The supervision of Japanese companies has basically passed, and the acquisition plan is subject to variables, and the routine may change
The acquisition of Japanese memory chip maker Amoman by US memory giant Western Digital has largely received regulatory approval. A representative of a Japanese semiconductor company said that there is no problem for Japan to have cutting-edge technology.
However, the deal, worth up to 20 billion yuan, was rejected by South Korea's SK hynix.
Initially, I thought the Armored Warriors would abandon their partnership with Western Digital, but unexpectedly, they started negotiations with SK Hynix the following year. At the same time, they have changed"Recipes", from verbal negotiations with SK Hynix to putting goals into practice.
According to people familiar with the matter, Armourman has proposed to SK hynix that SK hynix's 3D NAND wafers could be mass-produced at its Japanese factory if the company is willing to accept the merger of Western Digital and Armourman.
SK hynix believes that Ama's proposal will bring the company a higher level of 3-D NAND flash memory capabilities, thereby saving investment. At the same time, it will also bring Amurit closer to SK hynix, thereby dispelling SK hynix's concerns that the combined SK hynix will have a greater impact on Amurit. In short, the advantages of Arma Technology are more attractive to SK hynix.
In this case, I believe that this 20 billion yuan acquisition will have a new direction.
Many people overlook the true intention of Armored Warriors to produce 3D NAND flash memory chips for SK hynix. At first glance, this is to allow SK hynix to increase production efficiency, but on the other hand, it is also to deepen the contract between the two companies. In a way, Armored Warrior deserves it, because it already has a big customer, and if it has the opportunity, it can take the opportunity to take it, so that Armored Warrior can have a larger share of the market. In other words, the Armored Warriors also exploited SK hynix's biggest weakness.
SK hynix has no intention of withdrawing from its Chinese plant, which could affect its future production capacity. SK hynix made a different decision, first shipping state-of-the-art production equipment to South Korea and then moving the production process to China.
While the risk of clogging up the industrial chain with high-end equipment has been temporarily eliminated, it also means that SK Hynix has to bear high costs. If during this period,"Armored people"By helping SK hynix produce tablets, SK hynix will be able to maintain close relationships with domestic customers without increasing costs.
In short, this means that SK hynix can maintain its market share in China without increasing costs, and can bypass this restriction by using state-of-the-art tablet production equipment to produce tablets. Therefore, I think this proposal of the Armored Warrior exploits SK hynix's biggest weakness at the moment. If the U.S. lifts export controls on technology products as soon as possible, the Armored Warriors can be said to have done SK hynix a big favor. That's why I hope this merger will make a difference.
The Japanese also put a lot of energy into this operation, which put SK hynix at a very disadvantage. But no one knows whether SK hynix is acting out of self-interest or out of concern for the Korean semiconductor industry. In my opinion, in any case, maintaining the leading position of Korean companies will be of great benefit to the future.
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