By the impact from strong appreciation of the yen, earnings announced by IDM factory in Japan recently shows heavily loss-deficit, in order to reduce production costs and to diversify production to reduce the risk of earthquakes and other natural disasters,Japanese IDM plants including Toshiba, Renesas, Fujitsu, Sony recently actively enhance the proportion of outsourcing, not only wafer planes TSMC and UMC received orders for packaging and testing plant, such as ASE, silicon products, Jingyuan power, silicon grid, and even the ones they rarely got order in the past, such as the source of eMemory, creativity, Faraday also began to receive the Japanese favor and get the orders.After the Japan 311 earthquake,IDM works used to have own manufacturing have changed the practice, starting more exact implementation of the asset light less or light fab and other policies, while at the second half of last year the yen had strong appreciation, Japanese IDM plants suffered greater losses deficits. In order to be able to effectively disperse risks, but also can effectively reduce the cost, the Japanese IDM plant began more actively released outsourcing orders, Taiwan's semiconductor production chain is the greatest beneficiary.In terms of Wafer planes, Japanese IDM factory announced to stop R & D of advanced independent system last year, and no construction of a new 12-inch plant, so, IDM works including Renesas, Toshiba, Fujitsu,outsourced foundry the 40-nm advanced process, TSMC got 40nm and 28nm orders from Renesas, Toshiba, Fujitsu, the UMC Japanese 8-inch fab UMCJ also mature process to single. |
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Semiconductor Benefits From Japanese IDM Plants