That 3D cost model I referred to was in May 2009 IEEE Trans Semi Manufacturing. It showed that monolithic 3D Flash, besides being inevitable, has an optimum in the number of added device layers. The great question that remains is: which 3D Flash alternative will prevail ?
Interesting work from Numonyx. I agree with "ECD Fan" - Samsung have already stacked both floating gate and TANOS versions of NAND using their epitaxial silicon growth technique. The floating gate version has the same scalability issues as 2D NAND while TANOS has read-pass disturb issues (among others). It will be interesting to see if Numonyx has solved the problems of integrating a high current carrying non-linear element (i.e. a stacked diode) with the PCM material. The question of cost in such approaches has been solved - see May's (2209) edition of IEEE Trans on Semi. Manufacturing. In any case, their approach as presented in the EE Times article sounds sort of similar to SanDisk's 3D approach (http://microlab.berkeley.edu/text/seminars/MonolithicMem.pdf).
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.