台湾

TAIWANESE CHIPMAKERS
Lex专栏:台湾芯片制造业的困境


今年以来,台湾芯片业受惠於芯片价格的回升。但是,实力脆弱的公司存活的时间越长,市场再度供过于求的风险就越大。

Talk about a rebound. Heading into this year, chipmakers were in trouble. Prices of benchmark dynamic random access memory (D-Ram) chips, which help power most computers, fell from a high of more than $6 in 2007 to just 85 cents in January. The slide, exacerbated by recession, pushed German chipmaker Qimonda into bankruptcy. Some Taiwanese rivals, beset by overcapacity – during the boom, the Taiwanese accounted for almost half of $23bn of global D-Ram capital spending – looked to be following close behind. Things got so bad that by March that Taipei uncorked a plan to consolidate the local industry, whose companies account for about a quarter of global supply.

说说芯片业的回暖吧。芯片制造商们在困境中踏进了2009年。多数电脑中都要用到的基准动态随机存取存储器(D-Ram)芯片的价格,已从2007年的逾6美元暴跌至今年1月的85美分。manbetx20客户端下载 衰退加剧了跌势,将德国芯片制造商奇梦达(Qimonda)推入破产境地。一些深受产能过剩困扰的台湾制造商似乎也将步其后尘。在行业繁荣时期,manbetx app苹果 230亿美元D-Ram资本支出中,台湾占了近一半。情况变得如此糟糕,以至于今年3月台湾政府披露了有关计划,拟对当地芯片制造业进行整合。台湾占了manbetx app苹果 芯片市场供应总量的四成。

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