This is the funniest article I have read in a while. Mr. Clarke has done it again!
The fact is, Samsung has achieved no deployment in any mobile phone. Samsung just floated a few fake, non-commercial units of the low-end GT-E2550 model, before it realized that the chips have power-consumption issues, immediately revised the bill of materials for the model, and replaced the chips with plain NOR MCPs last summer.
Micron, of course, has no sales of its undeperforming and overpriced 128-Mbit chip and is not working on any 1-Gbit chip.
Shanhai Institute's PCRAM test chip may indeed read, write and erase - up to 1000 times, at the speed of a snail.
Ovonyx, by the way, will file for Chapter 11 by the end of 2012.
One more thing - surely the Chinese are gunning for rad-hard chips, after their latest shipment was confiscated. Unfortunately, the Chinese failed to read the JPL report which shows that these PCRAM chips throw off errors like crazy. And BAE has persistently failed its US military qualifications for these rad-hard PCRAM chips since 2006. Now it is offering them to the Russians, hoping to ruin their space program.
I think Chinese Academy of Sciences used chalcogenides like Ovonyx, based on the SIMIT papers I found. If these materials melt more easily than other semiconductor industry materials, their structure cannot be that stable..
I also suspect that SIMIT is using chalcogenide mixes and the assertion that the development is entirely proprietary is a legal position. If the development is ever commercially successful one might expect some patent horse trading or legal action, eventually.
China Gov: Funding
SMIC: Fab manufactory/Process Intergration
Microchip SST: TD/Process/Device/Design/Product/Test/Marketing
SST was acquired by microchip last year
See the link: http://english.sim.cas.cn/ns/icn/200910/t20091019_45466.html
Volume production? Is it NOR compatible product? Interesting and waiting for their risk production anoucement.How can they do something better than Micron.
Microchip/SST split gate flash cell may don't have road map below 65nm.They may think something diffrent. That is the reason.
They may has some sigma data to show the performance, but it really high risk to put in into MCU even their low end PIC market.