Agreement between Intel and Tsinghua Unigroup, for the manufacture of NAND Flash memory chips, with the clear mission of alleviating the lack of stock and thereby reducing the price of these components.
The production of NAND Flash memories is lower than the demand and the brands, at the moment, do not seem to be interested in the least to solve this problem. Samsung, SK Hynix and Toshiba have said that they will increase production, but it is not known how much, when and if it will solve the problem. While these three manufacturers continue with their apparent tacit agreement for not really solving the problem, Intel is looking to do something and of course, cash. It seems that the world's leading processor manufacturer has contacted Tsinghua Unigroup to ease the market.
Intel and Tsinghua Unigroup are working on a license for 3 64D NAND technology. The Chinese manufacturer would be the biggest beneficiary of the investment of the Chinese government, which has decided to invest more than a trillion of Remimbi over a period of five years, to improve the production of memories in the country and that will last until 2025.
What the movement allows is, on the one hand, to improve the market's NAND memory stock problems and take the weight off Samsung, SK Hynix and Toshiba, which seems to currently not have the capacity to support all the demand, although what It seems more obvious is that they have no intention of increasing the stock.
It should be noted that manufacturers are already developing NAND 3D chips with 96 layers per chip, which will offer a notable increase in density compared to 64 layers and that in theory, if it should be a solution to alleviate the shortage of memories. All are theories, but for now, the price of RAM is through the roof and the situation at the moment is quite complicated.
Source: TPU