Thoughts on this from the announcement? ”continuous monitoring and analysis of speed, endurance, retention and yield (in that order of importance)”
Does this mean that they are most confident on yield and least confident on speed and so are focussing their efforts accordingly? or does this order of importance relate more to the desired memory characteristics that they want to achieve?
I am hoping that the ‘continuous’ analysis means each iteration (for want of a better word) will take less time.
i am also very encouraged by: ”affirmed the impact of changes in process conditions on cell structure and desired memory characteristics for stand-alone Storage Class Memory1, with meaningful improvements having been achieved with each subsequent Lot of 300mm wafers’
My interpretation of that is that they know exactly what to change in order to alter the characteristics e.g change this part of the recipe and you get more speed, change that part retention improves etc
They also confirmed the reproducibility of the manufacturing process.
And used the term: “demonstrate the true potential”
In 4DS language, to me at least, this is overwhelmingly positive. I think that they’re pretty damn confident that they’ve nailed it
4DS Price at posting:
6.6¢ Sentiment: Hold Disclosure: Held
