https://www.anandtech.com/show/13499/what-next-for-3d-xpoint
Micron on Thursday announced plans to acquire Intel’s stake in IM Flash Technologies, a joint venture between the two companies. IM Flash owns a fab near Lehi, Utah, which is the only producer of 3DXPoint memory that Intel uses for its premium Optane-branded solid-state storage products. Once the transaction is completed, Intel will have to ink a supply agreement with Micron to get 3D XPoint memory after the current agreement finishes at the end of 2019. This will have important ramifications for Intel's 3D XPoint-based portfolio.
Under the terms of the joint venture agreement between Intel and Micron signed in 2005, the latter controls 51% of company and has a right to acquire the remaining share under certain conditions. Intel already sold Micron its stakes in IM Flash fabs in Singapore and Virginia back in 2012, which left IM Flash with only one production facility near Lehi, Utah (pictured below).
intel_micron_flash_semiconductor_im_flash_manufacturing_fab_exterior_575px.jpg (150.26 KB, 下载次数: 0)
Early this year the two companies decided to fold their NAND flash R&D partnership, which made a jointly owned production facility somewhat useless for the long term as Intel and Micron were going to develop their own process technologies and memory devices going forward. Then in July the two companies announced plans to discontinue their joint development of non-volatile 3D XPoint memory after completing design of 2nd generation 3D XPoint, further dissolving any need in joint manufacturing operations in the mid-term future. As it turns out, Micron is set to exercise its right to call Intel's interest in IM Flash and buyout its stake for about $1.5 billion starting from January 1, 2019, the company said on Thursday.
Under the terms of the original agreement, Intel has purchased chips from IM Flash under a special long-term supply agreement, essentially buying at manufacturing cost. Once Micron acquires Intel’s stake in IM Flash, which will take from six to twelve months after Micron exercises its right, the two companies will have to sign a new supply agreement if they need to. On the basis of previously signed contracts, Micron will still supply 3D XPoint memory wafers to Intel for up to a year after close, at pre-agreed prices.
Given the 6-12 month lead time required after Micron hitting the button, if Micron puts its takeover plan in motion on January 1, 2019, it will need to come to new terms to sell Intel any of the Lehi manufactured 3D XPoint memory by mid-2020 or early-2021. While this is ongoing, Micron has previously stated that it is set to introduce its own 3D XPoint-based products in late calendar 2019 and then ramp them in 2020 under the QuantX brand.
While Intel will continue to obtain 3D XPoint from IM Flash until at least mid-2020, there is a big catch. The two companies are set to finish development of their 2nd Gen 3D XPoint only sometimes in the second or the third quarter of calendar 2019. The joint development takes place in IM Flash R&D facilities and the design is tailored for the IM Flash fab and jointly-developed process technology. Therefore, the transaction may potentially affect Intel’s ramp up plans for the 2nd Gen 3D XPoint memory. In fact, Intel can manufacture 3D XPoint memory at Fab 68 in Dalian, China, the company said earlier this year. However, since the fab is busy making 3D NAND, Intel may have to adjust its production plans for both types of memory.
美光周四宣布计划收购英特尔在这两家公司的合资公司IM Flash Technologies的股份。 IM Flash在犹他州Lehi附近拥有一家工厂，这是英特尔用于其优质Optane品牌固态存储产品的唯一3DXPoint存储器生产商。 交易完成后，英特尔将不得不与美光签订供应协议，以便在2019年底达成当前协议后获得3D XPoint内存。这将对英特尔基于3D XPoint的产品组合产生重要影响。
根据英特尔与美光于2005年签署的合资协议条款，后者控制着51％的公司，并有权在特定条件下收购剩余股份。 早在2012年，英特尔就已经将Micron在新加坡和弗吉尼亚州的IM Flash工厂的股权出售给了他们，这使得IM Flash在犹他州Lehi附近只有一家生产工厂（如下图所示）。
今年早些时候，两家公司决定放弃他们的NAND闪存研发合作伙伴关系，这使得共同拥有的生产设施在长期内毫无用处，因为英特尔和美光将在未来开发自己的工艺技术和存储设备。 然后在7月，两家公司宣布计划在完成第二代3D XPoint设计后停止联合开发非易失性3D XPoint内存，进一步解决了中期未来联合制造业务的需求。 事实证明，该公司周四表示，美光公司将行使其权利，称其为英特尔对IM Flash的兴趣并从2019年1月1日开始以约15亿美元收购其股权。
根据原始协议的条款，英特尔根据特殊的长期供应协议从IM Flash购买芯片，主要是以制造成本购买。一旦美光收购了英特尔在IM闪存中的股份，这将需要美光公司行使其权利后的六到十二个月，如果他们需要，两家公司将不得不签署新的供应协议。根据此前签署的合同，美光公司仍将以预先商定的价格向英特尔提供3D XPoint内存晶圆，并在收盘后长达一年。
鉴于Micron点击按钮后需要6-12个月的交付周期，如果Micron在2019年1月1日启动其收购计划，它将需要达到新条款，以便在中期之前向英特尔出售任何Lehi制造的3D XPoint内存-2020或2021年初。虽然这种情况仍在继续，但美光公司此前表示，它将在2019年末推出自己的基于3D XPoint的产品，然后在2020年以QuantX品牌推出。
虽然英特尔将至少在2020年中期之前继续从IM Flash获得3D XPoint，但仍有很大的优势。这两家公司有时会在2019年的第二季度或第三季度完成第二代3D XPoint的开发。联合开发将在IM Flash研发设施中进行，设计是为IM Flash工厂量身定制的，并且开发了工艺技术。因此，该交易可能会影响英特尔对第二代3D XPoint内存的提升计划。事实上，英特尔可以在中国大连的Fab 68生产3D XPoint内存，该公司今年早些时候表示。然而，由于晶圆厂正忙于制造3D NAND，英特尔可能不得不调整两种类型存储器的生产计划。
评论
造不如买
评论
镁光是冤大头吗？自己一直没有相关产品又要接盘
评论
产品是有的，就是还是样品阶段。。。
评论
镁光没有成熟的主控吧 电路 电子 维修 我现在把定影部分拆出来了。想换下滚，因为卡纸。但是我发现灯管挡住了。拆不了。不会拆。论坛里的高手拆解过吗？ 评论 认真看，认真瞧。果然有收 电路 电子 维修 求创维42c08RD电路图 评论 电视的图纸很少见 评论 电视的图纸很少见 评论 创维的图纸你要说 版号，不然无能为力 评论 板号5800-p42ALM-0050 168P-P42CLM-01
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