Articles about Micron

Micron scrambling up wall of revenues pit

Micron has reversed its downward trend and pulled off a fourth fiscal 2016 quarter with increased revenues and decreased losses. The mainly DRAM and flash foundry company reported revenues of $3.22bn, up 11 per cent on the preceding quarter but 11 per cent down on the year; there is still a ways to go. The net loss was $170m, …
Chris Mellor, 5 Oct 2016

Why XPoint SSDs won't meet original speed claims: A guide

Comment Objective Analysis analyst Jim Handy has come up with a theory which he claims explains why Intel and Micron’s 3d XPoint memory will not meet its original performance claims. As Intel marketing droids have said, there is a difference between raw media access latency and SSD product access latency. Handy takes a (heh heh) handy …
Chris Mellor, 29 Sep 2016

Intel XPoint over-selling criticism surges as Chipzilla hits back

You might have noticed that El Reg has suggested Intel and Micron’s non-volatile XPoint memory claims are a tad overblown – for example here and here. Now Charlie Demerjian is giving Intel a good kicking in SemiAccurate, alleging the original claims were inaccurate and that “Intel’s Xpoint is pretty much broken”. For example, …
Chris Mellor, 22 Sep 2016

US Patent Office sued after it declared a power outage a 'national holiday'

A patent-holding company is suing the US Patent and Trademark Office (USPTO) claiming an administrator's decision to extend filing deadlines has led to its patents being challenged in court. Elm 3DS Innovations says that the USPTO was acting outside its authority last year when, following a three-day blackout at its Washington …
Shaun Nichols, 18 Aug 2016
Sprint

Pivot3 positions itself for possible IPO

Is an IPO being planned? Hyper-converged system supplier Pivot3 says it had record growth in the first half of 2016, with a 103 per cent revenue increase and more than 400 new customers, and has hired a new CFO. Bill Stover has been appointed Pivot3's finance head. Mike Dansby was the prior CFO, serving from June 2014 to July …
Chris Mellor, 13 Aug 2016
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Seagate's flash advice: Don't buy the foundry when you can get the chips for cheap

Analysis As well as launching several new flash products, Seagate revealed the four pillars of its flash product strategy at the August 9-11 Flash Memory Summit in Santa Clara. These were: Foundry independence Essential IP for system-wide use of flash Portfolio expansion Top-level cloud supplier Let's have a waltz around the …
Chris Mellor, 12 Aug 2016
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Intel overhyping flash-killer XPoint? Shocked, we're totally shocked

+Comment XPoint will substantially undershoot the 1,000-times-faster and 1,000-times-longer-lived-than-flash claims made by Intel when it was first announced – with just a 10-times speed boost and 2.5-times longer endurance in reality. This became clear when Micron presented details of its QuantX-branded XPoint memory technology at the …
Chris Mellor, 12 Aug 2016
Poison pill

Micron sets a canary to watch over its stock in case of takeover

A filing in the Securities Exchange Commission has set the hounds running on speculation that Micron Technology is the latest takeover target in the ongoing consolidation of the chip business. The filing, in the arcane language of SEC documents, gets to the point in this statement: “[N]o person will become an Acquiring …
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Intel's non-volatile memory is firmly in non-growth territory

Analysis Intel's non-volatile memory product revenues are diving as it converts to 3D NAND and waits for XPoint to deliver the goods. Intel’s second quarter 2016 flash revenues of $554m were down 20 per cent year-on-year and one per cent sequentially. Analyst haus Stifel Nicolaus' MD, Aaron Rakers, charted Intel’s quarterly flash …
Chris Mellor, 25 Jul 2016
Iris flowers

Hype-filled upstart Symbolic IO hires one-time Micron veep

Rob Peglar, Micron’s departed VP for Advanced Storage, is joining Symbolic IO. Instead of evangelising 3D XPoint memory he’ll be talking about ten times faster IRIS Compute. Peglar becomes an SVP and CTO at Symbolic. CEO Brian Ignomirello said in a canned quote: “ When Rob approached us about joining the company, it reinforced …
Chris Mellor, 12 Jul 2016

China really wants to get its hands on Idaho's 3D NAND tech

China is looking to license 3D NAND technology from Micron. Beijing wants to free itself of dependence on US, Korean and Japanese memory technologies by building its own, indigenous capability. A report in Chinese-language publication Commercial Times, referenced by DigiTimes, says Tsinghua Unigroup is allying with Wuhan …
Chris Mellor, 11 Jul 2016

Peglar on the hoof: Micron flash and XPoint VP legs it

Eighteen months after joining Micron as VP of Advanced Storage Solutions, Rob Peglar has thrown in the towel and resigned to take up a post elsewhere. He worked in Micron's storage business unit, headed up by Darren Thomas: the unit responsible for helping Micron flash HW components and software play a part in storage systems …
Chris Mellor, 8 Jul 2016
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DRAM and blast it: Micron staff face axe after flash woes

Micron made a loss of $215m in its latest quarter, job losses are coming, and the Seagate eSSD partnership hasn’t taken off. Its fiscal third 2016 quarter revenues were $2.9bn, compared to $3.85bn a year ago and $2.93bn a quarter ago, when it made a $97m loss. Things have gotten a whole lot worse since then on the price-mix …
Chris Mellor, 4 Jul 2016
Micron 9100 NVMe HHHL SSD

NVMe SSDs tormented for months in some kind of sick review game

Review NVM Express (NVMe) is the next generation specification for accessing non-volatile memory such as flash. Traditional technologies such as SAS and SATA are just too slow. In order to demonstrate how much of a difference NVMe makes, Micron has provided 12 9100 NVMe flash drives, 800GB each in the HHHL (standard PCIe card) format …
Trevor Pott, 27 Jun 2016
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Three's company: Micron intros first 3D and triple-level cell SSDs

Micron has announced its first 3D NAND SSDs, triple-level cell (TLC pr 3bits/cell) 1100 and MLC 2100 products. Intel, its flash foundry partner, introduced its own 3D SSDs, MLC (2bits/cell) ones, in March with the DC P3320 and P3520, with maximum capacity of 2TB. These had an NVME interface whereas Micron’s 1100 has the slower …
Chris Mellor, 1 Jun 2016
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Goodbye: XPoint is Intel's best exit from NAND production hell

Analysis 3D XPoint memory represents a door way to non-volatile profits for Intel and a passage away from NAND production, which is bedevilled by over-supply from costly fabrication plants with high costs. This idea starts from a simple question: how is Intel’s flash business doing? Not well, according to a financial analyst. In its …
Chris Mellor, 21 Apr 2016
Angry baby. Pic: Luke Addison/Flickr

Intel's XPoint emperor has no clothes, only soiled diapers

Opinion Intel's XPoint marketing is such frenetic, hype-filled BS that it is setting up the world to be utterly underwhelmed by the reality. We have had a mini deluge of XPoint memory chip news recently, with Frank Hady – Intel Fellow and Chief 3D XPoint Storage Architect – giving a pitch at the 7th Annual Non-Volatile Memories …
Chris Mellor, 15 Apr 2016
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NV...Me too, says Micron. Fancy a faster-than-SAS flash drive?

Micron has entered the enterprise NVMe flash drive space with a pair of products spanning a range of form factors and capacities. These NVMe SSDs complement Micron's existing S600DC SAS SSDs, which are now shipping in volume. The 7100 is the smaller product and the 9100 its big brother. Both have a PCIe gen 3 NVMe interface, …
Chris Mellor, 13 Apr 2016

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