Semiconductor Restructuring

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/showArticle.jhtml?articleID=174400059

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

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/showArticle.jhtml?articleID=174400569

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.

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

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