Spansion Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Spansion Inc.

CY 23.82

0.0%

Apr 16 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Cravey who wrote (197)	5/26/2006 2:58:09 AM
From: Rink	of 4590

iSuppli: Shortages of NOR products could materialize in 2006 ... [iSuppli] noted that the revenue declines experienced in the NOR market in 2004 and 2005 precluded any major investment by the main suppliers in new NOR flash manufacturing capacity during those years. Instead, the NOR suppliers focused on migrating to finer pitch lithography, increasing their production of two-bit-per-cell flash technologies and entering into foundry support agreements for producing legacy technology products. iSuppli believes that while these moves are not insignificant, they may prove to be inadequate in the face of the increasing demand for flash memory for mobile phones and other electronic devices. Because of this, shortages of NOR products could materialize in 2006, the firm concluded. ... reed-electronics.com While Spansion hasn't invested much in more fab capacity either it did rent a TSMC fab... Regards, Rink

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next