Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Rink who wrote (3925)	6/28/2008 9:37:09 AM
From: NicoV	Respond to of 4590

Rink, I listened to the CC and seem to remember that they said this: Ramp design wins in H2, so that meaningfull volume comes at the end of Q4, at which time also the transition to 45nm will happen. Real volume production should happen at the 45nm node, not the 65nm node. Slide 21: 2008 65nm 2009 45nm 1010 32nm 1012 22nm each generation doubling die size and DIMM size, with 2Gb/die and 32GB/DIMM in 2008 on 65nm (16Gb/256GB in 1012 on 22nm). BTW: This also means that Spansion still plans a node transtion per year, which should probably narrow the process gap with NAND flash significantly.

To: Rink who wrote (3925)	6/28/2008 1:56:05 PM
From: Joe NYC	Respond to of 4590

Rink, Can it be presumed that 45nm shipments are only to be expected around summer '09? We will get an update shortly. I want to know when the production samples will start shipping to customers. Joe