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

To: Woerns who wrote (3440)	2/19/2008 5:46:05 PM
From: Joe NYC	Read Replies (1) \| Respond to of 4590

Woerns, 30nm is supposed to use charge trapping. I don't know what those dates mean: Research, sampling, production? Joe

To: Woerns who wrote (3440)	2/20/2008 2:47:09 AM
From: Rink	Respond to of 4590

Woerns, that's Samsung's high-k metal gate SONOS technology that was baptized TANOS and was detailed at pretty good length in this presentation (NROM slide 34, TANOS starts at slide 40): Message 24321750 Regards, Rink

To: Woerns who wrote (3440)	2/20/2008 3:19:12 AM
From: Rink	Read Replies (1) \| Respond to of 4590

Couple of short reactions on Samsung's 30nm SONOS called TaNOS: - Samsung keep driving their train fast. It would be good to know when this 30nm product is due. Around the time when Spansion gets to 45nm?? - The divide between NAND and NOR and even DRAM continues to fade with these crossover products (like flex OneNAND, ORNAND2 and Eclipse). => It's clear to me that from the two big NOR vendors Spansion is best positioned (the other one being Numonyx). It's pretty clear that the whole industry (NAND and NOR) is moving towards charge trapping in the form of SONOS, which is Spansion's turf until Samsung gets there too with 30nm. Spansion might well use a Mirrorbit 2b/c construction with SONOS, while Samsung might not in the first iteration of its SONOS (TaNOS). That's at least what I expect. Interesting. It looks like Samsung will compete more directly with Spansion (wag: half a process node time) after 30nm introduction. When is Samsung's 30nm? Regards, Rink