Design Con 2015
Breaking News
Comments
Newest First | Oldest First | Threaded View
Page 1 / 2   >   >>
resistion
User Rank
CEO
re: Elpida bondholders to propose alternative to Micron takeover
resistion   7/15/2012 1:02:44 AM
NO RATINGS
Elpida leverage pales compared to ASML leverage.

any1
User Rank
CEO
re: Elpida bondholders to propose alternative to Micron takeover
any1   7/13/2012 1:00:50 PM
NO RATINGS
The main reasons are that Elpida paid full price to build and equip their fabs. Micron is buying them for pennies on the dollar. So Micron can afford smaller profit margins to get a return on their investment. Also, with Elpidas capacity Micron will gain economies of scale, spreading out R & D and other fixed costs over more wafers, leading to lower net manufacturing cost per wafer.

sprite0022
User Rank
Manager
re: Elpida bondholders to propose alternative to Micron takeover
sprite0022   7/13/2012 1:06:21 AM
NO RATINGS
good question, I bet the below, 1. high cost, japan's labor cost is twice of korea / singapore(where most micron's fab located). 2. f..ed up culture, that's what happened with late qimonda, ie. cheating , stealing everywhere. 3. others, can microns fix these two problems? very hard.

resistion
User Rank
CEO
re: Elpida bondholders to propose alternative to Micron takeover
resistion   7/13/2012 12:40:16 AM
NO RATINGS
What are the reasons Elpida went bankrupt and how can Micron avoid them?

antolin.agatep_#3
User Rank
Rookie
re: Elpida bondholders to propose alternative to Micron takeover
antolin.agatep_#3   7/12/2012 2:34:17 PM
NO RATINGS
micron is better off going to support much higher data-rates via multi-gigabit differential interfaces, look ahead, forge, the market will be there, people are more and more into content, videos, social networking, and you don't need to rely on older technologies, build faster, better cheaper ones

CityChipMan
User Rank
Rookie
re: Elpida bondholders to propose alternative to Micron takeover
CityChipMan   7/12/2012 8:10:42 AM
NO RATINGS
If the deal goes through then Micron gets extra capacity at a knock down price (and hasn't Apple indicated that it might move more memory sourcing to Elpida from Samsung??). If the deal does not go through then the Elpida capacity leaves the memory market - good for all DRAM players. I see Micron as a winner in either scenario?

goafrit
User Rank
Manager
re: Elpida bondholders to propose alternative to Micron takeover
goafrit   7/12/2012 12:28:49 AM
NO RATINGS
Yes, this company is not having good summer!

resistion
User Rank
CEO
re: Elpida bondholders to propose alternative to Micron takeover
resistion   7/11/2012 12:38:35 PM
NO RATINGS
A depressing valuation of leading edge DRAM technology.

elctrnx_lyf
User Rank
Manager
re: Elpida bondholders to propose alternative to Micron takeover
elctrnx_lyf   7/11/2012 12:10:20 PM
NO RATINGS
Micron will be really unhappy if they can't get this deal done. Its very hard to compete with samsung.

mcgrathdylan
User Rank
Blogger
re: Elpida bondholders to propose alternative to Micron takeover
mcgrathdylan   7/11/2012 9:28:05 AM
NO RATINGS
It's a screaming deal. But that's not the whole deal. Micron still must pay $1.75 billion to Elpdia's debt holders. That's a lot of money, though not nearly as much as Elpida owed them. It's a fire sale deal, and a very good deal for Micron right now, but the final evaluation will probably have to wait a few months or years.

Page 1 / 2   >   >>


Most Recent Comments
perl_geek
 
AZskibum
 
AZskibum
 
AZskibum
 
AZskibum
 
mhrackin
 
DrQuine
 
R_Colin_Johnson
 
R_Colin_Johnson
Flash Poll
Top Comments of the Week
Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Max Maxfield

Book Review: Deadly Odds by Allen Wyler
Max Maxfield
11 comments
Generally speaking, when it comes to settling down with a good book, I tend to gravitate towards science fiction and science fantasy. Having said this, I do spend a lot of time reading ...

Martin Rowe

No 2014 Punkin Chunkin, What Will You Do?
Martin Rowe
1 Comment
American Thanksgiving is next week, and while some people watch (American) football all day, the real competition on TV has become Punkin Chunkin. But there will be no Punkin Chunkin on TV ...

Rich Quinnell

Making the Grade in Industrial Design
Rich Quinnell
14 comments
As every developer knows, there are the paper specifications for a product design, and then there are the real requirements. The paper specs are dry, bland, and rigidly numeric, making ...

Martin Rowe

Book Review: Controlling Radiated Emissions by Design
Martin Rowe
1 Comment
Controlling Radiated Emissions by Design, Third Edition, by Michel Mardiguian. Contributions by Donald L. Sweeney and Roger Swanberg. List price: $89.99 (e-book), $119 (hardcover).