Four Reasons for a Positive Outlook on Embedded Memories
By Nando Basile, Marketing Manager for NVM Solutions, X-FAB
The prospects for embedded memories, particularly non-volatile ones, are pretty solid both in the medium and the long term. This is the result of several key technology and business trends, with the macro-scale evolution of modern society and increasing demand for electronics goods both being major contributing factors. The following article gives more detail on the dynamics involved.
The first trend influencing embedded memories is the contingency situation of semiconductor capacity shortage, which leading analysts (such as J.P. Morgan, Gartner and Deloitte) all expect to continue throughout the whole of 2022, and possibly even longer. From a chip availability perspective, customers embedding the required memory IP in their SoC design will be better protected, compared to those having to face the inherent risks associated with multiple supply management – where sourcing separate parts from different vendors and having to comply with SiP integration providers availability present challenges. Embedded solutions, coupled with advanced booking of capacity allocation will result in increased confidence that “everything will be included for the chip to work.” This will mean that customers’ trust in time-to-market delivery and that solutions will be cost effective can be assured, because of optimized utilization of the total silicon required by their application.
