Western Digital

Did Toshiba REALLY Lose 3-6 Weeks’ Production?

Toshiba's Fab 5 in YokkaichiYesterday The Memory Guy learned of an amazing article in DigiTimes about a 3-6 week shutdown at Toshiba’s Yokkaichi NAND flash fab line.  According to the story Toshiba’s production was shut down for 3-6 weeks accounting for a production loss of 100,000 wafers.  Another article in PC Games N converted that to lost bytes and came up with the number 400,000 terabytes.

Some quick math shows the errors in both of these articles.

First of all, the wafer stoppage.  The Toshiba/SanDisk Yokkaichi Joint Venture wafer fabrication complex processes a little over 2 million wafers per year.  Divide that by 52 weeks and you find that’s about 40,000 wafers per week, so 100,000 wafers would be 2.5 weeks’ output, not 3-6 weeks.

The number of bytes that PC Games N published takes a little more math.  According to TechInsights Toshiba’s 15nm 128Gb MLC chip has an area of 99mm².  That gets you a little over 10TB/wafer.  The company’s 48-layer TLC 256Gb part should produce about twice that.  Yet, if you divide PC Games’ Continue reading

3D NAND: “I Have More Layers than You Do!”

Layer CountYesterday’s news really underscored the race currently underway between 3D NAND makers to produce higher layer counts than one another.

Intel produced an announcement in which VP Rob Crooke bragged that: “Intel has delivered the world’s first commercially available 64-layer, TLC, 3D NAND solid state drive (SSD). While others have been talking about it, we have delivered.”

The announcement explained that the new Intel SSD 545s could be purchased at Newegg beginning that day.

The Memory Guy received Intel’s announcement at 10:02 AM Pacific Time.  By 3:11 PM, five hours later, there was another announcement in my “In” box, this time from Western Digital (WDC).

WDC’s e-mail announced the development of the the SanDisk/Toshiba next-generation BiCS4 3D NAND technology, with 96 layers.  The companies expect to begin to sample a 256Gb part to OEM customers in the second half of 2017 with production starting by the end of next year.

One has to wonder if WDC was Continue reading

Contact

Jim Handy Objective Analysis Memory Market Research +1 (408) 356-2549 Jim.Handy (at) Objective-Analysis.com

Translate to:

Website Translation GTS Translation