How Cheap is Flash?

Fry's Advertisement: 32GB Patriot USB for $17The Memory Guy was a little surprised to see the advertisement in this post’s graphic.  It was from an April 8 newspaper ad for Fry’s Electronics.

It’s a little early to see NAND selling for this little: The original price of $21.99 for a 32GB USB flash drive comes to $0.69/GB, and the price after the rebate of $16.99 means that the price per gigabyte of the flash is only $0.53!

At the time the lowest spot market pricing for MLC flash on the InSpectrum spot price website was $0.53, and $0.47 for TLC.  According to DRAMeXchange MLC is selling for as little as $0.48.

That’s not a lot of margin for Patriot or Fry’s when you add in the cost of t Continue reading “How Cheap is Flash?”

Intel Sells NAND Assets

IMFT's Manassas Fab, one of Two Sold to MicronToday Intel divested itself of a portion of the assets of IMFT, the joint venture NAND flash manufacturing arm it shares with Micron Technology.  This is an effort by Intel to groom the business to better suit Intel’s evolving vision of its role in the NAND flash business.

Objective Analysis issued an Alert to our clients giving the “What, When, Why, and Where” of this deal.  The Alert can be downloaded for free from the Objective Analysis Reports page.

Inside SanDisk’s & Toshiba’s New 128Gb NAND Chip

The Toshiba/SanDisk 128Gb NAND Flash ChipOne memory chip was so important that it was presented three times at this week’s International Solid State Circuits Conference (ISSCC) and that was the Toshiba/SanDisk 128Gb NAND flash.  This chip was shown by Eli Harari in Monday’s keynote, then was featured twice in the Wednesday afternoon Nonvolatile Memories session – once by Toshiba and once by SanDisk.

The NAND chip, measuring 170.6mm², is said by both companies to be the densest NAND available.  Compared to the Intel/Micron 64Gb 20nm NAND at 118mm², the device gives twice the bits in a 45% larger die area, so the companies’ claim rings true, since the only other NAND makers: Samsung and Hynix, have processes that fall far behind at 27nm and 26nm respectively.

Continue reading “Inside SanDisk’s & Toshiba’s New 128Gb NAND Chip”

Harari Delivers Inspiring Keynote at ISSCC

Eli Harari Delivers ISSCC KeynoteThe annual International Solid State Circuits Conference (ISSCC) is a gathering in which the brightest minds in semiconductors come to meet and share the results of their recent research and development efforts.  This year the four keynotes at the opening plenary centered on a “Green” outlook, through Storage, Control, Computing, and Energy.

Naturally, as “The Memory Guy,” I focused all of my attention upon the storage keynote, given by SanDisk’s recently-retired CEO Eli Harari.  Some of the more interesting points I came away with were: Continue reading “Harari Delivers Inspiring Keynote at ISSCC”

New NAND Player: Macronix

Macronix NAND FlashMacronix, a company known for its leadership in mask ROMs and low-density NOR flash has just entered the NAND flash market.  This adds a new player to a very small pool of competitors: Samsung, Toshiba, SanDisk, Hynix, Intel, and Micron.

The company’s first NAND products are SLC chips of two densities: 512Mb and 1Gb.  Compare this to the offerings of the market’s other participants which range up to 256Gb.  Spot price tracker InSpectrum doesn’t even track pricing of densities below 4Gb!

There still seems to be a good market for these low-density parts: According to WSTS  Continue reading “New NAND Player: Macronix”

Elpida ReRAM Prototype

How a New Technology Usurps FlashElpida announced the development of a high-speed 64Mb non-volatile resistance memory (ReRAM) prototype using a 50nm process. The device was jointly developed with the New Energy and Industrial Technology Development Organization (NEDO), a Japanese-funded public institution.

Elpida will conduct further ReRAM development with Sharp Corporation, the National Institute of Advanced Industrial Science and Technology (AIST, another Japanese public institution) and the University of Tokyo.

It’s encouraging to see that Elpida still has its eye on projects into 2013 and beyond.  The company is rumored to be working feverishly to find ways to stay in business through this year.  Today’s DRAM market is a challenging one!

Continue reading “Elpida ReRAM Prototype”

DRAM Consolidation in 2012?

History of DRAM Market Share by Company2012 is likely to be a year in which the DRAM market consolidates a little bit more.

Consider this:

  • At its peak in the late 1980s the DRAM market sported 23 suppliers.
  • Today there are 6 suppliers of any note: Samsung, Hynix, Micron, Elpida, Nanya, and Powerchip
  • The already-depressed market is only going to worsen in 2012.  Capital spending in 2010 is seeing to that.  Although many believe that prices cannot get any lower, that is exactly what they will do in 2012. Continue reading “DRAM Consolidation in 2012?”

Micron, Intel, Introduce 128Gb NAND Chip

IMFT 20nm NAND Flash DieMicron Technology and Intel announced today (6 December, 2011) that the two companies are sampling a 128 gigabit (that’s 16 gigabytes) NAND flash chip manufactured by the company’s IMFT joint venture.

This is a doubling of the capacity of the 64Gb chip the companies announced in April, but they assure us that the size of the die hasn’t doubled, and the accompanying photo supports this.  Intel tells us that the die will fit into standard BGA and TSOP packages. Continue reading “Micron, Intel, Introduce 128Gb NAND Chip”