This article was reprinted with permission from Superpower.com.
Micron recently made a good one, but recently their 3D Xpoint sales seem to be too bad.
Everyone knows that 3D Xpoint is a very powerful thing. At the same time, it has the characteristics of DRAM and NAND. Before Intel launched a wave of 3D Xpoint-based Opteron Optane, it also put three promises (Ao Teng memory, Ao Teng solid, proud Teng non-volatile memory) was taken out, but these are not products for mainstream consumers.
In the early days of 3D Xpoint, the demand was really low; Micron’s own QuantX product based on 3D Xpoint is doing – although it will not come out until 2019, and Intel does not seem to have the desire to buy too much 3D Xpoint, Micron said its 3D Xpoint production line has not been fully utilized.
Micron QuantX
Intel alone can get almost enough 3D Xpoint to produce related AoTun products with only 49% share of IMFT (Micron and Intel jointly), while Micron's QuantX products based on 3D Xpoint need to wait until 2019. A large number of shipping/commercial applications may get 2020, and commercialization is nearly 2 years later than Intel, which is embarrassing.
Although Micron revealed that one purchaser (only Intel) purchased a small amount of 3D Xpoint some time ago, it is clear that their sales are still unable to keep up with the production volume. (Micron is not yet using its own 3D Xpoint for any For retail purposes, Micron has even made preparations for Intel to not purchase 3D Xpoint at all.
Intel Optane DC Persistent Memory
In the next few quarters, Micron will not be optimistic about the sales of 3D Xpoint - Intel's Aoteng products may need more 3D Xpoint, but Intel's own share is enough to meet.
The future of 3D Xpoint is certainly bright, and Sankoy Mehrotra, president and CEO of Micron, thinks so too. He said: 'We are excited about the potential of 3D XPoint technology to create new memory and storage layers between DRAM and NAND flash.' .
Borrow a diagram of Intel's 3D Xpoint product
