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Technology Stocks : Spansion Inc.

CY 23.82

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Apr 16 5:00 PM EST

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To: Joe NYC who wrote (3837)	4/24/2008 4:37:55 PM
From: Joe NYC	of 4590

Report: Macronix eyes NOR battle vs. Spansion, Numonyx Apr. 23, 2008 - Taiwan's Macronix plans to push into NOR flash for handsets within the next three years, placing it in direct competition with Spansion and Numonyx, according to a local report. The handset market "still has great potential" and "could be a next growth driver" for the company, according to Digitimes, citing comments from company chairman Miin Wu at a recent investors conference. Macronix also projects Mask ROM shipments will grow in 2Q08 but sales will stay flat as ASPs for chips decline ~10%-15% sequentially. About 80% of these chips produced in 1H08 will be on 100nm processes, with 75nm becoming prevalent later in the year. Wu added that trial production of a 4Gb XtraROM will start in the current quarter. Macronix days ago terminated a flash memory development/licensing deal with Qimonda, which is focusing on new buried wordline DRAM technology with Winbond. sst.pennnet.com

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