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紫光收购美光的逻辑

Regardless of whether Unigroup buys Micron, the deal rumours send a strong signal: the semiconductor industry may be near a trough. Seasonal demand for D-Ram will strengthen in the second half of the year, says TrendForce, a consultancy that tracks D-Ram prices. And demand for D-Ram in servers will help compensate for poor PC sales.

不管清华紫光是否要收购美光科技，这些交易传言发出了一个强大信号：半导体行业或许已接近谷底。追踪D-Ram价格的咨询公司TrendForce表示，D-Ram的季节性需求将在今年下半年加强。而对服务器用D-Ram的需求将有助于弥补PC销售的疲弱。

A tie-up between Micron and Unigroup could have some strategic logic. China does not have any big memory chipmakers; state-controlled Unigroup has been investing in this area with purchases of Spreadtrum and RDA, two mobile phone chip designers. And China is Micron’s biggest market, accounting for 40 per cent of sales last year. Moreover, Beijing’s policymakers have been getting tough on foreign tech groups — meaning Chinese ownership could create favourable opportunities.

美光科技和清华紫光结盟可能具有一定的战略逻辑。中国没有任何大型内存芯片制造商;国有控股的紫光一直在该领域进行投资，已收购了两家手机芯片设计公司展讯(Spreadtrum)和锐迪科微电子(RDA Microelectronics)。中国也是美光科技的最大市场，去年占其销售额的40%。此外，北京方面的政策制定者对外国科技公司的态度正日益强硬——这意味着在中资集团旗下可能带来有利机会。

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