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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST

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To: Rink who wrote (2946)1/6/2008 8:54:08 PM
From: Pam  Read Replies (1) of 4590
 
So Mirrorbit Quadbit (4b/c) and NAND MLC (2b/c) would indeed have more or less similar cell sizes. NOR 1b/c old tech was 10F2, Mirrorbit Quadbit 4b/c would be ~2.5F2, close to 2b/c MLC NAND ~2F2. Basically this normally would mean you are right on cell size.

In a highly competitive environment, such as NAND, the difference of 0.5f^2 in cell size is huge, especially when you are dealing with high densities like 16Gb, 32Gb and 64Gb's!

Spansion's highest density for ORNAND is just 4Gb! Do you know if it is a monolithic chip or a dual-die or a quad-die?

Still:
From 3/1/'08: Due to the increased storage capacity per cell, MirrorBit Quad technology is capable of delivering up to 30 percent smaller effective cell size per bit than floating-gate MLC NAND Flash memory technology at the same process technology node.

Basically this indicates that the straight forward reasoning based on data provided by the Berkeley paper is probably not 100% applicable to Mirrorbit.


Exactly. As I said in my earlier post, if you are going to look at cell size, they have to be at the same node and if you are going to compare products from different nodes, make sure you are comparing die size for identical capacity chips. You have to look at other things also, but let's just ignore them and keep it simple.

Based on this Spansion statement I guessed in my previous post to you that 65nm Quadbit effective cell size might be comparable with ~50nm MLC NAND (note this is really a guess because I'm very far from being an expert). It however also fits with other tidbits I heared previous years.

Well, you would be fairly close if you had compared 65nm Quadbit with 56nm NAND MLC (instead of 50nm) but you also have to consider that Toshiba/Sandisk are done with their successful transition to 56nm and are now moving to 43nm and Spansion is sampling 65nm, so they are about 2 nodes behind and that is huge in semiconductor business!

Fornel workshop on nonvolatile memory concepts below 50nm (an absolute data gem this is). Mentions multi bit charge trapping (like mirrorbit) at 6F2 cell size, 3F2 bit size, based on single level charges (2 single level, separate charges per cell). This is some 25% below single level NAND. So Spansion's statement of 30% lower effective cell size for Quadbit (MLC Mirrorbit) than MLC NAND is not out of reach.

Based on the chart provided by Spansion, and assuming it is accurate, it would seem so. But then as I said, Spansion is behind and pretty soon they will fall further behind as Toshiba/Sandisk introduce 3 b/c first at 56nm, and then at 43nm. Every node and every transition is extremely important. If you do the math, 2 b/c NAND at 43nm is cheaper than 3 b/c NAND at 56nm so they are inclined to do 43nm first but they will also do 3 b/c at 56nm despite the cost disadvantage to get their hands dirty with new technology at a more mature node, which is generally easier. I also believe, Spansion's Quadbit ORNAND products have inferior Write speeds and endurance compared to MLC NAND.

Next there are other aspects to consider as well (yields and throughput):

Spansion claimed intrinsic yields of Mirrorbit technology 30% higher than comparable floating gate NOR back in 2004 (again a lot changed since then but the fundamental technology didn't so it's imo not unreasonable to presume this figure has changed dramatically).


Both, yields and throughput are important. Toshiba/Sandisk generally haven't had any problems with their yields and are pretty efficient, lowest-cost producers. I am not familiar with yields for Spansion but Toshiba's run at high 90's! Thanks to ECC which makes even dies with errors economically useful as lower density dies!

Elsewhere Spansion stated several times 40% less process steps for Mirrorbit compared to floating gate NOR which leads to significantly higher throughput using rather similar equipment.

Do you know approximately how much time it takes for Spansion's ORNAND to be manufactured from start to a finish?

Just to add to the prev post here's a white paper from Spansion from around the time the first gen 90nm Mirrorbit Quad was sampled, I think it's from H2/'06. It contains an effective cell size estimates diagram on page 5 dated Sept '06. Spansion's estimates are more or less in line with most other data and estimates mentioned earlier. 65nm Mirrorbit Quad was estimated approx as dense as 55nm MLC NAND, or 65nm Mirrorbit Quad was estimated to be some 20-30% denser than 65nm MLC NAND.

As I indicated earlier, it will be really hard for Spansion to catch-up in data storage. NAND players are moving extremely fast and they have the resources. Toshiba/Sandisk are about to start 3 b/c at 56nm in the coming months, so I modified the chart a bit to see what it would look like. The red line at the bottom is added by me for 3 b/c starting 56nm.

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