Purple is a new potential such as thunder Samsung or new Williams?
[Abstract] 2015 during the National Day violet action continuously, one is to announce to 38 billion stake in western data (WDC), becoming the largest shareholder of the western data in the evening of September 30; second, October 6, news, Nanya technology general manager and Inotera chairman Gao Qiquan has been for retirement, will join the purple group; another news Zhejiang Mobile general manager Yu Yingtao has joined violet, will be in charge of Xinhua enterprise group. September 29, Unisplendour Corporation Limited Department issued "the board of directors of major asset restructuring suspension notice", said it would within 30 calendar days announced restructuring plan, is expected to be integrated circuit assets into a great possibility.
2015 violet during the national day of action continuously, one is to announce to 38 billion stake in western data (WDC), becoming the largest shareholder of the western data in the evening of September 30; second, October 6, news, Nanya technology general manager and Inotera chairman Gao Qiquan has been for retirement, will join the purple group; another news Zhejiang Mobile general manager Yu Yingtao has joined violet, will be in charge of Xinhua enterprise group. September 29, Unisplendour Corporation Limited company issued a "board of directors on a major reorganization of assets suspension notice", said will be within 30 calendar days announced restructuring plan, is expected to be integrated circuit assets into the possibility of a great.
Zhao Weiguo continued operating through generous funding to create the cloud - Net - end it Empire, determination of the violet in the chip business how much? Zhao Weiguo said: "only if the chip is the cause of, the rest of the is business", purple group is to call for the use of five years, in the chip industry revenues of more than $100 billion slogan, violet to create a capital myth or industry legend?
Memory has missed the best intervention time?
In July was heard in the purple group to Meguiar's offer, to acquire the amount of about $230 billion, but this rumor, on the market are of the view that the deal can be reached the possibility is very low, but violet to into the memory industry is determined not to be false. The shares of the Western Digital and invited micron foundries (Inotera) executives like that acquisition of Meguiar's has closed the door, then the violet curve to save the route to success??
Now the DRAM memory market has become the romance of the Three Kingdoms, from the point of view of the data of the second quarter of 2015, Samsung, Hynix and micron market share sum of more than 90%, ranked fourth in the South Asia science and technology only 3.2% of the market share. So Gao Qiquan violet may violet memory project started, but not enough to make its foothold in the memory market, even have the opportunity to the entire South Asia science and Technology Annex, also meet not purple cloth office needs.
Several people in the industry have said that the memory (especially DRAM), I am afraid has missed the best opportunity to intervene. In 2012, it was a very good chance to go bankrupt, but no one dared to come out in China at that time. When the money is not a problem, the market only the Triwizard. This is a very strong market structure, Sanqiang now who can not easily withdraw from combat, even some ability not equal to one's ambition of micron.
BOE year through the acquisition of modern LCD panel business to enter the panel industry, after years of continuous burn, finally ushered in the turning over of the day, but who is going to do the purple in the storage area of "modern" it?
Cooperation or waiting for technical mutations?
In increasing investment, technology has become increasingly difficult, and no to leveraging the starting point, look now is not really a into the memory industry a good time, but postpone more time worse, unless there is a technology mutation completely change the current memory pattern, it is expected to find some opportunities in the chaos, but it is can not be met for the.
No matter how, violet group shares the western data with the actual one foot have stepped into the memory industry, western data in the traditional mechanical hard drives, solid-state drives (SSD) has a layout, old Yao further analysis Zhao Weiguo, a move intended to exchange for future and Western data in China set up joint venture company of holding power, to give the future cooperation with micron to establish model.
But everyone's analysis, ignore another hard disk technology, namely its accumulation in the magnetic technology the can easily enter the field of magnetic memory (MRAM), in fact western data and Gros de (Globalfoundries) in 2012 invested a company called Everspin, the company focus on development and design of magnetic memory. Magnetic memory as non volatile memory, reading speed but with DRAM, MRAM now the biggest problem is capacity is not easy to become bigger, but like the Meguiar's newly launched 3D Xlink, xpoint technology as can subvert the memory market now depends on whether produced by the technology and economic benefits over existing techniques.
In fact, regardless of the traditional mechanical hard drive, solid hard disk, DRAM, flash memory, can be used to break out of the capital, the development of China's electronics industry has a great significance. This paper is provided by Shaanxi Electric Communication Technology Co., ltd.. For more information, please visit: http://www.uetx.cc/
Key words:Purple is a new potential such as thunder Samsung or new Williams?