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Unkwn

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Unkwn

Re: xetex post# 149863

Tuesday, 03/13/2018 7:11:34 AM

Tuesday, March 13, 2018 7:11:34 AM

Post# of 151771

Intel and Micron decided to dissolve their 3D NAND partnership earlier this year. Tsinghua Unigroup is now Intel's best hope to improve its lowly position in NAND memory sales.



Micron's share price made a very nice move in the previous days. I really fear that Intel is going to give too much know-how to the chinese which want to become independent of the current big memory suppliers. They even gave Samsung a visit to tell them to increase production to lower memory prices. Samsung for sure isn't giving away any of its know-how in that domain but Intel just could be stupid enough to do so. Short term thinking ...
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