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YG PRESS NEWS – Emerging Non-Volatile memory: all eyes on embedded applications

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About 1M 12” wafers containing embedded ENVM will be shipped by 2028, contributing to a market value of around US$2.7B.

  • By 2028, Yole Group estimates the stand-alone emerging non-volatile memory (ENVM) revenues to reach about US$297 million with a CAGR22-28 of ~-10%.
  • The embedded ENVM revenue is estimated to reach about US$2.7 billion with a CAGR22-28 of ~133%.
  • The absence of embedded flash below 28nm keeps driving ENVM adoption.
  • Latest announcements by TSMC and Infineon confirm the good momentum for embedded ENVM.

According to Yole Intelligence, part of Yole group, in the Emerging Non-Volatile Memory 2023 report, In July 2022, Intel’s confirmation of ending Optane development dealt a significant blow to stand-alone ENVM. However, the outlook remains positive for embedded ENVM due to the lack of embedded flash for process nodes below 28nm. Yole Group’s experts forecast that by 2028, more than 1 million 12’’ equivalent wafers per year will be manufactured by leading foundries using technology platforms that incorporate embedded PCM, ReRAM, or MRAM, with a CAGR of ~94% between 2022 and 2028. This would create a market worth approximately $2.7B, with RRAM accounting for around 60% of the wafer volume and MRAM representing approximately 25%. Key applications will include embedded NVM for Microcontrollers (MCUs) and Analog ICs, with around 450K and 420K wafers produced per year, respectively. The MCU segment is currently experiencing significant growth due to ongoing technology migrations towards sub-40nm nodes. Additionally, on-die embedded memory solutions will be essential for applications requiring low latency, low power consumption, and robust security and safety operations… For more information about this analysis, please contact us!

Titre du visuel

june 2021

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FLASH MEMORY SUMMIT 2023 – Simone Bettolazzi, Senior Technology and Market Analyst, Memory at Yole Intelligence, and Belinda Dude, Technology and Cost Analyst, Memory from Yole SystemPlus, both part of Yole Group, will take part of this all-inclusive international memory and storage showcase.
It is the one-stop place to catch up on the latest technologies, see the hottest products, and learn about what’s happening and where the latest trends are heading. FMS is now the largest memory and storage industry show with the most high-level keynoters from leading companies, the largest exhibits, and the most sessions covering everything from applications and architectures through enterprise storage, controllers, and new technologies.

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