Intel and Micron have signed a new agreement for the production of 3D XPoint memory. As currently the only source of 3D XPoint memory solutions, Micron will get a significant increase in cash flow coming from Intel for the memory production. While Intel and Micron ended their partnership on 3D XPoint memory, they have signed a new contract for the production and supply of new 3D XPoint wafers to Intel. This shows that the demand for 3D XPoint memory is strong, so Intel needs production capacity to deliver the memory, and Micron is the obvious choice.

Previously, Intel sold its ownership of Lehi fab based in Utah, which was manufacturing the 3D XPoint memory solutions, so it was left to Micron to use. However, they signed a new deal and now Micron is in charge of manufacturing and addressing the supply issues for Intel's future Optane products. The new agreement comes with changed pricing and forecast of the sales, so Intel is likely paying more cash to Micron this time.