Semiconductor Restructuring - Club CDFreaks

*Kenshin* · 24-11-2005

A week ago, five Japanese semiconductor manufacturers have reportedly reached a basic agreement to establish a joint fab at a cost of about 200 billion Japanese Yen which is about 1.67 billion US Dollars.

http://eetimes.com/news/semi/showArt...leID=174400059

They are: Hitachi, Matsushita Electric Industrial, NEC Electronics, Renesas Technology, and Toshiba. Largest DRAM makers right now are Samsung, Hynix, Infineon, and Micron.

Quote:

TOKYO — Five Japanese semiconductor manufacturers have reportedly reached a basic agreement to establish a joint fab at a cost of about ¥200 billion ($1.67 trillion).

Japan's daily Yomiuri newspaper reported on Friday (Nov. 18) that the companies are Hitachi Ltd., Co., Matsushita Electric Industrial Co., Ltd., NEC Electronics Corp., Renesas Technology Corp. and Toshiba Corp. All denied that an agreement has been reached.

In this week, Intel and Micron, two of the most important US semiconductor players, are said to be setting up IM Flash, a $5 billion joint venture to produce NAND flash memory chips where Samsung has about 58% market share. Toshiba has second largest and Renesas and Hynix come next.

http://eetimes.com/news/semi/showArt...leID=174400569

Quote:

LONDON — Shifts of ownership are starting to happen that are indicators of a major reshaping of the semiconductor industry's landscape. However, whether it will ultimately result in a reduction in the number of players, as has long been predicted would happen, is not clear because ironically what is still clear is that geographical and strategic interests, in a addition to purely commercial imperatives, are still potent in the industry.

*Kenshin* · 24-11-2005

http://www.digitimes.com/systems/a20051122PR205.html

Quote:

Originally Posted by DigiTimes.com

Press release; Esther Lam, DigiTimes.com [Tuesday 22 November 2005]

After both Samsung Electronics and Hynix Semiconductor admitting negotiating NAND flash supply deals with Apple, the iPod maker announced on November 21 that it has reached long-term supply agreements with Hynix, Intel, Micron, Samsung Electronics and Toshiba to secure the supply of NAND flash memory through 2010.

Under these agreements, Apple intends to prepay a total of US$1.25 billion for flash memory components during the next three months. “We want to be able to produce as many of our wildly popular iPods as the market demands,” said Steve Jobs, Apple’s CEO. Apple indicated that it has shipped over 30 million iPods and the company expects iPod demand to remain strong.

Despite the players securing long-term agreements with Apple, the shares of Samsung, Hynix and Toshiba fell on the news of the Intel-Micron joint venture, IM Flash Technologies that was announced on November 21. A Bloomberg report indicated that the respective share prices of Samsung, Toshiba and Hynix fell 4.7%, 6.7% and 6.6% on November 22.

*debro* · 25-11-2005

Less players in the market ... apple increasing their purchase share .... prices for semi-conductors goes up ....

25-11-2005	#3 (permalink)
debro Blown to smitherines Join Date: Jul 1999 Location: The c@ke mixer Posts: 9,835	Re: Semiconductor Restructuring Less players in the market ... apple increasing their purchase share .... prices for semi-conductors goes up .... __________________ CDFreaks - Overwhelmed by Ignorance since 2005! We lost the battle, but we haven't lost the war! Click Here to sign up to the resistance movement! Viva La Resistance! Admitting that you've illegally downloaded movies/songs and need help to process/burn is comparable to robbing a bank, and walking into the bank the next day holding the bags of money to deposit them into your account. Don't be surprised if people laugh at you when you make the headlines.

Commercial message
<a href='http://adstats.cdfreaks.com/www/delivery/ck.php?n=a5c5554b&cb=INSERT_RANDOM_NUMBER_HERE' target='_blank'><img src='http://adstats.cdfreaks.com/www/delivery/avw.php?zoneid=29&cb=INSERT_RANDOM_NUMBER_HERE&n=a5c5554b' border='0' alt='' /></a>