DRAM industry set to consolidate around three players
Micron has won the right to negotiate exclusively to buy Elpida, according to DRAMeXchange, and the DRAM industry looks set to consolidate around three major suppliers.
Micron and Elpida would collectively own 23% of the DRAM market about the same as the No.2 player Hynix, while the No.1 player, Samsung, has 44% market share.
Elpida is producing on 30nm and testing 25nm, says DRAMeXchange, and has an 8.8% share of the mobile DRAM market.
Consolidation will help reduce over-supply in the DRAM industry but is also likely to bring about more robust pricing.
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