Pam,
Does anyone know what is the ratio of 300mm to 200mm capacity for SPSN?
It is shifting every quarter, but vast majority of sales is from 200mm quarters in Q4. What is ramping up is SP1 and 300mm TSMC wafers. Later on, SMIC.
But as of Q4, the biggest single contributor to revenues is output from Fab 25 in Austin, which is 200mm.
I think at some point, there will be a talk of crossover between 200mm and 300mm output (in, say 200mm wafer equivalents). My guess is that the crossover will be in 2H 2008.
The thing is, though, that Spansion has existing 200mm capacity in place, while 300mm capacity is ramping up. The rate of 300mm capacity ramp is dependent on volume, which is kind of a catch 22.
Joe |
