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Ilan Sever
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Sep 29, 2026
Flash Hit Its Physical Limit. ReRAM Is the Replacement: WeeBit Nano's Ilan Sever
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20:36Ilan SeverGUEST
Yeah, this is a very good point because you mentioned all kinds of vertical capacitors and trenching to the silicon in discrete DRAM chips.
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20:50Ilan SeverGUEST
When we are talking about the embedded world, it's very important to note that the whole idea of embedding a system on chip with memories and with analog is that you would like to keep a plain CMOS technology that allows to integrate on the same chip with the same basic technology features.
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21:17Ilan SeverGUEST
You would like to have analog components, you would like to have digital components, you would like to have SRAM because there will always be SRAM, and you would like to have an NVM, but you will never invest a special trench capacitor, or you will never invest a lot of special technology because it will make the whole system on chip too expensive.
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21:47Ilan SeverGUEST
So another key parameter that we look when selecting a non-volatile technology, I mentioned before endurance and the performance of the memory, is how much does it interfere? How much does it add on top of the baseline CMOS technology? In the end of the day, semiconductors is very cost sensitive.
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22:14Ilan SeverGUEST
So it doesn't seem like that, but just imagine How much is the selling price for such an embedded MCU? If one would need to add too many processing layers, which eventually translate to money and to time, of manufacturing the silicon wafer, that will make the whole system on chip too expensive.
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22:41Ilan SeverGUEST
Imagine there is a large system on chip that has everything I mentioned, digital, analog, and it has one NVM component, one NVM code storage.
20 MINS LATER