Spansion Inc. Message Board

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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: BUGGI-WO who wrote (4108)	9/4/2008 6:49:26 PM
From: bobs10	Read Replies (1) of 4590

you: 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? me: Just a guess, but maybe they want to do more with the licensing side of things. Another good question is why is SPSN still farming out $100M of business to TSMC every quarter given the SP1 excess capacity situation and that TMSC is just acting as a foundry, not a licensee? Dario did say that the outsourcing to TSMC would be coming down, but he didn't give a time frame. I'm sure there must be good reasons for the slow exit from TSMC.

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