SanDisk Preps Secret-Weapon Chip
Alexei Oreskovic, TheStreet.com, Jul 7, 2008
'Gregory Wong, a memory analyst at market research and consulting firm
Forward Insights, says the deal suggests SanDisk has made progress.
Toshiba is SanDisk's longtime partner for manufacturing -- the two
companies own and operate several chip fabrication facilities
together. So bringing Toshiba into the fold makes sense if a
technology is nearing the point where it can be commercially
"For SanDisk to move in this direction seems to imply that they're
at a level where they can start developing this for production in
three or four years," says Wong.
But Wong, the Forward Insights analyst, notes that the equipment
could also be used to produce rewriteable 3D chips, since both
technologies share similar production processes. In fact, Wong says
it wouldn't be surprising if SanDisk were making the investment to
set up a small, research-dedicated manufacturing line with Toshiba,
giving the firms some hands-on experience producing re-writeable 3D
"If you really want to accelerate the development, you really need
an R&D line to accelerate the learning," says Wong.