Paper Title: 3D Xpoint Optane Memory Markets. Bits, Revenue, Costs

Paper Abstract: Intel is selling its version of 3D XPoint (called Optane memory media) into applications like fast SSDs and DIMM memory modules and is working on both 2nd and 3rd generation of the technology. Micron is in early development and sampling on its technology. Products, technology, competition, costs are show as well as a detailed update on wafer capacity, bit growth, revenue and new technologies. We also show potential strategies for Micron and Intel to ramp this Phase change memory technology from both a fab supply and end market demand analysis

Paper Author: Mark Webb, President, MKW Ventures

Author Bio: Mark is President and Principal Analyst at MKW Ventures Consulting LLC. Mark provides expert analysis, technical and business consulting to Storage, memory, and computing industry as well as investment firms. Areas of research include NAND and Memory costs, new memory technologies, New storage/SSD/memory platforms and interfaces and competitive analysis of storage and memory companies.