The decision was disclosed by Scott DeBoer, president and chief technology and products officer at Micron, during a company event on Wednesday. He described the widely held belief that 4F² cells automatically boost density as a "bit of a myth," emphasizing that capacitor pitch, not transistor footprint, is the real determinant of DRAM bit density.
4F² memory cells have long been a target for the DRAM industry because their nominal cell area is about 33% smaller than conventional 6F² designs. In theory, that could increase the number of memory cells per wafer by up to 50%, lowering cost per bit. But in practice, DeBoer said, the transistor must still fit beneath the capacitor, whose physical dimensions ultimately govern cell size.
"It is important to understand the capacitor pitch, the capacitor size, and dimensions, is what sets the DRAM bit density, not whether it is 6F², 4F², 8F²," DeBoer said. "You can build the cells, the transistors underlying them in different ways, but they still have to fit under the capacitor pitch, which sets the DRAM [cell size]."
Micron acknowledged it has built experimental 4F² devices and that earlier nodes could have supported the architecture. But for future nodes, the company sees no viable scaling path. DeBoer noted fundamental physics limitations that make 4F² unsustainable at smaller dimensions, saying the architecture would ultimately require a jump to 3D DRAM anyway.
Instead of adopting 4F², Micron plans to extend conventional 6F² planar DRAM for the next several generations. Advanced lithography, new materials, and wafer bonding will be used to shrink the capacitor pitch and improve bit density. The company's upcoming 1δ process, scheduled for volume production in the second half of 2027, promises a mid-20% improvement in density over its predecessor. Micron also intends to adopt high-NA EUV lithography for future DRAM.
The long-term plan is 3D DRAM, which stacks memory cells vertically. Micron is already developing multiple generations of 3D DRAM production nodes but has not announced when they will enter commercial production. DeBoer said the company will transition when the new architecture offers the right balance of density, complexity, and cost.
Industry analysts at TechInsights report that both Samsung and SK hynix still have 4F² memory cells in their roadmaps. Micron's rejection of the technology follows a similar pattern to its earlier decision to delay adoption of EUV lithography, a move that still allowed it to remain cost- and performance-competitive with rivals.
