Advanced Micro Devices Inc (AMD)

[bobs10]

Yes, it really is strange. Other than the Saifun connection I don't see much in the way of synergies. Maybe it's something like the IBM/AMD situation with Macronix using AMD's patents/knowledge about mirrored bit? If so, this would seem to indicate that other flash producers think AMD is on the right track.

There is a shakeout going on in the NOR flash area. With the differences between NAND and NOR disappearing it's going to be more difficult for smaller producers to compete with the behemoths. It could also be a way for both AMD and Macronix to reduce their R&D costs and at the same time provide something of a supply cushion much the way the IBM/Chartered/AMD arrangement will increase supply and cover peak demand spikes.