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CTIMES / 社群討論 / 專欄評析
討論 專欄 主題﹕半導體生產的群聚效應
目前的半導體製造,不論是前段的晶圓製程或後段的封裝測試,都在台灣形成一個相當完整的生產供應鍊,而且在短期內,這樣的優勢不會受到其它地區的威脅或取代。當然,政府與業者也深知應該保持全球半導體生產的領先地位,所以到了2008年左右,台灣可望擁有15座以上12吋晶圓廠,成為全球12吋廠最密集的地區,且晶圓製造產能將占全球的1/3強...

Hong Yi
論壇會員(不在線上)
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來自: 台北市
文章: 64

發 表 於: 2006.11.27 06:51:11 PM
文章主題: 私募基金收購日月光,應該是正面的消息。
其實企業主要是專注本業的經營,至於背後的資金來源並不重要,不管是公眾資本或私募基金,看重的都是有績效與潛力的企業,並且會往更好的方向來佈局,台灣業者應該看重自己的群聚效益與力量,如此可能還會吸引更多外資與人才的投入,其它倒沒有什麼好憂慮的,不是嗎?
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Hidden Light
(不在線上)
nbsp;
來自: 台北市
文章: 30

發 表 於: 2006.11.30 05:21:56 PM
文章主題: Re: 私募基金收購日月光,應該是正面的消息。
 
EE Times: Semi News
Private equity goes after Taiwan test house ASE Inc.

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EE Times

TAIPEI, Taiwan — Private equity firm Carlyle Group is making a move to acquire Advanced Semiconductor Engineering Inc., a Taiwanese test and assembly house, for $5.46 billion. If the deal closes, ASE may be freed from cumbersome Taiwan regulations that limit its investments and technology transfers to China.

ASE is the world's largest test and assembly house, with a clientele that includes ATI Technologies, Qualcomm Inc. and Freescale Semiconductor. Chairman and chief executive, Jason Chang, has already agreed to sell his 18 percent stake to a consortium led by Carlyle, the companies said Friday.

Carlyle said the deal will increase ASE's chances of winning more outsourcing business from other companies it owns, such as Freescale, as well as other firms. That would increase ASE's lead over Taiwan rival Siliconware Precision Industries Ltd., U.S.-based Amkor Technology Inc. and Singapore's STATS ChipPAC Ltd.

Analysts are speculating that Carlyle and Chang, who will retain his leadership position, have already agreed to set up the new entity as a non-Taiwanese firm and list it on another stock exchange, such as Hong Kong. By registering ASE as a foreign company, it would not be governed by Taiwan rules that severely restrict technology investments in China.

The Taiwan government said in April that it would allow packaging and testing companies to invest in China. However, according to the U.S.-Taiwan Business Council, Taiwan has yet to grant any licenses for such investment and "questions remain today over the process."

Taiwan is also reportedly finalizing a plan to relax restrictions on the use of 0.18-micron chip manufacturing technology in China, which would allow foundry Taiwan Semiconductor Manufacturing Co. to expand operations at its Shanghai fab. Currently, Taiwanese firms are restricted from investing in sub-0.25 micron capacity in China.

The government is also close to approving applications by Powerchip Semiconductor and ProMOS Technologies to move 8-inch wafer fabs to the Chinese mainland, but because the applications have been in limbo for more than two years, these companies are not sure if they will move ahead with the investments anytime soon.

This is the first major deal for private equity in Asia since the recent multi-billion buyouts of US and European semiconductor firms. Carlyle participated in a group of investors that shocked the industry in September with its $17.6 billion acquisition of Freescale Semiconductor. Carlyle has also participated in buy-outs of Jazz Semiconductor, Toshiba Ceramics and AZ Electronics. Another private equity consortium recently agreed to acquire an 80.1 percent stake in Philips Semiconductors, now NXP Semiconductor.

The only other large-scale private equity deal percolating in Asia at the moment is the potential sale of H-3C, the Chinese joint venture between Huawei Technologies and 3Com Corp., which is attracting bids from private equity firms that range from $1.5 billion to $2 billion

 

國際媒體也有認為ASE是為了在中國做更大的佈局,僅提供參考。
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