SanDisk & Toshiba Move to Next Process Node

SanDisk's explanation of old vs new 19nm processesSanDisk and Toshiba, in separate announcements, both today disclosed their next-generation process technology.

The companies introduced their new “1y” processing node that, according to SanDisk, produces 19nm x 19.5nm cell, versus the earlier “19nm” process (or “1x”) that used a 19nm x 26nm cell.

The graphic for this post (click to enlarge) was presented during SanDisk’s May 5th Analyst Day and compares the 24nm process to the 19 x 26nm process, moving to the 19 x 19nm process, and eventually to “1z” which neither company is yet revealing.  After the 1z process SanDisk believes Continue reading “SanDisk & Toshiba Move to Next Process Node”

Why Most NAND Rankings Ignore SanDisk

SanDisk Doesn't Show Up in NAND Market Share FiguresEvery so often I run into someone who asks about the discrepancy between various analysts’ NAND market share rankings and SanDisk’s shipments.  After all, SanDisk is a leading producer of flash memory and has captive manufacture through its joint venture with Toshiba.  Yet, most market share rankings leave SanDisk out.

What’s going on here?

Owing to a long-standing convention SanDisk’s NAND chips aren’t counted since they are sold as “Systems” (with a controller.)  The World Semiconductor Trade Statistics (WSTS) set that rule up, and most analysts Continue reading “Why Most NAND Rankings Ignore SanDisk”

Is there a NAND Shortage? Not quite.

NAND Weekly Spot Price per GB - Up Slightly SInce JulyThe trade press has recently carried reports of a NAND shortage which The Memory Guy finds to be very premature.  True, NAND prices are not at their lowest point – today NAND can be found for 38 cents per gigabyte, up from a low of 31 cents in July.  But does this constitute a shortage?  No, not really.

One of the key indicators of a shortage is a crossover between spot and contract pricing – during an oversupply spot pricing is lower than contract pricing since OEMs and suppliers both place excess product on the market and compete on price.  During a shortage the opposite is true – suppliers don’t have any Continue reading “Is there a NAND Shortage? Not quite.”

Samsung Revenues Reflect NAND Price Increase

Samsung Memory Revenue History 3Q09-2Q12NAND prices have increased since July, and that appears to have helped Samsung to increase its memory revenues in the past quarter.  That comes as a welcome change!

As this post’s graphic illustrates the company has has seen downward-trending memory revenues for five of the past six quarters, but Q2 revenues increased by ten percent.  Interestingly enough, the last quarter-to-quarter increase was a miniscule 0.3% one in Q2 of 2011.  It looks as if growth tends to regularly occur in Samsung’s second quarter.

Last quarter’s revenue growth helps to debunk rumors that Samsung was Continue reading “Samsung Revenues Reflect NAND Price Increase”

Toshiba to Cut NAND Production by 30%

Toshiba's Fab 5 in YokkaichiIn a surprise announcement Toshiba has said that it will immediately cut NAND flash production by approximately 30%.  The company explains that this is being done “to reduce inventory in the market and improve the overall balance between supply and demand.”  Toshiba’s release implies that this move is expected to improve prices, which have dropped as low as $0.31/GB recently.

By common measures of market share, which typically leave out SanDisk (for reasons too complex to discuss here) Toshiba holds a share of roughly 30% of the NAND flash market.  By cutting its output by 30% Toshiba would be reducing overall NAND supply by 10%.  If we were to include SanDisk, then that percentage would decrease to about 7.5%.  Either one of these is significantly more than Continue reading “Toshiba to Cut NAND Production by 30%”

NAND Flash at 35 Cents per Gigabyte

35¢/GB NAND Flash - We are There Now!!!Last January at the Storage Visions Conference in Las Vegas (held every year just prior to CES) I asked the audience what they would do when NAND flash reached a price of 35¢ per gigabyte.  My projection (the dotted red line on the chart at left) was that prices would reach that level by the end of the year.

My audience was shocked to hear such a low price!

Price declines open up new markets.  It was time to think creatively, I said, because that’s where pricing would be by the end of 2012.

Well, I was wrong – according to Continue reading “NAND Flash at 35 Cents per Gigabyte”

DensBits – Making TLC Act Like MLC

DensBits' Soft Decoding yields 15x better ECC than 24-bit BCHDensBits, an Israeli start-up, has introduced a new technology and a new product today.  The company’s new eMMC controller, the DB3610, embodies DensBits’ “Memory Modem” technology, which is a blend of ECC, DSP, and flash management that the company says can give TLC flash endurance superior to that of MLC flash with performance nearly as good as competing controllers can provide with MLC.

That’s a big claim!

DensBits’ Memory Modem views NAND flash as a noisy communications channel, using those algorithms developed to support deep Continue reading “DensBits – Making TLC Act Like MLC”

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?”

NAND Flash Turns 25!

Toshiba celebrates the 25th Birthday of FlashOn April 3 Toshiba celebrated the 25th anniversary of NAND flash.  The technology, developed by Toshiba researcher Fujio Masuoka, was not expected to succeed, as explained in Eli Harrari’s keynote for ISSCC in February.

Toshiba said in a release that the company’s “commemoration of the 25th anniversary of the invention of NAND flash will continue throughout 2012,” and will include “notable industry events and consumer participation.”

There is certainly reason to celebrate.  This technology has grown faster than any semiconductor market in history, Continue reading “NAND Flash Turns 25!”

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”