Why Micron Is Suddenly Ditching 4F² DRAM as Rivals Double Down

Sounds rather more like a company behind the innovation curve pretending to "skip" the innovation as if to jump into a better innovation.

When the actual truth is they are sticking with the old thing. Reframed as a choice.

If "Ditching 4f" is such a good idea, why show their hand right before their competitors make the foolish choice of releasing it? Why not hold your cards until afterwards?

Unless perhaps this isn't a brilliant strategy but instead a spin for the investors?

That roadmap image looks like mojibake.

I would say I'm excited to buy 6F²ζÅ DRAM but I assume it's going to be reserved for AI datacentres that don't exist.

At the markups they are making they could be hand-soldering the bits and still be ahead, scaling existing process makes more sense than investing more in research.

I hope I am wrong but still dont see any major breakthrough in near future we could bring the BOM cost of DRAM down to below $1/GB. Not even 4F^2 would do that.

Disappointing that they didn't toss in an image showing the difference between 6T and 4T. Here's a good one:

https://semiwiki.com/forum/threads/samsung-teases-16-layer-3...

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