When Qimonda went under, Micron and others were able to hire the ex-Qimonda engineers they wanted most, and TI bought all the equipment from their Richmond fab at very good prices. Micron can benefit from the Elpida implosion the same way. I don't understand why buying a disfunctional company and assuming all of their debts is a good thing. Let the company liquidate and acquire the pieces you really want.
I've suggested before the DRAM, in fact memory industry generally, needs to coordinate into an association for the specific purpose of educating government oversight on the need for a DRAM and perhaps NAND Flash price floor. At the trailing edge of the CMOS cost curve moving to disruptive memory technologies, materials and structures, something has got to offset the price of development. Agreement on price floor(s) can offset development investment while deterring the collusive price fix by recognizing the actual economics of a sustainable business. And regardless of the supply that results because it may still be excessive can stabilize procurement into future time. This is not to suggest that end buyers should pay more. End buyers should pay no more than an adequate competitive profit for components that support industry sustainability and reinvention required through a phase transition. Mike Bruzzone, Camp Marketing
Is this going to turn into a bidding war?
Analysts said Micron buying Elpida would be good for DRAM as a whole. If indeed Hynix and Globalfoundries but the company's assets, is it still good news for the DRAM industry?
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