Paper Title: Flash Memory Technologies and Costs Through 2025

Paper Abstract: We are currently migrating from 96L to 128L (112-144L) generations as 3D NAND continues its roadmap of bit increase and cost reduction. Next generation later counts are being pragmatically decided by each company and will be announced soon (160?, 196?). We have detailed cost models for each generation and each company and model the impact of increase QLC adoption on costs and bit growth. Data will show cost reduction for next 5 years and how technology and design changes are dramatically shifting who the cost leaders are. We also show detailed analysis of YMTCs Xstacking technology, fab capacity, and impact to the NAND market

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.