WDC/Sandisk Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation

WDC 166.10

-2.3%

Nov 12 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Pam who wrote (33409)	9/12/2006 10:32:08 AM
From: slacker711	Read Replies (3) of 60323

If Samsung can manufacture 75% of their total 4Q nand bits at 60nm, that will be a phenomenal acceleration and execution by their semiconductor division. It will also mean that they will have at least some MLC output at 60nm! They seem to be catching-up a bit with Toshiba. The vast majority of the 60nm output should be 8Gbit MLC. Message 22636243 I think that this chip probably gives the lead back to Samsung since this chip is a bit smaller than Sandisk's 70nm 8GBit chip (135.6mm2 vs. 146mm2). One variable though, we dont know what percentage of these chips will be on 300mm wafers versus Sandisk's production. Hmmm....Sandisk has talked about their 55nm 8Gbit chip (<100mm2) but have they announced anything for a 16Gbit chip at that node? Has anybody? Slacker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next