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Numonyx-Samsung PCM deal: What experts are saying

Mark LaPedus
EE Times

06/24/2009 6:07 PM



SAN JOSE, Calif. -- Nonvolatile memory supplier Numonyx BV and memory chip giant Samsung Electronics Co. Ltd. have announced that they will develop package specifications for phase-change memory (PCM) products together.

Common specifications between the two companies will be completed this year, with both companies expecting to have compliant devices available in 2010. The move will possibly bring PCM in the cell phone.

Numonyx and Samsung are the two leading companies researching PCM, a next-generation memory. So will PCM finally take off after years of R&D? Here's the reaction from analysts, memory gurus and competitive vendors about the Numonyx-Samsung deal:

Jim Cantore, president of consulting firm JLC Associates

''The (Samsung-Numonyx deal) could be the key for driving the legitimacy in phase-change memory. (PCM) is optimized to replace NOR. (But before PCM becomes a reality), you really need to see the densities of PCM in the 16- and 32-gigabit range. They have a ways to go.''

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Mark Gogolewski, chief technology officer of IP provider Denali Software Inc.

''PCM appears to be on deck. PCM is moving from 'R' to 'D.' It looks like a NOR replacement.''

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Alan Niebel, CEO of WebFeet Research

''(The Samsung-Numonyx deal) is good for PCM. It's a beginning for PCM in the cell phone. It doesn't do much for storage-class memories in the server.''

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Kurt Pfluger, chief executive of RRAM maker 4DS Inc.

''I don't wish to comment on PCM, but reader comments are insightful.'' (He did not elaborate, but one reader called PCM a sham.

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Darrell Rinerson, chairman, president and CEO of Unity Semiconductor Corp.

''PCM is not scalable. It can't be scaled to 20-nm because of the high current.''

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Farhad Tabrizi, president and CEO of Grandis Inc.

''Lack of common standards and specifications can hinder the adoption of exciting new memory technologies. Samsung and Numonyx are following the right approach by working together to develop package specifications and to ensure pin-for-pin compatibility. It will speed the adoption of PCM, which has the potential to offer better performance than NAND and NOR flash in the marketplace.

Grandis is taking the same approach with STT-RAM, which has not just the non-volatility of flash and PCM but also the high speed and endurance of DRAM and SRAM. Since STT-RAM can be implemented in both standalone and embedded solutions, we are working with semiconductor houses, OEMs and industry groups to define standards and specifications for STT-RAM across multiple market segments. Our licensees are expecting to begin sampling STT-RAM chips during the second half of 2010.

PCM is known to have very low write speed and very low yield. As a result, we believe PCM will have hard time to compete with STT-RAM as the next generation disruptive 'universal memory.'

Peter Clarke
EE Times Europe
(06/25/2009 7:04 AM EDT)

LONDON — Is nonvolatile memory supplier Numonyx BV (Geneva, Switzerland) set to miss its previous timetable for the introduction of a 1-Gbit phase-change memory implemented on a 45-nm manufacturing process technology?

The company had said in 2008 that the 1-Gbit PCM would "on 45-nm" by mid-2009 but is now talking of production by year-end and of packaging and pin-out definitions for mobile applications which may still be under discussion at year-end.

While it is possible to argue about what being "on" a process means; a test chip, a full design or in volume production, it would seem the schedule for production in volume has slipped to the end of 2009.

Numonyx has been supplying selected customers with a 128-Mbit phase-change memory made on a 90-nm process to a NOR-flash-like pin-out since December 2008. This effectively marks the introduction of novel-type of memory that has taken more than 40 years to get from first laboratory research to the field.

That device is being made at the Numonyx R2 facility in Agrate, Italy, and is primarily a vehicle for customer exploration and feedback. Some industry observers have expressed skepticism about PCM taking over from flash non-volatile memory .

Numonyx said it would skip the 65-nm generation in April 2008 adding that it expected to be on a 45-nm process by mid-2009. In December 2008 Glen Hawk, vice president and general manager of the embedded business group, said Numonyx was "on track" to produce a variety of PCM devices on 45-nm in 2009.

This week Ed Doller, chief technology officer of Numonyx, said the 45-nm 1-Gbit PCM is in debug. "The cells are doing what we expect them to do," he said — although this leaves open the possibility of misbehavior at the array- and chip-level and that a re-spin of the memory may be necessary.

Doller said he expects the memory to be sent as samples to wireless OEMs over the coming months and to be in production "by the end of the year."

Things have been made more complex by the announcement that Numonyx and Samsung would work on joint standard definition to allow both companies to produce pin-compatible phase-change memories, presumably a requirement being imposed by potential customers reluctant to commit to buying PCM from a sole source.

Doller said that work with Samsung on a LPDDR2-style interface and pin-out would not delay the production or adoption of phase-change memory. He said Numonyx intends to produce a 1-Gbit PCM with a NOR-flash type of pin configuration as well as supplying a LPDDR2 pin-out device in 2010 aimed at multichip packages for the mobile phone handsets.

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