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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST

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To: BUGGI-WO who wrote (4053)7/25/2008 1:04:30 PM
From: Joe NYC   of 4590
 
Buggi,

re: NOR, NAND, 4-bits per cell

I think Spansion decided not to emphesize Quad on 65nm in mainstream applications. I think they are still looking only at read only type applications:

Spansion Begins Sampling 65nm MirrorBit(R) Quad Flash Memory for Delivering Vibrant Content on Removable Cards
files.shareholder.com

The general purpoe quad is targetted for 45nm in early 2009, according to this press release:

Leveraging Spansion's proprietary charge trapping storage technology, the new MirrorBit ORNAND2(TM) architecture will use a SONOS-like memory cell connected in a NAND memory array at 45-nanometers, featuring fast write performance with high packing density -- delivering the performance and cost advantages of NAND technology with the compelling cost structure of 300mm wafers.

Products planned for the new architecture will primarily target data storage applications in the integrated Flash memory
markets where customers value differentiated, high-value solutions. The new architecture will expand the current MirrorBit ORNAND portfolio with a new family of solutions at 45nm that require 25 percent fewer mask layers than Spansion's 65nm MirrorBit ORNAND, and support superior quality over floating-gate NAND solutions. MirrorBit ORNAND2 products are expected to be available in early 2009.

files.shareholder.com

I hope that schedule will hold. According to last CC, Spansion said that wafers of the first production samples are currently being processed. What kind of product was not specified. I suspect it is only MirrorBit on first 45nm production. Hopefully, Quad samples will arrive before year end...

Currently, the highest priority is to get the Eclipse rolled out. It seems there were some delays, and samples went out only in April 3 2008:

Spansion Announces 65nm Sampling of MirrorBit(R) Eclipse(TM) Flash Memory Solutions for Wireless Handsets

SUNNYVALE, Calif., April 3, 2008, 2008 /PRNewswire-FirstCall via COMTEX News Network/ -- Spansion Inc. (Nasdaq: SPSN), the world's largest pure-play provider of Flash memory solutions, today announced that it is sampling its 65nm MirrorBit(R) Eclipse(TM) Flash memory solutions for wireless handsets to strategic OEM customers.

files.shareholder.com

Joe
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