The integration between Micron Technology and Elpida Memory will be positive for the global DRAM industry in terms of production, technology and client interest, according to Scott Meikle, newly appointed president of Inotera Memories.
Micron has become Inotera's largest shareholder after pouring additional investment into the Taiwan-based production affiliate in early 2012.
After merging with Elpida, Micron will act as a solution provider rather than a component supplier, said Meikle. Micron also will be dedicated to providing comprehensive memory solutions, and Taiwan will play a crucial role in the global memory industry, Meikle indicated.
Following a successful integration of the two businesses, Micron will be bound to make favorable adjustments for products and production capacity. Meikle said that demand coming from the mobile communications sector such as tablets and smartphones will play as a key growth driver for the memory market in 2012.
Meikle also expressed optimism about memory demand for SSDs and server applications in the next several years.
According to SEMI, the global capacity for NAND flash memory will surpass that for DRAM products in the second half of 202, and the gap between the two will widen in 2013.
SEMI predicted that NAND flash capacity worldwide will rise 17% in 2013, while the DRAM segment will have little room for growth. |