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ll8
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re: Report: Micron to take over SMIC fab
ll8   9/9/2010 4:03:16 AM
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spoken (and written) like a true SMIC insider. I know all you guys at the Wuhan fab have your fingers crossed!

benchi0023
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re: Report: Micron to take over SMIC fab
benchi0023   9/8/2010 12:31:01 PM
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wuhan 300mm fab now expand 5.5k, main product nrom 90 and stream 65, if micron take over and products flash will match with 300mm fab tool

ll8
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re: Report: Micron to take over SMIC fab
ll8   9/8/2010 7:08:35 AM
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???

exDRAMer
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re: Report: Micron to take over SMIC fab
exDRAMer   9/8/2010 12:08:42 AM
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Micron made a bid of $80m on Qi Richmond fab, which pissed off Qimonda. TI finally paid $170m for the 300mm and some 200mm tools, leaving an empty shell in Richmond. Now Micron may need to pay $3B to set up the Wuhan fab! What a smart company!

geekmaster
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Manager
re: Report: Micron to take over SMIC fab
geekmaster   9/7/2010 10:12:47 PM
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Looks like Micron changes strategy. Leaving the 300mm Flash JV with Hynix in China and then acquiring its own fab in China. They need to retrofit the fab for Micron products; probably DRAM?!

resistion
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CEO
re: Report: Micron to take over SMIC fab
resistion   9/7/2010 2:55:08 PM
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Wonder about the connection to Nanya/Inotera. Will this impact/involve them?

Kaiser Silicon
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re: Report: Micron to take over SMIC fab
Kaiser Silicon   9/7/2010 2:42:43 PM
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Oh boy. It is interesting that Appleton didn't take over the now defunct Qimonda fab in Richmond, but is willing to buy the SMIC fab in China that was a foundry for Qimonda. Neither Qimonda nor SMIC made money on the deal. Appleton is nuts. He should stay out of China. Go there, and the Chinese will steal your technology. Not a very bright move.

greenpattern
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re: Report: Micron to take over SMIC fab
greenpattern   9/7/2010 12:02:07 PM
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The fabs must be retooled for leading edge DRAM or Flash, it's questionable.

mark.lapedus
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re: Report: Micron to take over SMIC fab
mark.lapedus   9/7/2010 5:16:42 AM
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Micron WILL NOT get into the foundry. They may (or may not) buy the SMIC fab to re-enter the China market. Micron will make its own products in the fab.

greenpattern
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Rookie
re: Report: Micron to take over SMIC fab
greenpattern   9/7/2010 3:43:52 AM
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What is Micron trying to do, enter foundry business? SMIC only equipped for foundry work.

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