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Intel-Micron QLC NAND Yields Less Than 50%, a Prelude to Global SSD Price Hikes?

IMFlash Technologies (IMFT), the Intel-Micron joint venture that manufactures NAND flash and 3D Xpoint memory for use in Intel and Micron end-user products, and Micron Technology-branded NAND flash supply to other SSD manufacturers, is facing a big hurdle with its QLC NAND flash manufacturing ramp-up, which if not checked, could influence SSD prices globally. The company is apparently seeing dangerously low yields of less than 50 percent for its 3D QLC NAND flash memory. This effectively makes its QLC NAND pricier (in terms of $/GB) than current-generation 3D TLC NAND.

The first victim of low yields of 3D QLC NAND flash is Intel's SSD 660p series, a mainstream NVMe SSD that brought 1 TB of storage under the $200-mark. Sources within IMFT tell Tweaktown that the company is seeing 48% yields in its 64-layer QLC NAND flash wafers (i.e. 52% of the wafer is unfit for further production). In contrast, 64-layer 3D TLC yields are above 90% (margin/incomplete dies are excluded from these figures). What's worse, the source predicts that the conditions may never get better with this generation.

Intel SSD 760p and 660p Specifications and Pricing Listed Online

Autobuy, a popular online shopping site in Taiwan, recently listed Intel's upcoming 760p and 660p M.2 NVMe SSDs on their store. The SSD 760p will be manufactured under Intel's 64-layer 3D NAND technology and feature TLC (triple-level-cell) NAND. It's obviously the faster of the two with a sequential read speed up to 3,200 MB/s and a write speed up to 1,600 MB/s. The drive offers random access reads up to 350,000 IOPS and writes up to 280,000 IOPS. Intel will offer this model in capacities of 128 GB, 256 GB, 512 GB, 1 TB, and 2 TB. TigerDirect listed the pricing for them at $96, $120, $240, $448, and $893, respectively.

The SSD 660p is Intel's budget-friendly this time around. Therefore, it will use QLC (quad-level-cell) NAND despite being manufactured with the same technology as its older brother. This SSD can reach up to 1,800 MB/s in sequential read and up to 1,200 MB/s in sequential write speeds with random access read and write performance in the range of 150,000 IOPS. Surprisingly, Intel won't be offering this model in the 128 GB and 256 GB capacities. Instead, the lowest capacity model will start from 512 GB and make its way up to 2 TB. Unfortunately, pricing wasn't available at the time of this article.
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Apr 26th, 2024 10:16 EDT change timezone

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