http://www.eettaiwan.com/ART_8800574224_480102_NT_4582a92a.HTM
這些日子以來，能在業績上有不錯表現的半導體業者可說少之又少，每家公司在某種程度上都不太好過…而以下是EETimes美國版所整理出來，10家(或者有更多)狀況特別危險的半導體公司，他們除了可能持續面臨虧損，也可能被收購、聲請破產，甚至在一年內就被市場淘汰；以下為按照公司英文名稱字母順序排列的詳細名單。
AMD。AMD現在已經是一家無晶圓廠公司，而且這樣的經營模式是否有益於這家處理器供應商，還有待觀察。目前也尚不清楚AMD是否能轉虧為盈並且趕上對手英特爾(Intel)…
自動測試設備(ATE)產業。這個領域的所有供應商都處於不利境地，包括Advantest、Credence/LTX、Teradyne、Verigy等公司皆面臨巨額虧損。究竟這樣的痛苦會持續多久？看來需要更多的整併…
Cadence Design Systems。在EDA供應商龍頭寶座上待了20年的Cadence，去年遭遭遇困境、失去第一名地位(還有大筆金錢與管理團隊)；根據該公司即將發佈的第一季財報數據，Cadence現在可能掉到第三名。Cadence在2008年虧損達18.5億美元，其中包括13.6億美元的非現金減損支出(non-cash impairment charge)。
特許半導體(Chartered Semiconductor Manufacturing)。市場傳言，這家虧損連連的晶圓代工廠可能易主；最新的消息是買方來自中東，不過Chartered已經否認。
飛思卡爾半導體(Freescale Semiconductor)。Freescale過去數季面臨一連串龐大虧損，並背負著沉重債務；該公司的長期債雖然已經從100億美元左右減少到75億美元，但每年處理債務的成本仍達數億美元。
英飛凌(Infineon)。不知道Infineon會不會希望他們比實際狀況更早擺脫DRAM業務？據了解，這家虧損中的德國大廠正在尋求財務援助。
Magma Design Automation。Magma最近公佈2009財務年度淨損達1.27億美元，營收則為1.47億美元；市場並傳言，這家EDA供應商可能會被收購，或者賣給私募股權業者。
Renesas-NEC。這兩家日本公司正在進行合併，但可能會面臨整合上的困難；因此整合後的公司恐怕會經歷數年的虧損…
中芯國際(SMIC)。這家中國晶圓代工業者的業務正在改善，但獲利卻不佳，在技術上也有落後的危險。
台灣DRAM供應商。包括華亞(Inotera)、南亞科(Nanya)、力晶(Powerchip)、茂德(ProMOS)與華邦(Winbond)，第一季都大幅虧損；雖然台灣政府試圖推動廠商整併，但到目前為止成效不彰。包括政府主導成立的台灣記憶體公司(Taiwan Memory Co.)，前途也不樂觀。
除了以上十家公司，EETimes美國版也列出了幾家危險公司名單的「入圍者」，他們包括ASAT、ASMC、Asyst、Axcelis、Electroglas、Elpida、Hynix、Lam、Mattson、Micron、MIPS、 Novellus、恩智浦半導體(NXP)、Photronics、Qimonda、Spansion、Sony、聯電(UMC)。其中Asyst、Qimonda與Spansion都已經聲請破產保護。
10 companies in trouble
http://www.eetimes.com/showArticle.jhtml?articleID=217700881
The list of semiconductor industry companies that are posting banner numbers these days is short and thin. Every firm is in trouble, to some degree.
But EE Times has assembled a list of 10 companies (or more) that seem in particular danger of continuing to spill red ink, being acquired, seeking bankruptcy protection or just not being around in current form a year from now. We’ve also listed some "honorable mentions" as well. The list is just ouropinion. Post a comment if you want.
In alphabetical order, here’s our "10 companies in trouble:"
Advanced Micro Devices Inc. AMD is now a fabless company and it remains to be seen if that model will work for the processor vendor. It’s also unclear if it can stop the bleeding and keep up with Intel. What happened in Q1?
(tie) Automatic test equipment (ATE) industry All vendors are in bad shape. Advantest, Credence/LTX, Teradyne, Verigy and others are losing vast sums of money. How long can the pain last? Look for more consolidation.
Cadence Design Systems Inc. After being the No. 1 EDA vendor for most of two decades, Cadence hit a rough patch last year and lost its No. 1 standing (along with a lot of money and its management team). The company reported a loss of $1.85 billion for 2008, much of which was due to a non-cash impairment charge of $1.36 billion. Cadence reported a first-quarter GAAP net loss of $63 million on revenue or $206 million (down from $271 million in the year ago quarter), and some analysts responded favorably.
Chartered Semiconductor Manufacturing Pte. Ltd. Rumors have been flying that the loss-ridden foundry is the subject of a takeover bid. The latest one is from the Middle East, of which Chartered denied. That story can be readhere.
Freescale Semiconductor Inc. The chip vendor has posted a string of big losses over the past several quarters and is saddled with crushing debts. The company’s long-term debts have fallen to $7.5 billion from almost $10 billion, but the cost of servicing that debt still amounts to several hundred million dollars per year.
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