Breaking News
Comments
Newest First | Oldest First | Threaded View
kurukku
User Rank
Author
re: Elpida's bankruptcy to boost other DRAM suppliers
kurukku   3/7/2012 9:31:07 AM
NO RATINGS
Really, it's a big shock! I have seen Elpida chips used in many of evaluation boards where I ported RTOS. What am I going to do in Japan in future, if the trend continues?

mcgrathdylan
User Rank
Author
re: Elpida's bankruptcy to boost other DRAM suppliers
mcgrathdylan   3/7/2012 3:48:32 AM
NO RATINGS
I agree- companies can come back from bankruptcy leaner, stronger and ready to turn things around. The problem here, as I see it, is there are simply too many players in DRAM. Just as Elpida's bankruptcy could stabilize pricing and lead to higher DRAM sales, if Elpida comes back with guns blazing (and all fabs), the industry will be right back in oversupply, and the same factors that worked against Elpida will work against it (and its competitors) all over again. DRAM is not a business for the faint of heart.

geekmaster
User Rank
Author
re: Elpida's bankruptcy to boost other DRAM suppliers
geekmaster   3/6/2012 5:32:10 PM
NO RATINGS
Not sure what "bankruptcy" means at the end of the game. We have seen that in the US auto industry. The companies use this to get a cushion, to slim-down and restructure; people (vendors and customers) will re-gain confidence and the company comes back up. Just can't see another Qimonda here because economy is in a much better shape.

mcgrathdylan
User Rank
Author
re: Elpida's bankruptcy to boost other DRAM suppliers
mcgrathdylan   3/6/2012 2:42:09 PM
NO RATINGS
The spot price went up the day of the bankruptcy partly because of shock/panic. People are understandably nervous about buying from Elpida, a supplier with an uncertain future, and looking to secure deals with other suppliers. IHS is projecting further price stabilization after tough decisions are made about Elpida, including reduction of manufacturing assets.

yalanand
User Rank
Author
re: Elpida's bankruptcy to boost other DRAM suppliers
yalanand   3/6/2012 9:21:54 AM
NO RATINGS
If bankruptcy filing does not necessarily spell the end of manufacturing for the company then why is that the DRAM prices are going up? Can the rising ASP review fortunes of the of the company ?

resistion
User Rank
Author
re: Elpida's bankruptcy to boost other DRAM suppliers
resistion   3/6/2012 5:28:35 AM
NO RATINGS
If they can gain market share just by doing nothing, then they will do nothing.



Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Like Us on Facebook
Special Video Section
5G LTE is on the way. These systems will require more ...
Protecting sensitive electronic circuitry from voltage ...
09:45
Watch as a web server authenticates or rejects a water ...
Protecting sensitive electronic circuitry from voltage ...
Watch as a web server authenticates or rejects a water ...
Protecting sensitive electronic circuitry from voltage ...
Power can be a gating factor in success or failure of ...
Get to market faster and connect your next product to the ...
00:44
See how microQSFP is setting a new standard for tomorrow’s ...
The LTC3649 step-down regulator combines key features of a ...
Once the base layer of a design has been taped out, making ...
In this short video we show an LED light demo to ...
The LTC2380-24 is a versatile 24-bit SAR ADC that combines ...
In this short video we show an LED light demo to ...
02:46
Wireless Power enables applications where it is difficult ...
07:41
LEDs are being used in current luxury model automotive ...
With design sizes expected to increase by 5X through 2020, ...
01:48
Linear Technology’s LT8330 and LT8331, two Low Quiescent ...
The quality and reliability of Mill-Max's two-piece ...