“In 2008, we exclaimed to copy other people’s ‘bottom’, but the results has no action, and now people to copy us.” Yesterday, the semiconductor industry expert Gu Wenjun “First Financial Daily” said.
Within six months, the foreign hunters situation of China’s LED lights industry semiconductor industry is intensive rendering.
However, in the past year, more than the integration of the semiconductor industry, such as Chartered Semiconductor, Qimonda, Spansion, Sony, Sanyo Semiconductor case, which has acquired Qimonda Da Xian design base, in addition to the Shandong Langchao Chinese LED industry enterprises of any figure. Originally, Godson had tried to buy MIPS, but still stay in the conception stage.
The overseas capital intensive penetration of the local semiconductor industry
“First Financial Daily” give a rough statistics, the case of the recent foreign penetration of the local semiconductor companies hav at least four.
Including: the American Silver Lake Capital incoming Spreadtrum has become the second largest shareholder by action; TSMC claimed 10% stake in SMIC (Morgan Stanley to participate in the rights issue has become the fourth largest shareholder); MediaTek borrow overseas investment funds curve White TD design enterprises in Suzhou Fate; Texas Instruments is operating the acquisition of the SMIC original custodian factory Chengdu Cession semiconductor.
Spreadtrum, SMIC were Silver Lake Capital and TSMC Morgan Stanley successfully into the Bureau, is fueling market correlation effects; while Fate case, its original investor letter the Rainbow investment company who confirmed the sale of newspaper. This is a cycle before, a chip design companies have acquired local phone chip design enterprises Chip nuts core business.
“There is a larger case, TSMC, and Micron Technology in the United States talks with Xinxin Semiconductor who intends to acquire.” Sources disclose exclusively on the “First Financial Daily”.
TSMC backing need not to say. The world’s largest LED industry semiconductor companies occupy more than 50% share of the foundry market.
The people said that at the beginning, TSMC determined to win, the two sides even signed a cooperation agreement. But at last, Wuhan suddenly rejected the transaction request. The TSMC’s acquisition movement, did not pass the hurdle of the National Development and Reform Commission. Micron Technology, now and quietly contact with Wuhan. Micron Technology, the U.S. flash memory giant, is also behind the obstruction by blocking the SMIC application case of the U.S. Export-Import Bank loan of $ 750 million in 2007.