I find it ironic that data-storage companies are suffering even as the human race generates mind-boggling amounts of data that need storing. Of course, the chip biz is cyclical, so we can hope that things turn around before too long.
The best Spansion can say this quarter: It did better than Intel
Unfortunately, pricing may not improve right away. Spansion stated that things really fell apart late in the quarter. As a result, it's migrating to 300mm-wafer production and working to cut costs.
Spansion has high hopes for a product named MirrorBit Eclipse, which integrates three types of flash memory on a single semiconductor chip. I believe it may have promise, but its fortunes will probably remain dominated by the NOR flash market, and negatively affected by rival NAND flash manufacturers, for some time -- and that ain't good.
- Spansion was spun off of AMD
- Things went OK for awhile.
- Here's what Dan thinks is wrong with Spansion.