3D DRAM in 3-4 years?

[Fred Chen]

3D DRAM commercialization accelerating at Samsung Electronics, SK hynix

Korea-based global DRAM leaders — Samsung Electronics and SK Hynix — are accelerating the commercialization of 3D DRAM, which are said to be a game changer in the memory industry. However, Micron, which ranks third in the DRAM industry, has already begun its 3D DRAM research since 2019, securing...

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http://www.businesskorea.co.kr/news/articleView.html?idxno=110830

Korea-based global DRAM leaders — Samsung Electronics and SK Hynix — are accelerating the commercialization of 3D DRAM, which are said to be a game changer in the memory industry. However, Micron, which ranks third in the DRAM industry, has already begun its 3D DRAM research since 2019, securing two to three times as many patents as the two Korean chipmakers.
“3D DRAM is considered a future growth driver for the semiconductor industry,” said Lee Jong-myung, vice president and head of the process development office at the Samsung Electronics Semiconductor Research Center at the IEEE EDTM 2023 held at COEX in Seoul on March 10. Cha Seon-yong, vice president of SK Hynix who is in charge of the SK Hynix Future Technology Research Institute, also said on March 8, “By next year or so, details about the electrical characteristics of 3D DRAM will be revealed, determining the direction of their development.”

 

[Xebec]

3D stacking of NAND has allowed continued cost scaling; is it safe to assume 3D DRAM will do the same over time?

 

[Fred Chen]

3D stacking of NAND has allowed continued cost scaling; is it safe to assume 3D DRAM will do the same over time?

There are many possible 3D variations, so hard to say precisely what will happen. I assume at this stage, the companies are accumulating IP. But with current continued shrinking, it will be a greater challenge to deal with capacitor aspect ratio and RowHammer.