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Taiwan confirms plans for single memory maker

AUTHORITIES IN TAIWAN have confirmed plans to merge its DRAM chip suppliers into a single firm.

The country's Ministry of Economic Affairs said that it would be negotiating a deal to bring six of its domestic firms into a single entity known as the Taiwan Memory Company (TMC).

Under the plan, the Taiwan government will take a stake of the new company of less than 50 per cent, keeping TMC from becoming a state-run business.

Taiwan is also hoping to strike an alliance with a foreign chipmakers for both intellectual property and manufacturing technology. Candidates have been narrowed to Japan's Elpida and America's Micron.

The island's government has finally found someone to run the company in the shape of United Microelectronics vice chairman John Hsuan. Hsuan will oversee the formation of TMC and seek new intellectual property to help push manufacturing forward.

The company hopes to negotiate the deal within three months and begin officially operating under the TMC banner within the next six months.

Fenicio Escreveu:Boas, tonirai.

Foi na sexta-feira, dia 20 de fevereiro.

Taiwan May Broker Mergers, Tie-Ups in Chip Industry ‘Big Bang’

March 4 (Bloomberg) -- Taiwan, producer of more than 20 percent of the world’s computer-memory chips, may push six of its companies to merge and deepen ties with overseas partners as the $23.6 billion industry grapples with record losses.

Economics Affairs Minister Yiin Chii-ming says the government will probably name a semiconductor expert this week to oversee the formation of a state-owned chipmaker. The plan may involve tie-ups with Japan’s Elpida Memory Inc. and U.S.- based Micron Technology Inc., according to Yiin.

The industry’s biggest overhaul since 1999 may lead to the shuttering of older plants to ease a glut and help smaller chipmakers compete against Samsung Electronics Co. as they cope with the market’s longest contraction in more than a decade. The global recession is threatening to prolong the slump as personal-computer shipments are projected to fall by a record 12 percent this year.

“Any elimination of players will help prices and boost chipmakers’ profitability,” said Daniel Chang, who heads Macquarie Group Ltd.’s Taiwan research team. “The question is whether the government can obtain patents and manufacturing technologies through integration with foreign companies.”

Under Taiwan’s “Big Bang” plan, the government may create a holding company that would buy and consolidate Nanya Technology Corp., Inotera Memories Inc., Powerchip Semiconductor Corp., Rexchip Electronics Co., ProMOS Technologies Inc. and Winbond Electronics Corp., Morgan Stanley said in a Feb. 24 report. The holding company could then invest in Japan’s Elpida and collaborate with Micron, according to the report.

Losses Mount

The six Taiwanese chipmakers generated 23 percent of global dynamic random access memory sales during the fourth quarter, close to Samsung’s 25 percent, according to Dramexchange Technology Inc., operator of Asia’s biggest spot market for chips. Including Elpida and Micron, the eight chipmakers accounted for 51 percent, according to the Taipei-based Dramexchange.

A combination of all eight companies may create a stronger competitor that would hurt Korean chipmakers in the long term, according to Jay Kim, an analyst at Hyundai Securities Co. in Seoul. Still, Micron, Nanya and Inotera may drop out because of differences over chip-manufacturing technology, Kim said.

Micron, based in Boise, Idaho, offered access to its production technology and the company has been in talks with Taiwan government officials for several weeks, Micron spokesman Daniel Francisco said this week.

Inotera President Charles Kau declined to comment on details of the government plan, as did spokespeople at Nanya, Powerchip and Rexchip. Mike Liu, a spokesman at Winbond, said the company is open to a state-led consolidation proposal. Elpida spokeswoman Kumi Higuchi wasn’t available to comment.

Chip Losses

Taiwan’s five publicly traded DRAM makers, excluding Rexchip, the closely held venture between Elpida and Powerchip, racked up combined losses exceeding NT$94 billion ($2.7 billion) during the first nine months of 2008 after chip prices slumped.

Samsung was last in the industry to hang on to profitability until the company’s chip operations posted a loss in the fourth quarter.

Makers of the chips, which temporarily hold data and help computer processors run multiple programs simultaneously, lost a combined $12.5 billion in 2007 and 2008, the most ever, according to Andrew Norwood, an analyst at Gartner Inc. in London.

Economies of Scale

Samsung’s lead has helped the company negotiate higher prices and produce chips at the lowest cost in the industry. Taiwanese manufacturers, who entered later than their Korean competitors in the last round of industry expansion in the 1990s, have lacked the scale to build multi-billion dollar chip factories at Samsung’s pace.

“Local chipmakers are more vulnerable to an economic downturn than Samsung, because they lack price power,” said Cheng Cheng-mount, an economist at Citigroup Inc. in Taipei. “This is an opportunity for Taiwan to redefine the playing field.”

While the DRAM industry has been blighted by boom and bust cycles since Intel Corp. pioneered memory chips in the 1970s, global sales of the chip will fall 15 percent to $20 billion in 2009, rounding out the industry’s first three-year slide since 1998, according to estimates at research firm iSuppli Corp. Global PC shipments will probably fall 12 percent this year, Gartner said this week.

Bankruptcy Protection

The slump forced Munich-based Qimonda AG to seek protection from creditors on Jan. 23, while Taiwanese chipmakers including Powerchip and ProMOS are asking for government funding and loan- repayment extensions.

The Taiwanese government will invest NT$70 billion through its National Development Fund to create a holding company called Taiwan Memory Inc. or Taiwan Memory Corp., the Taipei-based United Evening News reported last month, without saying where it got the information.

“Any type of a conclusion to the industry restructuring is positive,” said Kim Hyun Joong, an analyst at Tong Yang Securities Inc. “If Elpida and Micron form separate groups, it won’t be that negative for Korean firms, but if all eight companies combine, then we’ll have and see what the longer-term impacts will be to the competitive landscape.”

tonirai Escreveu:

Fenicio Escreveu:Para além disso, a Qimonda, unidade para o fabrico de chips de memória da Infineon, abriu oficialmente falência na passada sexta-feira, pelo que é mais um factor negativo de peso a considerar.

Uma correcção:

A insolvência (e não falência) foi oficializada em Janeiro (e não na passada 6ª-feira).

A notícia que citas parece ser mais antiga e ter sofrido actualizações, daí falar "na passada 6ª-feira", frase que deve ter sido escrita na notícia original.

Mas realmente, o melhor será esperar pelo desfecho da novela Qimonda, lá para o fim do mês.

Fenicio Escreveu:Para além disso, a Qimonda, unidade para o fabrico de chips de memória da Infineon, abriu oficialmente falência na passada sexta-feira, pelo que é mais um factor negativo de peso a considerar.

The technology sector had a difficult session, with shares of chipmaker Infineon Technologies (DE:IFX: news , chart , profile ) leading the way down. The company's memory-chip unit, Qimonda, filed for bankruptcy on Friday. On Monday Infineon said that talks with potential investors regarding Qimonda have intensified. The shares closed down 11.7%

musicbox Escreveu:ola a todos

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