Micron Races to Its Future
January 2, 2012
Perhaps no semiconductor company took it on the chin harder the last half of 2011 than Micron. And yet, perhaps no company was racing as hard as Micron to make a radical changeover. Micron is considered a bell weather on the overall health of the semiconductor industry given that DRAM, NAND and NOR Flash are used in some combination in every piece of electronic equipment. But sometimes economics and geopolitics come to the fore and, watch out, the DRAM market tanks. For Micron, the Future is not standard commodity DRAM, it is High Performance Servers and NAND Storage. Both have processor vendors as partners and some interesting innovation on the horizon.
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