The deal, if true, could have broad implications for Micron's technology partner, Intel and NAND-chip competitor SanDisk.
Micron Technology was bullish about the coming year at a conference in May, but its latest quarterly earnings released in late June have investors less optimistic.
Samsung Electronics saw the sales of dynamic random access memory (DRAM) reach to a record level in the first quarter of 2015, industry data showed Monday, with its market share also hitting its highest since 2011.
Micron Technology said it expects a further decline in prices of chips used in personal computers, and forecast revenue for the current quarter well below market estimates.
Goldman analysts added that they expect DRAM prices to drop 30% over the next three quarters.
Pricing of DRAM, based on his "checks" with entities in Taiwan, is weak in PC, servers, and in graphics applications, writes Moore.
According to industry sources, SK Hynix will start processing 20-nano wafers for mass production from next month, and start the full-fledged production of 20-nano class DRAM in July.
A new low-power, high-speed memory technology on the horizon could replace solid-state drives, hard drives and DRAM in PCs, and bring higher levels of storage capacity to mobile devices and wearables.
But company officials and market experts say if the two raise their production capacity, the long-term supply growth will remain constrained due to technological complexity.
The Korea Times
Integrated Silicon Solution (ISSI) and a Chinese consortium of investors led by Summitview Capital have entered into a definitive merger agreement under which the consortium will acquire all of the outstanding shares of ISSI for US$19.25 per share in cash. The transaction is expected to close in the third quarter of 2015.
Intel will describe what it claims are some of the world's smallest DRAM and I/O circuits here this week, a testament to its 14nm process technology. In a preview of at least five papers at the International Solid-State Circuits Conference, one Intel executive also continued to express optimism about the company's work on 10nm and 7nm nodes.
Micron Technology said Monday that its board had authorized as much as $1 billion in share buybacks, its first such repurchases in three years.
Wall Street Journal
Intel will add support for DDR4 memory to its high-end computers in the third quarter of 2014, sources familiar with the company's plans said.
More than 20 Japanese and US semiconductor-related companies are teaming up to develop a mass production method for next-generation memory chips.
Nikkei Electronics Asia
The two companies have reached an agreement to share patents for chipmaking technologies.
For the first time, the company that makes more than half the world's mobile DRAM chips may buy them from SK Hynix, said Shin Jong Kyun, head of Samsung's mobile business.
Micron Technology has posted a quarterly loss, hurt by acquisition-related expenses, but the chipmaker's revenue and margins improved.
Marketwatch.com (Dow Jones)
The reason is quite understandable really: demand for DRAM is still dropping, so how can there be a price improvement?
Industry consolidation to just three big DRAM suppliers and a reduction in capital expenditures among these manufacturers helped propel DRAM average selling prices (ASPs) up 13% year over year in January. Capex budgets are also being trimmed for NAND flash (though not nearly as much as DRAM), and that, along with ongoing unit demand, has put upward pressure on ASPs for these memory devices as well.
The US International Trade Commission said Tuesday it won't challenge an administrative law judge's decision that Nanya Technology could end its memory patent probe into bankrupt Elpida Memory after licensee Micron Technology offered to acquire Elpida for US$2.5 billion.
A tectonic shift from PCs to mobile devices is remaking the DRAM market, moving a historically volatile business onto firmer, safer ground.
Elpida's main bankruptcy proceeding is being handled by a district court in Tokyo, but Christopher Sontchi, the Delaware Bankruptcy Court judge overseeing Elpida's parallel US case, said the company was taking a risk by not keeping creditors better informed.
Apple instead picked Japan's Toshiba, Elpida Memory and Korea's SK Hynix to supply DRAM and NAND chips.
Elpida Memory said it opposes moves by a group of bondholders to block its sale to Micron Technology because it would interfere with an "entirely fair" reorganization.
About 20 bondholders of Elpida Memory are negotiating with alternative sponsors to replace a takeover offer by Micron Technology they consider too low, a representative said.
On Tuesday, the group - Linden Advisors, LIM Advisors, Owl Creek Asset Management and Taconic Capital Advisors - reiterated its opposition to Micron Technology?�s US$2.5 billion offer for Elpida.
New York Times
Elpida Memory bondholders plan to tell a Tokyo court today that Micron Technology's takeover offer for the bankrupt Japanese memory-chip maker is too low, according to a person familiar with the matter.
Bloomberg (via Businessweek)
A group of Elpida Memory bondholders will vote against Micron Technology's plan to acquire the bankrupt Japanese chipmaker for about US$750 million, arguing that it undervalues the company's assets, a court filing shows.
Micron Technology will purchase failed DRAM manufacturer Elpida Memory Inc., The Nikkei reported early Friday. The acquisition price is estimated at 200 billion yen.
Micron Technology has introduced a new class of 1GHz, 2-gigabit (Gb) and 4Gb, 30-nanometer (nm) DDR3 devices, strengthening the company's comprehensive DDR3 portfolio.
Micron may ask creditors of the financially troubled Elpida Memory to forgive more than US$3.8 billion in debt.
FormFactor raised its second-quarter revenue expectations Tuesday, pointing to customer demand across its DRAM and flash memory segments.
Wall Street Journal
With a solid cash position, we believe that Micron will be able to win the bid for Elpida and position itself to capitalize the consolidation in the DRAM market.
Researchers have revealed details of a promising way to make a fundamentally different kind of computer memory chip.
Micron Technology has announced development of its first fully functional DDR4 DRAM module. The company has begun sampling and has received feedback from major customers to support quick implementation for applications in 2013.
Micron has offered a total of JPY220 billion in financial assistance and would also allow Elpida to retain its two main plants in Hiroshima and Akita prefectures, according to sources.
The Japan Times
Chip maker SK Hynix said in a regulatory filing that its shareholders have agreed to call off a bid for Elpida. There were no further details in the statement.
Wall Street Journal
China's Hony Capital plans to sell or outsource the operations at Elpida Memory's Hiroshima DRAM plant to Semiconductor Manufacturing International Corp (SMIC) if its bid for the bankrupt Japanese chipmaker is successful, the Nikkei business daily said on Tuesday.
Reuters (via Yahoo! News)
The selection process for a sponsor to support the rehabilitation of Elpida Memory has reached its final stage. Micron Technology, SK Hynix and a consortium of US and Chinese investment funds are expected to participate in the second round of bidding, which will likely wrap up Friday.
The Japan Times