Monday, October 23, 2006
TSMC said flash memory production fits the foundry's long-term strategy of pursuing new growth and profitability.
Industry players would not be surprised if TSMC made more moves within the NOR flash segment as the foundry has long-established ties with Spansion.
Some analysts also believe now would be a good time for TSMC to tap into the NAND flash market as its sufficient 12-inch capacity should allow for good profit potential, considering that most other major NAND flash production is taking place at 8-inch fabs. NAND flash may also help fill idle 12-inch production capacity during low seasons and help the foundry develop other areas, such as in system-on-chip (SoC) solutions, the analysts commented.
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