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Technology Stocks : Spansion Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Rink who wrote (2081)	10/1/2007 9:19:56 AM
From: Joe NYC	Read Replies (1) \| Respond to of 4590

Rink, Fab25's is apparently at 1500 65nm wspw out of a total of 8500 wspw. This is about ~18% of the total for Fab25, and about double what I was guessing. Yeah, that is a good news. So is that the rest of the wafer starts are at 90nm, and none at 110nm. It appears that Spansion is doing a good job migrating customers to new nodes. Intel has been selling 65nm for about a quarter or so now. I wonder what percentage they've ramped 65nm. I was under the impression that they have been doing that for longer than 1 quarter, based on their press releases. We don't know the yields and percentage of 65nm at Intel / STM, but here is a press release announcing first volume shipment in 2006: Message 22988042 So Spansion is only now overtaking Intel: 65nm + Mirrorbit is better than 65nm + StrataFlash. Joe

To: Rink who wrote (2081)	10/1/2007 9:23:56 AM
From: Rink	Read Replies (1) \| Respond to of 4590

Quadbit still a REALLY long way from mainstream. It will be part of phase II Eclipse, around late 2009. Phase I Eclipse will sample (and ship?!) this year at 65nm with densities between 512Mb-2Gb. It combines NOR and NAND interfaces on a single die. The customer can program the partitioning of the density in software, and can thus decide in a pretty flexible way how much of the die will be used for NOR and how much for NAND. To do this it uses a 8051(!) microcontroller. First Quadbit will only be sold as quasi-OTPROM (one time programmable ROM) because it has limited erase cycles. electronicsweekly.com Regards, Rink PS: I read the following before but couldn't find it back on this thread. So in order to keep this info for probably my own future reference: Spansion starts production of SP1 at 65nm and with =< 500 wspw, end sept '07: electronicsweekly.com