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

To: Rink who wrote (4344)	11/19/2008 8:28:15 AM
From: Rink	Respond to of 4590

I thought the mention of 12-inch Numonyx Israel fab was weird and this article seems to agree with that: Asked how he could compete on cost with Spansion making its NOR in a 300mm fab, Berge replied: "We made the conscious decision not to invest in 300mm for NOR because we felt there was no market justification for investing in a NOR fab. We cannot saturate a NOR fab and, if you don't saturate the fab, the cost advantage of 300mm is not so obvious. Meanwhile the NOR market is not growing (in $ terms) so we went for capital optimization." Asked if Numonyx's floating gate flash technology would continue to scale, Berge replied: "Today most of our production is at 65nm. We have 45nm at an early industrialization phase (not yet sampling) and next year in volume. At 32nm one way to go is a 32nm floating gate, another way is phase change. At 32nm we will be able to make phase change cheaper than floating gate." Asked if he could make phase change as dense as floating gate, Berge declined to give a definitive answer. Quoted from article titled "Numonyx boasts of good cost structure": electronicsweekly.com It's reasonably certain that Numonyx only has 200mm production for NOR for the foreseeable future. Regards, Rink