這坂本我跟他聊過(guò)一個(gè)多小時(shí)，外表很低調(diào)，內(nèi)里很悍，不似不靠譜的主兒。

臺(tái)灣人把他當(dāng)神來(lái)供，也不是全無(wú)道理。

Speculation arises about possible ProMOS-Elpida partnership for China plant

Josephine Lien, Taipei; Jessie Shen, DIGITIMES [Tuesday 8 June 2010]

Industry sources in Taiwan speculate ProMOS Technologies will partner with Elpida Memory for a new manufacturing plant in Chongqing, Sichuan province (China). The speculation comes after a recent Bloomberg report cited Elpida president Yukio Sakamoto as saying the company expects to start construction on its first China-based factory as early as 2012.

ProMOS declined to comment on the report.

Sakamoto was quoted by Bloomberg as saying Elpida would decide on its China strategy by December. The company is looking to set up a manufacturing spot in China with a Taiwanese chipmaker, and seeks support from the China government, Sakamoto said in the report.

Elpida is working closely with Taiwan-based Powerchip Semiconductor Corporation (PSC), ProMOS and Winbond Electronics. Among the DRAM partners, only ProMOS has a wafer fab that is ready to go in china.

ProMOS is among the few Taiwan-based companies eligible by government standards to set up 8-inch fabs in China. The construction of its Chongqing fab was completed around the end of 2007, with volume production originally slated for the second quarter of 2008. However, the schedule has been put on hold as the DRAM market was stuck in a state of oversupply for almost three years.

The sources also speculate Elpida may seek an alternative approach on its China strategy. The Japan-based memory chip vendor could resume its plan to cooperate with China's Suzhou Venture Group (SVG) to jointly set up a 12-inch fab in Suzhou, Jiangsu province.

Elpida originally planned to establish a joint venture with China's SVG before the end of 2008. The JV would be located on a site area of 320,000 square meters, and produce DRAM at a 12-inch wafer fab in Suzhou.

In addition, Sakamoto was also quoted by Bloomberg as saying Elpida is looking to add a new factory at subsidiary Rexchip Electronics. The plan should be drawn up within the next four months.

Rexchip, a DRAM-manufacturing joint venture between Elpida and PSC, had its first 12-inch fab kick off volume production in the third quarter of 2007. According to Rexchip's website, it plans to construct a total of four 12-inch fabs at the Central Taiwan Science Park (CTSP).

老步太神秘了

轉(zhuǎn)貼就神秘，不轉(zhuǎn)貼就便秘？

LONDON — Japan's Elpida Memory Inc. is planning to team up with a Taiwanese DRAM chipmaker to share the cost of a wafer fab in mainland China, according to a Taiwan Economic News report, which cited newswires quoting Elpida CEO Yukio Sakamoto as its source. The chip factory would open in 2012, the report said.

Products that are going to be consumed in mainland China probably have to be made there, the report said, adding that Elpida would ask for financial help from the Chinese government.

ProMOS Technologies Inc. is the most likely partner and PowerChip Semiconductor Corp. is a second favorite to land the cooperation deal, the report said. The report indicated that the cooperation would likely start with a 200-mm wafer fab for non-standard memories.

爾必達(dá)中國(guó)大陸設(shè)廠將引發(fā)新一輪DRAM戰(zhàn)火

出自：DigiTimes 編輯：俞文杰

繼三星電子(Samsung Electronics)宣布巨額資本支出計(jì)畫后，爾必達(dá)(Elpida)社長(zhǎng)坂本幸雄亦表示，最快將在2012年前與臺(tái)系DRAM廠到大陸設(shè)新廠房，并將邀請(qǐng)大陸政府官方入股。業(yè)界推測(cè)爾必達(dá)落腳之處有兩個(gè)選項(xiàng)，其一是茂德的重慶渝德廠旁空地，其二是2008年?duì)柋剡_(dá)與蘇州創(chuàng)投原本要合建12寸晶圓廠和發(fā)用地，坂本幸雄所指合作的臺(tái)系DRAM廠，茂德雀屏中選機(jī)率相當(dāng)高。不過(guò)，茂德對(duì)此表示不方便評(píng)論。

DRAM產(chǎn)業(yè)好不容易走出崩盤的跌價(jià)陰霾，但各廠才開(kāi)始賺錢，再度展現(xiàn)積極投入擴(kuò)產(chǎn)的豪情壯志，其中，三星端出半導(dǎo)體史上最巨額資本支出計(jì)畫，爾必達(dá)亦不甘示弱，立刻搬出韓國(guó)最害怕的「Chiwan」策略，來(lái)抵制三星。坂本幸雄表示，為減少稅賦支出，以及因應(yīng)大陸當(dāng)?shù)貎?nèi)需市場(chǎng)成長(zhǎng)性，計(jì)劃最快在2012年前協(xié)同臺(tái)系DRAM廠到大陸設(shè)新廠，并將尋求大陸當(dāng)?shù)卣�府入股投資。

存儲(chǔ)器業(yè)者指出，之前傳出三星有意采面板廠和DRAM廠整合包裝方式到大陸設(shè)廠，但各界認(rèn)為成功機(jī)率并不高，若這次爾必達(dá)偕同臺(tái)廠加入，并邀請(qǐng)大陸官方入股，以現(xiàn)在大陸各省積極招商，尤其歡迎蓋晶圓廠態(tài)度，的確是可行之路。

目前爾必達(dá)大陸設(shè)廠地點(diǎn)有兩個(gè)選項(xiàng)，其一是在四川重慶茂德渝德廠旁空地，近期已申請(qǐng)圈地程序，可趕上爾必達(dá)在大陸設(shè)廠的時(shí)機(jī)，目前茂德渝德廠是8寸晶圓廠，單月產(chǎn)能約2萬(wàn)片，由于茂德與爾必達(dá)近期合作愈益密切，爾必達(dá)在大陸若協(xié)同茂德在重慶落腳，將是合理布局。

此外，爾必達(dá)在2008年曾計(jì)劃與蘇州創(chuàng)投在蘇州新加坡工業(yè)園區(qū)合建12寸晶圓廠，并取名為和發(fā)，但后來(lái)半導(dǎo)體產(chǎn)業(yè)景氣走下坡，雙方合作未再繼續(xù)，這次爾必達(dá)重新再戰(zhàn)大陸，傳出當(dāng)初和發(fā)的空地亦是爾必達(dá)評(píng)估方向之一。

存儲(chǔ)器業(yè)者表示，半導(dǎo)體晶圓廠屬于資本密集產(chǎn)業(yè)，不像系統(tǒng)廠依賴當(dāng)?shù)貏诹γ芗�，晶圓廠會(huì)想到大陸發(fā)展，主要還是看重當(dāng)?shù)佚嫶髢?nèi)需市場(chǎng)、當(dāng)?shù)厝瞬藕唾N近PC客戶，想搶先一步布局大陸，但在正式圈定落腳處之前，各省祭出的稅賦優(yōu)惠，應(yīng)該是爾必達(dá)考慮因素之一。

一旦爾必達(dá)協(xié)同臺(tái)廠到大陸設(shè)廠，且獲得大陸官方投資，三星最懼怕的「Chiwan」勢(shì)力，正式在DRAM產(chǎn)業(yè)中成形。存儲(chǔ)器業(yè)者認(rèn)為，以三星在DRAM產(chǎn)業(yè)市占率高達(dá)30%地位，美、日陣營(yíng)早已不是對(duì)手，而臺(tái)廠亦難對(duì)其造成威脅，但最怕的就是有一天臺(tái)灣和大陸聯(lián)手，再結(jié)合美、日技術(shù)勢(shì)力，這次爾必達(dá)提出赴大陸設(shè)廠計(jì)畫，可謂正中三星的痛腳。

坂本幸雄亦表示，要盡快讓瑞晶第2座12寸晶圓廠量產(chǎn)。顯示爾必達(dá)的擴(kuò)產(chǎn)計(jì)畫是臺(tái)灣和大陸兩岸并行，預(yù)計(jì)瑞晶二廠將邀請(qǐng)PC客戶入股，宏碁與華碩都是爾必達(dá)積極邀請(qǐng)入股的重點(diǎn)客戶，屆時(shí)與客戶綁在一起，籌措資金不用愁，客戶更是現(xiàn)成的，如意算盤打的相當(dāng)精。