Hi,welcome
86-755-88844016 +852 2632 9637 6*12 hours online call
Western Data and Armor Accelerate Merger Negotiations to Cope with the Declining Storage Market
2023-05-16

With the decline in flash memory demand, Japanese Armor and American chip manufacturer Western Data are accelerating their merger and have developed a transaction structure. The industry believes that the integration of the two parties' affairs will enhance their competitiveness when facing competitors such as Samsung in South Korea.


One of the sources stated that according to the plan currently being developed, the merged entity will be held by Armor Xia at 43%, Western Data at 37%, and the rest by existing shareholders of the two companies. As the negotiations were conducted privately, both sources refused to disclose their identities.


未标题-1


It is worth mentioning that if both parties merge, they also need to initiate antitrust reviews in several countries, including the United States and China. From the perspective of product prices, the decline in storage product prices in the second quarter of this year will further expand. According to a study by TrendForce Jibang Consulting on May 9th, due to the slower production reduction of DRAM and NAND Flash suppliers than the weakening demand, the average price decline of some products in the second quarter has an expanding trend, with DRAM expanding to 13-18% and NAND Flash expanding to 8-13%.


According to a study by TrendForce Consulting on March 16th, Samsung ranked first in the global revenue rankings of NAND Flash brand manufacturers in the fourth quarter of 2022 with a revenue rate of 31.4%, while Armor rose to second place globally with a market rate of 19.1%, while Western Data ranked fourth with a market rate of 16.1%.


At present, both parties are still in the negotiation stage and have not made any decisions, so details may change.

Hot news
Samsung announces chip manufacturing technology roadmap
According to reports, Samsung Electronics announced its technology roadmap for chip manufacturing at its annual foundry forum held at its US chip headquarters in San Jose, California, with the aim of enhancing its competitiveness in the artificial intelligence chip foundry market through a series of upcoming technological advancements. Despite Samsung's strong position as a leading global memory chip manufacturer, it has always faced strong challenges from competitors such as TSMC in the field of wafer foundry.
NXP and World Advanced Plan Invest $7.8 billion in Singapore to Build a Wafer Factory
On June 5th, World Advanced and NXP Semiconductors announced plans to jointly establish the VisionPower Semiconductor Manufacturing Company (VSMC) joint venture in Singapore to build a 12 inch (300mm) wafer fab. The wafer factory has an investment of approximately 7.8 billion US dollars, with World Advanced investing 2.4 billion US dollars to hold 60% equity, and NXP investing 1.6 billion US dollars to hold 40% equity.
Mitsubishi Electric Kumamoto Prefecture SiC Wafer Factory to Start Production Ahead of Time
Recently, Mitsubishi Electric announced at a performance briefing that its SiC wafer plant located in Kumamoto Prefecture will be put into operation ahead of schedule due to strong market demand. The factory, originally scheduled to start operation in April 2026, will be put into production in November 2025, about 5 months ahead of schedule.
Passive component leader National Giant plans to transform into IDM company
In the past 5 to 10 years, Guoju has been steadily developing, consciously investing in new corporate groups through mergers and private equity investments.
Intel, Microsoft, Broadcom and other eight giants jointly launch the UALink standard
According to reports, Intel, Google, Microsoft, Meta, and other tech giants have announced the establishment of a new industry organization called "Ultra Accelerator Link (UALink) Promotion Group".
Samsung Electronics has basically completed the development of the 8nm version of eMRAM memory process upgrade
Samsung Electronics representative stated at the AI-PIM seminar in South Korea that they are gradually advancing the process upgrade of eMRAM memory as planned, and the technology development of 8nm eMRAM has been basically completed. As a new type of memory, MRAM is based on the principle of magnetism and has non-volatile properties. It does not need to constantly refresh data like DRAM memory, making it more energy-efficient and efficient; At the same time, the write speed of MRAM is 1000 times that of NAND, supporting applications that require higher write rates.
From January to April, the production of integrated circuits increased by 37.2% year-on-year, reaching 135.4 billion blocks
Recently, the official website of the Ministry of Industry and Information Technology showed that from January to April, China's electronic information manufacturing industry saw steady growth in production, export recovery improved, efficiency continued to improve, investment maintained rapid growth, and the overall growth trend of the industry was significant.
The NAND Flash market saw growth in the first quarter of 2024
According to TrendForce consulting research, due to the widespread use of enterprise SSDs in artificial intelligence servers starting in February 2024, as well as PC and smartphone manufacturers continuing to increase inventory to combat price increases, NAND Flash revenue increased by 28.1% month on month in the first quarter of 2024, reaching $14.71 billion.
TSMC predicts that the AI accelerator market may grow by 250%
According to information disclosed by TSMC at its technology seminar, the semiconductor market only began to recover in the second half of last year, so analysts are cautious about this year's growth. Although the growth expectations for the PC and smartphone sectors are only in single digits this year, there is one semiconductor market expected to grow by about 250%, which is the AI accelerator market.
Microchip releases TimeProvider ® 4100 Master Clock V2.4 Firmware
Key infrastructure such as utilities, transportation, and mobile networks rely on time to achieve network synchronization. The main source of time is national time service systems such as Global Positioning System (GPS), but GPS signals are susceptible to interference and deception attacks. In order to continue providing secure timing solutions for critical infrastructure operators, Microchip Technology Today Releases TimeProvider ® 4100 Master Clock V2.4 firmware with embedded BlueSky ™ The firewall function can detect potential threats and verify GNSS before using signals as a time benchmark.
User Info:
Phone number
+86
  • +86
  • +886
  • +852
Company Name
Email
Product model
Quantity
Comment message