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

To: BUGGI-WO who wrote (4075)	8/7/2008 8:58:54 AM
From: Rink	Read Replies (1) \| Respond to of 4590

PCM forecast to grow 164% annually from 2008 to 2015 and reach $7.25B by 2015; the initial 4 years being a learning phase bringing fast transition to newer process technology, physical cell size reduction, and multi-level cells; this should make PCM a viable candidate to replace flash in the next 5 years. Separately Elpida is now obtaining IP from Intermolecular. The alliance with Intermolecular extends the joint development program that the two companies announced last year for copper/low-k, DRAM, and phase-change memory technologies. Intermolecular's most recent R&D projects involve high-k/metal-gates, phase-change memory and resistive random-access memory (RRAM). It is suggested that Numonyx could possibly benefit from this too. Intermolecular's a startup with $55 million in bookings last year; it's cash-flow positive. In 2008, the company hopes to boost its sales by 300 percent, with break-even results on the bottom line. And down the road, it is also looking at a possible initial public offering (IPO). A key to the company's growth is its HPC technology that is based on brute-force high-throughput experimentation methods. HPC "speeds R&D learning rates by orders of magnitude compared with conventional R&D methods." eetimes.com Buggi, re to your previous comment. Just to add to it: Numonyx does not have 300mm NOR fabs (their 300mm JV fab with Hynix in Wuxi/China is only equiped for NAND; I think it'll remain this way). So the fastest still affordable way for them to get to 300mm for NOR might well be to outsource 300mm NOR production to Elpida's Hiroshima fab starting halfway through 2009 probably at 65nm. Any money left over could eventually go to equipping their empty 300mm shell in Italy. BTW the article above mentions that a JV between NEC and Elpida also will outsource production to possibly this same Hiroshima fab. It looks like Elpida is trying an outsource model to fill this fab. Lastly the article also mentions Elpida is continuing to obtain process tech from UMC. Regards, Rink