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Intel tips NAND strategy, reveals a surprise

Intel tips NAND strategy, reveals a surprise
2/4/2010 06:00 PM EST
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zman_tekinsil
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re: Intel tips NAND strategy, reveals a surprise
zman_tekinsil   2/10/2010 2:54:26 PM
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Time will tell if there is a deal. As for "..Intel CEO Otellini said, perhaps 1 year into the JV w/Micron when chip prices were collapsing that Intel would refocus on SSDs, particularly for the enterprise..." Intel's first market target is the handheld that was somewhat backed by Apple. If I recall, earlier Apple injected some money to Intel's NAND Flash.

Volatile Memory
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re: Intel tips NAND strategy, reveals a surprise
Volatile Memory   2/10/2010 2:44:40 AM
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Ooops, so is Micron stupid or did they make some side deal with Intel?

mark.lapedus
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re: Intel tips NAND strategy, reveals a surprise
mark.lapedus   2/6/2010 8:22:30 PM
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Hi. I received this e-mail from Steve Myers, a partner for Japaninvest: Intel CEO ''Otellini said, perhaps 1 year into the JV w/Micron when chip prices were collapsing that Intel would refocus on SSDs, particularly for the enterprise. They have had some controller issues but have been systematically learning a lot about NAND's peculiarities and how to handle them. The controller has a tough task which will get tougher with x3 and eventually x4 parts. In any case, I think Intel is correct in thinking there is more money in NAND working together as an SSD than in NAND as a few chips for a USB drive. Simple redundancy and a bus interface suffice for the latter.''

resistion
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re: Intel tips NAND strategy, reveals a surprise
resistion   2/5/2010 4:30:48 PM
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It is a bit ironic that Flash-based SSD's currently fail to gain wins over HDDs due to cost and reliability. This is in a way the same reason why PCM or other alternative memories fail to win over Flash. Also, not every SSD vendor makes its own DRAM. This I think gives mainly Samsung and possibly Micron some advantage.

zman_tekinsil
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re: Intel tips NAND strategy, reveals a surprise
zman_tekinsil   2/5/2010 3:49:52 PM
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Good observation from Fan of ECD: "...Intel is smart enough for trying to get rid of the money-losing NOR thing, while Micron is stupid ...". I have been following the Flash memory at Intel, including the PCM. I was also looking closely at some people in these businesses. It is sad that that these people did not chose another vocation when Intel jetisoned its NOR business!

Volatile Memory
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re: Intel tips NAND strategy, reveals a surprise
Volatile Memory   2/5/2010 5:06:49 AM
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So, are you saying that Intel is smart enough for trying to get rid of the money-losing NOR thing, while Micron is stupid enough to want it?

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