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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)2/18/2008 6:01:47 AM
From: Rink  Read Replies (1) of 4590
 
Paper on NAND replacement technologies: ewh.ieee.org

From EDS, apr '07. Contains good technical info, especially as of slide 34.

Conclusion is that floating gate (both NAND and NOR) won't survive the decade. For NAND it's going to be replaced by technologies like 3D-flash and TANOS (both based on SONOS; Tosh is working on 3D SONOS, and Samsung has TANOS which is a metal gate high-k SONOS). For NOR it might be replaced by a technology like PCM. Study doesn't include NROM based Quadbit, or newer NROM based 2b/c SONOS announced as ORNAND2. Spansion's SONOS looks to be twice as dense to me btw.

It's clear though that about the whole industry is heading towards SONOS-like technology and charge trapping to overcome scaling problems of floating gate.

- Samsung might be ahead of Spansion for as far as new material usage is concerned (metal gate, high-k).
- Toshiba might be ahead of Spansion using 3D SONOS flash structures.
- Both those are however targeted at 32nm or possibly even below as both Samsung and Tosh are pushing floating gate till the extreme limits, while Spansion has been producing SONOS related structures for years and is evolving it (quadbit, ornand2)

I wouldn't mind some si-engineer looking over this paper (link above) and the Fornel workshop presentation I used earlier that also contains good detail: fornel.de , as well as the eetimes articles referenced here: Message 24178269

EDIT: Here's a recent SONOS patent assigned to Samsung: freepatentsonline.com It might show 2b/c SONOS.

Regards,

Rink

PS, Quite silly those fellows responsible for this paper ;-)
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