Hmm. An interesting phrase: "Analysts have speculated that a Micron acquisition of Elpida would remake the DRAM landscape, substantially increasing Micron's market share while also reducing the total amount of DRAM capacity, WHICH WOULD IMPROVE PRICING." That sounds like a very polite way of describing a potential monopoly.
Micron's DRAM VP presentation showed a 30 nm die of 37mm2 and a 30 nm Shrink die of smaller size. So they would have two "30" nm nodes, probably one closer to 37 and one closer to 32. But if they have problems moving Inotera to these nodes, Elpida only makes it harder
Dramexchange (or similar sites)is best at guessing the market trend but not technology. Many misleading info there....from various real tech sources, through teardown analysis, Micron's node is between 30nm and 32nm (37nm is probably Samsung's). Here's one of those: http://www.chipworks.com/en/technical-competitive-analysis/resources/technology-blog/category/packaging/
See the 2nd last paragraph of the 1st article that discusses the memory modules in HMC.
The first and foremost goal for Micron must be to shut down Elpidas DRAM production.
When they talk about increasing DRAM market share, they are certainly lying. Who would want to have a larger market share just make more losses.
they are still talking, I bet m&m 's pants is wet now. If they take everything (won't happen) they pretty much will bankrupt in next 1 or 2 cycle.
Micron did this with a ugly thought of keeping it from chinese's hand, and it just won't work.
their logic is trying to increase scale and lower R&D cost per chip.
So which R&D site they will chop? Japan one for sure and it fall to chinese's hand just as qimonda. Micron ended up being an idiot anyway.
getting some expensive scale and losing core tech to chinese. Japanese should be really grateful to them.
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