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
• 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
• Intel Competitiveness in Foundry. Will they succeed

Emerging Memory: No new memories are Emerging. What is the revenue projection for the next 10 years

China Trade: People say that the US is banned from doing work in China. But the US is still doing 10s of Billions in business in China and doesn't plan to change .... How is that?

Intel Foundry commitments to new Fabs keep growing..... But is the business there and when will Intel run out of cash. 

Call text or email for updates and see presentations

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.