SI
SI
discoversearch

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 : Spansion Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Joe NYC who wrote (3239)1/29/2008 4:27:13 PM
From: Pam  Respond to of 4590
 
Unless > 2 b/c can be produced at latest node, the answer is that it may not be worth it...

Toshiba/Sandisk are producing 3 b/c for the first time and that probably is the reason they are doing it at a mature node (easier to produce). If all goes well, I would expect future generations of 3 b/c at leading-edge nodes. Sandisk has already indicated that from a cost per bit perspective 3 b/c at 56nm will be more expensive than 2 b/c at 43nm which they start in 2Q08, but then they have to start somewhere and move up the learning curve.

The same question as above. Is 3 b/c at 56nm worth it, if it is going to perform substantially worse than 2 b/c at 43nm?

Well, it depends. If 3 b/c performance is acceptable for certain applications and if it can be manufactured at the leading-edge nodes for the future generations, it will certainly be worth it. From the paper Buggi sighted, 56nm 3 b/c's Write performance was at 8 MB/s fairly good I would say for most applications, except for high speed cards where they use SLC and in some cases 2 b/c MLC anyway.