Remember, there are hundreds of millions of people in China and India who don't have PCs, don't have cell phones or any of the technology that we are used to
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The industry is ripe for it, but we have to be careful not to risk our own company in taking something on ... The cost of acquiring the company isn't the real cost. It's the cost of dealing with their debt or ongoing lack of cash flow.
We continue to run DRAM on 200 millimeter and will into the foreseeable future ... Those products - we call them specialized - are probably our most profitable. At some point that will have to transition to 300 millimeter, but any recovery in the memory market will extend the life of that (200 mm production).
Sometime in the future Micron will have to follow suit ... But for the time being, the Hynix shutdowns put them in a good position as a source for these legacy DRAM products for the next year, maybe two.