Any thoughts on AMD and Micron working together?

[Arthur Hanson]

Could they be working on in-memory computing or new ways of interfacing memory and computing? Any thoughts or observations are appreciated.

Micron Powering the Future of Memory - EE Times Asia

Micron highlights the latest innovations and technology developments shaping the future of memory.

www.eetasia.com

 

[VCT]

The rumor is that TSMC is working closely with Micron.

 

[hist78]

The rumor is that TSMC is working closely with Micron.

1. AMD doesn't have any manufacturing facility anymore. They can't just take some Micron's wonderful technologies and hope somehow it will work perfectly in the fab.

2. Micron's #1 competitor is Samsung. It will be very logical for Micron to tell AMD in advance that to whom AMD can't reveal the secret to (like Samsung).

3. Micron is not in foundry business. TSMC doesn't have memory business that competes directly against Micron. And AMD is a fabless semiconductor company. All three of them have something needed by each other.

3. A logical prediction is that AMD/Micron/TSMC is working together to make things better.

 

[Jumper]

I think that may be the case. Micron needs to get into better position because otherwise the company is really in danger form fierce competition and AMD seems to be great at making friends.