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re: Elpida, the mega-merger, and what comes next
anon3860072   3/9/2012 4:14:56 AM
@ NE01. Samsung may not be a good model to learn from neither. Samsung and Hynix alike are using money from the nation to feed the various development over the past 20 years. Samsung's philosophy is pretty much: dominate the market with tons of investment borrowed from the market, hopefully it can breath longer than competition, once the competition are gone, it can demand better payback. In contrast, Japanese semiconductor IC companies are still governed by the old guards who grew up in the manufacturing-driven mentality, not the market-driven mentality. Plus, most Japanese engineers and management could not speak English well, hence they have a lot of problem to understand what the market wants. In contast, I recall that Samsung announced many years ago that all documentation must be published in English first. A good example is: 3 years ago, in one of the visit to a customer in Taiwan, I went to the meeting with 9 colleagues, two from Japan HQ, two from US HQ, two from local office, 3 from the sales agent in Taiwan. Of the 10 people, I was speaking 80% of time, the sales/marketing person from Japan HQ only questioned on schedule and desired pricing with very broken English. I am certain that he didn't understand most of what transpired between customer and the engineer from US HQ and me. The 5 people from Taiwan office and sales agent barely made any comment. Similar situation happened again and again, perhaps in lesser scale in the subsequent customer visits. Just imagine the lost in the operation efficiency and the travel costs for these Japanese managers! How can Japanese semiconductor companies survive with such kind of operation effiicency?

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re: Elpida, the mega-merger, and what comes next
Neo10   3/8/2012 2:10:25 AM
These old companies could learn a thing ot two from Samsung on how to survive and prosper in the 21st century electronics market where innovation and cost management are two sides of the same coin.

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re: Elpida, the mega-merger, and what comes next
resistion   3/8/2012 2:00:20 AM
Micron will likely follow Elpida's footsteps, at least in DRAM space. It is behind Elpida technologically in DRAM. Though it has an advantage in that it could escape to NAND.

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