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jhalada

04/30/03 9:50 PM

#3554 RE: wbmw #3169

wbmw,

On the other hand, AMD developed interesting MirrorBit flash designs, yet AMD's technical documents suggest that they are all still at 230nm

That was a good find on your part. I think you are the only one who looked this up, while most people assumed that Mirrorbit exists on 170nm.

BTW, 130nm manufacturing has begun. I don't know about Q2 revenue, but Q3 should see a strong impact from 130nm Mirrorbit flash, since it does not look there will be many competitors in the densities AMD is talking about. It seems that only Intel with the massive R&D budget can pull a rabbit out of the hat to keep up with AMD here. STM seems to be throwing in the towel on NOR flash.

Joe