DavidG,
your comment:
"I am not sure I am following you. My point has always been that the Koreans do not have the funds to continue to keep pace with MU on the new products. That is why many have announced the reduction of DRAM facilities and the move into foundry businesses...or even the total pullout or merging with other DRAM co's."
I am not aware of the Koreans moving into foundry businesses or any pullout.There is a rumor of LG and Samsung(old) and now there is talk
of Hyundai partnering with Intel and the Scotland Fab, but not a merger or pullout. Samsung has the Austin Fab up and running, Hyundai has Oregon up with deep uv steppers all financed last year.
As to funds, Samsung is still #1, and Hyundai now #3,(well not after the mu/txn deal) and they are all coming out with 128M, rambus, synclink, DDR, what else/? Micron burn rate on cash seems to be of more concern, as that building shell is still a reminder.
Where you maybe thinking Taiwan?
Good trading. |
