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Panasonic Corporation Message Board

  • sarfralogy sarfralogy May 17, 2012 11:27 AM Flag

    The Memory Market, Short and Long Term

    A quiet battle is currently raging over computer memory. The combatants, many of whom are also allies, include Japan and South Korea, DRAM and NAND, solid-state and hard drives. Although the short-term results are always in question, the long-term war is virtually a foregone conclusion -- because it's part of the revolution of mobile over desktop, and there's no question which side will eventually triumph.
    This particular battle is over Elpida, the Japanese DRAM manufacturer that declared bankruptcy in February 2012. On one hand, Elpida is a ripe plum; bidders such as Micron, SK Hyrix, and a pair of private equity firms look at Elpida's valuable 2011 R&D work on DRAM, ReRAM, and especially the hot property, NAND.

11.73+0.20(+1.73%)Jan 28 3:57 PMEST

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