Micron's move to acquire Lexar is not expected to present a major threat to market leader SanDisk Corp., according to analysts.

The move is seen as a net positive for Lexar. The deal propels the company out from being in a “difficult position” as a fabless supplier of NAND-based flash-memory cards, according to a new report from American Technology Research Corp.

Still, SanDisk has a big lead over the Lexar-Micron duo in terms of price and technology in the arena.

SanDisk, along with its fab partner, Toshiba, are making NAND-based, multi-level cell (MLC) flash memories at linewidth geometries down to 70-nm on 300-mm wafers. In 2007, the companies are expected to realize 40-to-50 percent of its sales on MLC products based on 55-nm technology.

In comparison, Micron is making single-level cell (SLC) NAND devices down to 90-nm on 200-mm wafers, according to the analyst.

By: DocMemory
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