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Micron confirms Elpida acquisition talks

5/10/2012 05:53 AM EDT
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moressd
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re: Micron confirms Elpida acquisition talks
moressd   5/10/2012 8:22:24 PM
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Wow-really? They must be publicly lying then: http://www.micronblogs.com/ Click into "Don’t Miss Micron’s Take on DRAM and NAND Markets " then the Jefferies 2012 Global TMT Conference link And where's your 37 nm from? Have a link?

resistion
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re: Micron confirms Elpida acquisition talks
resistion   5/10/2012 6:30:09 PM
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Micron/Nanya/Inotera have trouble to move from 42 to 37 nm which is not even half-node. So I suspect taking on Elpida's 25 nm could be a much bigger challenge.

any1
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re: Micron confirms Elpida acquisition talks
any1   5/10/2012 2:03:20 PM
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The tool set required to produce DRAM and NAND is very similar. Micron (and any other player in both businesses) has some freedom to shift wafer starts from one to the other, even within the same fab, depending on which has the higher margins at any given time.

goafrit
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re: Micron confirms Elpida acquisition talks
goafrit   5/10/2012 9:58:18 AM
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The challenge for Micron is that Samsung is still a bull in this business. No matter who is running the fab, they have to contend with the scale of Samsung.

resistion
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re: Micron confirms Elpida acquisition talks
resistion   5/10/2012 8:44:26 AM
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Hynix reportedly switched its Wuxi DRAM fab to NAND. If Micron similarly converts Elpida facilities to NAND, then we are not seeing it beef up its position in DRAM but rather keeping up in NAND. However, didn't hear about Samsung converting its DRAM resources.

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