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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 271.40+1.3%1:16 PM EST
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Sam
From: BeenRetired3/7/2020 8:16:55 AM
1 Recommendation   of 4826
 
WDC CC: With BiCS5 112L, "able to shrink on the XY axes...didn’t need to go as high in terms of number of layers"

On 2 different ASML quarterly CCs:
A couple back they mentioned a NAND specific DUV light. No details.
Last CC they mentioned NXT:2050. No details.




Joe Moore

Okay, great. And then on the earnings call, I think you talked about BiCS5, which is your next generation, the 112-layer product in NAND. Can you just give us a sense of that? And how competitive do you expect that to be? And what’s the pace of ramping that technology?

Bob Eulau

Yes. So if you saw that press release, I mean, we’re expecting this next generation to give us about 40% more bits per wafer. It will be, I think, roughly 50% better performance. It’s going to be a very, very competitive product in the marketplace. We have – sometimes we get asked why 112 and not 128 layers. Well, it’s very finely tuned product, and we were able to shrink on the XY axes. And so we didn’t need to go as high in terms of number of layers. And that actually allows us to be more cost-effective, allows us to be more capital-effective. And we’re able, as I mentioned, to get the bit growth in the performance that we wanted out of those products.

seekingalpha.com
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