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ibm221
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re: Micron reportedly strikes deal to buy Elpida for $2.5 billion
ibm221   6/29/2012 6:52:51 AM
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na, that won't happen. a more possible scenario is the new combo will bankrupt in ... 2 years. (samsung and hynix could easily plot this) and a bigger, better deal for them to take.

resistion
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re: Micron reportedly strikes deal to buy Elpida for $2.5 billion
resistion   6/29/2012 6:08:33 AM
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Should be worried if Hynix suffers from this merger, what will the SK government do? Merge Samsung and Hynix?

ibm221
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re: Micron reportedly strikes deal to buy Elpida for $2.5 billion
ibm221   6/29/2012 3:02:51 AM
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yeah, MU has a high chance of imploding... it just lost another 300 million last quarter. they want to lower R&D cost per chip by this move, but their R&D stinks now.

joshxdr
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re: Micron reportedly strikes deal to buy Elpida for $2.5 billion
joshxdr   6/28/2012 11:02:34 PM
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High risk high reward play by Micron. Micron has now acquired fabs from ex-DRAM players TI, Toshiba, Qimonda (Inotera JV share), and now Elpida. Elpida may be easier to digest since they use stack, while TI/Toshiba/Qimonda all used trench. I don't think you can point to any of the acquisitions to date and call it a success, especially the Inotera experience has been very tough. I wish Micron the best, but the odds are high that this acquisition will backfire.

mcgrathdylan
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re: Micron reportedly strikes deal to buy Elpida for $2.5 billion
mcgrathdylan   6/28/2012 9:06:57 PM
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Details are sketchy at this point, and of course the entire report is unconfirmed. But if this is accurate, the purchase price seems like a song, doesn't it?

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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.

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