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krisi
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CEO
right timing?
krisi   7/2/2013 6:48:43 PM
Building the fab at the time that Flash chips experience some shortage seem to be short sighted. By the time the fab is build you will likely be in excessive inventory situation again. Does anyone care to comment? Kris

resistion
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Not strong commitment
resistion   7/2/2013 11:06:20 PM
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It looks very tentative, waiting for market conditions.

elctrnx_lyf
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Re: right timing?
elctrnx_lyf   7/3/2013 1:03:14 AM
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The nand flash demand will only going to increase every year because pf the huge rise in the consumer electronics products. So i do not think this is any short sighted plan from Toshiba.

resistion
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Re: right timing?
resistion   7/3/2013 1:17:23 AM
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Yet there were reports of oversupply from Toshiba/Sandisk, very confusing.

resistion
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CEO
3D and NAND, but not together
resistion   7/3/2013 1:20:58 AM
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Better check the statement wording again. "3D" and "NAND" not put together: "NAND flash memories fabricated with next generation process technology and for future 3D memories"

It could be 3D RRAM.

resistion
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CEO
3D and NAND, but not together
resistion   7/3/2013 1:21:00 AM
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Better check the statement wording again. "3D" and "NAND" not put together: "NAND flash memories fabricated with next generation process technology and for future 3D memories"

It could be 3D RRAM.

Peter Clarke
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Blogger
Re: 3D and NAND, but not together
Peter Clarke   7/3/2013 5:30:51 AM
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@resistion


I agree that Fab 5 Phase 2 could make, at some point 3D ReRAM components.


I believe that Toshiba referenced 3D memories to cover both 3D NAND and 3D ReRAM. The conventional wisdom, coming from the likes of Toshiba-SanDisk, IMEC, Intel-Micron is that 3D-NAND will precede 3D-ReRAM.

 

But if you think it will be otherwise please tell.

Peter Clarke
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Re: right timing?
Peter Clarke   7/3/2013 5:36:30 AM
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@krisi

 

There is an argument that you build the fab shell during a component undersupply situation, put the equipment in during the oversupply phase so that it comes online during the next undersupply time.

But of course cycles are never quite as predictable as that so you can end up with capital tied up in the shell unnecessarily.

The alternative of trying to build a fab in a hurry usually ends up in an 18 month to 2 year latency that probably does serve to amplify boom-bust cycles.

So in the end you just make the best decision you can in any given set of circumstances. And NAND flash does seem set to be a growing market for the foreseeable future.

 

resistion
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CEO
Re: 3D and NAND, but not together
resistion   7/3/2013 7:54:44 AM
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I think 3D NAND is less unattractive than sub-20 nm planar 2D NAND. 3D NAND does not necessarily entail 3D ReRAM. I.e., it is not exactly a plug and play situation.

Kinnar
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CEO
Right re-entry in the Flash Battle
Kinnar   7/3/2013 12:52:39 PM
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Toshiba has got the right re-entry in the Flash Battle with 3D Nand Flash, Flash Memory needs has been getting incresed day by day due to replacment of Magnetic Harddisks in PC/Portables. Even entire video industry has got shifted over Flash based media replacing the Tapes. This is really requireing high capacity Flash Drives and 3D Nand Flash is really the right answer to it.

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