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points by impossiblefork 2 days ago | 0 comments

This is only good for Micron if 4F^2 is actually unachievable though.

If others end up making denser cells and Micron can't they will genuinely be behind. 6/4=1.5. It is not a small improvement.

I think this is definitely the "interest rates are high, dropping research and just pushing out what we already make gives us a higher valuation" type thing which can kill companies.

[–] xadhominemx 1 day ago

Micron is basically saying they have visibility on 3D DRAM and it’s not worth the impact to yields and effective capacity on the changeover to migrate to 4F2 for a couple generations. Very similar to their decision to delay EUV, which worked out very nicely for them.