Micron in July announced a reduction of the Colorado plant, 70 employees, is expected to lay off 2400 employees, 7.5% of its staff, its losses of $32 million in the first half of this year, in the same period last year is profitable, the industry is quite worry about its prospects for development. Meguiar's vulnerable

Current global DRAM market is mainly composed of samsung, SK hynix and monopoly of light, three companies have more than ninety percent market share, but share is to samsung and SK hynix two south Korean enterprises, while meguiar's market share fell momentum.

According to IHS data refers to, since the third quarter of 2014, South Korea's two samsung and SK hynix DRAM enterprise combined market share of possession rise, to the continuous rise in six quarters in the fourth quarter of last year, total market share of its record high of 74.5%.

According to a report by the DRAMeXchange TrendForce's storage business place, in the first quarter this year samsung held the DRAM share the first position, share up to 46.4%, and in the fourth quarter of last year; SK hynix market share of 27.1%, compared with last year's fourth quarter fell by 0.8%, two south Korean companies combined market share of 73.5%. Meguiar's market share is 18.5%, compared with 18.9% in the fourth quarter fell by 0.4%.

In terms of DRAM manufacturing technology, samsung's leading, has begun production of 18 nm DRAM chips; SK hynix and light 20 nm process, introduced in the second half of last year, is expected to SK hynix 18 nm process, introduced in the second half of this year, meguiar's has announced 16 nm process but invested more than $800 million to develop the industry are sceptical. Technology more advanced, the element is accurate, also can improve the production, so it can effectively reduce the production costs and improve profitability.

Due to market share of samsung and SK hynix far ultra micron, with the advantage of scale natural is better, their profitability in DRAM prices fell by 20% this year, under the condition of the former two still maintain a profit, but beauty is in the red light and forced to deal with, due to the backwardness of technology in a short period of time, I'm afraid can't see the hope of improvement, and mainland China are spend large sum of money into the DRAM market lead to the market competition is more intense.

Intel is to enter the storage market

His earlier years, Intel is the giant storage market, and with Japan storage enterprise competition failed and transformation to the processor, and a monopoly on X86 processor market, but it is suffering a samsung in the semiconductor market competition. According to the data in 2015, samsung IC insights to the camp in the semiconductor market got the 10% growth, while Intel for the PC market recession prompted a rare 2% decline in revenue, revenue between the two sides further narrow the gap, only a difference of 17.3%, the industry has been talking about when the samsung will surpass Intel in the semiconductor market.

Samsung has attract core AMD former chief architect Jim Keller, who in AMD, the apple bought P.A.S emi company, responsible for the development of AMD extremely important Zen architecture, at the same time he also participate in the development of the AMD ARM server chips. In active ARM to tap the lucrative server chip market, the industry think that samsung solicit Jim Keller is likely to be in for the development of the ARM architecture server chips, seems to pose a threat to Intel.

In the face of such situation, Intel announced in last year to enter the storage market, big and stored as early as 2012, will reach the collapse of time, for it was a lot of technical engineers have made full preparation for this. With the rise of big data and cloud computing, memory and CPU integration will be the trend, it can greatly improve the performance of the whole and Intel is currently in the manufacturing process by samsung and TSMC is fast closing its advantage is weakened, the face of increasing competitive pressure ARM camp, the effects of these factors is also requires Intel into the storage market.

Intel has joint venture with micron memory chip technology research and development of new generation Xpoint "3 d", they both sides of the propaganda means the storage capacity of more than ten times the DRAM, reading and writing speed and life more than 1000 times the NAND, which will be conducive to their common storage giant challenge to South Korea.

Intel m&a meguiar's good for both sides

Intel announced last year to invest $5.5 billion expansion of dalian factory last month and put into production, production of nonvolatile storage products, meguiar's memory chip technology still has its advantage, mergers and acquisitions meguiar will help Intel immediately available memory chip technology, at the same time it can avoid other institutions after m&a meguiar's made it a competitor, prevent is seen as a 3 d Xpoint technology outflow of hope.

Because of the PC market is in recession, Intel semiconductor factory existing overcapacity, causing it to hope for other chip companies OEM make full use of its capacity, and will be effective after m&a meguiar's use of the existing capacity.

TSMC and samsung have announced their 10 nm process the mass production at the end of the year, but qualcomm, mediatek users pointed out their 10 nm process efficiency is just 14 nm with Intel, it is said that Intel still is a global leader in semiconductor manufacturing technology, can help the micron reverse its disadvantage of current manufacturing process behind samsung, to win the opportunities ahead.

Meguiar's has a benefit is actually m&a to temper with DRAM chips, Intel's advanced technology, to introduce advanced technology processor logic used in the manufacturing process technology to prepare, samsung and TSMC is to do so.

According to the latest news means Intel seems to give up on the PC business will focus on the server chip is it to the attention of the server chip business, has spent $16.7 billion last year heavily bought Altera, so m&a micron, taking advantage of the latter memory chip to provide overall solutions to enhance its competitive advantage in the server chip market is not completely not possible.