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HONG KONG: SK Hynix<\/a>'s chip deal is just what the sector needs right now. South Korea's semiconductor giant will buy Intel<\/a>'s NAND memory business for $9 billion - its largest acquisition ever. Less competition might prop up prices, which have plunged on uncertain demand. In the long term, stronger chipmakers may stand a better chance against Chinese entrants.
Tuesday's all-cash deal will propel SK Hynix<\/a> to become the world's second largest maker of so-called NAND chips, widely used in PCs, servers and smartphones. It's a prudent move for Intel<\/a> boss Bob Swan, who has been grappling with product delays and technological fumbles while fending off competitors like AMD<\/a> and Nvidia<\/a>, which are muscling in on the company's main processor business. Offloading the NAND unit, which accounted for less than a tenth of total first-half sales, should help Intel refocus.
Financially, the deal is a bold move for the $55 billion chipmaker, which specialises in making dynamic random-access memory chips. Adding the new business will help it overtake Japan's Kioxia and catch up with market leader Samsung Electronics<\/a>, but will probably drag down profitability. NAND chips have lower margins than DRAM, and intense competition in the sector makes it prone to price wars. Analysts at Bernstein<\/a> estimate gross margins at SK's DRAM and NAND divisions this year to be roughly 50% and negative 5% respectively.
Before this deal was announced, Morningstar analysts projected average selling prices for NAND chips would fall 18% annually between 2019 to 2024. Consolidation might slow or stop this slide. It will also provide a bulwark against eager rivals from the People's Republic like Yangtze Memory Technologies Company, which are pouring billions of dollars into catching up. In this case, the best offense is a good defense.
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SK海力士的9美元左右交易是芯片行业的快速修复
“这是一个谨慎的行动是对英特尔的老板鲍勃天鹅,一直面临着产品延迟技术摸索而抵挡竞争对手AMD和Nvidia,是指在公司的主处理器业务。”
香港:SK海力士芯片的协议现在正是该行业所需要的。韩国的半导体巨人会买英特尔的NAND内存业务以90亿美元——有史以来最大的一次收购。更少的竞争可能支撑价格,对不确定的需求暴跌。从长远来看,加强对中国芯片制造商可能有更好的机会进入者。
周二的现金交易将推动SK海力士成为世界第二大手机制造商——所谓的NAND闪存芯片,广泛应用于个人电脑、服务器和智能手机。这是一个谨慎的行动英特尔老板Bob天鹅,应对产品延迟技术摸索而抵挡竞争对手AMD和英伟达,试图开拓公司的主处理器的业务。卸载NAND闪存单元,上半年销售总额中占不到十分之一,应该帮助英特尔重新调整。
在财务上,550亿美元的交易是一个大胆的举动芯片制造商,专门从事制造动态随机存取存储器芯片。他补充说,新业务将帮助它超越日本的Kioxia和赶上市场领导者三星电子,但可能会拖累盈利能力。比DRAM NAND芯片利润率较低,行业激烈的竞争使它容易价格战。分析师伯恩斯坦估计毛利率在SK的DRAM和NAND部门今年大约分别为50%和- 5%。
在这个交易宣布之前,晨星公司分析师预计NAND闪存芯片的平均销售价格将下降18%每年在2019到2024之间。整合可能会减缓或者停止这张幻灯片。它还将提供一个堡垒渴望竞争对手从中华人民共和国长江内存技术公司,注入数十亿美元给迎头赶上。在这种情况下,最好的进攻就是一个很好的防守。
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