Micron and Intel are officially splitting up, dumping their joint NAND flash manufacturing activities, and fighting over custody of the the family dog, Moore. The first thing Micron has done with its new-found freedom is ditch the floating-gate technology the two companies have been boasting about for years, and instead adopt the industry-standard, charge-trap approach. Stay with us, it gets interesting.
Micron is the attractive divorcee for investors and market pundits right now, with its stock sharply rising to new highs over the last month. The company has also confirmed plans to repurchase $10 billion worth of its shares. This all follows an end to Micron’s partnership with Intel back in January, a partnership which led to the Intel-Micron Flash Technologies joint venture.
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During their time together, these two companies developed their 3D NAND technology, including 3D XPoint (which will continue to be produced in partnership by the two companies), and this agreement led to both companies adopting the same core 3D NAND tech and principles - importantly, the floating-gate tech.
Don’t worry, I won’t delve too deep into NAND production, but essentially Intel and Micron touted this approach for NAND gate production to be far superior to the charge-trap tech approach utilised by almost every other manufacturer in the memory game. Essentially loudly crowing about how much better their joint tech was in relation to the competition.
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