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 RRAM, 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. 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 collapsed. When will it recover and who will be the winner after recovery

But the US is still doing 10s of Billions in business in China and doesn't plan to change .... How is that?

Can Intel survive the market share loss? Can they build a foundry business? how big?

Call text or email for updates and see presentations

Lots of announcements and hype? will we see real money to make a difference in the US semiconductor business? Who gets the money and when?