AI
Sunday, January 25, 2004 8:26:11 PM
I know from careful study of IFXs annual reports that they already collect about $ 100 M+ a year on dram royalties. This may have something to do with their "superior" trench capacitor technology and probably mainly comes from the Far East.
The main deal they have with SMIC is a technology for capacity deal, which I think is good business wise for them. Reason: on the next downturn in the dram industry they can idle capacity at no cost; now they were forced to keep producing at a little above direct cost, but below fully loaded cost. (including depreciation)
It will not be an "out" from paying for other IP of course because they will be branding and selling the stuff SMIC makes.
Cheers
Cor
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