4DS - Anything but Charting, page-33413

@mjshackl

i think your assumptions are wide of the mark

a big field of opportunity - where?
the 20nm outcome is unknown so a business case based on an assumption of success would never fly
their payday is in volume overtime

strategic advantage? where? again unknown - the tech may not succeed - no business case of discount for green field access would fly on that basis either

if it proves to be a success infineon may bid along with other interested players if given the opportunity - WD strategic advantage case again - doesn't work in this space as they showed up till now - sandisk highlights the folly of that assumption of strategic advantage and they are an established player

doing the work at low cost or reduced profit?
don't think so

there is no great product endorsement to be garnered from the infineon contract other than its great to have them engaged run the designs - it is another development step

NRE - industry staple and a way to reduce cost outlays - don't know if it works and what volume numbers it might run when it does so contract nre minimises / mitigates to some extent that risk - its all about cost/volume /productivity and competivness

https://semiengineering.com/enabling-cheaper-design/


change the conversation ? - PL6 will do that one way or the other -

ill be interested to see the pathway alter when 20 drops if successful because I bet it will - bigtime

20nm success on the key metrics does significantly alter the equation imo

I could be way off mark of course

glah