Watching the winds in the semiconductor industry, especially in China, hints at a coming consolidation of products. To wit:
- Within 18 months, Intel will be back in the memory business in a big way, but not in the way we think about memory today.
- Within three years they will not be alone.
- Within five years, specialty memory producers will either diversify, be in mortal danger, be M&A bait, or some combination thereof.