關(guān)鍵字：美光 爾必達(dá) DRAM
SK海力士周五早些時(shí)候表示，已放棄對(duì)爾必達(dá)的競(jìng)購(gòu)。另外根據(jù)消息人士的說法，TPG Capital和中國(guó)的弘毅投資還試圖在最后一輪競(jìng)標(biāo)中聯(lián)合競(jìng)購(gòu)爾必達(dá)。
美光表示將把爾必達(dá)納為完全子公司，并且把重點(diǎn)放在MobileDRAM的研發(fā)與生產(chǎn)上。美光在整頓爾必達(dá)的過程，傾向保留原狀，包括爾必達(dá)廣島廠、后段封測(cè)廠秋田爾必達(dá)、臺(tái)灣子公司瑞晶的生產(chǎn)、員工聘雇等，將維持原狀。
業(yè)內(nèi)人士，美光過關(guān)斬將一舉拿下爾必達(dá)，代表美、日、臺(tái)合流的DRAM新勢(shì)力已經(jīng)隱然成形，美光陣營(yíng)可望躍居全球第2大DRAM廠，拿下全球超過30％市占率，擠下原先排名全球第2的海力士（SKHynix）。此外，大陸在半導(dǎo)體產(chǎn)業(yè)積極擴(kuò)張的勢(shì)力，也因?yàn)槊馈⑴_(tái)、日三方結(jié)合而暫時(shí)受挫。
日本媒體報(bào)導(dǎo)，爾必達(dá)在周末召開經(jīng)營(yíng)會(huì)議，比較美光、美陸基金提出的方案之后，正式選定美光為重整的援助企業(yè)，擔(dān)任爾必達(dá)重整財(cái)產(chǎn)管理人的土反本幸雄預(yù)計(jì)向東京地方法院報(bào)告決議結(jié)果，東京地院認(rèn)可之后，爾必達(dá)將與美光就重整一事進(jìn)行協(xié)商，預(yù)計(jì)8月21日向東京地院提出重整方案。
至于市場(chǎng)供需狀況，業(yè)界指出，由于爾必達(dá)申請(qǐng)破產(chǎn)保護(hù)之后，客戶因擔(dān)憂爾必達(dá)的營(yíng)運(yùn)狀況，導(dǎo)致爾必達(dá)市占率急挫，對(duì)DRAM產(chǎn)業(yè)的供需已經(jīng)發(fā)揮穩(wěn)定效果。然而倘若如外電所言，在美光旗下的爾必達(dá)企業(yè)，均保留原狀，產(chǎn)能并沒有因此而被移除，對(duì)DRAM供需的影響有限，未來美光如何集成手上的產(chǎn)能，將是后續(xù)牽動(dòng)DRAM產(chǎn)業(yè)的關(guān)鍵。
Report: Micron wins exclusive right to buy Elpida
Dylan McGrath
SAN FRANCISCO—U.S. memory chip vendor Micron Technology Inc. has won the exclusive right to negotiate to buy failed Japanese DRAM vendor Elpida Memory Inc. after offering more than $2.5 billion, according to a report by the Reuters news service.
Part of the $2.5 billion bid will go toward paying down Elpida's debt load, which stands at about $5.5 billion, according to the Reuters report. The report quoted an anonymous source. That source also speculated that Micron's bid may be too low for Elpida to accept.
Micron appeared to be the most logical winner last week, when Hynix reportedly dropped out of the bidding. Elpida, which filed for bankruptcy earlier this year after a government bailout failed to materialize, began soliciting bids in March to satisfy its obligations to creditors.
Citing market research provided by IHS iSuppli, the Reuters report noted that the acquisition of Elpida would boost Micron's DRAM market share to 25 percent, surpassing SK Hynix Inc. for the No. 2 position among global DRAM vendors.
A separate Reuters report Monday (May 7), which cited Japan's Jiji news agency as its source, said Micron would invest more than $3.8 billion in Elpida's fabs in Japan and Taiwan over the next five years.
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