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double-o-nothing
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re: Report: Elpida could buy Taiwan's DRAM makers
double-o-nothing   10/10/2010 10:36:57 AM
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Elpida just reported they have 30 nm DDR3. Very timely catchup!

FChen
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re: Report: Elpida could buy Taiwan's DRAM makers
FChen   10/9/2010 4:29:29 AM
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Nanya/Inotera are a sticking obstacle to Elpida's strategy, being in Micron's camp. I wonder if Elpida and Micron would consider merger. Even then, would that be enough to stave off Korean threat?

selinz
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re: Report: Elpida could buy Taiwan's DRAM makers
selinz   10/8/2010 4:55:18 PM
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Elpida has demonstrated a strong desire to stay in the DRAM business and this underscore's that. Elpida is not looking to rescue anyone. They want to control the business. Taiwan's proximity to Japan helps too.

resistion
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re: Report: Elpida could buy Taiwan's DRAM makers
resistion   10/8/2010 3:55:09 PM
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Some companies like ProMOS are beyond rescue, even by Hynix or Elpida.

Warren3
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re: Report: Elpida could buy Taiwan's DRAM makers
Warren3   10/8/2010 2:50:31 PM
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Elpida's persistence is impressive. They've launched into development of an R&D center in Taiwan and certainly have for some time made clear their interest in a working relationship with the Taiwanese DRAM companies, and they are reportedly looking at listing their shares in the Taiwan Stock Exchange. ------------- Costs seems to have been a problem for Elpida, and as noted here by their president, scale is a huge issue. They have their eye on a solution to both these problems (and that's not easy to do in the segments where Elpida operates) and they look as though they are going to keep at it.



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