Intel Corp (INTC)

[VBG]

No it does not.
They have nothing to do with each other.
eDRAM is being made now and not in AZ.
450mm is still multiple years away.
Russ F's speculation is just that, speculation.

Did you read any of the article?

While Intel’s eDRAM will have a big impact on the industry, it is not a direct threat to the high volume vendors like Samsung or Micron. The DRAM business is mostly a low margin, commodity business where cost metrics drive decisions; there are a few exceptions such as specialized solutions for high value applications such as networking or graphics. To give a rough idea, spot prices for a 128MB DRAM range from $1-$3. Intel has incredible margins by any standards (50-60%), and is uninterested in businesses where the gross margins are around 10-20% and silicon is essentially free. However, the custom DRAM market is a different story altogether.

-VBG