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


To: Alan Hume who wrote (29131)9/10/1999 8:57:00 AM
From: Bilow  Respond to of 93625
 
Hi Alan Hume; Re embedded DRAM vs. Rambus...

First, a word from Rambus itself:
In addition, certain semiconductor companies have recently introduced a new kind of IC which combines logic and DRAM on the same chip. Such chips, called "embedded DRAM," eliminate the need for any chip-to-chip interface and are primarily being used for graphics applications. Embedded DRAMs are well suited for applications where component space saving and power consumption are important, such as in the graphics subsystems of notebook PCs. There can be no assurance that competition from embedded DRAMs will not increase in the future.

The above is from the company's 10-K for 1997, the only one I bothered to look in. Why doesn't somebody else look around and see if embedded DRAM is mentioned in more recent 10-Ks? In any case, the above should convince even the most narrow minded bull that they should understand something about embedded DRAM.

In the following links and quotes from some recent articles in EE-Times, you will find mention of several products that would very likely have chosen RDRAM if embedded DRAM wasn't available:

NEC, with Nintendo, renews embedded DRAM push
NEC will ramp its 0.18-micron process to put as much as 16 Mbytes (128Mb) of memory on the graphics processor being designed by Nintendo and ArtX ...

"With the emergence of 0.18-micron processes and Toshiba's 0.15-micron process in the not-too-distant future, we will see the rise of performance-driven applications characterized by the Sony and Nintendo game consoles, where the reason they use eDRAM
is not to conserve space or power but for raw bandwidth that cannot even be attained by something like Direct Rambus."

techweb.com

Process is said to impose minimal mask penalties -- IBM embeds DRAM in 0.18-micro ASICs
When IBM unveiled the technology at December's International Electron Devices Meeting, the cell size for a bit of embedded DRAM was said to be 0.62 micron2. By tightening the back-end wiring, that has shrunk to 0.56 micron2, or roughly 1.5 times the cell size of IBM's standalone 64-Mbit DRAMs.
techweb.com

Market researcher Dataquest said it predicts the embedded DRAM market will soar from roughly $460 million in 1998 to $7.75 billion in 2001. ... 64 megabits
techweb.com

NeoMagic, Infineon team for graphics
techweb.com

The efforts are not unlike the changes on the motherboard, where high-speed DRAMs such as Direct Rambus will dramatically boost bandwidth of PC main memory so as not to bog down CPU performance. ...
The result is a DRAM macro with a 9.1-ns access cycle and 7.7-ns random write time. Maximum bandwidth using a 1,024-bit I/O running at 100 MHz is 12.8 Gbytes/second.

techweb.com

One for the other side. It's all just a matter of whether you can fit the memory you need:
Silicon Motion sees savings in shift to discrete DRAM -- Graphics-chip vendor takes memory off-chip
techweb.com

MediaQ's display controller features embedded DRAM
techweb.com

One-transistor SRAM lures game maker -- Nintendo lifts MoSys
128 Mbits of 1T-SRAM can be embedded in logic devices.
techweb.com

integration of hard-disk chips
The price is expected to drop to $10 by 2003, largely by shrinking the number of chips on the board to one digital IC with on-board DRAM.
techweb.com

graphics-with-logic device integration for low-cost PCs.
techweb.com

PC price erosion spurs graphics-on-logic ICs
"Integrating these functions and getting rid of the frame buffer allows the OEM to eliminate $20 in memory-chip costs and saves on-board real estate and power consumption as well," he said.
techweb.com

Another competitor to rambus is SGRAM:
With 4 Mbytes of SGRAM on board, Silicon Motion scheme outdoes embedded DRAM
An MCB can carry more DRAM than an embedded-memory chip but can't match the potential of embedded memory to boost bandwidth and, thus, overall processing speed.
techweb.com

Toshiba Processor May Be Brains Of PlayStation
Toshiba brought back a group of DRAM design engineers and put many of them to work on developing a "merged" DRAM-in-logic process. Toshiba has used that technology in its ASIC business. Also, the company has converted a DRAM fab at its complex in Oita, Japan, and upgraded it to 0.25-micron merged process capabilities.

LSI Logic, too, is working on embedded DRAM, in tandem with Micron Technology, in Boise, Idaho. With the development phase drawing to an end, LSI said it expects to have merged DRAM capabilities in its arsenal by mid-1999.

techweb.com

-- Carl