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Reports
Consulting

Reports and Presentations

Summary of Consulting WOrk

Q3 2023 MKW VENTURES OVERVIEW (pdf)

Dec 2023/ IEDM 2023

memory market update dec 2023 (pdf)

hbm memory forecast dec 2023 (pdf)

7 Topics for Discussion at IEDM 2023 (pdf)

Flash Memory summit 2023

FMS 2023 BKMT-101-1 MEMORY MARKET DOWNTURN AND RECOVERY FILE (pdf)

2022-2023 Presentations and Blogs

ISSCC 2023 PRESENTATIONS and ZOOM (pdf)

Memory Market ZOOM Feb 2023 (pdf)

Intel Business Roadmap ZOOM Feb 2023 (pdf)

Memory market downturn and recovery

Memory Market Past and Future (pdf)

2023 Presentations

Intel Q4 2022 Earnings and Future Scenarios (pdf)

Dec 2022/ IEDM

Emerging Memories Are Done Emerging. What is the Market size (pdf)

Intel Foundry: What will Actually Happen (pdf)

FLASH MEmory Summit 2022 Presentations

A New Scenario for Emerging Memories and Markets (pdf)

Scaling and Cost Forecast for DRAM, NAND, and Emerging Memories (pdf)

2020 FLASH MEMORY SUMMIT

3D Xpoint Optane Media Memory Markets (pdf)

3D Xpoint in 2025 (pdf)

Annual Update on Emerging Memories (pdf)

Flash Memory Technologies and Costs Through 2025 (pdf)

2019 FLASH MEMORY SUMMIT

Annual Update on Emerging Memories (pdf)

Persistent Memories: Markets and Applications 2019 (pdf)

Markets for 3D-Xpoint 2019 (pdf)

MRAM Panel and Markets (pdf)

Emerging Memory Product Lifecycle

Emerging Memory Product Lifecycle (pdf)

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