Embedded Systems Conference
Breaking News
Comments
Newest First | Oldest First | Threaded View
DDR4standard
User Rank
Author
re: Elpida buy to remake DRAM landscape
DDR4standard   5/21/2012 7:06:50 AM
NO RATINGS
I suspect some of the delay around DDR4 finalization also relates to their eventual need to license NLST IP. Netlist says they will be the first proprietary standard which will be adopted by the industry – for DDR4. Perhaps JEDEC were waiting to see how Inphi (makes LRDIMMs by copying NLST IP) will fare against NLST HyperCloud - turns out Inphi has failed to challenge NLST IP - as USPTO has reaffirmed '537 and '274 patent with all claims intact - which is going to make NLST vs. Inphi a slam-dunk. LRDIMMs are copying NLST IP. DDR4 is even closer to NLST IP - as they have dispensed with the asymmetrical design in the LRDIMMs - and gone further and adopted the symmetrical design of the NLST IP.

jhinkle0
User Rank
Author
re: Elpida buy to remake DRAM landscape
jhinkle0   5/8/2012 1:23:03 PM
NO RATINGS
The debt/loss cycle for DRAM mfgs is well known and has always been an issue. In the market where only the biggest can eventually survive (due to economies of scale), Samsung and Micron look like an interesting match. It's not clear where Hynix fits in at this point. I think Samsung strategy in DRAM may have to change further in light of this acquisition. The NAND flash/DRAM mix has already been an interesting wrinkle and new memory technologies are coming over the next five years.

resistion
User Rank
Author
re: Elpida buy to remake DRAM landscape
resistion   5/8/2012 4:38:23 AM
NO RATINGS
Elpida did not have self-sustaining operations, financially, and it's going to be that way for a while even under Micron, who had negative earnings the last few quarters. The internal friction that is inevitable means the whole is less than the sum of its parts, initially. But that period of initial chaos is enough for Samsung and Hynix to take almost 100%.



Radio
LATEST ARCHIVED BROADCAST
Overview: Battle-hardened veterans of the electronics industry have heard of the “connected car” so often that they assume it’s a done deal. But do we really know what it takes to get a car connected and what its future entails? Join EE Times editor Junko Yoshida as she moderates a panel of movers and shakers in the connected car business. Executives from Cisco, Siemens and NXP will share ideas, plans and hopes for connected cars and their future. After the first 30 minutes of the radio show, our listeners will have the opportunity to ask questions via live online chat.
Top Comments of the Week
Flash Poll
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Special Video Section
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 ...
General-purpose DACs have applications in instrumentation, ...
Linear Technology demonstrates its latest measurement ...
10:29
Demos from Maxim Integrated at Electronica 2014 show ...
Bosch CEO Stefan Finkbeiner shows off latest combo and ...
STMicroelectronics demoed this simple gesture control ...
Keysight shows you what signals lurk in real-time at 510MHz ...
TE Connectivity's clear-plastic, full-size model car shows ...
Why culture makes Linear Tech a winner.
Recently formed Architects of Modern Power consortium ...
Specially modified Corvette C7 Stingray responds to ex Indy ...