4DS - Anything but Charting, page-12455

James E Doran was FAB manager at FAB30 Dresden for AMD.. When the rival was Intel.. Note James Doran



Then AMD spins off Spansion and the rival becomes Intel Samsung... & St Micro Note James Doran


But Spansion has challenges of its own. Conceived as a joint venture between Advanced Micro Devices Inc. and Fujitsu Ltd., it has failed to earn a profit since its reorganization as an independent company in June 2003.
Meanwhile, questions abound about who is really leading the NOR race. Jim Handy, principal analyst with market research house Objective Analysis (Los Gatos, Calif.), said Spansion is “significantly” ahead of Numonyx in terms of ramping up NOR on 300-mm wafers. But he added, “I think they are on equal footing in process technology.”

The dark horse is Samsung. The South Korean Korean company is the leading supplier of DRAMs, SRAMs and NAND flash, and it has the potential to “steamroll everybody” in NOR if it is determined to do so, Handy said.Flash-market dominance is purely a manufacturing contest, and “the low-cost producer always wins,”
James Doran, chief operating officer for Spansion, said at last week's event. Moving to gain a competitive edge, Spansion outlined its triple-attack strategy: Expand its core MirrorBit NOR product lines, scale its technology and manufacture the devices in volume

Spansion also has a foundry agreement with Taiwan Semiconductor Manufacturing Co. Ltd

(The strategy sounds very familiar)

Then Cypress Merges with Spansion in 2014..


Where Doc was on the Board.. Automotive, like the sound of that...


Then the TJ Rodgers case got up the Docs nose so he politely said they could jam the company, but wished them all the best for the future.. Sure he did


Before joining 4DS as Chairman of the board

With Incentive...


Been in the industry for many years, knows all the major players and has connections.. Studied the tech at 4DS for many years.. And is incentivised to proffer a sale... But sale to who? And what's big Auto doing in focus???



Seems to be catching..


Yeah sure does... Now where have we seen these two before.. ? The Dige we know, but these might almost be random..



Or not... Flash seems to be coming right back in focus now don't it.....

From 4DS Preso Nov 2020... Now you can all do your own back checks and I won't prophesize what conclusions to draw other than it's getting real interesting and you would almost bet it don't go past September 2021 if it even gets that far at all.... 8tey