2 large-scale expansion of the mainland memory plant Samsung semiconductor leader may not guarantee
3 .. Global Crystal: There is still room for price increases semiconductor silicon wafer, spell quarter growth this year
Germany and France together the EU proposed legislation to strictly control Chinese acquisitions
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1.DRAM gains this season will converge
DRAMeXchange pointed out that in the six months of the continuous rise in memory prices, several Chinese smartphones are under cost pressure. Last year, China expressed dissatisfaction with Samsung Semiconductor, further causing the first quarter of mobile memory to increase or converge.
Recently, the South Korean government came along with Samsung Electronics, may sign a memorandum with China, the content will cover the relevant cooperation in the field of semiconductors.
DRAMeXchange Research Associate Wu Ya-Ting pointed out that this may have two kinds of memory industry impact.First of all, DRAM supply is still tight, but the increase will be suppressed.Now suppliers in the production of mobile memory profit is much lower than other products, Affected by the sluggish demand for smart machines in the first quarter and the action of China, future price increases are expected to be more dampened.
Second, suppliers are likely to increase their production capacity in order to avoid excessive price increases. Looking at the supply of DRAM, 2018 is still in short supply due to the fact that there is currently no additional production capacity contributing to the bit output.
(Economic Daily)
2 large-scale expansion of the mainland memory plant Samsung semiconductor leader may not guarantee
Global market research firm Gartner (Gartner) latest research report pointed out that Samsung squeezed Intel in 2017, becoming the world's largest semiconductor maker, but as the mainland memory plant expansion, memory prices will be reduced, Samsung Semiconductor thriller throne soon.
Gu pointed out that due to the lack of supply led to rising prices, boosting revenue of memory manufacturers, Samsung is more than Intel in 2017 to become the world leader in semiconductor manufacturing.But Gu said Samsung's leading position probably will not take too long, the future As the mainland expands memory capacity, the price of memory will be weakened this year, bear the brunt of the NAND flash memory, the price of DRAM memory will also decline in the name of year, when the revenue of Samsung will be affected.
Samsung Electronics reported its fourth quarter results last year on Wednesday, boosted by a surge in profits from the semiconductor business, boosted its operating profit last quarter and set a new record for profit for the full year, but Nikkei News revealed that a source at Samsung said , The company's distress for over-reliance on semiconductors has further deepened, the semiconductor sector in the future how to improve its competitiveness in order to prevent the deterioration of market conditions will become a topic (in the Times News)
3. Global Crystal: Semiconductor silicon wafer still room for price increases this year, spell quarter growth
Today (1), the chairman of Semiconductor Silicon Foundry Global Crystals (6488), said today that its production capacity has been fully loaded since the second quarter of last year. Currently, the 12-inch silicon-on-silicon silicon wafer is the most out of stock. There is room for continued gains, optimistic about this year's revenue, profit will have the opportunity to walk quarter by quarter.
Xu Xiulan pointed out that the current semiconductor silicon wafer to 12-inch wafer the most out of stock, followed by the 8-inch wafer is expected around the world today, in the next two years will be open throughout the year, this year will also be expanded with the existing plant space To the bottleneck equipment, it is estimated that there will be new equipment coming in from May to July. With a focus on adding 12-inch equipment, the overall production capacity is expected to expand by 7% to 8% this year.
She also expected that there will be room for further increases in the prices of silicon wafers this year. Looking at average prices, the cumulative increase for the full year this year is expected to rise 20% from the mean value of last year. However, due to strong demand, Driven by rising prices and other three major bullish, optimistic about the global performance of Crystal this year will be expected to go up quarter by quarter, performance throughout the year will be further better than last year's level.
Germany and France together the EU proposed legislation to strictly control Chinese acquisitions
China's investment in Europe unabated, Germany plans to adopt EU legislation to strengthen the review and control of mergers and acquisitions, according to officials from the German Ministry of Economic Affairs revealed that Germany has jointly drafted a draft law with France.
In the face of investors from China, the German federal government plans to strengthen the protection of German enterprises through more stringent EU law German State Minister Mahe Ni Xi pointed out in an interview that the EU needs to be introduced as soon as possible within this year So as to effectively curb the wave of Chinese acquisitions in Europe and reduce the outflow of technology and expertise.
The Social Democrats official also said that if Germany and Europe still want to maintain their economic success and innovation advantage in the future, the government must be able to conditionally review those state-controlled and strategic business acquisitions more carefully In emergency situations, the government should also have the power to stop the related transactions.
According to a recent report released by EY, audit firm of 54 Chinese investors acquired or participated in 2017. Although the number is less than the record of 68 in 2016, the total investment amount is as high as 137 One hundred million U.S. dollars, 9% more than last year.
Chinese enterprises' total investment in Europe in 2017 was 57.6 billion U.S. dollars, down by about one third from 85.8 billion U.S. dollars in 2016. However, Germany was the most favored by Chinese investors, followed by the United Kingdom (44 Home) and Italy (24).
EU companies have excellent technological innovation and are attractive all over the world, pointed out by Mahsenich, State Secretary of the German Ministry of Economy, but the increase in the number of mergers and acquisitions is often accompanied by distorting the financing rules of the market rules.
In this context, he said, Germany has launched an initiative aimed at stricter monitoring of foreign direct investment within the framework of the EU, and Germany has drafted a related draft legislation jointly with France and Italy and currently At the parliamentary stage.
Is there any protectionism?
At the WTO ministerial meeting held in Brazil in December last year, Mahseni was the head of the German delegation and WTO Director-General Azevedo once reminded leaders of all countries to 'resist the temptation of protectionism' .
Ruuschen, an expert at the Cologne Institute of Economic Research, said in most cases Chinese companies actually make less than 50% of their total German deal.
In recent years, Chinese investors have made large-scale mergers and acquisitions in Europe, in particular, some important enterprises that have the leading position in relevant industries have been bought by China and aroused political and economic concerns. In 2017, Purchasing shares in Deutsche Bank and becoming the largest shareholder of Deutsche Bank In 2016, Midea spent nearly 4.7 billion euros to acquire German industrial robot maker KUKA.