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BicycleBill
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re: Elpida files for bankruptcy protection after bailout fails
BicycleBill   2/28/2012 4:07:37 PM
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Proves once again that nothing in this business is "forever": back in the late 70s, early 80s, Japanese DRAM companies dominated the industry and process technology, Congress had hearings about how Japan would take over tech as a result and dominate forever, and Intel looked at the numbers nand made a brave step to get out of the business, realized couldn't compete with Japan, and decided to invest elsewhere (in uPs)--Andy Grove said it was the hardest and best decision Intel ever made. NOw the same mega-industry in Japan is in very bad shape. And DRAMs aren't doing too well in general.

mcgrathdylan
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Blogger
re: Elpida files for bankruptcy protection after bailout fails
mcgrathdylan   2/28/2012 3:46:23 PM
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You are correct resistion. Hynix was apparently renamed earlier this month... http://www.globaltelecomsbusiness.com/Article/2979402/SK-Telecom-buys-21-share-in-Hynix.html

resistion
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CEO
re: Elpida files for bankruptcy protection after bailout fails
resistion   2/28/2012 11:44:47 AM
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Hynix is now SK-Hynix, by the way. SK Telecom apparently bought controlling share of Hynix. I guess you might say they got lucky where Elpida didn't.

resistion
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CEO
re: Elpida files for bankruptcy protection after bailout fails
resistion   2/28/2012 11:33:40 AM
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Micron will be around for a while but how long will they play in DRAM. HMC looks like a graceful exit. They need a 2x-nm DRAM to stay in the game with SK Hynix and Samsung.

Dave.Dykstra
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Rookie
re: Elpida files for bankruptcy protection after bailout fails
Dave.Dykstra   2/28/2012 6:42:47 AM
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Price going down is good for the consumer, but not necessarily for the supplier. It will certainly be interesting to see how this market plays out over the next few months.

ibm221
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Rookie
re: Elpida files for bankruptcy protection after bailout fails
ibm221   2/28/2012 5:28:21 AM
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yeah right, they are investing a new R&D fab in idaho to catch up. but the deep cause might be personal side.

resistion
User Rank
CEO
re: Elpida files for bankruptcy protection after bailout fails
resistion   2/28/2012 3:43:29 AM
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Micron is just starting to ramp 30 nm products, taking it back from Inotera, while Samsung and Hynix already on 20 nm. It doesn't look good. http://www.simmtester.com/page/news/shownews.asp?num=14537

resistion
User Rank
CEO
re: Elpida files for bankruptcy protection after bailout fails
resistion   2/28/2012 3:14:07 AM
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Elpida's share up for grabs.

selinz
User Rank
CEO
re: Elpida files for bankruptcy protection after bailout fails
selinz   2/27/2012 10:32:11 PM
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Note to Micron: not quite yet...



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