Refusal to send to American companies**? After the Korean company resolutely opposed
Text Jump Technique.
The global storage market is experiencing a renaissance, but it is still dominated by two of the biggest Korean giants. However, some companies are not relenting and are planning to change their market position.
This is evidenced by the fact that Western Digital once wanted to merge with Japan's Amoman Company for 20 billion yuan. However, only SK Hynix, which has some strength with Bain Capital, firmly rejected the idea, and the merger ultimately failed.
But it's not over yet. Bain Capital soon came to the door again. According to open information, they are now back in talks with SK hynix and trying to resume negotiations on a merger with Western Digital in the field of memory chips. It is not difficult to imagine that they have not yet abandoned the merger with American companies. In other words, American companies have not given up on mergers and acquisitions and have decided to get involved in the current memory chip industry.
This begs the question, this is not"Sell"Was it given to an American company? After all, as soon as the separate armored vehicles merged with Western data, the Americans owned just over 50% of the shares. The right to speak also corresponds to the participation of senior executives on both sides. Compared with the previous situation where they had the final say, after the successful merger and acquisition, the ** of American companies is indeed comparable.
It stands to reason that as far as the cold winter of the semiconductor memory market some time ago is concerned, it is a good idea for them to cooperate with Western Digital to warm up. But now, the memory market has clearly recovered, and memory chips are also **. Is there any reason for this?
According to the author, things are not as simple as they seem.
If the two companies merge, see .South Korean companies are now recognizing the change in the status of memory chips: Samsung and SK Hynix each had a market share of 33 percent last year, according to Trendforce4% and 185%。Western Digital has 134% share, armor 183%。If the two companies merge, their share will be more than 30%. This will make the relationship between the two parties more than three-way and even compete with Samsung.
In fact, as SK Hynix said in its previous rebuttal, there is no need to merge with Western Digital at all, because the market value of Armourman is not small. But from another point of view, this is not the case. Once Samsung becomes a competitor, if this happens, the memory chip industry will not be two Korean companies, but two Japanese companies and two American companies. Considering the fierce competition in today's semiconductor industry, it can be argued that it is not possible to achieve the development momentum of Korean semiconductors by reducing their strength. After all, armor does not need to seek consolidation.
However, this is not a simple matter, and SK hynix is unlikely to take the initiative to improve the competitiveness of its competitors. In addition, even if SK hynix is able to avoid being acquired, the deal still needs to be approved by regulators in various countries, which makes the deal quite complicated – do you think SK hynix will agree to the acquisition? Comment, like! Let us know what you think!