Pam,
As some have alluded to on this thread, MirrorBit has had half a node advantage over comparable FG NOR (StrataFlash, etc.) even with just 200mm output for at least a few years now, and yet despite this cost advantage, SPSN has been losing money.
Intel used to have a process technology node advantage - until late 2007 when Spansion caught up. Form most of 2007, Intel was ramping 65nm, while Spansion was ramping 90nm. Only in late 2008 Spansion started ramping 65nm (some on 300mm). So the it is unclear if SPSN had a cost advantage. Mirrorbit advantage was nullified by process technology disadvantage.
Now, in 2008, Spansion is on process node parity (for the most advanced products), has Mirrorbit, and also has 300mm advantage.
Joe |
