Breaking News
Comments
Newest First | Oldest First | Threaded View
<<   <   Page 2 / 2
resistion
User Rank
Author
re: Micron looks like the winner of Elpida sweepstakes
resistion   5/5/2012 11:46:10 PM
NO RATINGS
The benefits of fewer DRAM suppliers could have been attained with no bids at all, and that would be no cost to micron.

SemiJunky
User Rank
Author
re: Micron looks like the winner of Elpida sweepstakes
SemiJunky   5/5/2012 12:29:59 PM
NO RATINGS
There's no need to let the fabs sit idle. Elpida Hiroshama plant can be converted over to make NAND flash chips. Cutting Dram supply which would help stabilize the Dram market. Of course the NAND market would probably be in over supply, but that could lead to a boom in SSD's as prices move lower. Micron also has an R&D fab in Japan(formerly Toshiba). Rexchip can continue making Dram mobile chips keeping Apples business. Micron has been battling these government sponsored Dram semiconductor company for years. Good old fashion American innovation has kept Micron alive. Hynix should of been bankrupt or bought out by Micron by now if it weren't for the unfair government subsidys keeping it going.

joshxdr
User Rank
Author
re: Micron looks like the winner of Elpida sweepstakes
joshxdr   5/5/2012 2:40:03 AM
NO RATINGS
Micron has a lot of experience converting purchased fabs to their technology: TI, Toshiba, Inotera. All of these conversions seemed to take a lot of time and effort and expense. These fire sale fab purchases always seems like an incredible deal at the time Micron makes the purchase, and a not-so-good deal a few years later. Micron owned the former KTI fab in Nishiwaki which is now part of Jazz. So they must still have some fab experts in Japan that can help integrate the Elpida fabs.

any1
User Rank
Author
re: Micron looks like the winner of Elpida sweepstakes
any1   5/4/2012 9:07:56 PM
NO RATINGS
Micron owned a fab in Japan for many years, so it is comfortable running a business there. Will they gain some valuable IP as well in this deal?

R0ckstar
User Rank
Author
re: Micron looks like the winner of Elpida sweepstakes
R0ckstar   5/4/2012 8:01:09 PM
NO RATINGS
I think the only winners here will be the Elpida workers still standing. Micron is not even going to use all of the wafer capacity it's paying for, and I don't think whatever modest technology advancement Micron gets from the deal will have proved to be long lived enough to justify the expense after the time & cost associated with assimilating and converting to Elpida technology. This is a break even deal at best for them, and it certainly won't be enough to let the good times roll again in DRAM.

resistion
User Rank
Author
re: Micron looks like the winner of Elpida sweepstakes
resistion   5/4/2012 7:16:19 PM
NO RATINGS
You could also have the distinct Elpida and Micron product lines cannibalizing each other.

resistion
User Rank
Author
re: Micron looks like the winner of Elpida sweepstakes
resistion   5/4/2012 7:08:27 PM
NO RATINGS
Some of the reasoning appears self-contradictory, like gaining production capacity only to idle it. Micron and Elpida have different technology, so the capacity won't pick up for a while. There is also no government support for a micron-elpida entity through hard times, which micron could better weather without the burden of Elpida. Didn't Micron consolidate its own fabs recently? It is trying to lighten rather than bulk up.

<<   <   Page 2 / 2


Radio
LATEST ARCHIVED BROADCAST

What are the engineering and design challenges in creating successful IoT devices? These devices are usually small, resource-constrained electronics designed to sense, collect, send, and/or interpret data. Some of the devices need to be smart enough to act upon data in real time, 24/7. Specifically the guests will discuss sensors, security, and lessons from IoT deployments.

Brought to you by:

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
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 ...
LED lighting is an important feature in today’s and future ...
05:27
The LT8602 has two high voltage buck regulators with an ...
05:18
Silego Technology’s highly versatile Mixed-signal GreenPAK ...
The quality and reliability of Mill-Max's two-piece ...
01:34
Why the multicopter? It has every thing in it. 58 of ...
Security is important in all parts of the IoT chain, ...
Infineon explains their philosophy and why the multicopter ...
The LTC4282 Hot SwapTM controller allows a board to be ...
This video highlights the Zynq® UltraScale+™ MPSoC, and sho...
Homeowners may soon be able to store the energy generated ...
The LTC®6363 is a low power, low noise, fully differential ...
See the Virtex® UltraScale+™ FPGA with 32.75G backplane ...
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 ...