Speicherchip-Branche im Umbruch

"SEOUL/TOKYO, March 26 (Reuters) - Shares in Asian chip makers such as Hynix (000660.KS) and Powerchip rose on Thursday on an improving outlook for the battered sector as chip prices gained and leading players signalled a recovery for the industry.

Investors were also encouraged after Japan's Elpida Memory (6665.T) said it would raise $471 million, easing concerns of the firm breaching debt covenants and reducing the financial risk for the world's No. 3 DRAM chip maker. The stock jumped 18 percent.

Hynix CEO Kim Jong-kap backed the sector optimism and reiterated his recent optimistic views for the DRAM sector."

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http://www.reuters.com/article/...AndRetailNews/idUSSEO37299920090326  

"TAIPEI, March 31 (Reuters) - Taiwan Memory Co (TMC), a new computer memory chip company supported by the government, may unveil its technology partner on Wednesday, after about a month of talks with Japan's Elpida Memory (6665.T) and U.S. rival Micron Technology (MU.N).

In a statement on Tuesday, TMC said John Hsuan, who is overseeing the new company, will provide an update on Wednesday on the progress of the negotiations. A spokesman from TMC did not rule out announcing the new partner on Wednesday."

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http://www.reuters.com/article/mergersNews/idUSTP18961420090331  

"HSINCHU, Taiwan -- Taiwan Memory Co., the new memory-chip company being created by the Taiwan government, said it has picked Japan's Elpida Memory Inc. as its technology partner, paving the way for the island's memory chip sector to gain access to key chip technology to make its sector more competitive."

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http://online.wsj.com/article/SB123856247421777451.html

Jetzt ist die Karte aus dem Sack.  

"TAIPEI, April 9 (Reuters) - U.S.-based Micron Technology (MU.N) has decided not to join a new computer memory chip company led by Taiwan's government because of concerns it could lose some technology to its Japanese rival Elpida (6665.T)."

http://uk.reuters.com/article/...mentFilingsNews/idUKTP33562920090409  

"After years waiting out an industry downturn, Micron Technology Inc. (MU) is preparing to go on offense.

The Boise, Idaho, memory chip maker has struggled along with rivals during a severe oversupply in DRAM memory chips, but its $450 million equity and convertible debt offering announced Tuesday may signal the company now sees an opportunity to thrive."

http://online.wsj.com/article/BT-CO-20090408-710629.html

Interessant auch folgende Überlegung:

"According to analysts, the additional capital could be used to boost its lead in making the lowest-cost chips, or to buy assets from Spansion Inc. (SPSN) or Qimonda AG (QMNDQ), both working to restructure in bankruptcy."  

Gute Zusammenfassung der aktuellen Lage:

http://www.heise.de/newsticker/meldung/136820  

Samsung rechnet mit Wachstumsdelle bei Speicherchips
Der südkoreanische Elektronikkonzern Samsung Electronics rechnet in diesem Jahr mit einem deutlich geringeren Wachstum bei Speicherchips. Bei DRAM gehen die Südkoreaner laut einer Investorenpräsentation davon aus, 10 bis 15 Prozent mehr zu verkaufen. In den Vorjahren lag das durchschnittliche Wachstum indes bei mehr als 50 Prozent. Bei Flash-Speichern erwartet Samsung einen Anstieg der Auslieferungen um 25 bis 30 Prozent nach mehr als 150 Prozent in den Vorjahren.

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http://www.heise.de/newsticker/...-bei-Speicherchips--/meldung/137600