@Wörns
Many questions ...
First, its not a surprise, that the NAND market is a very
difficult one. I think we could very well compete here, if
these circ. would be in place:
- 300mm - 6-8K wafers per week, 45nm, 4b/c
I think we these Specs we could even compete well against
NAND, the problem is, that margins today are mostly negative ->
so why should we "throw away" these products in such a way?
When it comes to the "memory (DRAM)" topic, I have difficulties
to understand this (at least I have high doubts), but we will
see.
When it comes to floating gate I'm seeing progress for newer
nodes as well, but (as said), this progress is very costly.
To get floating gate in newer nodes working, many many (costly)
"workarounds" have to be made and this could only bode well
for us (Mirrorbit). I have heard, that after Hynix even Samsung
had troubles with their 66nm DRAM process and I don't even want
to speak about 4x/5x here. The same could be said for floating
gate (NAND) too. All these companies are "buying" now many
many problems, because "other ways" are difficult to go (more
difficult???) or protected (patents). We know this very well,
when AMD introduced Mirrorbit and couldn't ramp that as fast
as we all hoped. It took years to mature, to bring it to the
point where we (SPSN) are today. I think this sentiment is a
key point for all these floating gate guys -> they know as
well, that changing technology would be disruptive with an
unknown result at least in the short term. The biggest problem
for SPSN now is money. I would love to see us 500Mio. more in
the bank, because we could ramp up SP1 much much faster and
we could develop newer nodes faster (probably). Thats the
biggest hurdle at this point - sadly.
BUGGI |
