@Bob
Thanks for the summary.
One thing I don't understand. On one side, they will produce
products at SMIC at 45nm, but on the other side SP1 is at 2K,
which should go up, the higher the better. Why not produce
these SMIC kind of products inhouse? I have said, that I think
a mixture of foundry and own FABs is my most appealing manuf.
scenario. Just use own FABs to 100% and let foundrys produce
the cyclical part of the business. So, lets assume Q2 is the
weakest quarter. I define that Rev. or vol. with 100%. Why
not plan to produce these 100% inhouse with 100% of capacity
used and let the 1xx - 100 produce at the foundrys? This modell
should yield excellent results in our commodity business. At
this point, its not that clear to me, why Spansion will not ramp
45nm by itself? Could be, that they think saving money is the
key now, which means, we can't afford more 45nm wafers (more
equipment), but on the other side, we want to produce more
45nm stuff - so why not go elsewhere? Assumed this is right,
the SPSN move would be reasonable.
On the other side (ORNAND) - when their products are so "good"
Mbit/mm^2, why not be aggressive in the NAND sector via a
foundry process? Try to grab some fresh 40nm TSMC and go for
Quads in the 8-32Gbit / DIE region. Why not?
BUGGI |
