3D NAND

When a major South Korean memory firm invests over $11 billion in a fab, that raises a couple of eyebrows. But when it comes within a major $100+ billion capital expenditure (CapEx) package, it certainly warrants some attention. Semiconductor business in general and memory business in particular are very cyclical in their nature. Just a year ago almost all chips were in short supply and prices of commodities like memory or display drivers were high, but now that sales of PCs are declining, memory prices are declining too. But several years down the road demand for PCs and other client devices will rise once again, and so will demand for memory. Which is why SK Hynix is already preparing for this with its Fab M15X...

Fire At Kioxia & Western Digital NAND Fab - Impact on Supply to be Minimal

Kioxia has reportedly informed its customers that a production tool at one of its fabs caught fire early on Tuesday. The fire was promptly extinguished and no casualties were...

6 by Anton Shilov on 1/8/2020

Samsung’s Fab in Hwaseong Suffers Power Outage

Samsung had to stop production of DRAM and V-NAND memory at its fab near Hwaseong, South Korea, due to power outage earlier this week. Damage caused by disruption of...

48 by Anton Shilov on 1/2/2020

AnandTech Year In Review 2019: Solid State Drives

In 2019, flash memory prices have leveled out and have even crept back upward a bit, and new technologies have been slow to roll out, although we are currently...

42 by Billy Tallis on 12/31/2019

Kioxia: 3D Stacked Storage Class Memory, like 3D XPoint, Isn’t the Future

One of the key battlegrounds of the next decade is going to be storage: density, speed, and demand. Naturally all the major players in the space want to promote...

23 by Dr. Ian Cutress on 12/30/2019

Samsung to Expand 3D NAND Fab in China

Samsung reportedly plans to invest billions of dollars to expand its 3D NAND production facility in Xian, China. If the company proceeds with the plan, bit production capacity of...

5 by Anton Shilov on 12/17/2019

Macronix to Start Shipments of 3D NAND in 2020

Macronix, a Taiwan-based manufacturer for special-purpose memory solutions, will start volume shipments of its own 3D NAND memory in the second half of next year. The company will become...

3 by Anton Shilov on 12/11/2019

NAND Flash Revenue Peaks in Q3 Amid Production Cuts & Outages

Despite cuts in wafer starts by almost all NAND producers, and even disruptions in Kioxia (former Toshiba Memory) and Western Digital's fab operations, analysts estimate that bit shipments of...

10 by Anton Shilov on 12/4/2019

SK Hynix Sampling 128-layer 3D NAND SSDs

SK Hynix announced this week that they have started sampling products based on their 128-layer 3D NAND flash memory, which will soon start showing up in end-user devices. A...

9 by Billy Tallis & Anton Shilov on 11/21/2019

Kioxia Expands Automotive Grade eUFS Lineup: 512 GB for Extreme Conditions

Kioxia (formerly Toshiba Memory), has expanded its lineup of embedded UFS (eUFS) storage with a 512 GB device based on the company’s BiCS 3D NAND flash. The chip is...

5 by Anton Shilov on 11/15/2019

Western Digital Begins Shipments of 96-Layer 3D QLC-Based SSDs, Retail Products

Western Digital announced this week that it has started shipments of its first products based on 3D QLC NAND memory. The initial devices to use the highly-dense flash memory...

28 by Anton Shilov on 11/1/2019

Micron: 128-Layer 4th 3D NAND with RG Architecture Coming Soon

Micron has taped out its first 4th Generation 3D NAND memory devices with its new replacement gate (RG) architecture. The tape out confirms that the company is on track...

10 by Anton Shilov on 10/4/2019

Goke Unveils Toshiba XL-Flash-Based NVMe SSDs: Ultra-Low Latency

Goke Microelectronics has introduced its new NVMe SSDs based on Toshiba’s XL-Flash NAND memory. The new drives are aimed at applications that require an ultra-low latency as well as...

8 by Anton Shilov on 10/2/2019

YMTC Starts Volume Production of 64-Layer 3D NAND

Yangtze Memory Technologies Co. (YMTC) this week said that it had started volume production of its 64-layer 3D NAND memory that uses its proprietary Xtacking architecture. The bhips were...

4 by Anton Shilov on 9/5/2019

Micron’s Fab 10 Expansion Completed: 96-Layer 3D NAND Production Starts in 2019

Micron this week hosted a grand opening ceremony of its Fab 10 Expansion in Singapore. The new cleanroom is not expected to increase the company’s production capacity in terms...

21 by Anton Shilov on 8/16/2019

Toshiba Launches XL-FLASH 3D SLC NAND

Last year at Flash Memory Summit, Toshiba announced XL-FLASH, a specialized low-latency SLC 3D NAND flash memory that is their answer to Samsung's Z-NAND (and to a lesser extent...

16 by Billy Tallis on 8/5/2019

Western Digital: Nearly All NAND Capacities Resumed Normal Operations

Western Digital and its manufacturing partner Toshiba Memory Co. (TMC) had managed to resume normal operation of almost all of their joint production lines at their Yokkaichi Operations campus...

31 by Anton Shilov on 8/1/2019

SK Hynix NAND Update: 3D NAND Output Cut, Slowdown Capacity Expansions

SK Hynix said that it would cut wafer starts of 3D NAND in the coming months more aggressively than it originally anticipated earlier this year. Besides, the company will...

14 by Anton Shilov on 7/26/2019

Western Digital Unveils IntelliFlash N5100: An Entry-Level All-Flash Storage System

Western Digital has introduced its most affordable NVMe all-flash storage array, the new IntelliFlash N5100. The device offers up to 92 TB of raw NAND flash using SN200 NVMe...

17 by Anton Shilov on 7/19/2019

Toshiba & WD NAND Production Hit By Power Outage: 6 Exabytes Lost

Toshiba Memory and Western Digital on Friday disclosed that an unexpected power outage in the Yokkaichi province in Japan on June 15 affected the manufacturing facilities that are jointly...

150 by Anton Shilov on 6/28/2019

Micron: Shipments of 3D QLC for SSDs Nearly Double QoQ as Wafer Starts Cut Again

Micron was among the first companies to start mass production and shipments of 3D QLC NAND, so it is not surprising that at present it is among the leading...

11 by Anton Shilov on 6/28/2019

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