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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST

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From: david c c1/20/2008 3:28:30 PM
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This news is from Sept 07, nevertheless very encouraging. What does that means to us now?

macdailynews.com

"Both Silicon Storage Technology (SST) and Spansion, who are said to have their capacities fully booked by Apple, have no additional capacity to fulfill demand from motherboard makers," Hans Wu and Esther Lam report for DigiTimes.

"Given that Apple demands a considerable amount of NOR flash and that there is persistent demand growth from handset vendors in China, Spansion is said to have no additional capacity left, the sources said. Spansion rival SST, which focuses relatively more on the motherboard market, is said to have encountered a similar situation," Wu and Lam report.

MacDailyNews Note: NOR vs. NAND memory card architecture: NOR flash is typically used for flash memory that's used to store and run code; it has fast read capability, but is slower than NAND for write and erase functions. For example, in the iPhone, NOR would be used for the operating system code while NAND would be used to store music, videos, etc.

"Citing the present supply situation, several leading NOR flash makers should continue to see their supplies being booked by Apple in the coming months, the sources stressed," Wu and Lam report.

Full article here.
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