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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 (4372)12/10/2008 1:55:09 PM
From: Rink   of 4590
 
Spansion to shut Austin fab 25 a couple of weeks (most articles mention three weeks, EETimes and Austin paper say two).

TI, Hynix and others are doing the same.

Tessara requested a full review of the ITC ruling that judged against the patent lawsuit they had filed against Spansion and a string of other memory companies.

From Buggi's presentations: Samsung will use High K, metal gate for 3x nm. The amount of solutions they got in the various segments is simply staggering. Still they don't break out their NOR share, probably because it is small and not worth focussing on. Phase change and other novel technologies are not discussed to any significant extent; solutions, marketshare in their main segments, and trends are.

Regs,

Rink
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