Design Con 2015
Breaking News
Memory Designline Blog

Industry view: iSuppli on Micron/Elpida deal

NO RATINGS
View Comments: Newest First | Oldest First | Threaded View
ibm221
User Rank
Rookie
re: Industry view: iSuppli on Micron/Elpida deal
ibm221   5/18/2012 2:08:38 AM
NO RATINGS
micron's stock keeps falling... investors are no fool, not buying mu's silly idea.

resistion
User Rank
CEO
re: Industry view: iSuppli on Micron/Elpida deal
resistion   5/17/2012 2:50:46 AM
NO RATINGS
Just read Apple booked Elpida's mobile DRAM. Micron likely has to shelve its own DRAM.

SkepticalOptimist
User Rank
Rookie
re: Industry view: iSuppli on Micron/Elpida deal
SkepticalOptimist   5/16/2012 6:02:27 PM
NO RATINGS
My, how the mighty has fallen. Back in 80s, Japanese DRAM businesses drove most US memory makers out of business. Now, a US memory company is buying up what's left of former Japanese juggernauts at a bargain price. You don't see this everyday...

resistion
User Rank
CEO
re: Industry view: iSuppli on Micron/Elpida deal
resistion   5/15/2012 7:52:58 PM
NO RATINGS
If iPhone is any indicator, DRAM does not have a growth market there.

ibm221
User Rank
Rookie
re: Industry view: iSuppli on Micron/Elpida deal
ibm221   5/15/2012 1:05:25 AM
NO RATINGS
micron itself is at the brink of bankruptcy at that cycle, so this is just an idea flashed and poped. Micron 's chip leaks badly and should be able to fix with 2 million consultant cost. anyway Idaho is not a good location for talented folks to settle down, their own bsu graduates are just short in IQ.

joshxdr
User Rank
Rookie
re: Industry view: iSuppli on Micron/Elpida deal
joshxdr   5/15/2012 12:14:09 AM
NO RATINGS
Very interesting the bit about Micron about to buy Qimonda before the bondholders got greedy, I have never heard that before. I am not sure if the "mobile IP" is really valuable to Micron. If Elpida's special sauce is in their process technology, it won't help Micron since Micron is going to jettison the Elpida process and install their own. If Elpida was able to reduce power with design tricks that Micron can copy, that is a different story. I suspect the power reduction is is the process technology, so the benefit to Micron may be zero.

resistion
User Rank
CEO
re: Industry view: iSuppli on Micron/Elpida deal
resistion   5/14/2012 10:29:15 PM
NO RATINGS
What's Micron's plan to pay off the debt? Same as Elpida's?

resistion
User Rank
CEO
re: Industry view: iSuppli on Micron/Elpida deal
resistion   5/14/2012 10:26:30 PM
NO RATINGS
Micron's weak mobile DRAM is a little disturbing.

Flash Poll
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Times on Twitter
EE Times Twitter Feed
Top Comments of the Week