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To: Sam who wrote (48627)7/21/2010 10:16:56 PM
From: Woody_Nickels  Respond to of 95738
 
IIRC, Samsung placed a big order with ASML recently,
which creates the backlog preventing their competitors
from seriously competing, as evidenced by your post.

Thanks.

Woody



To: Sam who wrote (48627)7/22/2010 10:42:15 AM
From: FJB  Respond to of 95738
 
Elpida and Spansion wrap up NAND deal; may extend to NOR

Jessie Shen, DIGITIMES, Taipei [Thursday 22 July 2010]

digitimes.com

Elpida Memory and Spansion on July 22 announced that they have begun jointly developing NAND process technology and products. The existing relationship will expand to include a foundry services agreement for the flash memory.

Elpida has secured a non-exclusive license to Spansion NAND IP based on MirrorBit charge-trapping technology. Elpida will produce NAND products at its 12-inch Hiroshima wafer fab...