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

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From: BUGGI-WO5/30/2008 4:01:14 AM
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NAND/NOR DIE size once again

"
...
It has taken the lead on other fronts. ''At a die size of 172-mm2, and on 300-mm wafers where Intel and Micron project about 400 dice per wafer, the price of a 32-Gbit chip will be just shy of $4.00, which works out to about $0.99/GB,'' Handy said.
...
"

eetimes.com

I have searched for my old posts (no subscription) and found
again this:

Message 24261200

For SPSN:
So, QuadBit-MB DIE 8Gb is on 90nm = 155m^2. -> my assumption
8Gb DIE Quad 65nm = 0,55-0,6 x 155 = 85-93 mm^2
8Gb DIE Quad 45nm = 0,55 x 90 = 50 mm^2

I think the 50mm^2 8Gb Quad 45nm size should be safe, because
I rounded up the shrinks and Mirrorbit scales well. Just look
what Micron did with this "supirior" NAND, which all the
people speak about -> they did 172mm^2 with 32Gb on 34nm.
Lets compare this virtually to SPSN.

50mm^2 Quad 8Gb on 45nm (projection - could be 45mm^2 too)
translates into
200mm^2 Quad 32Gb on 45nm (4x50) or
180mm^2 Quad 32Gb on 45nm (4x45)

If the last thing is right, Spansions Quad design on 45nm is
roughly equal in DIE size compared to the newest 34nm Intel
NAND design. This says all for shrinking NAND any further.
"No news" to us I would say.

BUGGI
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