DRAM industry sells for time to cure the problem

Did DRAM industry recover in the end? The same question asked the upstream chip makers and the downstream module makers, may get the answer to the polarization, look at the international giants financial report, compared to Taiwan's DRAM factory earnings report, may also be confused; DRAM prices are now compared to 2010 The fourth quarter of the year may have improved significantly, but Taiwanese DRAM makers have too many predecessors, which has become the biggest shadow and hindrance to continue to move forward. Withdrawing from brands and selling plants to stop bleeding is a trick that has been forced to a dead end. After the game finished, the game was getting more and more unfavorable. Mao's dilemma was the epitome of Taiwan's DRAM industry.

ProMOS has sold Hsinchu 12-inch wafer fabs to Wanghong in 2010. It was the first step for the seller to stop bleeding. At that time, the selling price was more than NT$8 billion. The industry thought that this price was beneficial to Moody's; after that, DRAM prices entered into two. In the crash, the industry also named the Chongqing Shengde Plant as the next target of disposition. Therefore, the market is not unexpected for ProMOS Motors to sell the Suide Plant, even bluntly “should be given a bit earlier! The parent company should not have been forced to bear the debt. Loss of the factory."

With the current state of Jude Technology, ProMOS sells only 8 wafer fabs and the company itself. Land and factories are owned by the government. How much capital can the parent company pay? The outside world is quite curious, but it's better to decide to do better than to drag something and not do it.

Judging from the current situation of Taiwan's DRAM factories, ProMOS has sold one plant each year and Powerchip has withdrawn from its own brand market. The transition to foundry industry, South Asia Branch and China Asia Branch maintain the DRAM sector as an indicator of Taiwan, but the financial resources continued. The loss has revealed that the situation of Taiwan's DRAM industry is becoming more and more difficult.

The memory industry believes that even if DRAM prices rebounded and rebounded, only temporary morphine would be played for Taiwanese factories, and financial distress would not be able to heal like a chronic illness. Just like the global financial turmoil that broke 200%, Taiwan’s DRAM plants were short-term. While breathing space, but less than 2 years, DRAM prices once again collapsed, and Taiwan operations fell into the mud again. This time it was a lot more serious than the international giants, showing that the competitiveness of the two parties has opened.

According to the profit of international giants such as Samsung Electronics and Micron, a large part of Micron’s contribution to the support of NANDFlash is the most regrettable aspect in Taiwan. Samsung’s business is a big business and its memory. The body product line is a package of Baoshan Baohai, and the competitiveness need not be said.

Kingston founder David David bluntly stated that Taiwan's DRAM industry does not have a chance to become unintegrated. Although Taiwan has only DRAM chips, there is no NAND Flash chip to balance, and integration may be a way to live, but the huge debt industry characteristic requires the government to do another job. It seems to be harder than ever, and Micron and Elpida just want to bargain and have no time to play an integrated game.