[Korea hyerin nine financial newspaper reporter] NH Investment & Securities is expected to be a protracted sale of Toshiba's NAND division. The signs of the sale is completed by the end of March next year.
Toshiba initially, but to sell a stake of less than 20% after spraying the semiconductor sector, and a bar beonbokhan planned to sell a 50% stake since the financial pressure. In addition, a recent situation in which, while again expanding the sale of 100% stake in pursuing a re-bid process.
NH Investment & Securities yisecheol researchers' current argument participation expected companies to have been mentioned SK Hynix and Western Digital, Micron, Taiwan, Hong Hai, TSMC, Softbank and 'said,' but the acquisition price is conventional 3 trillion (20% of sales ) sold 10 trillion (50%), since grows to 25 trillion won (100% sold) is considered most likely be conducted in the form of a consortium bid, rather than solely "he said.
In this case, it expects the acquisition to be prolonged due to the difference in position between the companies.
Toshiba plans to resolve the injection semiconductor sector by opening the Extraordinary General Meeting of Shareholders on March 30, and April 1 injection. Semiconductors and related stake is the preferred bidder will be selected in June, it was announced that it plans to complete the sale by the end of March next year.
In addition, the researchers are expected to be relatively Ram D investment slowed due to strong NAND market. This situation is expected to have a positive impact in the D-RAM market.
The researchers' key semiconductor manufacturers in the early 2000s were concentrated on investments NAND instead of D-RAM, D-RAM market was also subjected to this boom, said, "Recent market trends are similar," he said.
7 days based on NAND spot prices have risen 19% YTD. The NAND spot prices continued rising, unlike the D-RAM SSD is due to increased demand as well as high-capacity mobile NAND demand.
The researchers' SSD is expected to NAND market expansion, replacing the HDD and will HDD is switched to SSD in earnest over the next five years, he said, "After all D-RAM market with NAND invested in accordance with the increase in SSD demand and 3D NAND enlarge explained that is expected to be relatively robust.
NH Investment & Securities NAND market outlook and strong due to limited supply and strong demand, Toshiba NAND sale issues for the semiconductor industry has maintained a "Positive" feedback.
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