Case 1 1 IntelDRAM

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    TEACHINGNOTE: BP-256TNDATE: 08/31/05

    TEACHINGNOTEFORINTELCORPORATION(A)THEDRAM DECISION

    INTRODUCTION

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    Teaching Note for Intel Corporation (A): The DRAM Decision BP-25 TN

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    Teaching Note for Intel Corporation (A): The DRAM Decision BP-25 TN

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    DISCUSSION OF MAJOR THEMES AND SUPPORTING ANALYSIS

    1. Distinctiv Tc!n"#"$ic%# C"&'tncis %n( t! Lin)%$s *t+n Tc!n"#"$,-

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    Teaching Note for Intel Corporation (A): The DRAM Decision BP-25 TN

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    Teaching Note for Intel Corporation (A): The DRAM Decision BP-25 TN

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    Teaching Note for Intel Corporation (A): The DRAM Decision BP-25 TN

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    Teaching Note for Intel Corporation (A): The DRAM Decision BP-25 TN

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    p! $

  • 7/27/2019 Case 1 1 IntelDRAM

    8/24

    Teaching Note for Intel Corporation (A): The DRAM Decision BP-25 TN

    R% S'i"h>s *$%&4 is i cha$* %# ,%"h "h SRAM a "h 'ic$%4$%css%$ 4$%css "ch%+%*-.+%4'" I "$'s %# $.& "h 'ic$%4$%css%$ ,&siss is I"+>s '%s" i'4%$"a" i 1=8?(s cas Ehi,i" ; #%$ sha$ %# $.&) S'i"h 'a "h s"$a"*ic cisi% "% isc%"i& !%$6% "h ?s#&"&$ I c%"$as" Ch%&>s *$%&4 is "h ,s" c%$4%$a" $s%&$c #%$ "ch%+%*- .+%4'"(N%" a+s% "ha" Ch%&>s *$%&4 + "% "h #ai+&$ i "h ? DRAM *$a"i% h%!.$ "his#ai+&$ ca , ,""$ s as "h $s&+" %# %"h$ !a6sss) DRAMs a$ "h +as" i'4%$"a"s*'" i "$'s %# $.& a -" c%''a "h '%s" ##c"i. .+%4'" "a'E+i'ia"i% %# DRAM .+%4'" !%&+ a++%! a $4+%-'" s% "ha" "h '%s" i'4%$"a"s*'" c%&+ ha. "h ,s" "a' H%!.$ a 4$'a"&$ a""'4" a" $4+%-'" 'i*h"4%""ia++- +a "% Ch%& a his "a' "% +a. I"+ !i"h a""a" +%ss %# "h c%'4a->s '%s"a.ac 4$%css "ch%+%*- ca4a,i+i"-

    A i"$s"i* 7&s"i% $ais ,- "h cas c%c$s "h i##$c ,"! i&s"$- a #i$'s %&"4&" %# i"*$a" ci$c&i"s i 1=8?

    p! %

  • 7/27/2019 Case 1 1 IntelDRAM

    9/24

    Teaching Note for Intel Corporation (A): The DRAM Decision BP-25 TN

    6. T! I&'#ic%ti"ns /"0 C"0'"0%t St0%t$, "/ Tnsi"ns 5t+n C"&&"(it, %n(

    S'ci%#t, 5sinsss

    As sc$i, a,%. "h $7&i$'"s #%$ "h DRAM (a EPROM) s*'" a "h L%*ic

    s*'" a$ i##$" #$%' 'aac"&$i* 'a$6"i* a "ch%+%*- s"$a"*- 4$s4c"i.s Th6- 7&s"i%s #%$ I"+ a$: ca % c%'4a- c+ i ,%"h a$as a ca a c%'4a- s&$.i. i"h +%* "$' !i"h%&" DRAMs "h hi*hs DRAM as a ich 4$%&c" a" "!ic "h c&$$" 'a$6"4$ic Th a"a %# "h cas h%!.$ iica" "ha" "h$ is % .ia,+ ich i DRAM: I"+ %s%" *" "h 4c" 9 4$ic 4$'i&' a "h c%$$+a"i% ,"! "h 4$ic i "h hi*h

  • 7/27/2019 Case 1 1 IntelDRAM

    10/24

    Teaching Note for Intel Corporation (A): The DRAM Decision BP-25 TN

    Th DRAM 'a$6" s*'" has &$*% a si*i#ica" s"$&c"&$a+ cha* !i"h "h "$ac %#a4as c%'4"i"%$s Sic "hi$ "$ac i 1=80 "h #i. +a$*s" a4as 'aac"&$$s ha.ca4"&$ ?;K %# "h c%',i !%$+ DRAM a SRAM 'a$6"s %# a$+- 5 ,i++i% i 1=8?(s cas Ehi,i" =) a4as 'aac"&$$s ha. '%s"$a" "ha" 'aac"&$i* +a$shi4a c%''i"'" "% "h ,&siss ca +a "% %'iac

    Th iss& %# s"$&c"&$a+ cha* ca +a "% a $ich isc&ssi% %# "h i'4+ica"i%s %# c%'4"i* !i"ha *$%&4 "ha" has a i##$" '%+ #%$ c%'4"i"i. ,ha.i%$ @hi+ "h cas %s %" 4$%.i a*$a" a+ %# a"a % a4as #i$'s s.$a+ #ac"%$s +a "% a i##$" a4as '%+ #%$c%'4"i"i. ,ha.i%$: a c%h$" a"i%a+ i&s"$ia+ 4%+ic- a +%! c%s" %# ca4i"a+ a a +%*s "$ai"i%a+ s"$a"*- %# s"a-i* aha %# "h 4$ic c&$. &si* 4$%css "ch%+%*-'&s" , $assss i +i*h" %# "h cha* i 7&i4'" s&44+i$ $%+ Th ! s"$&c"&$ +as "% a'%$ $a4i "$as#$ %# 4$%cssi* 6%!+* ,"! c%'4"i"%$s a ,"! c%&"$is I %ss I"+ has a+$a- $ac" "% "his s"$&c"&$a+ cha* ,- .+%4i* a ! s" %# is"ic"i."chica+ c%'4"cs $+a" "% chi4 si* Th si* ca4a,i+i"is $4$s" a c%'4"i"i.a.a"a* !hich is +ss +i6+- "% i##&s "h$%&*h s&44+i$ $+a"i%shi4s

    O"h$ #ac"%$s s&**s"i* a s"$&c"&$a+ i&s"$- cha* a$ "h '$*c %# a %'ia" si*#%$ DRAMs as %# "h ?

  • 7/27/2019 Case 1 1 IntelDRAM

    11/24

    Teaching Note for Intel Corporation (A): The DRAM Decision BP-25 TN

    s.$a+ a4as #i$'s ha. a s"$%* 4%si"i% i DRAMs ,&" a$ %" 6%! #%$ "hi$'ic$%4$%css%$ "ch%+%*- (si* as %44%s "% 'aac"&$) I"+ a M%"%$%+a ha. s"$%*'ic$%4$%css%$s ,&" $+a"i.+- !a6 ''%$- 4$%&c"s (M%"%$%+a is !a6 i EPROMs a I"+is !a6 i DRAMs) Hi"achi has a s"$%* DRAM 4$%&c" +i (s cas Ehi,i" =) ,&" has -" "%.+%4 a 4$%4$i"a$- 'ic$%4$%css%$ @hi+ "his .ic is ac%"a+ i" s&**s"s "h 4%ssi,i+i"-

    "ha" "h i&s"$- 'a- .+%4 i"% s.$a+ s*'"s ach % %'ia" ,- i##$" c%'4ais

    8. T! Div0$nc 5t+n St%t( St0%t$, %n( St0%t$ic Acti"n %n( t! I&'#ic%ti"ns

    /"0 T"' M%n%$&nt

    A- G$%. sai "ha" i# -%& !a" "% 6%! a %$*aia"i%>s s"$a"*- %>" as6 %,s$. Thisa44a$s "% , "h si"&a"i% a" I"+ i 1=85 Th %.$a++ cas "" #$a's "h DRAM cisi% !i"h"h %$*aia"i%>s c%."i%a+ !is%' "ha" DRAMs 4$%.i a 6- "ch%+%*- a'aac"&$i* $i.$ as !++ as a c$i"ica+ +'" %# I"+>s 4$%&c" 'i O "h %"h$ ha "h.ic i "h hi,i"s sh%! "ha" I"+ has , ##c"i.+- %&" %# "h DRAM ,&siss sic1=80 (s cas Ehi,i" 5 B %+- % %# 8 4+a"s a$ 'a6i* DRAMs s a+s% cas Ehi,i"s 9

    a ? B DRAMs $4$s" ,"! 3K a K %# sa+s i 1=80 "h$%&*h 1=8?)

    @hi+ I"+ .i!s i"s+# as "h ''%$- c%'4a- i" has *$a&a++- .%+. i"% "h'ic$%4$%css%$ c%'4a- Th .%+&"i% a44a$s "% ha. , "h $s&+" %# %$*aia"i%a+ #%$csB "h i"$a+ s+c"i% .i$%'" B a "h i"$ac"i% %# "h%s #%$cs !i"h "h "$a+.i$%'" Th $%+ %# "%4 'aa*'" i "h cha* 4$%css '&s" , $a'i i +i*h" %#"h %$*aic 4$%css !hich a44a$s "% ha. + "% I"+>s aa4"i. ,ha.i%$

    Acc%$i* "% G$%. "%4 'aa*'" '&s" c%"i&a++- $assss "h %$*aia"i%>s c%."i%a+!is%' a a""'4" "% 7&s"i% s+#

  • 7/27/2019 Case 1 1 IntelDRAM

    12/24

    Teaching Note for Intel Corporation (A): The DRAM Decision BP-25 TN

    A.a"a*s Disa.a"a*sLics Tch%+%*- Mai"ai "ch%+%*ica+ c%'4"c P$%.i c%'4"i"%$s accss "% is"$i,&"i% cha+s

    Mai"ai #&"&$ %4"i%s a #&++ %$as ha. % 4$ic

    4$%&c" +i O44%$"&i"- c%s"s

    S"i++ #i$s" "% 'a$6" Ma- %" , 4%ssi,+ !i"h%&" 'aac"&$i*

    < S"i++ %" #%c&s

    Nich P+a-$ Mai"ai "ch%+%*ica+ c%'4"c N%" c+a$ "h$ is a #si,+ ich

    a acc4"a,+ ROI() Has %" !%$6 s% #a$

    S"i++ #i$s" "% 'a$6"

    R*ai +a$shi4 A++ a.a"a*s %# +icsi* H&* i.s"'"

    La$ "% c%'4" i c%''%i"- T%% +a"

    F%c&s % 'aac"&$i* O44%$"&i"- c%s" "%% hi*hc%'4"i"i.ss Ca%" , ,%"h s4cia+"- a

    A##c" a4as cash #+%! c%''%i"- 4$%&c$

    Ei" I''ia" ic$as i 'a$*is L%s "ch%+%*- $i.$ Ic$as ca4aci"- a.ai+a,+ N% #&++ 4$%&c" +i R&c c%#&si% R4&"a"i%: 7&i" Ic$as s"$a"*ic #%c&s (i38) Gi. &4 +*ac- a ,i**s" 'a$6"

    L%s S&+i Ch%& D%>" +a$ "% c%'4" a4as ic$as i cash #+%! EEPROM

    N%": Th is"$&c"%$ sh%&+ as6 "h c+ass "% .%" a*ai % "h %4"i%s Is "h .%"i* i##$"#$%' "h % a" "h %&"s" %# "h c+ass As6 % %$ "!% 4%4+ !h% cha* "hi$ .%" "% 4+ai!h-

    . At t! n( "/ 1 W!,> 9Mi((# *"%0( 2 17 &ints:

    N%": &s"i%s 1 a 9 %.$+a4 s%'!ha" I" 'a- , h+4#&+ "% 64 "$ac6 %# "h a$*&'"s "ha"$#+c" ,+i#s a #ac"s !hi+ isc&ssi* "h %4"i%s This $7&i$s &si* "h #i$s" si,%a$ a"h #i$s" 'i+ ,%a$ si'&+"a%&s+-

    2+i#s Fac"s

    Tch%+%*- D$i.$ B O+- 3K SOM .$s&s 15K #%$ Hi"achi ,&" DRAM 4$%css "ch%+%*-

    *$%&4 s"i++ +as i +i!i"h $&c"i%

    F&++ P$%&c" Li B La" i ?: 1;K SOM

    B La" i 95: 01K SOM

    B N% #&++ +i sic 1=;=

    Maac"&$i* E4$ic B D%! "% 1 #a, %&" %# 8E'%"i%a+ a""ach'":DRAM Q I"+ B O+- 100 'i++i% %&" %# 1 ,i++i% %# sa+s I"+ is a+$a- a +%*ic

    4$%&c" c%'4a- ,- 1=85

    C%c+&si%: Fac"s % %" s&44%$" ,+i#s H%! % -%& 4+ai "h%s ,+i#s I$"ia+ #%$cs ic%$4%$a" s"$a"*-: (1) ,%& $a"i%a+i"- a (9) '%"i%a+ a""ach'"

    p! '2

  • 7/27/2019 Case 1 1 IntelDRAM

    13/24

    Teaching Note for Intel Corporation (A): The DRAM Decision BP-25 TN

    S% a$ DRAMs "%"a++- &i'4%$"a" i 1=8? N% ,ca&s S&+i Ch%& a "h DRAM 4$%css"ch%+%*- *$%&4 is a 6- 4a$" %# I"+>s is"ic"i. "ch%+%*ica+ c%'4"cis !hich a$"$as#$a,+ "% 'ic$%4$%css%$s S% +*i"i'a" &c$"ai"- a,%&" s"$a"*ic i'4%$"ac %# "hDRAM ,&siss is a+s% a s%&$c %# i$"ia i c%$4%$a" s"$a"*- ('&s" is"i*&ish "h 4$%&c"'a$6" a is"ic"i. c%'4"c as4c"s)

    4. W!, (i( Int# #"s its #%(0s!i' '"siti"n in DRAMs> W!%t !%s Int#@s tc!n"#"$,

    st0%t$, *n +it! 0s'ct t" DRAMs> H"+ !%s t! "0$%ni%ti"n 0%ct( t" t! v"#ti"n "/

    t! DRAM *sinss> W!%t ("s t!is s%, %*"t Int#@s $n0ic st0%t$, %n( t! i&%$ it !%s

    "/ its#/ %s % c"&'%n,> W!, c"#( t! "0$%ni%ti"n (" s"> W!%t c"#( Int# !%v ("n

    (i//0nt#,> W!%t +"#( * t! i&'#ic%ti"ns i/ it !%( ("n s"> 9Sc"n( &i((# *"%0( 2 6;

    &ints:

    I"+ *%" i"% a 4$ca$i%&s s"$a"*ic 4%si"i% i "h DRAM ,&siss ,ca&s (i) i&s"$- .%+&"i%ca&s DRAM "% ,c%' a c%''%i"- ,&siss a (ii) ,ca&s %# i"s s"$a"*- i "h DRAM,&siss !hich c%"i& "% , ,as % i"s is"ic"i. "ch%+%*ica+ c%'4"c (IC si* a4$%css "ch%+%*- i !ha" I"+ ha *%") !hi+ "h ,asis %# c%'4"i"i% i "h DRAMi&s"$- (!ha" i" "a6s "% !i) ha cha* "%!a$ +a$* sca+ 4$cisi% 'aac"&$i**i$i* a (iii) ,ca&s %# i"s i"$a+ s+c"i% .i$%'" !hich ha a+$a- i.$"c$i"ica+ 'aac"&$i* $s%&$cs a!a- #$%' DRAM "%!a$ ! s4cia+"- 4$%&c"s This cas%##$s c+a$ .ic %# i$"ia i "ch%+%*ica+ c%'4"c 4+%-'" i "h #ac %# cha*i*,asis %# c%'4"i"i%

    (i) I&s"$- E.%+&"i% (s Ehi,i" 1: Th E" I&s"$- Aa+-sis F$a'!%$6)

    C%'4"i"%$s a ! "$a"s:< M%s"6 (? 1): I"$%&c '%$ &s$

  • 7/27/2019 Case 1 1 IntelDRAM

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    Teaching Note for Intel Corporation (A): The DRAM Decision BP-25 TN

    C%c+&si%: DRAM has ,c%' a c%''%i"- ,&siss !i"h a""a" shi#"i* ,asis %#c%'4"i"i% This is a c+assic a'4+ %#Ps DRAM S"$a"*- (s Ehi,i" 9: F%$cs D$i.i* C%'4a- E.%+&"i%)

    1: I"+ Q "ch%+%*- +a$ ,as % 4$%css "ch%+%*- c%'4"c (#ai$+- +%! -i+s ,&"hi*h %&*h "% ,a" c%$ ''%$- s"aa$ 4$%&c" i "h c%'4&"$ 'a$6" s*'")

    ?: I"+ s"i++ "ch%+%*- +a$ ,&" M%s"6 "$s !i"h &s$s i"$a+ s+c"i% .i$%'"4+a- a 6- $%+ i '%"i.a"i* 'i+

    N%" "ha" "h 'ai'i 'a$*is

    p! '#

  • 7/27/2019 Case 1 1 IntelDRAM

    15/24

    Teaching Note for Intel Corporation (A): The DRAM Decision BP-25 TN

    c&+"&$ T%4 'aa*'" i %" a"ici4a" "ha" "his $&+ !%&+ *" "h c%'4a- %&" %# i"s c%$''%$- ,&siss " !h i" i "%4 'aa*'" #%& i" i %" !a" "% cha* i" Th-4$%,a,+- $a+i "ha" %i* s% !%&+ 4$%,a,+- ha. c$a" "$'%&s c%#&si% !i"hi "hc%'4a- a +a "% c%''i"'"s "ha" "h- !$ %" $a- "% 'a6 O# c%&$s ach %# "h'a$*ia+ a++%ca"i% cisi%s !$ %" .i! as s"$a"*ic ,&" "h s&' %# a++ "hs ic$'"a+

    cisi%s s&$+- !as

    RJD $s%&$c a++%ca"i%: A" "h sa' "i' "%4 'aa*'" c%"i& "% s4 %

  • 7/27/2019 Case 1 1 IntelDRAM

    16/24

    Teaching Note for Intel Corporation (A): The DRAM Decision BP-25 TN

    ha. .+%4 s&ch c%'4"c s#ici"+- 7&ic6+- (a s"$%* ass&'4"i%) "h c%'4a- !%&+

    p! '

  • 7/27/2019 Case 1 1 IntelDRAM

    17/24

    Teaching Note for Intel Corporation (A): The DRAM Decision BP-25 TN

    4$%,a,+- ha. , a a+s% $a i a hi*h+- c-c+ica+ c%''%i"- ,&siss This !%&+ a+s% ha.i.%+. a 'a%$ c&+"&$a+ cha* !i"h ha$ "% 4$ic" c%s7&cs

    6. H"+ (i( Int# $t int" t! &ic0"'0"css"0 *sinss> H"+ i&'"0t%nt is t!is *sinss /"0

    Int# %t t! n( "/ 1 9Sc"n( si(*"%0( 2 17 &ints:

    Th isc&ssi% sh%&+ ,$i* %&" "ha" 'ic$%4$%css%$s (+i6 EPROMs) !$ %" a s"$a"*ica++-4+a 4$%&c" ,&" ca' a,%&" as "h $s&+" %# "h ##%$"s %# a 6- "ch%+%*is" (T H%##) i$s4%s "% a c&s"%'$ $7&s" #%$ a s4cia+i chi4 s" (a a4as c%'4a- "ha" !a" "%,$i* %&" a +c"$%ic s6"%4 ca+c&+a"%$ a i"*$a" ci$c&i"$-) H$ Ehi,i" 3: AF$a'!%$6 %# "h S"$a"*-s c%$ ,&siss is a+$a- +%*ic ('ic$%4$%css%$) 4$%&c"s (cas hi,i" ;) This"$&c"%$ ca "$as+a" "his hi,i" i a *$a4h sh%! i Ehi,i" ?: "ha" sh%!s "h c+ii*''%$- ,&siss a "h ic$asi* +%*ic ,&siss %.$ "i' !i"h "h c&$.s c$%ssi* a$%&1=81s si* c%'4"cis ,#%$ "h 'a$6" si*a+s % "hi'4%$"ac %# "h ! .ic !$ .$- c+a$ a i $a"i#-i* "h cisi%s 'a ,- 'i+