Memory Loss

Watching the winds in the semiconductor industry, especially in China, hints at a coming consolidation of products. To wit:

  1. 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.
  2. Within three years they will not be alone.
  3. Within five years, specialty memory producers will either diversify, be in mortal danger, be M&A bait, or some combination thereof.