Korean companies refuse to sell themselves, and American companies are determined to intervene!
Although the world's storage market is about to recover, this has not affected the fact that the storage market is still monopolized by two giants in South Korea. However, some companies may be plagued by the current situation and intend to adjust their position in the market.
This can be seen from the fact that Western Digital plans to merge and acquire Japan's armor people for 20 billion yuan. However, due to SK Hynix's strong opposition to this, and due to SK Hynix's influence on Bain Capital, the merger ultimately failed to succeed.
But that's not all. It didn't take long for someone from Bain Capital to come to the door. According to the announcement, they are currently in talks with SK hynix and want to restart merger and acquisition talks related to Western Digital. It is clear that they have not given up on mergers and acquisitions with American companies. In other words, rather than abandoning mergers and acquisitions, U.S. companies are determined to intervene in existing memory chip industry models.
This situation raises suspicions, except to the United States companies"Sell"What else could there be? After all, after the merger with Western Digital in the United States, the company "Independent Armor" will only get a little more than 50% of the shares. Both of the chief executives have a say. Unlike before, he was completely alone, and now he works with the Americans, as if he was in a company.
According to common sense, in the case of a recession in the chip industry, the acquisition of Western Digital may be a good choice. However, with the recovery of the memory market, the ** of memory is also continuous**, and those who want to do something have occupied a certain market and do not need to cooperate with others at all. What exactly is behind the scenes?
The author of the article believes that this is not just a struggle for survival.
According to Trendforce, if the two companies merge, Samsung accounts for 334%, while SK Hynix accounted for 185%。Western Digital accounted for 134% and Amma accounted for 183%。Combined, the shares of the two companies will account for more than 30 percent. At that time, it will not be the three dominance, but the same as Samsung.
Indeed, SK hynix said in a previous rejection that the market value of the "Iron Samurai" is not low, and there is no need to merge with Western Digital at all. But from another point of view, it's not the same thing, once they join the ranks of competing with Samsung, the memory chip market will no longer be the world of the two Korean companies, and the United States and Japan will also join in. At a time when the semiconductor market was highly competitive, we couldn't help but wonder if this was a move to divide the Korean semiconductor industry. Anyway, the Armor Man doesn't need to work with them.
However, this is not an easy task, and SK Hynix will not actively add strength to its competitors. In addition, even after SK hynix, it has to be approved by national regulators, so this transaction is very difficult. Do you think SK hynix will do that? Please comment, like and share on this topic!