DRAMeXchange said that the NAND flash purchase agreement between Intel and Micron has not been suspended and will not have a severe impact on the sales and distribution of capacity between the two sides in the short term. From the output end, follow-up Intel will focus on Dalian plant output For server SSDs, while Micron owns two 3D-NAND Flash facilities in Singapore and is strategically positioned to produce DRAMs with flexible strategies and product portfolios.
In addition, Micron and Intel, despite the development of NAND Flash each have their own needs, the two sides will remain in 3D XPoint development and maintain close cooperation, therefore, does not rule out future cooperation in the NAND Flash field there is still the possibility of cooperation. DRAMeXchange think Micron And Intel's future in the independent development of NAND Flash technology, it does not rule out the possibility of seeking cooperation with other manufacturers such as Chinese manufacturers in order to increase its market influence.