alt Hacker NewsMicron is regarded as a very technologically adept. The have a strong track record of delivering leading/performant dram without the manufacturing bells and whistles used by competitors. The CEO was one of the important engineers behind NAND flash back in the day
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BobbyJo • today at 12:37 AM
This describes Intel perfectly circa 2010
jojobas • yesterday at 11:12 PM
Every tech giant that fell behind was once regarded as very technologically adept. DEC, Intel, SGI, many of them.
This is only good for Micron if 4F^2 is actually unachievable though.
If others end up making denser cells and Micron can't they will genuinely be behind. 6/4=1.5. It is not a small improvement.
I think this is definitely the "interest rates are high, dropping research and just pushing out what we already make gives us a higher valuation" type thing which can kill companies.