Posted on Wednesday, January 10 2018 @ 13:47 CET by Thomas De Maesschalck
Intel and Micron's NAND flash partnership
broke up earlier this week and now there's news that the former is considering to license its technology to China's Tsinghua Unigroup. DigiTimes
reports the move is part of Intel's initiative to enhance its presence in the Chinese flash memory market:
Some industry watchers speculated that Intel's eagerness to discontinue partnership with Micron is to pave the way for cooperating with Tsinghua Unigroup to develop the China market, and that may not rule out licensing 3D NAND manufacturing technology to the China semiconductor group.
They said that the likely tie-up between the two firms may alter the scenarios of the global NAND flash sector and become the most undesirable development for Samsung Electronics and Toshiba, also leading 3D NAND players, reasoning that the market might soon fall into a state of oversupply following an expected strong presence of China players.
Analysts believe Intel's main objective in the flash market will remain the enterprise segment.
