To counter Japan? South Korea's SK Hynix wants to acquire Intel's Dalian factory

Latest update time：2019-07-13

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According to industry sources, Hynix is negotiating with Intel to acquire the Fab68 factory in Dalian to cope with Japan's supply cut of semiconductor raw materials!

On the 1st of this month, Japan's Ministry of Economy, Trade and Industry announced that it will restrict the export of three materials to South Korea starting from the 4th: "fluorinated polyimide" used in OLED display components in televisions and smartphones, "photoresist" that is essential in the semiconductor manufacturing process, and "high-purity hydrogen fluoride".

In fact, Japan's restriction on the export of semiconductor raw materials to South Korea has dealt a heavy blow to Samsung, Hynix and other companies. Japanese companies account for most of the global production share of the three types of raw materials restricted by Japan, such as high-purity hydrogen fluoride, which accounts for 80% to 90%. It is difficult for South Korea to find alternatives from other countries. Korean companies also have a high market share in semiconductor products, with Samsung Electronics ranking first and SK Hynix ranking third.

On July 11, according to Yonhap News Agency, Cheong Wa Dae believes that Japan's export restrictions will have a huge impact on South Korea and the global economy, and is currently actively formulating short-term and long-term countermeasures. In order to resolve the issue as soon as possible, South Korea decided to push the United States to play an arbitration role.

It is reported that Intel reached a cooperation agreement with the Dalian Municipal Government in 2006, and invested US$2.5 billion in Dalian to build a 12-inch wafer factory in 2007, mainly responsible for processor packaging and testing. The Dalian factory was officially completed in 2010. In 2015, Intel announced the construction of the second phase of the Fab 68 factory in Dalian, China, mainly producing non-volatile memory, that is, NAND flash memory, with a total investment of US$5.5 billion. After three years of construction, the second phase of Fab 68 factory was officially put into production, mainly producing 96-layer 3D NAND flash memory.

In the global NAND flash memory market, Samsung's share reaches 37%, Toshiba and Western Digital are around 20% and 15% respectively, followed by Micron and SK Hynix. Intel has the smallest share among the six manufacturers, less than 10%, which also leads to the possibility of Intel selling its NAND production lines.

But is Intel short of money?

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