Embedded Systems Conference
Breaking News
Comments
Newest First | Oldest First | Threaded View
CWShaker
User Rank
Author
re: Micron posts third straight quarterly loss
CWShaker   6/1/2012 3:39:33 PM
NO RATINGS
Sounds like more layoffs for Micron.

ibm221
User Rank
Author
re: Micron posts third straight quarterly loss
ibm221   3/26/2012 3:21:25 AM
NO RATINGS
the real danger for MU is it's dram tech-gap, ~ 1 year behind rest. ie. it's losing money no matter how it struggles. it's dram vp seems not apt for the position, stanford BS sounds bit of weak for such task, boise generally host some tier2 folks, MU could survive the last couple of cycles purely thanks to the blessing of intel for sharing their NAND tech.

memory_a
User Rank
Author
re: Micron posts third straight quarterly loss
memory_a   3/26/2012 12:33:28 AM
NO RATINGS
Not sure u guys ever read the actual MU 3rd quarter financial report before commented. Except Samsung, I doubt Hynix, aka sk-hynix is financially stable than MU. In fact, we should look at Hynix debt level as MU has one of the lowest asset/debt ratio compare to rest of memory vendors. Additionally, cash flow generation is far more important in company financial health than financial loss due to accounting purpose. Don't forget recent MU/Intel agreement in NAND capacity allocation could play a part in recent financial report ..just my 2cents.

joshxdr
User Rank
Author
re: Micron posts third straight quarterly loss
joshxdr   3/25/2012 3:46:44 PM
NO RATINGS
The only thing that matters in the memory business is how you do relative to your competitors. Do you make more money than your competitors during the good times, do you lose less money during the bad times. Samsung and Hynix perform better than Micron consistently over the business cycle. It has been this way for the last ten years. Micron has survived because they have scavenged the carcasses of dead memory companies. I don't see how they can survive long term in direct competition Samsung, unless they can find a miracle investor with unlimited funds like GlobalFoundries did.

selinz
User Rank
Author
re: Micron posts third straight quarterly loss
selinz   3/24/2012 1:13:43 AM
NO RATINGS
This economic climate is rainy and overcast. Most companies doing well? Seems like most are not doing well except for a handful of big guys.

wilber_xbox
User Rank
Author
re: Micron posts third straight quarterly loss
wilber_xbox   3/23/2012 2:06:41 PM
NO RATINGS
During the time when most of the companies are doing well, the future does not look good for Micron.

ibm221
User Rank
Author
re: Micron posts third straight quarterly loss
ibm221   3/23/2012 6:35:44 AM
NO RATINGS
micron lost a cushion with elpida's bankruptcy. it need to act fast, grab 1 or 2 low cost fab somewhere or disappear as well.

resistion
User Rank
Author
re: Micron posts third straight quarterly loss
resistion   3/23/2012 5:36:18 AM
NO RATINGS
If the disappearance of Elpida (temporarily at least) does not help Micron this or next quarter it is fait accompli.

ibm221
User Rank
Author
re: Micron posts third straight quarterly loss
ibm221   3/23/2012 3:03:31 AM
NO RATINGS
more bad news, mi's backend cost will rise , Samsung picks Xian for Chinese factory Cho Ji-hyun, The Korea Herald, 23 March 2012



Radio
LATEST ARCHIVED BROADCAST
As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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
The LTC®6363 is a low power, low noise, fully differential ...
Vincent Ching, applications engineer at Avago Technologies, ...
The LT®6375 is a unity-gain difference amplifier which ...
The LTC®4015 is a complete synchronous buck controller/ ...
10:35
The LTC®2983 measures a wide variety of temperature sensors ...
The LTC®3886 is a dual PolyPhase DC/DC synchronous ...
The LTC®2348-18 is an 18-bit, low noise 8-channel ...
The LT®3042 is a high performance low dropout linear ...
Chwan-Jye Foo (C.J Foo), product marketing manager for ...
The LT®3752/LT3752-1 are current mode PWM controllers ...
LED lighting is an important feature in today’s and future ...
Active balancing of series connected battery stacks exists ...
After a four-year absence, Infineon returns to Mobile World ...
A laptop’s 65-watt adapter can be made 6 times smaller and ...
An industry network should have device and data security at ...
The LTC2975 is a four-channel PMBus Power System Manager ...
In this video, a new high speed CMOS output comparator ...
The LT8640 is a 42V, 5A synchronous step-down regulator ...
The LTC2000 high-speed DAC has low noise and excellent ...
How do you protect the load and ensure output continues to ...