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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST
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To: Joe NYC who wrote (3151)1/23/2008 10:24:46 AM
From: bobs10  Read Replies (2) of 4590
 
you:

The wafer capacity used for 110nm (a lot of if in Fab 25) becomes available, Spansion uses this capacity for 90nm production, replacing TSMC output.

me:

Given the Fujitsu news the other day about moving ASIC, etc. production to Tokyo from Aizu-Wakamatsu, what does that mean for production at JV1/2/3? Is that production moving to fab25 with the change in the Fujitsu distribution agreement. Since SP1 butts up against JV3 would that mean possible extra capacity if needed for SP1? Given that SP1 was built to handle 30 to 40K wafers per month (6-10k WSPW) that would seem to be enough capacity for awhile even if JV1/2 were to go away. Lots of questions.
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