He said Intel is shipping 3D NAND from Fab 68, they just qualified the first Optane SSDs and are sampling Optane DIMMs to data center clients:
Our Memory business finished the year with record quarterly revenue, while full-year revenue was down 1%. This was an investment year for the Memory business, but MSG operating margins improved meaningfully in the fourth quarter. We are now shipping 3D NAND from our Fab 68 and we just qualified our first 3D XPoint base Optane SSDs, which we expect to ship for revenue in the first quarter. And our 3D XPoint memory DIMM, a sample to data center customers.