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Kaiser Silicon
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re: Elpida posts profit, sees DRAM price erosion
Kaiser Silicon   11/2/2010 4:19:17 PM
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As long as Samsung builds fabs like there's no tomorrow, and no one else is able to match them, it becomes a question of time before Samsung has a near monopoly. There is one company that is capable of matching Samsung fab-for-fab, or exceed them, but it's too busy buying virus software companies and paying out dividends and doing stock buy backs. If Intel were to do something like merge with Micron, and get into the business of building fabs and becoming the #1 semiconductor company, and not just the #1 microprocessor company, Intel could probably beat Samsung and all other challengers. However, Intel doesn't seem to have the stomach for the fight.



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