这坂本我跟他聊过一个多小时，外表很低调，内里很悍，不似不靠谱的主儿。

台湾人把他当神来供，也不是全无道理。

Speculation arises about possible ProMOS-Elpida partnership for China plant

Josephine Lien, Taipei; Jessie Shen, DIGITIMES [Tuesday 8 June 2010]

Industry sources in Taiwan speculate ProMOS Technologies will partner with Elpida Memory for a new manufacturing plant in Chongqing, Sichuan province (China). The speculation comes after a recent Bloomberg report cited Elpida president Yukio Sakamoto as saying the company expects to start construction on its first China-based factory as early as 2012.

ProMOS declined to comment on the report.

Sakamoto was quoted by Bloomberg as saying Elpida would decide on its China strategy by December. The company is looking to set up a manufacturing spot in China with a Taiwanese chipmaker, and seeks support from the China government, Sakamoto said in the report.

Elpida is working closely with Taiwan-based Powerchip Semiconductor Corporation (PSC), ProMOS and Winbond Electronics. Among the DRAM partners, only ProMOS has a wafer fab that is ready to go in china.

ProMOS is among the few Taiwan-based companies eligible by government standards to set up 8-inch fabs in China. The construction of its Chongqing fab was completed around the end of 2007, with volume production originally slated for the second quarter of 2008. However, the schedule has been put on hold as the DRAM market was stuck in a state of oversupply for almost three years.

The sources also speculate Elpida may seek an alternative approach on its China strategy. The Japan-based memory chip vendor could resume its plan to cooperate with China's Suzhou Venture Group (SVG) to jointly set up a 12-inch fab in Suzhou, Jiangsu province.

Elpida originally planned to establish a joint venture with China's SVG before the end of 2008. The JV would be located on a site area of 320,000 square meters, and produce DRAM at a 12-inch wafer fab in Suzhou.

In addition, Sakamoto was also quoted by Bloomberg as saying Elpida is looking to add a new factory at subsidiary Rexchip Electronics. The plan should be drawn up within the next four months.

Rexchip, a DRAM-manufacturing joint venture between Elpida and PSC, had its first 12-inch fab kick off volume production in the third quarter of 2007. According to Rexchip's website, it plans to construct a total of four 12-inch fabs at the Central Taiwan Science Park (CTSP).

老步太神秘了

转贴就神秘，不转贴就便秘？

LONDON — Japan's Elpida Memory Inc. is planning to team up with a Taiwanese DRAM chipmaker to share the cost of a wafer fab in mainland China, according to a Taiwan Economic News report, which cited newswires quoting Elpida CEO Yukio Sakamoto as its source. The chip factory would open in 2012, the report said.

Products that are going to be consumed in mainland China probably have to be made there, the report said, adding that Elpida would ask for financial help from the Chinese government.

ProMOS Technologies Inc. is the most likely partner and PowerChip Semiconductor Corp. is a second favorite to land the cooperation deal, the report said. The report indicated that the cooperation would likely start with a 200-mm wafer fab for non-standard memories.

尔必达中国大陆设厂将引发新一轮DRAM战火

出自：DigiTimes 编辑：俞文杰

继三星电子(Samsung Electronics)宣布巨额资本支出计画后，尔必达(Elpida)社长坂本幸雄亦表示，最快将在2012年前与台系DRAM厂到大陆设新厂房，并将邀请大陆政府官方入股。业界推测尔必达落脚之处有两个选项，其一是茂德的重庆渝德厂旁空地，其二是2008年尔必达与苏州创投原本要合建12寸晶圆厂和发用地，坂本幸雄所指合作的台系DRAM厂，茂德雀屏中选机率相当高。不过，茂德对此表示不方便评论。

DRAM产业好不容易走出崩盘的跌价阴霾，但各厂才开始赚钱，再度展现积极投入扩产的豪情壮志，其中，三星端出半导体史上最巨额资本支出计画，尔必达亦不甘示弱，立刻搬出韩国最害怕的「Chiwan」策略，来抵制三星。坂本幸雄表示，为减少税赋支出，以及因应大陆当地内需市场成长性，计划最快在2012年前协同台系DRAM厂到大陆设新厂，并将寻求大陆当地政府入股投资。

存储器业者指出，之前传出三星有意采面板厂和DRAM厂整合包装方式到大陆设厂，但各界认为成功机率并不高，若这次尔必达偕同台厂加入，并邀请大陆官方入股，以现在大陆各省积极招商，尤其欢迎盖晶圆厂态度，的确是可行之路。

目前尔必达大陆设厂地点有两个选项，其一是在四川重庆茂德渝德厂旁空地，近期已申请圈地程序，可赶上尔必达在大陆设厂的时机，目前茂德渝德厂是8寸晶圆厂，单月产能约2万片，由于茂德与尔必达近期合作愈益密切，尔必达在大陆若协同茂德在重庆落脚，将是合理布局。

此外，尔必达在2008年曾计划与苏州创投在苏州新加坡工业园区合建12寸晶圆厂，并取名为和发，但后来半导体产业景气走下坡，双方合作未再继续，这次尔必达重新再战大陆，传出当初和发的空地亦是尔必达评估方向之一。

存储器业者表示，半导体晶圆厂属于资本密集产业，不像系统厂依赖当地劳力密集，晶圆厂会想到大陆发展，主要还是看重当地庞大内需市场、当地人才和贴近PC客户，想抢先一步布局大陆，但在正式圈定落脚处之前，各省祭出的税赋优惠，应该是尔必达考虑因素之一。

一旦尔必达协同台厂到大陆设厂，且获得大陆官方投资，三星最惧怕的「Chiwan」势力，正式在DRAM产业中成形。存储器业者认为，以三星在DRAM产业市占率高达30%地位，美、日阵营早已不是对手，而台厂亦难对其造成威胁，但最怕的就是有一天台湾和大陆联手，再结合美、日技术势力，这次尔必达提出赴大陆设厂计画，可谓正中三星的痛脚。

坂本幸雄亦表示，要尽快让瑞晶第2座12寸晶圆厂量产。显示尔必达的扩产计画是台湾和大陆两岸并行，预计瑞晶二厂将邀请PC客户入股，宏碁与华硕都是尔必达积极邀请入股的重点客户，届时与客户绑在一起，筹措资金不用愁，客户更是现成的，如意算盘打的相当精。