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Frbiz.com Reports Formosa Plastics Group Overweight Dram Industry

According to Taiwan media reports, the Formosa Plastics Group to concentrate the

development of DRAM (dynamic random access memory) industry, its park, the sum of capital spending next year, Inotera will reach 64.0 billion Taiwan dollars (about 13.53 billion yuan), about 26 billion this year New Taiwan dollars (about 5.496 billion yuan) of 2.5 times next year's capital expenditure in Taiwan's second-largest semiconductor industry, second only to TSMC. Semiconductor company increase its investment, indicating the IT industry heating up.

The park is expected, the fastest end of next year can reach a global market share as it is Taiwan's first global city, up to 1 percent of market share of DRAM factory.

Recovery in the global semiconductor industry, TSMC, UMC, ASE, silicon products, and other makers to increase capital spending next year, simultaneously, of which the highest TSMC. To industry estimates, TSMC capital spending next year about 3 billion to 3.5 billion U.S. dollars (about NTD 100 billion yuan), UMC is about one billion U.S. dollars (about 32.0 billion NT), Advanced Semiconductor Engineering, silicon products are also expected to return to 100 billion scale.

In the next year, under the DRAM market may be in short supply, compared with other DRAM factory has just turned the corner, there is no extra money into advanced production lines, Tainan, Inotera will invest 64.0 billion Taiwan dollars all the advanced 50-nanometer production line conversion, in order to widen the gap with the aircraft's common to play foundry leader in the recovery.

Inotera, general manager of Kau pointed out that Inotera has been ahead of the industry since the third quarter of 50-nm pilot production line, due to ahead of time, has raised capital spending this year, from 117 million Taiwan dollars raised for the 12700000000-13700000000 New Taiwan Dollars, the first quarter of next year, the amount of post-50 nm can be a substantial increase in output per unit of wafer.

Inotera has been through the issuance of overseas depositary receipts (GDR) which raised billions of dollars. Kau said that before the end of Yake Ming China's 130,000 per month will be able to fully convert to 50-nanometer production and layout of 40-nanometer production lines.

Kau said that to meet the demand for funds to upgrade production lines, China subfamily capital spending next year, will increase to 45 billion yuan large NT is expected to apply when the loan by the end of more than 200 million Taiwan dollars, and in December the board to discuss programs such as the cash capital increase, used for the development of new production lines.

The growth of the park and also completed a 50-nm pilot production lines, capital expenditures this year, about 130 million Taiwan dollars, and access to billions of dollars to private equity funds. The park plan, the second quarter of next year will be its capacity of 30000 per month go to 50 nanometers, capital spending next year to 190 billion New Taiwan dollars.

Park planning issue 800 million shares of the cash limit capital increase, raising 12.8 billion Taiwan dollars, and in November handled 18.0 billion Taiwan dollars syndicated loans, raising funds needed for next year. The park is expected, 50 nm 70 nm lower than the production line into the cost of about 5 will be used to produce high-end 2G DDR3 chips; into 40-nanometer technology, the cost of more than 50 nm lower and lower into three.

by: himfr
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Frbiz.com Reports Formosa Plastics Group Overweight Dram Industry