Mobile DRAM is developing into an increasingly bright spot in the troubled memory industry.
Elpida may be disappearing soon, but it appears that the bad news is being replaced with an overall positive outlook for the DRAM industry.
DRAM has been the poster child of rapidly fluctuating market prices for decades. DRAM vendors could get insanely rich one month and fall near bankruptcy the next. Not so right now.
Industry rumors suggest that Micron will be the winning bidder to purchase struggling chip maker Elpida.
Expect the bankruptcy filing of Elpida to result in higher prices for DRAM in the second half of the year.
IHS has released data that highlights a speculated merger between Micron and Elpida, which would create the second largest DRAM company worldwide.
Elpida Memory, the world's third largest DRAM maker, may be seeking another round of government funding to finance its business.