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TG Daily visits Qimonda: 300 mm fab focused on DRAM, not flash

Last post 06-27-2006, 2:49 PM by Rogerchu. 0 replies.
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  • TG Daily visits Qimonda: 300 mm fab focused on DRAM, not flash

     06-27-2006, 2:49 PM

    Qimonda President Henry Becker talked aboy their stratagy “a diverging set of synergies between our logic business and our memory business," he said, making a similar path for Qimonda not quite feasible.  There's a significant cost advantage to be realized, he said, by concentrating Qimonda's 300 mm facilities - especially in Richmond - on DRAM.  Meanwhile, its 200 mm fabrication unit continues operation within the same complex - in fact, just across the walkway - devoted to a variety of tasks, but staying largely within the framework of memory.

    Another example of a mistake Qimonda will avoid, Becker said, is investing too much resources in a technology where it can't make a competitive play.  Flash memory is that potential pitfall.  "We're not competitive in flash memory," Becker said multiple times during the session.  "It's not a significant part of our business yet."  The company's revenue in 110 nm flash is fair, but not anything wonderful, and certainly not reliable.  And since other "800-pound gorillas" are more than willing to go down that road, wherever it leads, then good luck to them.

    Qimonda will work on developing a superior flash memory technology, using 75 nm technology.  (That's not a typo; 75 nm is the lower number Qimonda pointed

    http://http://www.tgdaily.com/2006/06/26/qimonda_will_concentrate_on_dram/

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