oct 31 09:16 1994 standard input Page 1 From gtate@jupiter Mon Oct 31 08:59:16 1994 ime-version: 1.0 Content-Type: text/plain ch P'Won, 31 Oct 1994 09:0: P stage cer (Geoff Tate) Subject: korea/Japan trip 10/21-26 highlights fyi Content-Lengch: 7865 Samsung 10/22-25 Contract terms finalized (gary fed-x’d signed contract to them 10/28 after last little tweaks done) allen/don s. nad technical meeting 10/27 in korea: went fine they are to sign and submit for government approval by 11/7) Should get gov't ok by 11/30; pay us $5M by early 12/34 we had to make some major concessions to win this one < Riser concession we got from them is CONTINUING best efforts to make, cost-reduce and market Rambus DRAMS; best efforts Commitment and design team to introduce 16M RDRAM asap = they ave option but not commitment on 64M < pajer concessions we made soe reyaity 5 years after they ship 500,000th unit ce Cannot sue them for patent infringement on any non-Ranbus nenories UNLESS they aze intentionally using Ranbus Technology te compete with Rambus DRAMS if we change 16M spec to upgrade minimum features, we ove them implementation package and use of any post-1994 patents required (but they can’t use on 64M) = bottom line of this is that IF they are aggressively doing Rambus ‘chen it’s unlikely we'll get any compensation if a few of Our patent claims end up on SDRAMs; but if they do a Fupitsy Gh us and go dormant but rip off our technology we can clearly ferminate the deal and go after them 100% for any infringement s way Both of us are motivated I think to do the right thing: Work together to make Ranbus and Samsung successful through Rambus DRAM NEC 10/24+25 "very focused and motivated 1 Teme eney are pushing hard to get a Rev D fix from us asap o their O-4u 16M redesign 15 to tapeout 5/95) T Agic guys actually are working hard and thoroughly now on ASIC test iasues getting ready for ATT, RUGBE, Nintendo ~ will have Windows NE demo system using BRAC Ranbus-MIPS memory controller by ~12/94 also doing for their SDRAM version of Che seme memocy controller and for EDO version: they x= doing this to provide reference design/senchnark platform vo systens Customers (they mentioned nintendo and sega) mega-3 GUI will start soon after VRAM version complete; looking to apeout mega-} Rambus GUI by end 02/95, ~ big die size problem with nintendo: chip 1s 10xl0nm now and they eed to get to 1.5x7.5nm max to meet nintendo price target! Yooking at i/o cell xedesign and shrink to 0.3u (from 0.354) co achieve this . | MUST HAVE ASIC AND RORAM FROZEN/PROVEN 100% BY APRIL TO BE READY FOR JULY HIGH VOLUME SHIPMENTS TO NINTENDO OUIs._ :. ONLY/ R 46195 cx0768-001cet 31 09:16 1994 standard input Page 2 = finalized 64M LOX tems; contract target by 12/94 to be signed Hitachi 10/24 ASIC marketing effort is not being driven by Japan: need to work fon Hitachi Anerica — worked details on 64M contract: made progress, gary faxed new draft date last week; target to sign by 12/94 Oks 10/2425 “*ihey are considering whather to exercise their logic option oF ot (deadline 6/95 in contract) = 18M capeout on schedule for 1/95 (silicon 3/95) = they had said no to our 64M proposal due to schedule/resources: re gave then counterproposal basically saying "dial in yo Dun schedule” but commit/pay now - Higashi~san, the GM sens favorabie, but they need to rework the consensus process will advise us sometime 11/94; probably 50/50 odds Fujstsu 10/26 ive gave them notice of termination = they zesponded saying they'll restart the 4M project to complete AE but not marker it = we told them at the meeting we don’t want to waste their tine oz urs on the 4M: the market has moved now to 26M due to cost/bit = they expected we would give them the revised, complete layout database Tor the #¥ fixing jitter/ete! we said no ~ we were giving then extra help before but at this point we have no motivation to work on 4M and would not give them any assistance above what the contract called for = enonoto-san, mencoy design manager, said he couldn’t complete 4M from just a netlist, ece = they aze to give us 4 counterproposal 11/2 = we said we would adjust our deadiine to 11/9 for them to "cure che ntract default” but would terminate then if their counter proposal was not sufficvent - 4 predict termination coming up; these guys are *not* impressive Nantendo 10/27 “allen joined us for a discussion of their socket requirene! ~ key issues they have are cost and hot insertion we are to respond by 11/4 with our potential solutions wey are to select one by 11/11 good relationship building meeting ‘tashiba 10/28 we are losing momentum at Toshiba I think; they are probably fee! they've made lots of investment and "where’s the beef"? sone Of this is their on fault from being so cautious on marke that nec has taken the biggest deals. but we have to address this nonetheless and re-punp senior managenent ~ xenon deal is firmly conmitted and the program manager is really fon the ball, organized, focused and aggressive: no concerns here o 3 mi shinya-san who replaced furuyama-san is tnott a can-do guy = schedule for 164 silicon from Oita now january/february 95; they have cone up with power reductions though that can get OUTS .\SEL ONLY/ R 46196 ‘cx0768-002oct 31 08: geoft 16 1994 standard input Page 3 them to almost the same as nee (but since some are risky they Will phase them in rather than risk another dead chip) kuyanasan told allen what they really need ais 2 major customer ‘pushing then hard on schedule: sgivisd is viewed as important But with modest volume; nintendo is huge velune but at a low price that they don’ want thei: BM SGRAM pricing policy 1s 208 opver 256Kx16 page mode (¢H) their Ranbus DRAM pricing policy is 104% die size premium over Ke page mode ~ works out to ~208 for 16M RDRAM over 16M page mode (xB version) fe now *unhappy* with their 0.5u ASIC volume project Se is just SGi-18D with uncertain schedule on Radius asked how to get more custoners ~ at least this is an Improverent. from € months ago vhen their attitude was no more Stoners till we've seen SGI silicon working they will put RAC on 220 ASIC family (0.3u) and will include this in a roadmap announcement in early 95 they are interested somewnat in doing the RAPID pentium menory controller eM Lot: they sey they can’t do a deal without ibm/siemens ok 9: they ere jointly developing the 64M together; but that they ant to work something gut. We brainstormed on several iceasi but it's going to take 1-2 face-to-face meetings to get them cozalled, 1 think it’s 50/30 to get the terms we want {commit how, cash $1M Q2/Q3 and press release late Ql) they OUTSIDE. COUNSEL SEL ONLY R 46197 ‘ex0768-003