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DRAM's Mood Swings Stabilize

Big three emerge
6/17/2014 10:08 AM EDT
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resistion
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Micron at 20 nm?
resistion   6/17/2014 1:18:57 PM
Thought Inotera would ramp 20 nm for Micron soon.

resistion
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Micron not #2
resistion   6/17/2014 2:00:51 PM
The whole Elpida deal failed this purpose.

resistion
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Re: Micron not #2
resistion   6/17/2014 2:13:03 PM
Clearly Micron/Elpida lost share. Was HMC too big a distraction?

sprite0022
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Re: Micron not #2
sprite0022   6/17/2014 11:07:54 PM
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if DRAM margin is above 30% will foundry be interested in get in as well ?

 

well, as always, intel should consider chasing memory market instead of low end APU or comm.

resistion
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Re: Micron not #2
resistion   6/22/2014 12:26:53 PM
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Micron's margin is being helped by Inotera no doubt.

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