Our Services

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.
HBM High Bandwidth Memory Roadmap, Costs, and Volume Ramp
Memory Needs for the AI Artificial Intelligence Era including HBM
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

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