思科CEO John Chambers周三在接受采访时说，其他网络公司可能也存在问题。“这是一个行业问题。”
Cisco Systems on Wednesday announced a $655 million charge to compensate customers for selling them networking hardware whose memory chips may fail under certain circumstances. It wouldn"t name the supplier, but Micron Technology has emerged as a safe bet.
While not commenting on Cisco"s situation specifically, Micron on Thursday issued a statement disclosing a problem on some dynamic random access memory chips, or DRAMs, sold to customers more than three years ago.
“Micron acknowledges that it has worked proactively over the past few years with certain infrastructure customers affected by a relatively small number of product failures arising under specific usage conditions,” the statement reads.
Cisco had declined to comment on whether it would seek reimbursement from the memory supplier. Micron, in any case, said it doesn"t expect the issue to hurt its finances.
“The company does not anticipate any material charges arising out of this product issue,” Micron said.
Micron"s seeming involvement was noted earlier Thursday by Doug Freedman, an analyst at RBC Capital Markets.
Cisco, which disclosed the issue along with its second quarter financial results, said the chips were manufactured by a single supplier between 2005 and 2010. It said they were used in a number of Cisco products, and were determined to have a potential to fail in a limited number of circumstances.
John Chambers, Cisco"s chief executive, added in an interview Wednesday that other networking companies may also have an issue. “This will be an industry problem,” he said.
Freedman said Micron may find Cisco or other customers turning to other memory suppliers in the wake of the incident, and agrees that the problem may pop up in the news again. “I don"t know that this is the last we"ve heard of it,” he said.
To be sure, there are few chip suppliers that haven"t faced manufacturing glitches at times.
“Semiconductor devices are highly complex devices, and when errata issues arise, Micron works proactively to identify and resolve any potential issues,” the company said.