Spansion Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Spansion Inc.

CY 23.82

0.0%

Apr 16 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: BUGGI-WO who wrote (4075)	8/7/2008 8:58:54 AM
From: Rink	Read Replies (1) of 4590

PCM forecast to grow 164% annually from 2008 to 2015 and reach $7.25B by 2015; the initial 4 years being a learning phase bringing fast transition to newer process technology, physical cell size reduction, and multi-level cells; this should make PCM a viable candidate to replace flash in the next 5 years. Separately Elpida is now obtaining IP from Intermolecular. The alliance with Intermolecular extends the joint development program that the two companies announced last year for copper/low-k, DRAM, and phase-change memory technologies. Intermolecular's most recent R&D projects involve high-k/metal-gates, phase-change memory and resistive random-access memory (RRAM). It is suggested that Numonyx could possibly benefit from this too. Intermolecular's a startup with $55 million in bookings last year; it's cash-flow positive. In 2008, the company hopes to boost its sales by 300 percent, with break-even results on the bottom line. And down the road, it is also looking at a possible initial public offering (IPO). A key to the company's growth is its HPC technology that is based on brute-force high-throughput experimentation methods. HPC "speeds R&D learning rates by orders of magnitude compared with conventional R&D methods." eetimes.com Buggi, re to your previous comment. Just to add to it: Numonyx does not have 300mm NOR fabs (their 300mm JV fab with Hynix in Wuxi/China is only equiped for NAND; I think it'll remain this way). So the fastest still affordable way for them to get to 300mm for NOR might well be to outsource 300mm NOR production to Elpida's Hiroshima fab starting halfway through 2009 probably at 65nm. Any money left over could eventually go to equipping their empty 300mm shell in Italy. BTW the article above mentions that a JV between NEC and Elpida also will outsource production to possibly this same Hiroshima fab. It looks like Elpida is trying an outsource model to fill this fab. Lastly the article also mentions Elpida is continuing to obtain process tech from UMC. Regards, Rink

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next