Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: John Walliker who wrote (28793)	9/6/1999 2:26:00 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: Die size Didn't say it had twice the density, said the that shipping die were twice the capacity. This is due to powers of two used to address chips. Throughout the (admittedly brief) history of rambus, that 30 to 40% increase in die size has relegated rambus die to being one power of two smaller in capacity than SDRAM die(half the capacity) Silicon cost goes up at some positive factor over die size difference, but I have no idea what it is and so will just leave it as linear. Packaging costs are pretty much fixed per unit, but higher for rambus due to speed of the interface the package has to support. So you start out having to buy 30 to 40 % more silicon, then you have to pay any yield penalties associated with the requirement that pieces of the rambus chip have to run 4 times as fast as the SDRAM does to work, then you have to test and package twice as many dice for a given memory capacity into a more expensive package. Rambus may get down to "only" 50% more expensive than SDRAM some day, but I doubt it will happen before 2001. Dan