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

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From: mlc1782/24/2009 11:36:56 AM
   of 4590
 
Winbond NOR flash sales rise in January:
"NOR Flash business, nevertheless, had a boost in January thanks to new products accepted by customers and growing shipment volumes from the previous month."

Sales rise 11.3% sequentially in January for NOR and ROM maker Macronix:
"Hsinchu, Taiwan, February 6, 2009 - Macronix International Co., Ltd. (TSE: 2337) today announced the unaudited net sales of NT$1,251 million for January 2009, an increase of 11.3% over the previous month of NT$1,124 million in 2008."

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This most likely is due to competing NOR flash makers taking market share while the market share leader Spansion has been shutting down. Technologically, Spansion is way ahead of Winbond and Macronix. Winbond and Macronix saved huge on expenses by keeping NOR flash at 130nm while Spansion plowed ahead to 65nm. I guess Spansion can take a break on trying to shrink NOR flash in this economy. Macronix has just started moving to 110nm and remains a profitable company.
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