Is that legit? Or just hype. I can’t tell,
On the surface the claimed benefit make sense. But I’d question how far along the current 6F2 roadmap this 4F2+HITOC method would be competitive on cost and performance. We will still need to see more actual performance data to tell for sure.
Industry will stay on 2D shrink 6F2 infrastructure for a few more nodes before transitioning to 3D-DRAM. this “novel” approach is more e ticking for the short/mid terms for Chinese DRAM players that will be stuck at D1y and need to look for a different way out.
that’s just my take. Maybe DRAM experts on this forum can chime in.