4DS 3.45% 8.4¢ 4ds memory limited

don't want to be cross posting but relevant new article here on...

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    don't want to be cross posting but relevant new article here on legacy nodes and their market capture
    https://semiengineering.com/legacy-process-nodes-going-strong/

    130nm is a legacy node with the exact application value in the article

    4DS switch only memory ( at 60nm) has a unique data flow / storage management application that is very different to the cousin - 20nm if successful significantly increases that via volume/cost per bit sweet spot
    generally legacy nodes are appealing as fully depreciated equipment allows maximum return on manufacturing costs - great market breakthrough point of difference - applies to 130 and 60 equally suspect 60 was strategic selection for this exact reason

    both are commercially significant if successful
    Last edited by Flectional: 31/07/24
 
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