Friday, May 28, 2004 1:47:20 PM
I know it’s a cliche but things really are different now. No way is flash, either NAND, or NOR, the product it was even a couple of years ago. Application growth has been exponential for both products, but AMD seems to have a secured a lock on the NOR markets with Mirrored flash. I'm not worried about INTC in the flash area as their Strata flash seems to be more difficult to make and doesn't have the margins Mirrored flash has. As far as I can tell this isn't going to change any time soon so AMD should continue to take market share with increasing profit margins. Further, mirrored flash may turn out to be a viable solution for some products that now use NAND which would be icing on the cake. Making NAND flash products that compete with Mirrored flash seems more problematic as it involves packaging various flavors of Dram, Sram and NAND together in one package. In a lot of cases NOR can do everything NAND does, with certain trade-offs, one of the biggest being cost. At least that's my understanding. Mirror bit, especially if they can get MLC working, should be a very competitive flash product even blurring the NAND/NOR boundaries to some extent.
Recent AMD News
- Intel and AMD Form x86 Ecosystem Advisory Group to Accelerate Innovation for Developers and Customers • Business Wire • 10/15/2024 05:00:00 PM
- AMD Expands Alveo Portfolio with Launch of World's Fastest Electronic Trading Accelerator in Slim Form Factor for Broad, Cost-Effective Server Deployments • GlobeNewswire Inc. • 10/14/2024 01:00:00 PM
- BP Signals Rising Net Debt; Tesla Slumps; Stellantis CEO Announces Retirement; Berkshire Trims BofA Stake, and More • IH Market News • 10/11/2024 10:31:49 AM
- AMD Launches New Ryzen™ AI PRO 300 Series Processors to Power Next Generation of Commercial PCs • GlobeNewswire Inc. • 10/10/2024 06:01:00 PM
- AMD Delivers Leadership AI Performance with AMD Instinct MI325X Accelerators • GlobeNewswire Inc. • 10/10/2024 06:00:00 PM
- AMD Launches 5th Gen AMD EPYC CPUs, Maintaining Leadership Performance and Features for the Modern Data Center • GlobeNewswire Inc. • 10/10/2024 05:59:00 PM
- AMD Unveils Leadership AI Solutions at Advancing AI 2024 • GlobeNewswire Inc. • 10/10/2024 05:58:00 PM
- AMD Instinct MI300X Accelerators Available on Oracle Cloud Infrastructure for Demanding AI Applications • GlobeNewswire Inc. • 09/26/2024 01:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/17/2024 08:21:52 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/13/2024 08:15:04 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 09/11/2024 08:19:11 PM
- AMD Advancing AI 2024 Event to Highlight Next-gen Instinct and EPYC Processors and Expanding Solutions Ecosystem • GlobeNewswire Inc. • 09/10/2024 01:00:00 PM
- AMD to Present at the Goldman Sachs Communacopia and Technology Conference • GlobeNewswire Inc. • 09/04/2024 01:00:00 PM
- AMD Appoints AI Industry Veteran Keith Strier to Expand Global AI Capabilities and Engagements • GlobeNewswire Inc. • 09/03/2024 08:15:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/22/2024 08:13:14 PM
- AMD 2023-24 Corporate Responsibility Report: Advancing Sustainability, Collaboration and Inclusion • GlobeNewswire Inc. • 08/21/2024 01:00:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 08/20/2024 08:26:54 PM
- AMD to Present at the Deutsche Bank Technology Conference • GlobeNewswire Inc. • 08/20/2024 08:15:00 PM
- Berkshire Reduces Stake in BofA, Hawaiian Airlines Soars 10%, Paramount Receives $4.3B Offer, and More • IH Market News • 08/20/2024 09:56:02 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/19/2024 08:26:24 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/19/2024 08:24:17 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/19/2024 08:22:02 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/19/2024 08:19:38 PM
- Futures Pointing To Roughly Flat Open On Wall Street • IH Market News • 08/19/2024 01:13:22 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 08/19/2024 10:22:30 AM
FEATURED ZenaTech, Inc. (NASDAQ: ZENA) First US Trial of IQ Nano Drone for Inventory Management • Oct 15, 2024 8:21 AM
Kona Gold Beverages, Inc. Announces Strategic Progress and Corporate Evolution • KGKG • Oct 15, 2024 9:00 AM
One World Products Secures First Order for Hemp-Based Reusable Containers, Pioneers Renewable Materials for the Automotive Industry • OWPC • Oct 15, 2024 8:35 AM
CBD Life Sciences, Inc. Announces Strategic MOU with U.S. Armed Forces for Groundbreaking Mushroom Supplement • CBDL • Oct 15, 2024 8:00 AM
HealthLynked Files Non-Provisional Patent for AI-Powered Healthcare Assistant, ARi • HLYK • Oct 15, 2024 8:00 AM
ZenaTech, Inc. (NASDAQ: ZENA) Launchs IQ Nano Drone for Commercial Indoor Use • HALO • Oct 10, 2024 8:09 AM