MKW Ventures Consulting
Technical and Business Consulting
Consulting Services
Reports and Presentations
Reports and Presentations
We Provide extensive knowledge and insight for corporations, Start ups, and Investors
Reports and Presentations
Reports and Presentations
Reports and Presentations
Presentations on Memory, Markets, Costs, and recent news
Our Services
Memory, AI and Storage Topics
- 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.
- HBM High Bandwidth Memory Roadmap, Costs, and Volume Ramp
- Memory Needs for the AI Artificial Intelligence Era including HBM
- 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
Non-Memory Topics
- 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
- China semiconductor fabs and markets. Why ALL trade wars are bad for EVERYONE
Consulting OVERVIEW
Q3 2025 MKW VENTURES CONSULTING OVERVIEW (pdf)
Download2026 Reports
Memory Market Financial Scenarios for FMS 2026 (pdf)
DownloadMemory Market Scenarios July 2026 (pdf)
DownloadWhatever Happened to Emerging Memories 2026 (pdf)
DownloadMemory Market Myths July 2026 (pdf)
Downloadintel Q2 2026 Summary (pdf)
DownloadIntel Foundry: Shortage, Ramps, and Future (pdf)
DownloadIntel 2025 10K Hot Topics (pdf)
DownloadMicron Memory Capacity and Strategy Feb 2026 (pdf)
DownloadHBM 5 Fun Facts 2026 (pdf)
DownloadNEWS
2026 Update
Memory market is Booming
Prices doubled since August 2025
Bits will only grow 25% this year many people are on allocation (not the Hyperscalers)
Call text or email for updates and see presentations
Micron DRAM Capacity 2026
INtel Capacity By Fab through 2030 (Scenario A)
Emerging Memory revenue Dec 2022
NAND VS SSD COSTS
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