Intel, Micron reach new agreement on 3D Xpoint chip supply: Ao Teng steady
In view of the prospects of the digital storage market, Intel and Micron jointly established IM in 2005 to develop and produce NAND flash memory chips. However, both companies independently sell their own branded products.
In the past few years, IM factories have come up with 3D Xpoint chips. Based on this, Intel has created the Optane product line. With high speed, high durability, ultra-low latency and other characteristics, it has flourished in the enterprise market. It has even built A non-volatile DDR memory module.
However, in 2018, Intel and Micron reached a new agreement due to differences in technical concepts. Micron invested in the acquisition of all Intel shares and assets in the IM factory. The two sides parted ways on 3D Xpoint chips.
However, Intel's only current production base for NAND chips is Fab 68 located in Dalian. Although the mass production of TLC and QLC has matured, 3D Xpoint is not yet ready.
During this transition period, Intel's Optane could not stop there, so recently, Intel and Micron issued a joint announcement saying that a new supply agreement had been signed on March 9, and it will take effect on the 6th. The statement mentioned that the new agreement has modified the pricing and power terms. Many analysts believe that Micron used this price increase to kill Intel. This seems to be a bit like "people have to bow their heads under the roof."
In addition, analysts also believe that it is questionable whether Intel ’s 3D Xpoint product line is trading at a loss. After all, if it is particularly profitable, why did Micron wait until last year to come up with the only 3D Xpoint-based SSD product X100? Obviously, it is not Technical and capacity issues.