people think.... ask us for more info