Global Sources
EE Times-Asia
Stay in touch with EE Times Asia
EE Times-Asia > Memory/Storage

Toshiba to license Samsung flash, says analyst

Posted: 24 Nov 2005 ?? ?Print Version ?Bookmark and Share

Keywords:toshiba? m-systems? hynix? onenand flash? mdoc?

Toshiba Corp. is about to license OneNAND flash memory technology from Samsung Electronics Co. Ltd in a move that could sour relations between Toshiba and M-Systems Flash Disk Pioneers Ltd, according to a note from American Technology Research (ATR).

ATR pointed out that M-Systems (Sunnyvale, Calif.) and Toshiba have been working on the development of mobile-disk-on-chip (MDOC) technology since 2003. That Toshiba is in discussions with Samsung on licensing competing technology "is raising eyebrows" as Toshiba invested in M-Systems to pursue MDOC.

"We believe Toshiba's decision to license the OneNAND technology could be for both business and technical reasons. From a business perspective, Samsung has superior traction compared to M-Systems in terms of capacity and resources. We believe Toshiba being a big supplier to Nokia might be one of the reasons," ATR said in its note.

Samsung is shipping three million OneNAND chips a month into cell phones while M-Systems has shipped 14 million MDOC chips in 2005.

M-Systems recently provided $100 million to Hynix Semiconductor Inc for production equipment in return for guaranteed production capacity with favorable terms. Hynix was expected to team with M-Systems to develop the MDOC embedded flash drive for the mobile handset market, and be a second supplier of chips.

If Toshiba signs to the OneNAND camp this could leave M-Systems with a single supplier, ATR said. The company reiterated a sell rating on M-Systems and said it expected the stock to move towards $25 per share.

- Peter Clarke

EE Times

Article Comments - Toshiba to license Samsung flash, sa...
*? You can enter [0] more charecters.
*Verify code:


Visit Asia Webinars to learn about the latest in technology and get practical design tips.

Back to Top