Intel recently reached a new agreement with Micron over the supply of 3D XPoint flash memory, and analysts believe they have paid Micron more money to continue to be available for 3D XPoint products. After ending its partnership with Micron on NAND and 3D XPoint, Intel also sold its stake in the 3D XPoint production plant, forcing it to buy 3D XPoint products from Micron.
This supply relationship has been going on for a long time, but Intel has not yet transferred the 3D XPoint to Fab 68 production in Dalian, so they still do not have a separate 3D XPoint production capacity.
But Intel doesn’t seem to be making money on apothan, their 3D XPoint product. Some analysts believe Intel lost $2 billion on 3D XPoint products in 2017 and $1.5 billion in 2019. This means that, while The onsic price is high, its profit margins may be very limited in practice.
Although Micron is sitting in the factory, it is still only on paper to release its own 3D XPoint products, and there are not many initiatives to drive the marketization of 3D XPoint products. Intel is different, they are continuing to promote 3D XPoint, and after the introduction of the 3D XPoint-based Aiton SSD, they continue to introduce hybrid SSDs using 3D XPoint as buffer media and Aoten non-volatile memory in the form of DIMM interfaces. And add corresponding support to your own processor. These moves suggest that Intel believes that 3D XPoint will have a bigger stage, so it’s understandable to pay more for Micron.