Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: bentway who wrote (442646)	12/26/2008 11:33:23 AM
From: Alighieri	of 1575981

I've never gotten that Al. It seems like, if no one made money on DRAM's, no one would make them. Isn't it more a case of one low cost producer being undercut to unprofitability by the next lower cost producer? It's a sort of model for the entire global manufacturing system of commodity products. I think eventually, all our DRAMs will come from enslaved children in Angola. You go into it thinking you can make money, then market dynamics change, time to money moves out and pretty soon you are caught into a self fulfilling spiral, whereby you've invested a lot of money in the fabs and in process development...at IBM we did make money eventually by licensing deep recess process to Infineon and Toshiba. Korean manufacturers started in the business with a stacked capacitor process we thought could not be extended to high density and high performance memories...we were wrong. Al

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