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eewiz
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re: Spansion buys Fujitsu's MCU, analog business
eewiz   4/30/2013 12:20:49 PM
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interesting.. Spansion's cant make a profit of its current flash business and they are getting into new markets! if they are looking at the IOT market dont they need some sort of connectivity solutions? flash doesnt seems to be key for IOT. anyway fujitsu's mcu/analog business is valued at 110m and they have 65m in inventory. means a lot of unsold stuff :).

eewiz
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re: Spansion buys Fujitsu's MCU, analog business
eewiz   4/30/2013 12:20:49 PM
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interesting.. Spansion's cant make a profit of its current flash business and they are getting into new markets! if they are looking at the IOT market dont they need some sort of connectivity solutions? flash doesnt seems to be key for IOT. anyway fujitsu's mcu/analog business is valued at 110m and they have 65m in inventory. means a lot of unsold stuff :).

laketrash
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re: Spansion buys Fujitsu's MCU, analog business
laketrash   4/30/2013 1:33:12 PM
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Fujitsu's revenue for it analog and MCU business was $550 for 2012, and they are selling this to Spansion for $110 million (plus or minus for inventory). So what makes Spansion believe that they can take Fujitsu's underperforming business unit and turn it around??

laketrash
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re: Spansion buys Fujitsu's MCU, analog business
laketrash   4/30/2013 1:33:12 PM
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Fujitsu's revenue for it analog and MCU business was $550 for 2012, and they are selling this to Spansion for $110 million (plus or minus for inventory). So what makes Spansion believe that they can take Fujitsu's underperforming business unit and turn it around??

alex_m1
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re: Spansion buys Fujitsu's MCU, analog business
alex_m1   4/30/2013 3:03:13 PM
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I think spansion is working with UMC on 40nm embedded flash. Having 40nm microcontroller is a relatively unique advantage in a field which is in many ways commoditiezed. Also flash happened to take the most area(and cost) , and maybe power of a microcontroller. Maybe they know how to improve this.

alex_m1
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re: Spansion buys Fujitsu's MCU, analog business
alex_m1   4/30/2013 3:03:13 PM
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I think spansion is working with UMC on 40nm embedded flash. Having 40nm microcontroller is a relatively unique advantage in a field which is in many ways commoditiezed. Also flash happened to take the most area(and cost) , and maybe power of a microcontroller. Maybe they know how to improve this.

Peter Clarke
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re: Spansion buys Fujitsu's MCU, analog business
Peter Clarke   4/30/2013 3:56:28 PM
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@ippisl Yep Spansion is making a thing of its deal with UMC on 40-nm embedded flash on the spansion website

Peter Clarke
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re: Spansion buys Fujitsu's MCU, analog business
Peter Clarke   4/30/2013 3:56:28 PM
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@ippisl Yep Spansion is making a thing of its deal with UMC on 40-nm embedded flash on the spansion website

chanj0
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re: Spansion buys Fujitsu's MCU, analog business
chanj0   4/30/2013 5:27:53 PM
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Apparently, the acquisition is about the market share in the automotive industry. I would be more interested in knowing what is the next acquisition. I am sure there will be more Spansion's news in 2013.

chanj0
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re: Spansion buys Fujitsu's MCU, analog business
chanj0   4/30/2013 5:27:53 PM
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Apparently, the acquisition is about the market share in the automotive industry. I would be more interested in knowing what is the next acquisition. I am sure there will be more Spansion's news in 2013.

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