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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Rink who wrote (163669)	7/4/2005 7:21:24 AM
From: Rink	Respond to of 275872

re: Taiwan's TSMC wins order from AMD unit Spansion - report Here's another article saying almost the same: Spansion chooses TSMC over UMC, says report Compiled from outside sources; Esther Lam, DigiTimes.com [Monday 4 July 2005] Spansion, a joint venture between Advanced Micro Devices (AMD) and Fujitsu, is reportedly placing NOR flash orders at Taiwan Semiconductor Manufacturing Company (TSMC) with volume production slated for the first quarter of 2006, according to a July 4 Chinese-language Economic Daily News (EDN) report. Both companies signed the foundry contract in June with the initial amount of wafer starts set at about 3,000 0.11-micron manufactured 8-inch equivalent wafers, the report noted. Spansion was unavailable for comment at the time of publication, while TSMC officially declined to comment on the report, according to a Forbes report. According to a recent report, Spansion was looking for capacity from United Microelectronics Corporation (UMC) and Chartered Semiconductor Manufacturing for its self-developed MirrorBit-made “ORNAND” flash memory production. Link to the above article: digitimes.com BTW, here are the links to the articles quoted in my previous post: forbes.com forbes.com Regards, Rink

To: Rink who wrote (163669)	7/5/2005 6:36:29 PM
From: Rink	Read Replies (2) \| Respond to of 275872

The fab capacity that Spansion ordered from TSMC will in my opinion not be used for Mirrorbit or ORNAND, but for offloading floating gate in order to free Spansion capacity for Mirrorbit and ORNAND. Mirrorbit and ORNAND require working with metal nitride oxide transistors that I don't believe are in the TSMC library. Nor do I think that AMD wants more possibilities to leak IP by outsourcing their latest and greatest. So I don't agree with reports that stated that AMD might have been looking to outsource manufacturing of ORNAND, I rather think that because of additional fab capacity needed for ORNAND they outsource their oldest (i.e. floating gate). Regards, Rink