This is what the “Senior Storage Editor” of the site says about the rumors:
“If the report is accurate this is a win-win for everybody. Toshiba will gain a controller to go with its flash and OCZ will escape from the low margin consumer market it created,” Ramseyer Said. “OCZ CEO Ralph Schmitt recently stated that OCZ had issues in 2013 securing flash in large volumes. Toshiba 19nm NAND flash has been proven superior to IMFT 20nm flash yet most of OCZ’s recent products shipped with IMFT 20nm flash due to Toshiba 19nm shortages.”
Does anyone think that means anything? You think Toshiba lacked the technology to compete against Samsung? Japanese needed technology to compete? That’s like saying Hitachi cannot make better IPS panels than LG. South Korean manufacturers thoroughly depend on Japanese technologies and equipment for production and that is true even in 2013 and will continue for at least one or two more decades, more likely forever.
OCZ bought Indilinx for one reason, and that was not money. It was Indilinx that needed money. Indilinx was a competitor to Mtron and other South Korean start-ups in the SSD sector, but it was soon obvious companies with one millionth capital and one thousandth number of researchers and developers could not produce SSD as cheaply as Samsung. It once seemed, about 10 years ago, by some inside South Korea and by others outside South Korea, Samsung would be disintegrated and employee salary was sometimes half to one third of what it is now. Mtron disappeared by about 2010.
Toshiba can make as good SSD products as Samsung. It did, and it still does. OCZ does have some fine niche products to complement Toshiba’s storage product offerings, but I doubt it will mean anything to Toshiba. Indilinx is inferior to Samsung, for some very obvious reasons. Samsung is vastly inferior to Toshiba, for even more obvious reasons.
What made Toshiba and other Japanese electronics and semiconductors especially in the making of DRAM and NAND business difficult to survive was not lack of technologies, or lack of the number of skilled technicians and engineers, and researchers and managers able to innovate and continue to innovate. They were less willing to reduce cost and prices to OEM. They gave up making something when competitors offer lower prices. What Samsung does to achieve that is often extreme, but so far foreigners have been interested only in the stock shares of Samsung, not how they work.
It would work if it was Intel and Micron to buy Toshiba, or Toshiba to buy Intel and Micron. An even better combination would be Toshiba + Seagate since both companies make both HDD and SSD while each has unique advantages in marketshare and technologies. Apple buying OCZ would work as well. Apple is not famous as a company of philanthrophists and it once switched from Motorola to Intel when Intel offered better performance for money, so while Apple buying OCZ could make OCZ employees become overnight millionaires, it wouldn’t mean all future Apple computers and tablets using proprietary OCZ design.