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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (34745)	8/26/2021 8:49:20 AM
From: oldbeachlvr	1 Recommendation Recommended By ajtj99 Read Replies (1) \| Respond to of 97947

The big difference in a WDC/Kioxia merger is the production is already rationalized and optimized. They have both had a production JV for literally decades (Sandisk and Toshibia Memory) which produces all the nand for both companies. The post fab packaging; marketing; sales, etc would need to be combined, but that is much easier than semi production. R&D (process) is also joint JV (although both companies do separate long term R&D). And from what I have read, they talked about an all stock merger, which would minimize/eliminate additional debt.