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Micron confirms Elpida deal, also plans Rexchip purchase

7/2/2012 12:48 PM EDT
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resistion
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re: Micron confirms Elpida deal, also plans Rexchip purchase
resistion   7/2/2012 2:37:12 PM
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The DRAM sector only has room for one profit-making DRAM maker. #2, #3 could go the way of AMD and Cyrix.

Neo10
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re: Micron confirms Elpida deal, also plans Rexchip purchase
Neo10   7/3/2012 2:17:11 AM
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Wow, after a lot of talk of Jap/Kor take over it goes to Micron, good consolidation I would say but memory business is a numbers game and unless you have the volume it's difficult to survive. Traditionally the industry is slow on adopting new technologies to you need to stay there until it pays back.

krh
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re: Micron confirms Elpida deal, also plans Rexchip purchase
krh   7/3/2012 3:45:05 AM
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And Samsung...just watching...???

yalanand
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re: Micron confirms Elpida deal, also plans Rexchip purchase
yalanand   7/3/2012 7:46:28 AM
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Looks like Micron is on buying spree? Why is it that Micron is so much interested in buying other companies ? Is it the new strategy by its new CEO or is it because they have lot of extra cash ?

sprite0022
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re: Micron confirms Elpida deal, also plans Rexchip purchase
sprite0022   7/3/2012 8:12:45 AM
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Micron's motto is 'cheap' if you know it. This is definitely cheap compared with building a brand new facility. 2.5 billion... well, it seems has fxxd it self up in losing the balance between 'cheap' and 'quality' efficiency. it got piles of cheap engs with no efficiency at all and create tons of excursions for them.

chipmonk0
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re: Micron confirms Elpida deal, also plans Rexchip purchase
chipmonk0   7/3/2012 4:00:38 PM
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Perhaps they would recover their investment in Elpida faster if they just mothballed the Hiroshima Fab for a while, thus stabilizing DRAM prices. Then they could use the revenue generated from higher ASPs for DRAM by converting the Hiroshima Fab to either NAND or even a 28 nm Foundry ( since current players can't keep up with demand ). Of course to make this happen they would need to hang on to the experienced staff at Elpida for 2 - 3 years.

Sideline
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re: Micron confirms Elpida deal, also plans Rexchip purchase
Sideline   7/4/2012 1:10:40 AM
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Now that Samsung and Micron both have scale, is Hynix next to go??

resistion
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re: Micron confirms Elpida deal, also plans Rexchip purchase
resistion   7/4/2012 3:02:44 AM
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They are already part of SK Telecom, who may let them exit DRAM to focus on NVM. But the SK government will not let their DRAM technology leave the country, so it could go to Samsung.

resistion
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re: Micron confirms Elpida deal, also plans Rexchip purchase
resistion   5/11/2013 1:06:32 PM
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Haven't seen a plan on Micron's integration of Elpida. Don't think it will go so smoothly.

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