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.
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.
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.
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.
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