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Technology Stocks : Investing in Exponential Growth
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From: Paul H. Christiansen1/15/2018 11:58:40 AM
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Impact of Intel and Micron ending their NAND partnership is negligible

Intel and Micron earlier this week announced an end to their long-term joint development partnership for 3D NAND memory. What does this mean for buyers of Intel SSDs? Turns out, not much — if anything.

On the surface, it looks like a blow to Intel — which makes chips, not memory — but in fact, it has that base covered. Intel has a 300-mm fab in Dalian, China, that it began to convert to produce 3D NAND flash memory in 2015. With Dalian online, Intel simply didn’t need Micron any more.

This is hardly a split between the two. The companies will complete development of their third-generation of 3D NAND flash technology, which will be delivered toward the end of this year.

“Beyond that technology node, both companies will develop 3D NAND independently in order to better optimize the technology and products for their individual business needs,” Intel said in a statement announcing the change.

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