關(guān)鍵字：美光 爾必達 DRAM
SK海力士周五早些時(shí)候表示，已放棄對爾必達的競購。另外根據消息人士的說(shuō)法，TPG Capital和中國的弘毅投資還試圖在最后一輪競標中聯(lián)合競購爾必達。
美光表示將把爾必達納為完全子公司，并且把重點(diǎn)放在MobileDRAM的研發(fā)與生產(chǎn)上。美光在整頓爾必達的過(guò)程，傾向保留原狀，包括爾必達廣島廠(chǎng)、后段封測廠(chǎng)秋田爾必達、臺灣子公司瑞晶的生產(chǎn)、員工聘雇等，將維持原狀。
業(yè)內人士，美光過(guò)關(guān)斬將一舉拿下?tīng)柋剡_，代表美、日、臺合流的DRAM新勢力已經(jīng)隱然成形，美光陣營(yíng)可望躍居全球第2大DRAM廠(chǎng)，拿下全球超過(guò)30％市占率，擠下原先排名全球第2的海力士（SKHynix）。此外，大陸在半導體產(chǎn)業(yè)積極擴張的勢力，也因為美、臺、日三方結合而暫時(shí)受挫。
日本媒體報導，爾必達在周末召開(kāi)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)，擔任爾必達重整財產(chǎn)管理人的土反本幸雄預計向東京地方法院報告決議結果，東京地院認可之后，爾必達將與美光就重整一事進(jìn)行協(xié)商，預計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，由于爾必達申請破產(chǎn)保護之后，客戶(hù)因擔憂(yōu)爾必達的營(yíng)運狀況，導致?tīng)柋剡_市占率急挫，對DRAM產(chǎn)業(yè)的供需已經(jīng)發(fā)揮穩定效果。然而倘若如外電所言，在美光旗下的爾必達企業(yè)，均保留原狀，產(chǎn)能并沒(méi)有因此而被移除，對DRAM供需的影響有限，未來(lái)美光如何集成手上的產(chǎn)能，將是后續牽動(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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