Memory Industry Dynamics & Market Drivers Memory Market Segments Memory Products Dynamics Memory Status 2007 Key Challenges for 2008 Future Trends

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1 TOC Memory Industry Dynamics & Market Drivers Memory Market a significant portion of Semi business Memory Market Forecast Industry Dynamics & Impact on Memory Market Key drivers for Memory growth Memory Drivers Memory Market Segments Big Shift in memory bit consumption from PCs to consumer Devices PC Market Growth increasing PC Memory Drivers Business Intelligence using large Data bases NexGen IP Telecom Converged Networks require large memories Explosive Growth in Blade Servers Memories empowering usage of consumer devices in every facet Memory Products Dynamics DRAM Density transition active Memory Module Product Mix Entry Server Memory Modules by Capacity NAND bit shipments outpace DRAM shipments Memory Status 2007 DRAM bit growth best in recent years, ~82% NAND bit growth slowing down, but still 150%+ NOR status bit growth far less than DRAM/NAND DRAM & NAND Snapshot 9/07 Key Challenges for 2008 Economic backdrop chip industry can only reacts to slowing Continue to shift from PC world to Consumer world Cost down, cost down, cost down without add silicon area Future Trends Big Waves in Big Memory Markets Power management, power reduction, power consciousness Integration and dense packaging Consumer less constrained by system architectures Future price/performance circa 2012 PC DRAMs: NAND flash G DRAMs Increased market participation of Logic on Memory, Power savings opportunity Market Directions & Opportunities Profitability DRAMs NAND flash Pioneering products & markets LP Roadmaps In your Future?

2 Emergent class: Performance Mobile Market Outlook In next generation PCs Emerging Opportunities in New Markets for Memories Summary Transformation PC to Consumer centric DRAM and NAND Roadmaps for Future Trends in motion By Application OLTP Business Intelligence Portfolio Credit Risk (MC) HPC Market Segments by Verticals HPC Performance Rise of HPC Cluster Computing HPC Segmentation by Metrics Digital Living/Streaming) Market Segments by Environment Computing, Networking & Communications, Mobility, Consumer DRAM Segments by Environment Data Processing 9 Digital Consumer Electronics Cell Phones Wireless By Usage In Telecom & Networks from Premises to Core In IP Telecom ATCA, AMC & microatca the new platforms for memories in IP Telecom Memory Intensive Imaging Network Applications & Players By Servers Blade Servers Interactive Graphics & Game Computing AMD Servers & Workstations Processors Roadmap AMD Servers & Workstations Processors Specs AMD Commercial Client Processors Specs & Roadmap AMD Desktop Performance Processors AMD Processors Raodmap for Handheld Intel Processor Roadmap Intel Processors Roadmap Next Gen Core2 Processors Intel Processors for Server Consolidation Architectures - Memory Attachment to MPUs Architectures - Memory Attachment to MPUs HPC Product Requirements by Market Segment OLTP Computing Business Intelligence (Database in Memory...)

3 Digital Streaming/Digital Living Memory Revenues in Semiconductor Marketplace Demand Forecast Revenues by Memory Type SRAM, DRAM, Flash, Other DRAMS (DDR, DDR2, DDR3, FBDIMM, Other/RL DRAM,Mobile DRAM, edram, CellularRAM) Memory Revenues in Semiconductor Marketplace Demand Forecast Revenues by Memory Type SRAM, DRAM, Flash, Other DRAMS (DDR, DDR2, DDR3, FBDIMM, Other/RL DRAM,Mobile DRAM, edram, CellularRAM) Demand Forecast by Environment Memory TAM - Networking and Communications Memory TAM Computing Memory TAM Embedded Computing Memory Types Usage Demand by Application Metrics Density, Speed, Access, Latency, Bandwidth DDR2 Product & Market Characteristics (Clocking, x4/x8/x16, Dual Channel, Low Power..) Evolution of Memory Hierarchy Cost Performance Trade-Offs Architectural Trends (Interfaces, Access Rates, Power, Bandwidth ) DRAM Types & Specs Metrics DRAM Architectural Choices & Market Characteristics Density & Performance Limits DDR2 Extensions threat to DDR3 Emerging markets for RLDRAM, LPDRAM, Mobile DDR, Graphics DRAMs Standard Modules New Modules by Packaging Component vs. Module Trade-Offs Memory Performance Comparison Memory Technology Trends Memory Density Trends DRAM Module Density Trends Market Snapshot DRAM vs. NAND DRAM Technology Trends DRAM Transition in Servers, Desktop and Mobile PCs PC/Server DRAM Transitions (Freq/Voltage/Bit Crossover/Memory Chip OH) DDR2 FBDIMM Pros & Cons DDR2 (Parity) prdimm Pros & Cons DDR3 DRAM for 07 Launch

4 Graphic DRAM (GDDR) D Evolution with Graphic DRAM (GDDR 2,3,4,5) Mobility Memory Storage Drivers Mobility Storage - Memory Card Capacity Mobility Storage Memory Performance Mobility Storage Memory Security Features DRAM MIX DRAM Selection Cost Performance Trade Offs Specialty DRAMs Flash Memory Industry and Trends Industry Roadmaps NAND Flash Market Evolution Flash Market Forecast by Flash Type NAND Flash Growth Phases Price Erosion NAND Flash Flash MB Capacity Rise Competitive Product Positioning of major Flash Vendors -Samsung, Toshiba, SANDisk, Hynix, STM, IMFlash NAND Usage by Application -High Density NAND Introductions Industry Outlook Flash Memory Trends by Product Segment Types of Flash Memory (NAND, NOR, M---) MMC 4.2 vs. SD 2.0 NAND PC Market Flash SSD/HHD in PCs & Servers HDD Market Vista Ready Drives Flash (Standard, Robson, OneNAND) in Hybrid Disk Drives Read/Write Performance of Non Volatile Cache Multi-Chip Packages (MCP), SIP, Package-On-Package (POP) in Production Top 4 MCP Supplier Products by Capacity Status MLC NAND Flash by major Vendors

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