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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 (3136)1/23/2008 2:02:04 AM
From: NicoV  Read Replies (1) of 4590
 
>Would the 16% of MB production at 65nm include TSMC?
Yes. They said a portion of the 300mm 65nm production would be foundry production, but they didn't say how much.
>Does that indicate that by H208 all 90nm MB will be done at SPSN?
Yes. They were pretty clear that they would try to drive down foundry production as fast as possible.

IMO, foundry is just a way to get enough product if their internal capacity is insufficient, rather than a drive to a fab-lite model. With SP1 becoming productive, there is less need for foundry capacity. If demand is high enough for products that are manufacturable at SP1, they will expand capacity at SP1, because it improves their gross margin (see slide on what kind of cost benefit they get going from 2000 to 4000 to 8000 wafer starts per week at SP1).
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