Tony, Brian, threaders, 226 million chips of flash RAM doesn't sound outrageous to me, if I allow some assumptions like a) a flash RAM chip is about the same size as a 64M DRAM, and b) yields are comparable. (The last is a stretch that can cause flash output to be lower by a lot, I know.)
With what I know about die count on a 200mm wafer, yield and wafer starts, I would expect a DRAM fab to produce about 17-20 million chips per month these days. That's right in line with the Intel number (remember my assumptions!). Interesting point: I would expect the DRAM folks to make these numbers with about 1,000 employees. So on a per-employee basis, the productivity at Shanghai is about 1/3 what I expect out of, say, Micron, Hyundai, or Samsung....
Mitch |
