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.
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.