IC設計大咖慧榮傳出售 - 工程師
By Suhail Hany
at 2022-04-26T10:22
at 2022-04-26T10:22
Table of Contents
IC設計大咖慧榮傳出售
2022/04/26 02:39:44
經濟日報 記者李孟珊、編譯葉亭均/綜合報導
彭博報導,儲存型快閃記憶體(NAND Flash)控制晶片大廠慧榮將出售,正與來自美國、
大陸等地的潛在買家洽談中。由於全球NAND控制晶片市場由慧榮與群聯兩家公司寡占,市
場關注,若慧榮「嫁到好人家」,挾資金與買主既有市場優勢,恐掀起市場洗牌效應,牽
動全球NAND控制晶片市場供應。
慧榮昨(25)日不回應公司出售傳聞。受收購消息激勵,慧榮周一美股早盤大漲逾10%。
群聯昨股價重挫逾4%,收385.5元。
目前尚不知道買家身分,慧榮是台資企業在美國掛牌指標廠商,現階段市值將近30億美元
(約新台幣870億元),業界研判,慧榮若要出售應會溢價,買主資金實力應頗為雄厚。
NAND控制晶片是存儲硬體必備的關鍵零組件,少了控制晶片,隨身碟、固態硬碟(SSD)
等儲存載具都無法正常運作。
NAND產業當中,三星、英特爾等NAND晶片廠雖有自家控制晶片團隊,但也大量外購NAND控
制晶片。就控制晶片來看,由慧榮與群聯寡占,兩家公司市占都超過45%,居於伯仲之間
,三星、鎧俠、WD、SK海力士、美光等大廠都必須向這兩家公司購買晶片,其中,慧榮與
三星業務往來最深,群聯則主攻鎧俠、WD等業者。
彭博引述消息人士的說法報導,慧榮與一家以上的潛在收購方進行協商,正與顧問業者合
作。消息人士要求匿名,原因是慧榮的相關研議都是私下的,目前尚未做出最終決定,而
且也可能選擇不要出售公司。
由於NAND控制晶片關鍵的專利與技術多被慧榮與群聯掌握,業界分析,NAND控制晶片戰略
性意義大,是大量存儲時代不可或缺的關鍵元件,若慧榮「嫁到好人家」,無論是正在積
極強化NAND市立的大陸廠商,或美國知名記憶體/IC設計業者,都可能顛覆現有的產業供
應態勢,掀起市場洗牌效應。
業界認為,在全球NAND控制IC產業中,除三星等NAND原廠外,慧榮與群聯寡占NAND控制IC
市場多年,兩強彼此競爭。
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