MKW Ventures Consulting

• Providing expertise in Market Analysis, Manufacturing, Competitive analysis, Business Development, and Technology/Cost assessment to memory companies, Storage OEMs, ODMs, datacenter companies and customers, and Investment Analysts.
• NAND memory cost today and in 3-5 years for all companies and all technologies
• MRAM, and RRAM, FeRAM costs and products today, in 3, 5, 10 years
• DRAM Technology, Cost, and Markets
• HBM High Bandwidth Memory Roadmap, Costs, and Volume Ramp
• Memory Requirements for AI Artificial Intelligence
• HDD costs today and in the future

• 25+ years in experience with some of the largest technology companies in the world as well as start-up projects gives you examples and experience to draw from with minimal cost.
• Intel Capex and fab expansions plans (reality vs hype). 
• Intel Competitiveness in Foundry. How do they compare to TSMC Will they succeed?
• How will AMD vs Intel Competition end?
• Why are TSMC, Nvidia, Google Apple, etc more successful than Intel, Global Foundries, IBM, Dell
• CHIPS ACT Reality vs hype
• China semiconductor fabs and markets. Why ALL trade wars are bad for EVERYONE

Memory market  is recovering...... Profitable now as predicted

We published update  on Intel foundry strategy...it is not what we thought .

What are the 3 potential scenarios! We just published report on Foundry financials 

We have all the details on Fab costs

HBM Memory market and costs

Call text or email for updates and see presentations

The government is not surprisingly slow at approving projects. But we interviewed some top semiconductor company people and found that they have already banked money from the Chips act. It turns out that it works different than most people think.... ask us for more info