美光拍下尔必达几成定局，抗韩DRAM联盟雏形初现

据路透社最新消息，在日系DRAM大厂尔必达（Elpida）完成引进援助企业的第2轮竞标中，美国内存芯片厂商美光科技已经赢得了独家谈判权，今后美光的援助金额将飙高至3,000亿日圆，折合美圆高达25亿元，为第1轮竞标所标示金额的1.5倍，显见美光财力之雄厚。 SK海力士周五早些时候表示，已放弃对尔必达的竞购。另外根据消息人士的说法，TPG Capital和中国的弘毅投资还试图在最后一轮竞标中联合竞购尔必达。 美光表示将把尔必达纳为完全子公司，并且把重点放在MobileDRAM的研发与生产上。美光在整顿尔必达的过程，倾向保留原状，包括尔必达广岛厂、后段封测厂秋田尔必达、台湾子公司瑞晶的生产、员工聘雇等，将维持原状。 业内人士，美光过关斩将一举拿下尔必达，代表美、日、台合流的DRAM新势力已经隐然成形，美光阵营可望跃居全球第2大DRAM厂，拿下全球超过30％市占率，挤下原先排名全球第2的海力士（SKHynix）。此外，大陆在半导体产业积极扩张的势力，也因为美、台、日三方结合而暂时受挫。 日本媒体报导，尔必达在周末召开经营会议，比较美光、美陆基金提出的方案之后，正式选定美光为重整的援助企业，担任尔必达重整财产管理人的土反本幸雄预计向东京地方法院报告决议结果，东京地院认可之后，尔必达将与美光就重整一事进行协商，预计8月21日向东京地院提出重整方案。 至于市场供需状况，业界指出，由于尔必达申请破产保护之后，客户因担忧尔必达的营运状况，导致尔必达市占率急挫，对DRAM产业的供需已经发挥稳定效果。然而倘若如外电所言，在美光旗下的尔必达企业，均保留原状，产能并没有因此而被移除，对DRAM供需的影响有限，未来美光如何集成手上的产能，将是后续牵动DRAM产业的关键。 编译：Luffy Liu 本文授权编译自EE Times，版权所有，谢绝转载 参考英文原文：Report: Micron wins exclusive right to buy Elpida, by Dylan McGrath

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{pagination} Report: Micron wins exclusive right to buy Elpida Dylan McGrath  SAN FRANCISCO—U.S. memory chip vendor Micron Technology Inc. has won the exclusive right to negotiate to buy failed Japanese DRAM vendor Elpida Memory Inc. after offering more than $2.5 billion, according to a report by the Reuters news service. Part of the $2.5 billion bid will go toward paying down Elpida's debt load, which stands at about $5.5 billion, according to the Reuters report. The report quoted an anonymous source. That source also speculated that Micron's bid may be too low for Elpida to accept. Micron appeared to be the most logical winner last week, when Hynix reportedly dropped out of the bidding. Elpida, which filed for bankruptcy earlier this year after a government bailout failed to materialize, began soliciting bids in March to satisfy its obligations to creditors. Citing market research provided by IHS iSuppli, the Reuters report noted that the acquisition of Elpida would boost Micron's DRAM market share to 25 percent, surpassing SK Hynix Inc. for the No. 2 position among global DRAM vendors. A separate Reuters report Monday (May 7), which cited Japan's Jiji news agency as its source, said Micron would invest more than $3.8 billion in Elpida's fabs in Japan and Taiwan over the next five years.