The consolidation of the computer memory market continues.
Numonyx is the combination of the former memory chip divisions from Intel
The acquisition of Numonyx adds scale and manufacturing capacity to Micron, and also boosts the company's profile in the flash memory space, which gives Idaho's greatest technologist a better chance of competing with global giants such as Samsung and Toshiba. More importantly, the deal continues a trend of consolidation that is good for the memory industry as a whole.
Years of oversupply and limited demand caused a brutal price war, which now is officially over, thanks to a rebound in end-user demand and disciplined manufacturing tactics. Samsung nearly bought SanDisk
And that's exactly what the memory sector needed. Micron, SanDisk, and Rambus
Is Micron's rocket ride to the stars over, or will the Numonyx deal refuel the ship? I think there's plenty of gas left in the tank, and plenty of All-Star CAPS players have weighed in with the same sentiment in the last couple of weeks. What do you think? Click over to CAPS and cast your vote for Micron's chances to keep beating the market -- yea or nay. It's fun, free, and enlightening all at once.