SemiAnalysis reports that Kioxia and Samsung have introduced multi-array hybrid bonded NAND architectures aimed at achieving over 1000 layers for increased density. Kioxia's samples include a dual-218L stack to manage mechanical integration issues and a dual-17L stack for electrical testing. Samsung's Cell Multi-Bonding samples feature a dual-450L mechanical sample and a dual-155L electrical sample. However, the analysis suggests that the increased yield loss from additional hybrid bonding steps and the need for electrical matching between cell arrays may offset cost savings, particularly in a capacity-constrained environment where lower bit output per fab is undesirable. AI
IMPACT Potential for increased data storage density could impact AI model training and deployment.
RANK_REASON The cluster discusses new NAND flash architectures presented at a conference, which falls under research and development in the semiconductor industry.
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