Numonyx's big gun:
eetimes.eu
me:
45nm in q408 but on 200mm. That would get Numonyx to 45nm first, but given that Eclipse will be hitting its stride about then and the fab is not 300mm, I doubt that SPSN will have much to worry about. From what I've read it sounds like SPSN plans to do another blitz in Q109 to add another 2k WSPW then.
Basically, Numonyx is still screwed since they wont have MirrorBit and BIST and 300mm and NOR/ORNAND on a single chip. Not to mention that about that time double density ORNAND II will be raising its head and quadbit will be in more applications including possibly Eclipse. And then there's SPSN on 45nm/300mm.
Once you get as far behind as Numonyx is it's tough catching up.
article:
"We produce the whole range of NOR flash memories, from 32-Mbyte to 1-Gbyte, both in MLC and in single bit," Wand said. The plant, formerly Intel's Fab 18, started making microprocessors in 1999 on a 180-nm process. Since then about $2.2 billion has been invested in the facility. This year, Wand estimates, the investment will be between $50 million and $100 million.
Wand, who had managed Intel's fab in Jerusalem, which was closed Monday (March 31), is also vice president of Numonyx Manufacturing. Fab 1 will be managed by Jenny Cohen Derfler, who had managed manufacturing in Fab 18. Wand claims that Numonyx holds 35 percent of the worldwide NOR flash market, followed by Spansion and Samsung.
me:
I wonder who is going to cough up the $50m to $100m? I'm not so sure about that 35% of the worldwide NOR flash market figure, it seems a little dated? According to SPSN's management SPSN has been picking up a lot of 2nd source business because of the Numonyx merger. I expect some of that business will turn into primary source as the year goes on. |
