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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST
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To: Rink who wrote (2081)10/1/2007 9:19:56 AM
From: Joe NYC  Read Replies (1) of 4590
 
Rink,

Fab25's is apparently at 1500 65nm wspw out of a total of 8500 wspw. This is about ~18% of the total for Fab25, and about double what I was guessing.

Yeah, that is a good news. So is that the rest of the wafer starts are at 90nm, and none at 110nm. It appears that Spansion is doing a good job migrating customers to new nodes.

Intel has been selling 65nm for about a quarter or so now. I wonder what percentage they've ramped 65nm.

I was under the impression that they have been doing that for longer than 1 quarter, based on their press releases. We don't know the yields and percentage of 65nm at Intel / STM, but here is a press release announcing first volume shipment in 2006:
Message 22988042

So Spansion is only now overtaking Intel: 65nm + Mirrorbit is better than 65nm + StrataFlash.

Joe
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