Qimonda Buried Wordline Technology? What for? Do we need it?
“This new technology has the potential to deliver improvements in our productivity and cost per bit that are unprecedented in our company’s history,” said Kin Wah Loh, President and CEO of Qimonda AG. OK AGREED, THEY’VE LOST MONEY AND WANT TO IMPROVE PROCESSES, BUT TODAY 64X8 QIMONDA CHIPS ARE AT .95EA. HOW MUCH SHOULD THEY BE? .25EA??? “We are the first in the industry to unveil a DRAM technology roadmap down to the 30nm generation, enabling cell sizes as small as 4F(2). The introduction is the result of our continuous innovation as a leader in the development of memory products. This step also opens up further partnering opportunities.” THE COMPUTER MARKET IS STALLING AS IT IS…. NEW MACHINES ARE STOCKED WITH 2GBS OF MEMORY, DO WE NEED SMALLER CHIPS, BETTER COSTS OR IS THIS JUST A RACE TO REDUCE COSTS IN AN EFFORT TO TRY TO MAKE MORE MONEY? THE HEALTH OF THE DRAM MARKET IS SUSPECT AS IT IS.
Qimonda targets to start mass production of 46nm Buried Wordline DRAM technology in the second half of 2009. This node will offer more than twice the bits per wafer over the company’s 58nm trench technology. OH YIPPEE MORE PARTS THEN WE NEED… The company expects an additional one-time investment of approximately Euro 100 million in total during financial years 2009 and 2010 to convert its existing in-house trench capacities to the Buried Wordline technology, which it expects to finance from its cash flows. TELL ME HOW THEY ARE INVESTING WHEN THEY ARE LIGHTING DOLLAR BILLS ON FIRE AS IT IS. This relatively low level of additional investment is possible by leveraging a combination of Qimonda’s Buried Wordline and lean manufacturing process with a mainstream stack capacitor.
FUNNY VERY FUNNY ERRRRR, NOT