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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: TimF who wrote (20286)	5/17/2001 2:44:28 PM
From: wily	Respond to of 60323

What design rules do most other flash companies use? Per the 4/2001 10K, UMC uses a .24um process for Sandisk's wafers. I would imagine that most of the foundry supplied Flash is on a similar process. How much of world Flash production is at foundries -- 25%? Then there's companies like Toshiba, Hitachi and Mitsubishi who use leading edge processes for at least part (how much?) of their Flash production. Intel, with about 25-30% of the Flash market is probably almost completely converted to .18um for Flash. According to their "copy exactly" program, their Flash lines transition to a new process about a year behind their cpu lines. Here's a recent process roadmap for Intel: frontiernet.net AMD has about 20-25% of the Flash market, and as you point out, they're at .23 and .32um. FlashVision uses a .16um process.