英飛凌買下 奇夢達12吋廠
英飛凌昨（10）日宣佈，將以1.006億歐元價格，從宣佈破產的德國DRAM廠奇夢達（Qimonda）的破產管理人Michael Jaffe手中，買下奇夢達原本位於德國德勒斯登（Dresden）的12吋廠部份設備及廠房。
英飛凌表示，除了該地將用來擴充產能，部份設備將移至奧地利Villach的12吋廠，今年9月底前就會在該廠量產電源管理及功率半導體等類比IC。
繼德州儀器及美信半導體（Maxim）開始以12吋廠量產類比IC後，德國IDM大廠英飛凌（Infineon）也展開佈局，對台灣半導體廠來說，提供12吋晶圓類比製程的力晶，類比晶片封測廠超豐、菱生、矽格、京元電等，已陸續獲得IDM廠委外訂單，但是包括立錡、致新等國內類比IC廠，將面臨來自IDM廠的價格戰及市佔率爭奪戰等龐大競爭壓力。
國際IDM廠去年開始積極轉進12吋廠投片生產類比IC，雖然國內業者一直認為，用12吋廠生產類比IC不見得有成本上的優勢，但是對IDM廠來說，開出龐大的產能後，第2季開始以低價爭取國內外電腦、面板、手機廠等訂單，因此法人認為，類比IC下半年市場供過於求的苦戰已是在所難免。
事實上，德儀去年第4季已經在美國12吋廠RFab投片量產類比IC，美信也委由力晶12吋廠代工生產電源管理晶片。英飛凌去年底在歐洲奧地利Villach的12吋廠展開類比IC的量產前研發工作，如今買下奇夢達廠房及部份12吋設備後，開始進行量產準備，第3季開始生產超接合技術（super junction）金氧半場效電晶體（MOSFET）及電源管理IC等晶片。
英飛凌昨日宣佈，將以1.006億歐元價格，買下奇夢達原本位於德國德勒斯登的12吋廠部份設備及廠房，未來該廠將成為英飛凌擴充12吋廠產能的重要基地之一，至於部份設備會先移至奧地利Villach的12吋廠，今年9月底前就會開始量產電源管理及功率半導體等類比IC。
法人指出，德儀及美信以12吋廠生產的類比IC，已於第2季開始出貨給ODM/OEM廠，英飛凌預計在年底前加入戰局，用12吋廠量產的類比IC產能在下半年大量開出後，市場供給過剩壓力將大增，價格戰勢必會比現在打的更激烈，對國內類比IC廠來說，下半年毛利率恐怕還有下修空間存在。
Infineon buys Qimonda Dresden assets
Colin Holland
5/10/2011 6:03 AM EDT
Real estate and manufacturing facilities owned by Qimonda Dresden GmbH & Co. have been sold to Infineon Technologies Dresden GmbH by the insolvency administrator managing Qimonda's assets.
The real estate borders directly on the Infineon premises in Dresden, Germany and the €100.6 million (about $144 million) purchase covers cleanroom and manufacturing facilities as well as 300mm manufacturing equipment. The insolvency administrator had kept the cleanroom facilities operational after the insolvency proceedings were opened.
The purchase is part of Infineon’s strategic capacity expansion and the company says it will form an important basis for potential volume production of 300mm power semiconductors.
Infineon Technologies AG is currently working on a development project to assess the use of 300mm wafers for manufacturing power semiconductors on thin wafer technology. A pilot line has been set-up at the company’s site in Villach, Austria and some of the equipment from Qimonda will be used for completion of the pilot line in Villach.
Infineon says it will decide about the start and the location of a 300mm volume production during the current fiscal year.
This purchase is part of the increase by Infineon of its capital expenditure budget for the 2011 fiscal year from approximately €700 million (about $1003 million) to €850 million (about $1218 million) . In the 2010 fiscal year, its capital expenditure was €325 million (about $466 million). The company defines capital expenditures as expenditures in property, plant and equipment, and intangible assets including capitalized research and development costs.
The real estate borders directly on the Infineon premises in Dresden, Germany and the €100.6 million (about $144 million) purchase covers cleanroom and manufacturing facilities as well as 300mm manufacturing equipment. The insolvency administrator had kept the cleanroom facilities operational after the insolvency proceedings were opened.
The purchase is part of Infineon’s strategic capacity expansion and the company says it will form an important basis for potential volume production of 300mm power semiconductors.
Infineon Technologies AG is currently working on a development project to assess the use of 300mm wafers for manufacturing power semiconductors on thin wafer technology. A pilot line has been set-up at the company’s site in Villach, Austria and some of the equipment from Qimonda will be used for completion of the pilot line in Villach.
Infineon says it will decide about the start and the location of a 300mm volume production during the current fiscal year.
This purchase is part of the increase by Infineon of its capital expenditure budget for the 2011 fiscal year from approximately €700 million (about $1003 million) to €850 million (about $1218 million) . In the 2010 fiscal year, its capital expenditure was €325 million (about $466 million). The company defines capital expenditures as expenditures in property, plant and equipment, and intangible assets including capitalized research and development costs.
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