Taiwan's DRAM giants: China will not pose a threat to Taiwan in the next 10 years

Latest update time：2015-04-29

Reads：

Click on the blue font " Semiconductor Industry Observation " under the title to follow ICBank

recommend : Black Technology WeChat Platform kejihei (Welcome to follow)

China is devoting all its efforts to supporting the DRAM (dynamic random access memory) industry. However, Taiwan's two memory giants, Innotek and Nanya Technology, both pointed out that although China has silver bullets, it lacks key technologies and "will not pose a threat to Taiwan in the next five to ten years."

Mei Guoxun, general manager of Inotera, said yesterday that the DRAM industry relies on capital, talent and technology. Currently, the technology is in the hands of three major leaders, namely Micron, Samsung and Hynix. The DRAM development blueprint in mainland China is not yet clear, but starting from scratch will take at least five to ten years.

Nanya Technology believes that "the technical threshold is still there and it is not that easy." The only variable is that if the three major manufacturers are willing to transfer technology and include procedures such as factory construction, process and verification, they must be careful three years later.

Nanya Technology's senior vice president, Li Peiying, said that improving product mix and costs is the best way to respond. For example, Nanya Technology's 30-nanometer miniaturized products accounted for one-fifth of total output in the first quarter of this year, and this number will increase to half in the second half of the year. In the future, when it switches to 20-nanometer technology, its product mix will be more diversified.

Inotera and Nanya Technology both released their first quarter operating reports yesterday. Inotera's net profit after tax in the first quarter was 7.269 billion yuan, and its earnings per share (EPS) was 1.11 yuan. Its revenue fell 11% from the previous quarter, mainly due to a decline in wafer shipments and revenue per wafer.

Inotera's Chief Financial Officer Shen Daobang pointed out that the demand for PCs and mobile memory has declined, the off-season is longer than expected, and the recovery in the second quarter is not as fast as originally predicted, but he is still optimistic about the recovery in demand in the second half of the year.

Nanya Technology's first quarter revenue was NT$12.028 billion, down 3.1% from the previous quarter, as the average selling price was lower than the previous quarter. Li Peiying said that the net profit after tax was NT$6.29 billion, and the EPS for the quarter was NT$2.61. In response to the introduction of 20nm technology, capital expenditure this year increased to NT$8.057 billion, almost all of which was invested in 20nm factory operations. Production is expected to begin in the second half of 2017. For process conversion, it is also necessary to add clean room space, but the impact on output is limited.

Packaging, testing and manufacturing QQ group of 1,000 people 94983436 (please indicate that you are from icbank when joining the group)