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Politics : RAMTRONIAN's Cache Inn -- Ignore unavailable to you. Want to Upgrade?


To: Greg McDaniel who wrote (7248)2/3/2000 1:34:00 PM
From: Harvey Allen  Read Replies (1) | Respond to of 14464
 
Infineon takes 20% stake in DRAM maker in return for foundry rights

By Andrew MacLellan
Electronic Buyers' News
(02/03/00, 11:15:51 AM EDT)

Locking into production capacity in a time of scant supply,
specialty memory technologist Enhanced Memory Systems
Inc. has agreed to sell a 20% stake in the company to
Infineon Technologies AG in exchange for guaranteed
access to wafers and leading-edge process technology.

In return for its minority position, Infineon has agreed to give
EMS a committed wafer capacity for up to $200 million in
product annually, as well as rights to its 0.2- and
0.17-micron manufacturing process, embedded DRAM
technology, and 256-Mbit SDRAM product design.

"As a fabless company, obviously having a committed
source of supply is a key issue, particularly in a period of
allocation," said David Bondurant, vice president of
marketing and applications at EMS, the Colorado Springs,
Colo., subsidiary of Ramtron International Corp.

EMS has an existing foundry relationship under which it has
access to 0.35-micron process technology at Infineon's fab
in Corbeil-Essonnes, France. Under the new six-year
agreement, EMS will develop 64-Mbit densities of its
EDRAM and ESDRAM specialty product lines at a more
advanced Infineon fab in Dresden, Germany, in addition to
designing a new architecture known as Enhanced SRAM
(ESRAM).

"Given current market trends, the timing for combining
Infineon's DRAM manufacturing assets with EMS's
low-latency DRAM technology is ideal," said Jrgen Scholz,
director and general manager of Infineon's Embedded and
Graphics Memories Group, in a statement.

The first devices will use a 0.2-micron process beginning
later this year, while EMS will begin manufacturing
embedded products using Infineon's 0.17-micron process in
2001, according to the company, which declined to specify
what densities it would ship at that time.

EMS' DRAM cores include a small amount of SRAM cache
that helps the chips to hide row-access delays and functions
like precharges and cell refreshes that might otherwise
compromise internal clock speed. The company is pitching
its technology for use in a variety of
communications-oriented applications.

"Our entire patented technology revolves around how do you
build a faster DRAM core and integrate SRAM cache on the
chip," Bondurant said.

Late last year, EMS signed an agreement with Cypress
Semiconductor Corp. to develop a specialty
communications-memory device using what it terms
ESRAM technology. While the company would not reveal
details of the new product, the ESRAM component will
incorporate Infineon's embedded DRAM.

The idea, said Bondurant, is to develop a chip with
SRAM-like speed but that also possesses desirable DRAM
characteristics like higher density and lower cost and power.

While EMS hopes an early look at Infineon's latest
manufacturing process will give it a leg up in the market, the
company is not planning to compete in the commodity
DRAM segment. However, it is trying to attract other DRAM
vendors with its SRAM-cache IP in the hope its technology
will be incorporated in specifications defining
double-data-rate and DDR-2 SDRAM.

"We are soliciting major DRAM companies to implement our
IP in mainstream DRAM," Bondurant said.

ebnonline.com



To: Greg McDaniel who wrote (7248)2/3/2000 2:18:00 PM
From: David C. Burns  Respond to of 14464
 
The company obviously thinks it is positive. On the face of it, it looks positive - am I hallucinating or do I recall EMS or Ramtron missed an opportunity to exploit demand because they are fabless and couldn't provide supply?

Hard to know for sure how good it is - we've certainly seen Ramtron make some incredibly stupid moves in the not so distant pass.

Cautiously optimistic.