這坂本我跟他聊過一個多小時，外表很低調，內里很悍，不似不靠譜的主兒。

臺灣人把他當神來供，也不是全無道理。

Speculation arises about possible ProMOS-Elpida partnership for China plant

Josephine Lien, Taipei; Jessie Shen, DIGITIMES [Tuesday 8 June 2010]

Industry sources in Taiwan speculate ProMOS Technologies will partner with Elpida Memory for a new manufacturing plant in Chongqing, Sichuan province (China). The speculation comes after a recent Bloomberg report cited Elpida president Yukio Sakamoto as saying the company expects to start construction on its first China-based factory as early as 2012.

ProMOS declined to comment on the report.

Sakamoto was quoted by Bloomberg as saying Elpida would decide on its China strategy by December. The company is looking to set up a manufacturing spot in China with a Taiwanese chipmaker, and seeks support from the China government, Sakamoto said in the report.

Elpida is working closely with Taiwan-based Powerchip Semiconductor Corporation (PSC), ProMOS and Winbond Electronics. Among the DRAM partners, only ProMOS has a wafer fab that is ready to go in china.

ProMOS is among the few Taiwan-based companies eligible by government standards to set up 8-inch fabs in China. The construction of its Chongqing fab was completed around the end of 2007, with volume production originally slated for the second quarter of 2008. However, the schedule has been put on hold as the DRAM market was stuck in a state of oversupply for almost three years.

The sources also speculate Elpida may seek an alternative approach on its China strategy. The Japan-based memory chip vendor could resume its plan to cooperate with China's Suzhou Venture Group (SVG) to jointly set up a 12-inch fab in Suzhou, Jiangsu province.

Elpida originally planned to establish a joint venture with China's SVG before the end of 2008. The JV would be located on a site area of 320,000 square meters, and produce DRAM at a 12-inch wafer fab in Suzhou.

In addition, Sakamoto was also quoted by Bloomberg as saying Elpida is looking to add a new factory at subsidiary Rexchip Electronics. The plan should be drawn up within the next four months.

Rexchip, a DRAM-manufacturing joint venture between Elpida and PSC, had its first 12-inch fab kick off volume production in the third quarter of 2007. According to Rexchip's website, it plans to construct a total of four 12-inch fabs at the Central Taiwan Science Park (CTSP).

老步太神秘了

轉貼就神秘，不轉貼就便秘？

LONDON — Japan's Elpida Memory Inc. is planning to team up with a Taiwanese DRAM chipmaker to share the cost of a wafer fab in mainland China, according to a Taiwan Economic News report, which cited newswires quoting Elpida CEO Yukio Sakamoto as its source. The chip factory would open in 2012, the report said.

Products that are going to be consumed in mainland China probably have to be made there, the report said, adding that Elpida would ask for financial help from the Chinese government.

ProMOS Technologies Inc. is the most likely partner and PowerChip Semiconductor Corp. is a second favorite to land the cooperation deal, the report said. The report indicated that the cooperation would likely start with a 200-mm wafer fab for non-standard memories.

爾必達中國大陸設廠將引發新一輪DRAM戰火

出自：DigiTimes 編輯：俞文杰

繼三星電子(Samsung Electronics)宣布巨額資本支出計畫后，爾必達(Elpida)社長坂本幸雄亦表示，最快將在2012年前與臺系DRAM廠到大陸設新廠房，并將邀請大陸政府官方入股。業界推測爾必達落腳之處有兩個選項，其一是茂德的重慶渝德廠旁空地，其二是2008年爾必達與蘇州創投原本要合建12寸晶圓廠和發用地，坂本幸雄所指合作的臺系DRAM廠，茂德雀屏中選機率相當高。不過，茂德對此表示不方便評論。

DRAM產業好不容易走出崩盤的跌價陰霾，但各廠才開始賺錢，再度展現積極投入擴產的豪情壯志，其中，三星端出半導體史上最巨額資本支出計畫，爾必達亦不甘示弱，立刻搬出韓國最害怕的「Chiwan」策略，來抵制三星。坂本幸雄表示，為減少稅賦支出，以及因應大陸當地內需市場成長性，計劃最快在2012年前協同臺系DRAM廠到大陸設新廠，并將尋求大陸當地政府入股投資。

存儲器業者指出，之前傳出三星有意采面板廠和DRAM廠整合包裝方式到大陸設廠，但各界認為成功機率并不高，若這次爾必達偕同臺廠加入，并邀請大陸官方入股，以現在大陸各省積極招商，尤其歡迎蓋晶圓廠態度，的確是可行之路。

目前爾必達大陸設廠地點有兩個選項，其一是在四川重慶茂德渝德廠旁空地，近期已申請圈地程序，可趕上爾必達在大陸設廠的時機，目前茂德渝德廠是8寸晶圓廠，單月產能約2萬片，由于茂德與爾必達近期合作愈益密切，爾必達在大陸若協同茂德在重慶落腳，將是合理布局。

此外，爾必達在2008年曾計劃與蘇州創投在蘇州新加坡工業園區合建12寸晶圓廠，并取名為和發，但后來半導體產業景氣走下坡，雙方合作未再繼續，這次爾必達重新再戰大陸，傳出當初和發的空地亦是爾必達評估方向之一。

存儲器業者表示，半導體晶圓廠屬于資本密集產業，不像系統廠依賴當地勞力密集，晶圓廠會想到大陸發展，主要還是看重當地龐大內需市場、當地人才和貼近PC客戶，想搶先一步布局大陸，但在正式圈定落腳處之前，各省祭出的稅賦優惠，應該是爾必達考慮因素之一。

一旦爾必達協同臺廠到大陸設廠，且獲得大陸官方投資，三星最懼怕的「Chiwan」勢力，正式在DRAM產業中成形。存儲器業者認為，以三星在DRAM產業市占率高達30%地位，美、日陣營早已不是對手，而臺廠亦難對其造成威脅，但最怕的就是有一天臺灣和大陸聯手，再結合美、日技術勢力，這次爾必達提出赴大陸設廠計畫，可謂正中三星的痛腳。

坂本幸雄亦表示，要盡快讓瑞晶第2座12寸晶圓廠量產。顯示爾必達的擴產計畫是臺灣和大陸兩岸并行，預計瑞晶二廠將邀請PC客戶入股，宏碁與華碩都是爾必達積極邀請入股的重點客戶，屆時與客戶綁在一起，籌措資金不用愁，客戶更是現成的，如意算盤打的相當精。