Analysis Intel has SSDs in its data centre strategy but has not committed to technology investments - and analysts have said they suspect a supply partnership deal is in the offing.
Wells Fargo's Aaron Rakers attended Intel's Investors' Day event this week and noted Chipzilla had been the number-two data centre SSD supplier for three years.
He said challenging technology transitions had impacted its product supply execution.
Intel saw significant opportunities for Optane but not the same potential for NAND.
As we have seen, aggressive NAND capacity build-out resulted in oversupply, slowed progress and limited returns.
A slide in CEO Bob Swan's presentation on 8 May - which was filed in an 8K with the Securities and Exchange Commission and which you can see here - revealed Intel's priorities for the past year included flawless execution in memory (NAND and Optane) and FPGAs, but suggested this wasn't achieved: