Reports and Presentations

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Q4 2023 MKW VENTURES OVERVIEW (pdf)

CHIPS ACT FEB 2024 (pdf)

memory market update dec 2023 (pdf)

hbm memory forecast dec 2023 (pdf)

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

ISSCC 2023 PRESENTATIONS and ZOOM (pdf)

Memory Market ZOOM Feb 2023 (pdf)

Intel Business Roadmap ZOOM Feb 2023 (pdf)

Memory Market Past and Future (pdf)

Intel Q4 2022 Earnings and Future Scenarios (pdf)

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

Intel Foundry: What will Actually Happen (pdf)

A New Scenario for Emerging Memories and Markets (pdf)

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

Emerging Memory Product Lifecycle (pdf)