Technology Stocks | SanDisk Corporation (SNDK)


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To: franklin1 who wrote (45189)8/9/2010 10:21:41 AM
From: Ausdauer   of 54967
 
Hynix 20nm NAND

And that is MLC?

Funny that they bother to write a press release and then not comment on that.

Aus

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To: Ausdauer who wrote (45190)8/9/2010 10:49:41 AM
From: Bargain Hunter   of 54967
 
Funny that they bother to write a press release and then not comment on that.

Given that they have been struggling to get product from this technology node to market I would agree that the absence of any reference to MLC probably means that it is SLC. Maybe someone can figure it out based on the device capacity. The partnership with Anobit is interesting: it is not clear whether that shows a commendable lack of NIH or is an admission of their inability to solve problems themselves.

We need to remember that in addition to trying to sell product Hynix is trying to help its creditors unload the stock they acquired during the NAND market meltdown. Announcements could be skewed accordingly.

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To: Bargain Hunter who wrote (45191)8/9/2010 11:52:33 AM
From: Art Bechhoefer   of 54967
 
Re: Hynix 20 nm with new controller: Sounds like MLC, not SLC or TLC. SLC would not be competitive in a 64 gb capacity, even with 20 nm technology. TLC would certainly be competitive, but I doubt that Hynix, even if it pays royalties, has the production know-how. The MLC alternative at 20 nm should be competitive for another year or two.

On the other hand, designing a special controller suggests that (1) it is necessary when you drop down to 20 nm, regardless of the technology, or (2) it is a way of working around proprietary controller technology held by SNDK and others for 3-bit and 4-bit per cell technology.

Any comments?

Art

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To: Ausdauer who wrote (45180)8/9/2010 12:12:19 PM
From: NOREG   of 54967
 
Thanks for both your Posts - they were very helpful. I'll go back to watching and hoping.

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To: Art Bechhoefer who wrote (45192)8/9/2010 12:44:18 PM
From: Bargain Hunter   of 54967
 
SLC would not be competitive in a 64 gb capacity, even with 20 nm technology.

SanDisk's most advanced production lines use 32nm. Using a simple 2/3 ratio and squaring for the chip area suggests that SLC at 20nm ought to be roughly the same cost as SanDisk MLC at 32nm (not that SanDisk necessarily sells any raw MLC chips). Of course they would still need to prove that their 20nm SLC was as reliable as whatever they view as the competition for that product.

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To: Bargain Hunter who wrote (45194)8/9/2010 1:50:14 PM
From: Bruno Cipolla   of 54967
 
re: hynix 20nm

is it 20nm or 2x nm?

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To: Bruno Cipolla who wrote (45195)8/9/2010 2:06:05 PM
From: Sam   of 54967
 
The Korea Times article says "20".
Message 26741029

But who knows, I suspect they print what they're told. Hynix creditor/owners are trying to dress them up for a sale.

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To: NOREG who wrote (45193)8/9/2010 2:21:34 PM
From: Ausdauer   of 54967
 
Noreg, obviously there are different interpretations of the spot market pricing...

...so you have heard both sides.

Aus

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To: Sam who wrote (45196)8/9/2010 2:39:17 PM
From: Ben Y   of 54967
 
Given that they say 20 nanometer and later say 30 namometer in this article, I'd bet a lot of money that it is 2x nm. Most likely, they are at the higher end of 2x, otherwise they'd spell it out like every other Flash manufacturer.


(BTW, if you really were at 20 nm, why on earth wouldn't you try to go to 19 nm for bragging rights, unless there is some unusual barrier going from 20 to 19 -------- we've all heard that going from 2x to 1x is hard, but I don't think that 20 to 19 is that different from 21 to 20)

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To: Bruno Cipolla who wrote (45195)8/9/2010 2:40:02 PM
From: Bargain Hunter   of 54967
 
is it 20nm or 2x nm?

I doubt that it is 20nm.

The Hynix PR had several references to 20nm, all with the word "class". See: hynix.com 

The newspaper article quoted by franklin1 had several references to 20nm with and without "class".

My interpretation is that the Hynix PR was written carefully and meant 2Xnm and that the newspaper article was written carelessly. Or, for conspiracy buffs, was intended to mislead.

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