Intel has stopped funding micron's research and development budget

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Date: 2018-02-01

Intel has announced that it will end the research and development of Micron NAND Flash, which has become a hot topic for analysts. More worrying for the market, though, is the possibility that Intel may shift to working with China's zilight group, which will reshape the memory market.


Market Realist according to meguiar's chief financial officer groeb Maddock reply to analysts' reports, Intel stopped funding will increase meguiar's r&d budget $1000 to $15 million, emphasizes the meguiar's can afford the cost, will not have much impact on profits.


However, termination of the partnership may also affect the sales performance of micron. According to J.P. Morgan analysts, micron sold NAND chips to Intel at cost, and now the partnership is over. Micron could sell NAND products at a reasonable market price, but could lose Intel's orders.


Maddock is saying that the mutual termination of the partnership has a similar effect on the terms of the sale of the American light, and that there may be another supply agreement between the two firms.


Intel stopped working with micron, and the next step could be to expand the continent's storage capacity, so the market is speculating that Intel might be authorized to give the technology to the continental violet group, making 3D NAND chips. The company has been trying to produce its own 3D NAND chips, but the lack of intellectual property rights has been difficult, and if Intel provides intellectual property, it will be able to make 3D NAND chips at very low cost.


Intel will also benefit from this development, as Intel's demand for NAND comes mainly from enterprise solid state drives (SSDS). If Intel find mainland partner, will disrupt the NAND market dynamics, may also have to Samsung Electronics, Samsung Electronics and Toshiba (Toshiba), and other 3 d NAND competitors pose a major threat, causing oversupply situation.


Purple light group in the search on the intellectual property rights movement actively hunting, interested in buying 2015 micron technology, as well as the Western Digital 15% stake, ended up losing in the regulatory hurdles, the purple light group buying three mainland storage company.

In July 2016, wuhan xinxin semiconductor co., ltd. invested $24 billion to build 300mm wafer factory at the end of 2017, producing 32-layer 3D NAND, but it has not achieved much success. The memory market is not worried about the threat of a continental rival, but if Intel gives a license to the 3D NAND technology, it's expected that other memory vendors will object to it.


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