Ok, so there we have it, directly from hors's mouth, Spansion's NAND play (with a lengthy cautionary statement).
Does anybody have a clue of what SONOS-like memory cell is? BTW, it does not seem to mention that this will be a Quad Bit. Maybe Spansion is seeking a higher performance level. It is a bit early to announce this, BTW, since the availability is planned to be early 2009. Maybe this could be Spansion's signal to investors wondering about Spansion's capacity expansion.
Of course, Spansion has mentioned it several times in the past that the die size of MirrorBit will be very competitive in the future from the die size POV. If the NAND players do run into issues such as performance, yield and reliability as they move to 45nm and below on the floating gate, MLC, it could be a huge opening for Spansion to enter this, seemingly infinite and insatiable market.
The road map seems to be:
- Q4: 65nm Mirror Bit
- 2008: 65nm Quad Bit
- early 2009: 45nm Mirrorbit
That leaves 45nm Quad Bit apparently (or hopefully) sometimes later in 2009. BTW, Spansion is still not targetting commodity removable market, only integrated.
Joe |
