Will 3D NAND Help Intel Defend Its Data Center Market?

Will 3D NAND Help Intel Defend Its Data Center Market?
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Intel’s Enterprise-class 3D NAND is a logical extension as the chip maker is looking to retain its market share in the data center market, notes Oppenheimer analyst Rick Schafer, who reiterated his Perform rating on the stock. In his report, which came after he had a meeting with SVP & GM of Intel’s non-volatile memory group, Rob Crooke, he talked about the company’s SSD business and the implications of its 3D NAND solution on the storage market.

Intel on par with Samsung in 3D NAND technology

“We view INTC’s push of Enterprise class 3D NAND as a logical progression as it continues to defend its market share in the data center,” Schafer stated. What is worth noting in the report is the fact that Intel has taken the benefits of its JV relationship with memory giant Micron to grow to the level of Samsung in 3D NAND technology in just five years, believes Schafer.

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The analyst notes that Intel is expecting its initial 3D NAND based SSDs to be successful in the enterprise market among data center/cloud firms on the back of its performance/latency, cap