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Title：Acquisition of Micron by Chinese group could lead to DRAM oversupply
From:http://www.kitguru.net/component ... to-dram-oversupply/
Financial analysts believe that the rumoured takeover of Micron Technology by China-based Tsinghua Unigroup could lead to a major change of Micron’s policies in regards of expansion of production capacities. If Tsinghua acquires Micron and starts to build new fabs to gain market share, this could result in oversupply of DRAM and potentially NAND. However, this may not be a problem for Tsinghua.
金融人士分析认为，美光科技的收购传闻是中国企业清华紫光主导的，旨在改变美光的政策来扩大产能。如果清华紫光收购并开始建造新的晶圆厂来获得更多的市场份额，则可能会导致DRAM出现供过于求的局面，NAND可能也难以幸免。然而，这可能不是清华的问题。
The reasons why government-controlled Tsinghua Unigroup may want to acquire Micron are clear: China needs manufacturing technologies to produce dynamic random access memory and NAND flash; the country needs research and development as well as patents to design fabrication processes for various memory types; Chinese makers of consumer electronics and application processors need stable supply of DRAM and NAND; China needs to build a highly-integrated semiconductor industry and memory will be an important part of it.
为什么国有的清华紫光会想要收购美光？原因很清楚：中国需要制造DRAM和NAND闪存的技术；国家需要研究开发和对对各种存储器的专利设计的制造工艺；中国的消费类电子产品和应用处理器需要合适的DRAM和NAND；中国需要建立一个高度集成的半导体行业，内存会成为重要的组成部分。
At present over a half of all computer memory ICs [integrated circuits] are produced in South Korea. The rest of the chips are manufactured in the U.S., Japan, Singapore and Taiwan.
目前，所有的计算机存储器的集成电路一般都产自韩国。剩下的芯片都分散在美国、日本、新加坡、中国台湾制造。
While S. Korea-based Samsung Electronics and SK Hynix are gradually expanding DRAM production capacities, Boise, Idaho-based Micron, which has operations in the U.S., Japan, Singapore and Taiwan (through its partner Inotera), limits expansion of DRAM production capacities in a bid to retain supply and demand balance to ensure favourable memory prices and profitability of suppliers.
而来自韩国的三星和SK海力士正在逐步扩大DRAM的产能，位于爱达荷州博伊西的美光在美国、日本、新加坡、中国台湾（通过合作伙伴华亚）都有操作处，限制DRAM的产量力图保持供需平衡来确保较好的内存价格和供应商盈利能力。
According to Joseph Moore, an analyst with Morgan Stanley, acquisition of Micron Technology by Tsinghua Unigroup could lead to amendment of the policy and expansion of capacities to gain market share. Oversupply of DRAM will negatively affect prices and profitability of memory producers.
根据摩根士丹利的分析师约瑟夫·穆尔，收购美光科技的清华紫光可能会修改政策并扩大生产能力来获得市场份额。DRAM的供过于求局面会对价格和生产内存的盈利能力产生负面影响。
“We think that Chinese sovereign investment in Micron would be a substantial negative for longer term memory supply and demand, as it would likely lead to a high level of Chinese investment in new facilities,” wrote Mr. Moore in a note to clients, reports Tech Trader Daily. “The history of sovereign investment in semiconductors in Japan, Korea, and Taiwan has generally included a period of oversupply while those regions were investing in getting to scale.”
“我们认为中国向美光的独立投资会对内存供求关系产生一个长期的实质性负面影响，因为这将会有可能导致中国投资新的高科技设施（老外怕了吧→_→）“穆尔在一份给客户的每日高科技交易信息报告中写到：”在日本、韩国和台湾的半导体独立投资的历史证明通常都会出现一段供过于求的历史，而在这些区域进行投资能够获得规模效应。“
While low prices of DRAM could negatively affect Tsinghua itself, it could compensate lower revenue and profits by selling highly-integrated system-on-chips containing application processors developed by Spreadtrum Communications and RDA Microelectronics (two fabless semiconductor companies it controls), DRAM and NAND to makers of consumer electronics (e.g., smartphones, tablets, various Internet-of-Things devices and so on). Sophisticated SoCs are sold at premium prices, eliminating risks for their producers.
虽然DRAM的降低会对清华紫光产生负面影响，但是他可以通过补偿低收入产品并出售高集成度的系统及芯片（包括由展讯通信和锐迪科微电子（两家都没有制造半导体的晶圆厂）开发的应用处理器），DRAM和NAND来制作消费类电子产品（比如智能手机、平板电脑、物联网设备等）。高级点的SoC都以高价卖出来降低生产风险。
Creating a vertically-integrated chip house with application processors, DRAM, NAND, CMOS sensors, specialty memory technologies, capacities to produce solid-state drives and other products as well as retail operations could make a lot of sense.
建立一个立体的芯片工厂和应用处理器、DRAM、NAND、CMOS传感器，生产固态硬盘的专业存储技术、容量，以及零售业务是很有意义的。
Micron and Tsinghua Unigroup did not comment on the news-story.
美光和清华紫光都没有就此报道发表评论。
KitGuru Says: Samsung has everything it needs to make solid-state drives in house and it currently controls around 45 per cent of the market. The South Korea-based conglomerate also makes the vast majority of components for its smartphones in-house. At present, Samsung is the world’s largest maker of handsets. If the plan is to create a corporation comparable to Samsung, then acquisition of Micron is a good start.
网站点评：三星有制造固态硬盘的全套硬件，他控制了45%的市场。在韩国的企业当中，零部件也大部分用在生产本土品牌的智能手机。目前，三星是全球最大的手机制造商。如果这个收购计划是打算创建一家媲美三星的公司，那么收购美光科技是一个良好的开端。
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我是一只善良的黄毛大水狗！
发表于 2015-7-15 09:47:48
楼主
美国政府同意吗
