Micron would be glad to exit DRAM. Elpida would be glad too to have Micron exit, but Elpida does not have Flash to rescue it during down DRAM cycles. Rexchip shouldn't be considered a Taiwan company anymore, its share control says it is a Japanese company exploiting Taiwanese resources.
@rolling, thank you very much for the insight! I don't know if you are directly involved, but I hope you are weathering the storm. Memories has always been an up and down market. Hopefully it will eventually become more flat.
Micron does not own or control Inotera. The real owner (Formosa Plastics) invested in Micron and Micron reciprocated in investing in technology transfer to Inotera. Inotera has scale but engineering team is lousy (worst in Taiwan perhaps...). Micron does not have enough Chinese speaking managers to "take control" and so Inotera survives in limbo, not yielding and dragging down Micron. The future of Taiwan memory makers is highly uncertain (apart from Rexchip). Micron will pull it together in the end but competing long term with "bankruptcy proof" Korean rivals may be difficult.
Inotera was the crown jewel of Qimonda due to scale, good engineering team, and low costs in Taiwan. Sad to see that they have not done well after the purchase by Micron. I am not sure what the answer is for Micron, they have bought a lot of fabs from failing DRAM companies but failed to turn any of them into winners. They have been consistently less profitable than Samsung and Hynix. Ever since the IMF bailed out Korea, Samsung took dominance of the DRAM market with sheer weight of investment and never looked back. Sad to say it, I don't see any difference between the trajectory of Micron and that of Qimonda. We are heading toward a Korean duopoly in memory products.
yep, samsung is all over DRAM and getting richer.
micron's poor investment choice and execution is to blame.
since 2004 Hynix invested in Wuxi fab and thrown micron behind eversince. Micron's 400million in inotera is just a disaster.
and it's china backend is becoming another disaster...
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