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Update: SanDisk-Toshiba reclaim NAND lead

4/21/2011 04:25 AM EDT
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double-o-nothing
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re: Update: SanDisk-Toshiba reclaim NAND lead
double-o-nothing   5/25/2011 4:51:30 AM
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But IM will catch up easily (at least to 19 nm).

NAND_analyst
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re: Update: SanDisk-Toshiba reclaim NAND lead
NAND_analyst   5/25/2011 4:38:29 AM
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Toshiba says that they and Sandisk will begin mass production of 19nm in July rather than in the fall. And Yokkaichi Y5 will begin mass production in July, with shipments in August. That "almost a year" lead that some people were claiming for Micron isn't a lead at all anymore.

unknown multiplier
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re: Update: SanDisk-Toshiba reclaim NAND lead
unknown multiplier   5/6/2011 5:31:22 AM
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38 nm hp is supposed to be limit of a single exposure. But it is too borderline. So I wonder if they actually had to use the quadruple already.

resistion
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re: Update: SanDisk-Toshiba reclaim NAND lead
resistion   4/29/2011 11:36:31 AM
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Yes Samsung 2012

double-o-nothing
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re: Update: SanDisk-Toshiba reclaim NAND lead
double-o-nothing   4/24/2011 4:08:38 PM
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I think someone will triple or quadruple to get to next 1x nm demonstration, this year or next year.

Diogenes53
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re: Update: SanDisk-Toshiba reclaim NAND lead
Diogenes53   4/23/2011 5:03:39 AM
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I am more interested in precisely how they are achieving 19-20nm half pitch lithographically, presumably via spacer double patterning, and what are anticipated costs and yields of this complex and delicate process. Toshiba has reportedly been developing imprint lithography which has the potential to be simpler and lower cost.

NAND_analyst
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re: Update: SanDisk-Toshiba reclaim NAND lead
NAND_analyst   4/22/2011 4:14:15 PM
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Mark, in light of Sandisk's CC last night, you should either take out that paragraph saying that Toshiba "will have to halve its output of NAND flash memory ICs in May and June" or, if you still actually believe it, you should add a line that to the effect that Sandisk does not appear to be affected by this wafer shortage (although it is highly unlikely that Toshiba would have this issue but not Sandisk). Surely, these rumors need to be second sourced; just because Digitimes says something doesn't mean that it is so. Especially a rumor like that one that gets circulated a day or two before earnings are announced.

t.alex
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re: Update: SanDisk-Toshiba reclaim NAND lead
t.alex   4/22/2011 7:48:55 AM
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Yes, SSD is getting cheaper and cheaper. i think we can get 1 1TB SSD anytime soon.

NAND_analyst
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re: Update: SanDisk-Toshiba reclaim NAND lead
NAND_analyst   4/21/2011 7:34:49 PM
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Well, glad you added a couple of analyst comments. We will find out more in a couple of hours when Sandisk reports earnings. It still puzzles me why Handy is so effusive in his praise for Micron, but is quite restrained when talking about Sandisk/Toshiba, even feeling it necessary to point out that they haven't sampled 19nm output yet. As I said earlier, I own both companies, because I believe that this market will be big enough for all of the vendors out there for several years, and especially so for those like Sandisk and Micron that are each on the cutting edge in their own ways. FYI, Mark, Sandisk/Toshiba only operate two fabs right now at Yokkaichi -- they closed Fabs 1 and 2 years ago.

luting
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re: Update: SanDisk-Toshiba reclaim NAND lead
luting   4/21/2011 4:06:01 PM
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No wondering Hitachi and Samsung are getting out HDD business. HDD might be cheaper but hardly any consumer need 1T disk drive. My 1T drive is 80% empty. I will no doubt to trade 1T HDD for 128MB SDD

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