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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST
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To: KeithDust2000 who wrote (3064)1/17/2008 9:14:09 AM
From: Pam   of 4590
 
What about their NOR revenues? And unit shipments?

They did not provide that breakdown.

Is that (about) what they said, or your interpretation? And, what does that say about NOR pricing?

And btw, I have yet to see a NOR producer that is not saying that they´re looking for growth (in market share/revenues).

No, that is my opinion, FWIW :-( Samsung currently has 40-50% of their semiconductor capacity on 200mm and they have been able to use it for speciality DRAM and SLC NAND and lower density MLC NAND. Since the prices have come down a lot in the last 4-5 months for these products, their costs are a lot higher than what they can fetch in the market place except maybe for SLC NAND. Samsung will use this capacity to expand their NOR markets, as well as other LSI products. Samsung had 50% of their NAND production on 200mm and that number will be down significantly in 1Q and beyond and this is an irreversible change!
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