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GoViking
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re: ISuppli: DRAM production costs on the rise
GoViking   9/17/2010 5:29:31 PM
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This kind of manufacturing cost data is pretty hard to reconcile with DRAM makers' recent high profitablity. For sure, Sam, Hyn, MU and Elp have reduced their manufacturing costs substantially for product they make themselves; only their Taiwanese partners (Ino, Nan, Pchp) have had significant process node transition glitches that would temporarily raise costs. Net net: I am skeptical of any industry-wide assertions of rising DRAM manufacturing costs

will99878898
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re: ISuppli: DRAM production costs on the rise
will99878898   9/16/2010 12:57:41 AM
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http://pubs.acs.org/journal/nalefd If you have been tracking the progress at nano-science field. there has been no major progress (in size) in last 10 years sth. most people (or everyone) stopped at 10nm (a single wall NT). look back at history, so many things will hit a limit soon or later, cars, air plane, rockets... drams..

asolomatnikov943
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re: ISuppli: DRAM production costs on the rise
asolomatnikov943   9/15/2010 11:08:16 PM
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Does anybody know any specific physical/technical reason? I heard that DRAM capacitor stopped scaling because it's not possible to make dielectric any thiner. Of course, somebody might figure out how to different material but it could require a lot of time and money.

yalanand
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re: ISuppli: DRAM production costs on the rise
yalanand   9/15/2010 10:58:49 AM
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Interesting to see if this is only for this quarter or this phenomenon will continue because going forward the DRAM market will slow down.

will99878898
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re: ISuppli: DRAM production costs on the rise
will99878898   9/15/2010 5:34:39 AM
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I bet some of them still believe in the science will never end theory, and the trend is working cool till recently. some of them could be getting a plan B, ie, in case tech stops at xx nm. yeah, i think plan B should be interesting, not much tech difference between me and you, pure cost... will dram bussiness become more like motherboard bussiness in the future?

resistion
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re: ISuppli: DRAM production costs on the rise
resistion   9/15/2010 12:58:36 AM
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Agreed, felt that way too. So Samsung et al. just putting on brave faces?

will99878898
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re: ISuppli: DRAM production costs on the rise
will99878898   9/15/2010 12:19:15 AM
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insider info: 40nm is tough now, if you can make something with 10% yield it's useless. Moore's law won't run forever. the bottom line is ... 10nm? and the cost curve will hit at ??? nm. good news for fabs in china etc. the tech advance is slowing down, u can catch up soon now.

fdunn0
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re: ISuppli: DRAM production costs on the rise
fdunn0   9/14/2010 11:53:19 PM
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Isn't convenient coincident that in the same quarter that digitimes reports an upcoming surplus of DRAM that this announcement comes out? Hmmmmm

goafrit
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re: ISuppli: DRAM production costs on the rise
goafrit   9/14/2010 6:38:49 PM
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It is going to fall in the next two Qs if the economy does not stabilize. But if it continues to grow, that will cause a major dislocation in the DRAM business model and what it is all said about Moore's law



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