The final day of the Flash Memory Summit started with a panel on new memory technologies. The theme on all of the technologies presented was smaller, faster, less power, equal or more reliable than NAND flash, and targeting the non-commodity (special application) markets that are currently occupied by NAND flash.
Crocus Technologies presented thier TAS MRAM design which is targeted at SRAM and flash applications. Their product compared to SRAM at a 25% smaller cell, adding Non-Volatile capability, and a zero standby current. The product compared to NAND flash by having a smaller cell and only 1X area overhead for controlling circuitry. It is currently being built on a 130nm node and can be scaled. It is targeted at Cache memory, data logging, medical instrumentation, casino gaming and industrial control applicaitons. They are targeting several business models – selling the standard product ICs, licensing IP a process technology licensing service and providing a foundry service.
Unity Semiconductor presented their CMOSx passive R/W crosspoint array memory. It is based on an ionic Oxygen charge movement technology similar to the memristor. It is a vertical, transistor-less memory cell that supports layer stacking so it can result in a very small cell size and uses a small write current. The product compares to NAND flash with a size advantage per cell, higher performance (read and write times), and lower power. It is being built with a two step manufacturing flow – standard base CMOS wafers from a commercial foundry or IDM on a larger process geometry (130nm-65nm) and then a specialized low temp BEOL for the top memory processing using thier own flow at different smaller geometries. The BEOL flow is scalable to 20nm and allows the memory cells to be placed over the control circuitry for a very dense design. The product is targeting enterprise class storage applications. There are targeting the business model of being an IC supplier along with a licensed JV partner and second source supplier. Unity and the JV would be owner/operators of the common 300mm BEOL fab facility which uses standard fab equip. As the designs will support Terabit densities and have a two step flow, they are still in the design stage and have to still finalize packaging, testability/BIST using the outsource service model. This business model and the two stage wafer processing is targeted at allowing their inventories to be set by the demand flow rather than a stocking flow, which they believe will give them price stability and sustained profitability.
SiDense presented their OTP Oxide breakdown Anti-fuse 1T cell. The memory can be made using standard process equip and flows, no special processing, no critical poly-Si lithography, and a predictable programming voltage based on the Oxide thickness – not an implant value – for minimized variability. The design can be used in single ended mode or differential mode. In the differential mode it supports a 10ns read access time, and temperature stability. It is scalable to 32/28nm nodes. In addition to size and power, it offers the unique advantage of being a high security memory, even with cross-sectioning analysis, the oxide breakdown on the cell cannot be visually differentiated as either a programmed or blank cell. The memory cell is available under the IP licensing model for inclusion in custom designs.
Grandis displayed thier SST-RAM which is based on their Spintronic Memory technology first presented in 2002. Their product is a Universal Memory replacement that can be used for DRAM, SRAM or Flash applications. The current design utilized a low power operation, scalability below 45nm and a much simpler design and mfg process that the first generation products. It is targeted at automotive, handset, and combined PC applications where it is the central memory for most NV, SRAM cache and high performance DRAM functions. They are targeting a business model of products, IP and technology licensing.
The final panelist was Joel Cobern representing group of researchers and student from UCSD on their investigations into new NV storage technologies.
In addition to the panel, Samsung was able to discuss thier current SSD products and NAND direction along with HLNand (a Mosaid licensee) was able to discuss their storage class memory products.
The Samsung discussion opened with the continuing issue of – is the cost of the litho and process migration worth the return for the Flash business? The answer is still, in order to meet the price points and densities the customers want, they have to shrink the design. This shrink also addresses the new design targets of these applications which is higher speed and lower power. In the PC application space, the use of flash is growing. 40% of all Flash units end up in netbook/notebook PC, and 10% end up in enterprise class products. The business realities are, with the architecture and performance differences between the consumer and enterprise products, 1/3 of the revenue is derived form the enterprise class products.
On the issues of speed and power, the major bottleneck/driver is the controller. The IC designs are not at their limit for minimum speed and maximum power as yet, there is still some design room available at the current nodes. However, power and performance beyond the controller spec do not address the price point aspect of the products. The new major driver is the switch to the DDR3 memory interface and the upcoming Energy Star program for Data Centers and Servers. This move would drive a shift to DDR3 main memory and SSDs as a replacement for Hard Disks in these products and if an overall shift was made would result in a 0.75% annual savings in the entire power usage of the United States. The driver for this however, is the replacement and upgrade market which is driven by the OPEX budget NOT the CAPEX budget and has some fairly sweeping financial and tax implications which are in the process of being understood in light of the current world economy.
The SSDs are still being looked at for inclusion in other application of CE devices and automotive but right now the target market is SATA interface devices for notebooks and enterprise class machines. The forecast is for SSD penetration for both the enthusiast (Gaming) and performance (business class and graphics) PC to still be in the tradeoff stage, until mainstream adoption starts in 2012.
MOSAID has licensed several aspects of their IP portfolio to HLNand which makes a high density, high reliability and high performance memory module for use in SSDs. It is based on thier Hyperlink NAND Flash module. This is made from 4 tested and known good MLC flash chips (currently Samsung 16Gb die) and a custom Hyperlink bridge chip. for a single 64G module. The module is assembled as a SIP, and provided buffering to the bus just the Hyperlink module which allows the 4 die to be accessed simultaneously. This provides the capability of using the HL1-266 (DDR 266) supporting a 266MB/s read and write bandwidth. These die can be connected via a daisy chain of up to 255 devices per channel which provides for a very high density design solution. The SIP parts are assembled into a memory module featuring 8 parts for a 64GB byte wide product on a 200 pin SODIMM board. The boards support 4 channels and due to their daisy chain internal configuration, with the proper controller firmware and the use of an additional error bit, can support ordered simultaneous read/write along the hyper channel. This results in a data through put of 533MB/sec for both read and write after the ECC. The byte wide modules are usually assembled into a system with a SATA from end controller so it operates as a high reliability enterprise class SSD. As the product is modular, should there be any failures in application, the SATA interface supports hot swapping of the drive so the enterprise is not disrupted, and can provide information on which module is having an issue, and the drive can be opened and just the one module can be replaced rather than the whole drive. These modules are currently shipping in volume.
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