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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST
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To: bobs10 who wrote (3130)1/22/2008 6:17:48 PM
From: NicoV   of 4590
 
I'm looking at slide 9: apparently, in H2 07, foundry output was about 50% of fab 25 output. This goes down to almost nothing in 2008, meaning that this output will now come from SP1 (going from 90 nm MB on 200 mm to 65 nm MB on 300 mm). This means they can certainly use SP1, even without extra demand. I didn't expect them to use such a high number of foundry wafers.
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