![]() Like BiCS FLASH, the increase in bit output should help increase NAND supply and allow prices to return to steady levels with predictable declines in the near future. ![]() 3D TLC Gen 2 will reduce costs by more than 30% according to Micron. IMFT 64-layer NAND isn't as far along in the release process as Toshiba 64-layer BiCS FLASH, but it's not far behind. We expect Intel to talk about 3D Gen 2 at a keynote in the coming days, and several companies have already said they will show working samples. We won't see end products ready to sell at Computex, but we will see demos featuring 64-layer stacks that will double the existing 32-layer die density. IMFT (Intel Micron Flash Technology) will push second-generation 3D NAND. Toshiba isn't only company ready for a 64-layer makeover.
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