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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (17027)	1/6/2006 11:40:57 AM
From: etchmeister	Read Replies (1) \| Respond to of 25522

Currently, NAND flash costs about $45 per gigabyte; at that price, just the raw memory for a 32-GB drive would cost $1440. I don't know what their definition is of raw memory; besides within next 18 months we should see transition to 55nm Toshiba Announces 16-Gigabit Multi-Level Cell NAND Flash Component Using 70-Nanometer Process Technology Print This Story Email This Story Save this Link View PR Newswire's RSS Feed chips.toshiba.com Company Archive Highest Density Commercially Available MLC NAND Flash Component Provides 2-Gigabyte Data Storage Capacity See TAEC Memory Products at CES in Toshiba Booths #12814 and #12827 in LVCC Central Hall LAS VEGAS, Jan. 5 /PRNewswire/ -- Continuing its commitment to a leading-edge NAND flash roadmap to enable increasingly high density devices for consumer applications, Toshiba America Electronic Components, Inc. (TAEC)* today announced the availability of a 16-gigabit(1) (Gb) multi-level cell (MLC) NAND flash memory component developed by Toshiba Corp. (Toshiba). The new 16Gb NAND Flash part, designated TH58NVG4D4CTG, achieves 2 gigabytes(2) (GB) of storage in a single thin, small-outline package (TSOP) by stacking two 70nm Toshiba 8Gb MLC NAND chips. The new part is ideal for solid-state file storage applications including audio players, USB drives, memory cards, streaming audio/video equipment and other applications requiring high-density embedded memory at an attractive cost per bit. "Our 16Gb NAND TSOP is based on the Toshiba 8Gb MLC NAND part which features the industry's highest density in a single die NAND chip, which is achieved by storing 2 bits per cell. As a result, Toshiba is able to offer two-gigabyte storage capacity by stacking only 2 die in a TSOP package," said Brian Kumagai, business development manager, NAND Flash, for TAEC. The new 16Gb memory part is based on the Toshiba TC58NVG3D4CTG 8Gb MLC NAND, which maximizes performance by using fast writing circuit techniques to reduce data write times and supporting a fast write speed of 6-megabytes (MB) per second(3). The 8Gb NAND chips, co-developed by Toshiba and SanDisk Corp, are now in full production on 70nm production lines in an advanced wafer fabrication facility at Toshiba Yokkaichi Works run by Flash Partners, Inc., a joint venture of Toshiba and SanDisk. The new parts are offered in Lead(Pb)-Free(4) surface mount packages with tin-silver (Sn-Ag) or tin-copper (Sn-Cu) Lead(Pb)-Free plating and are intended to be compatible(5) with the requirements of the European Union's Restriction of Hazardous Substances (RoHS) Directive(6), which will take effect in July 2006. Product Specifications Part Number TH58NVG4D4CTG Configuration 2028M x 8 bits (16Gb) Power Supply VCC = 2.7V to 3.6V Page Size 2112 bytes Max. Programming Speed 6MB/Second Package 48-pin TSOP Type 1 Measures 12 x 20 x 1.2 millimeters Pricing and Availability Samples of the 16Gb Toshiba TH58NVG4D4CTG, 16Gb NAND Flash will be available in January 2006, priced at $79.00 each.

To: Gottfried who wrote (17027)	1/6/2006 11:46:37 AM
From: niek	Respond to of 25522

re: NAND flash SSD's It's the same old story. When something new is invented it's burned down by analysts and people who didn't invent it by their own. I haven't seen else in 40 years chip history.

To: Gottfried who wrote (17027)	1/6/2006 8:42:38 PM
From: etchmeister	Respond to of 25522

Expo-Samsung sees fast NAND growth in 2006 Fri Jan 6, 2006 08:24 PM ET (For a wrap-up of Reuters news on this week's 2006 Consumer Electronics Show, click on blogs.reuters.com By Doug Young LAS VEGAS, Jan 6 (Reuters) - South Korea's Samsung Electronics Co. Ltd.(005930.KS: Quote, Profile, Research) said on Friday it expects demand for its NAND-type flash memory to continue on a sharp growth track in 2006, fueled by the popularity of devices like portable music players. The global market for NAND memory was worth an estimated $10 billion last year, up from about $7 billion in 2004, with Samsung's market share staying relatively constant at a dominant 60 percent, said Don Barnetson, the company's associate director of flash marketing, citing industry data. He said the market's value is expected to grow about 30 percent this year, as fast-falling prices are more than offset by an expected explosion in sales of memory-hungry portable music players, digital cameras, and cellphones. Samsung competes in the flash memory market with hometown rival Hynix Semiconductor Inc.(000660.KS: Quote, Profile, Research) , Japan's Toshiba Corp (6502.T: Quote, Profile, Research) and U.S.-based Micron Technology Inc.(MU.N: Quote, Profile, Research) , all vying for share of the fast growing and highly profitable sector. "Flash is a strong profit center for Samsung," Barnetson told Reuters in an interview on the sidelines of CES, the largest U.S. consumer electronics show, this week in Las Vegas. "It's an excellent business to be in and lots of folks are looking to enter. But we have a strong position." Barnetson said portable music players, often called MP3 players, will be one of the main drivers for this year's strong growth, fueled by factors like the booming popularity of Apple Computer Inc.(AAPL.O: Quote, Profile, Research) iPod and Samsung plans to aggressively promote its own portable music players in the U.S. market. He said MP3 players made up about 18 percent of the NAND flash memory market in 2004, but saw that share shoot up to 29 percent in 2005 as iPod and other product sales soared. "It's growing a lot more quickly" than the overall market, he said. "We believe 2006 will be another strong year for MP3." Another major growth driver will be cellphone sales, as third-generation (3G) mobile services that allow people to quickly download music and video files to their phones start to gain traction. Flash memory used in cameras and cellphones actually saw its share of the overall market drop to 49 percent last year from 54 percent in 2004. But Barnetson said he expects that trend to reverse this year on the back of a new generation of cellphones. "We expect it to grow more quickly than the aggregate market in 2006," he said. He added that a new generation of applications for personal and laptop computers -- which typically use much cheaper traditional hard drives as their main memory source -- should keep demand growing strong looking out a few years. He said a new generation of PCs that draw on flash-hard drive hybrid memory systems to cut power consumption for notebook computers is now in the very early stages of development. A new range of flash applications could also speed up performance for both notebooks and more traditional desktop computers. As that sector picks up, he predicted that computer-related flash sales could account for 10 percent or more of the market over the next three years. "This is going to start to become a substantial market," he said. "It won't be a large part in 2006. But over the next three years it'll start to grow and will be a double-digit figure on its own." It does not seem to me Samsung is shooting from the hip; they seem to have a plan and they gonna execute. More than two years ago Samsung made strategic switch from DRAM to flash (flash becoming THE technology driver and DRAM second). So Samsung has "vision".