IC695NIU001

描述

IC695NIU001

日本记忆体大厂尔必达（Elpida）申请破产保护一个月后，DRAM产业开始传出整併消息，尔必达也企图自保，藉由财务重整挹注资金来渡过难关。对此集邦科技（Trendforce）旗下研究部门DRAMeXchange分析指出，DRAM产业近年来面临毛利率下降，以及传统PC产业受平板机与智慧型手机等行动终端侵蚀影响，产业环境每况愈下，而尔必达产品长期对PCDRAM倚赖太深，同时营运重心偏向以受到景气波动影响最鉅的现货市场为主，即使製程技术可与一线大厂抗衡，一旦面临景气劣势，直接衝击营收表现，导致市佔率节节败退。尔必达未来发展仍是大家所关注的焦点，集邦科技认为，除了债务问题必须逐一解决外，日本政府的态度更具有关键性影响，尔必达也在寻找任何在市场继续存活的可能性。针对尔必达事件最终结果，集邦科技提出「取得资金，债务重整」、「出售厂房，短期阵痛」、「宣告破产，价格飙升」叁大可能性，指出尔必达处分瑞晶取得资金，广岛厂转型IC设计，将是推动DRAM产业往前迈进，对产业衝击影响较小的方式。可能性一：取得资金债务重整目前传闻日本政府有意出资拯救尔必达，前提是希望日本国内DRAM与NANDFlash两大产品线整合，此外，为抢攻行动终端市场，广岛厂将降低标準型记忆体比重，提昇行动式记忆体投片，然而，受限于自主快闪记忆体（NANDFlash）技术的短缺，导致与韩系厂商相较之下，无法在MCP（Multi-ChipPackaging）领域有进一步的发展。因此，身为NANDFlash营收排名第二的东芝半导体（Toshiba），不排除在日本政府主导下与尔必达进行技术合作，如果顺利，未来将有MCP（Multi-ChipPackaging）产品续攻成长性高的智慧型手机及平板电脑两大市场，与韩系大厂在行动式记忆体领域相抗衡。

产品承诺：
保 证 全新原装进口,
保 证 安全准时发货，
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优势价格，大量现货。

主营DCS系统配件
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