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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 9:30 AM EST

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To: Ausdauer who wrote (12686)	7/8/2000 10:23:06 PM
From: wily	Read Replies (3) of 60323

Ausdauer, Regarding the article on SST's ATA embedded chip. ebnonline.com This does not make sense to me. They are saying that the memory and controller are on the same chip, and that the largest is 64Mbytes. That would mean that there is 512Mbits of memory on that chip which is denser than anything now being produced in the Flash industry (Hitachi's 256Mbit chip is the biggest I've heard of so far.) And this from a company that has up to now concentrated on the lower end of the density spectrum. And they've got logic on the chip too... My guess is that this is a module or a multichip package of some sort. Their Flash cards (CF, for instance) are already ATA-based, and available in the same capacity range, so this is not a big jump for them -- just a move to another form factor. I'm intrigued by SST's claims of manufacturing efficiency (14 mask steps vs 20 for other Flash designs), robustness and scalability. I've heard in a few places that Flash faces a fundamental challenge in scaling to smaller design rules. I hear a possible echo of this in Harari's warning that execution is the biggest risk for his company. Maybe it will be a tough ramp at .13mu? Maybe SST either thinks they will have an easier time scaling to smaller design rules (and larger densities)? I wonder if their technology is adaptable to multibit/cell? wily

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