While the bankruptcy of the company Qimonda, registered on 23 January, and not a big surprise for the semiconductor industry, yet this fact can be seen as a warning that this could only be the first line in the list of victims continued shaking the market dynamic memory. The reasons for going to a complex and intricate, it is equally diverse, and may be consequences. It can not be described as the only factor that Qimonda has withdrawn from the game, rather it was a whole range of reasons, which can be divided into three major. The first - the overproduction in the market of DRAM, causing a strong price pressure. The second - the global economic slowdown caused by a third reason why global financial crisis.
In the case of Qimonda financial crisis has caused an additional effect - he blocked the possibility of investing in innovation and manufacturing equipment that could allow the play on an equal footing with competitors. Analysts note that in this market with small companies is bad for the chances of survival, because in order to ensure low cost, which could maintain profitability at low prices, requires significant production. To increase production, needed investment, but investors have been slow to invest in businesses with low volume production. In such a tailspin hit Qimonda, but analysts believe that some other companies are in a very similar situation, including a number of Taiwanese manufacturers. Exit from game one of the companies offers you the chance to grab free up the rest of the market, but also on the edge of the industry giants.
to the local infrastructure of semiconductor production in Dresden bankruptcy Qimonda could have disastrous consequences. The company was the largest chipmeykerom in the region, ahead of the parent company Infineon Technologies, the manufacturer of processors Advanced Micro Device, and many smaller suppliers, including ZMD and X-Fab. Qimonda, together with AMD provides the center for the production of masks for the production of semiconductors, which are now the future looks rather uncertain. Finally, a lot of supply and service companies in the region is entirely dependent on the semiconductor industry.
from bankruptcy Qimonda may also significantly affected the parent company Infineon, still in possession of 77, 5% of the shares of its daughters. While Infineon has already been fully written off the value of the assets of its affiliate, it can not predict the size of the possible costs to meet debt claims. In any case, the company has reserved an amount calculated to three the number of millions of euros. Meanwhile, Infineon itself is experiencing difficulties because of the crisis in the automobile industry, which includes a significant portion of its customers. Among the major European semiconductor companies precarious position, there is also at NXP.
The history of Qimonda is still some political nuance, given the fact that some major Asian companies continue to increase its production. Analysts believe that under current conditions, this growth can be achieved only through public support, or even direct funding. Speaking on the causes of overproduction in the market of DRAM, industry insiders hint at a lot of facts, refusing to disclose details. In a private opinion, many believe that the perpetrators are Samsung and the South Korean government continues to fund expansion plans despite the fact that the dynamic memory market is saturated, and even call it the economic equivalent of the Third World.
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