美光再投资6亿美元,扩大西安芯片封装厂,西门子计划将成都工厂产能翻倍

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Micron says it is committed to China, invests $602 million in plant​

By Brenda Goh
June 16, 202312:54 AM EDTUpdated 8 hours ago
The company logo is seen on the Micron Technology Inc. offices in Shanghai

The company logo is seen on the Micron Technology Inc. offices in Shanghai, China May 25, 2023. REUTERS/Aly Song/File Photo

SHANGHAI, June 16 (Reuters) - U.S. memory chipmaker Micron (MU.O) said on Friday it was committed to China and would invest 4.3 billion yuan ($603 million) over the next few years in its chip packaging facility in the Chinese city of Xian.

The company has been targeted by China's cyberspace regulator, which last month said the firm, the United States' biggest memory chipmaker, had failed a network security review and that the regulator would block operators of key infrastructure from buying from the company.

Micron made no mention of the review's decision in its Friday statement, posted on WeChat.

"This investment project demonstrates Micron's unwavering commitment to its China business and team," it quoted CEO Sanjay Mehrotra as saying.

The investment will include buying packaging equipment from a Xian-based subsidiary of Taiwan's Powertech Technology Inc (6239.TW), which Micron has been using in the factory since 2016, the company said.

Micron will also open a new production line at the site to manufacture mobile DRAM, NAND and SSD products to strengthen the plant's packaging and testing capabilities.

Powertech said in a separate statement that the plan for Micron to buy the equipment was part of the 2016 agreement between the firms, so the financial impact on Powertech would be limited.

Micron, China's commerce ministry and the Cyberspace Administration of China did not immediately respond to requests for comment.

Micron did not disclose the value of the deal but said it would offer contracts to 1,200 employees of Powertech's Xian subsidiary and that the investment would create an additional 500 jobs.

This would bring Micron's workforce in China to more than 4,500 people, the company added.

Micron in May forecast a hit to revenue in the low-single to high-single digit percentages after the China ban. A Reuters review of more than 100 public government tenders found that Chinese authorities were scaling back purchases of Micron's chips before the ban.

 

美光科技将投资6亿美元在华扩张,此前被中国列入黑名单​

美光科技公司表示,将投资约6亿美元扩大在中国西安的生产。大约一个月前,这家内存芯片公司刚刚被中国政府列入黑名单。​


 
中国是大客户,美光如果真的跟中国掰了,也就直接倒闭了。

现在看来,美光的求生欲还是拉满的
 

西门子计划将成都工厂产能翻倍​

根据法国经济类报刊回声报德国站的报道,就在德国政府担心其对中国的经济依赖,希望减少对华经济依赖之际,西门子公司却“一脚油门踩下去”,决定继续大力投资。

发表时间: 17/06/2023 - 10:06

1686995190862.png
德国总理舒尔茨在西门子涡轮机前。 © REUTERS - WOLFGANG RATTAY摄影

作者:呢喃

这家德国工业巨头宣布,正在欧洲和亚洲启动一项20亿欧元的研发和生产投资计划,预期把位于中国成都的工厂产能提高一倍。

西门子正在向其成都工厂额外注资1.4亿,以增加“当地市场产量”。这一成都工厂主打工业计算机和数控工具,特别用于当地电池、半导体和电子产品生产商的装配线。

西门子总裁罗兰·布希周四在新加坡表示,目前集团营业额为194亿,2022-2023年下半年增长15%,这一速度明显快于市场,并指出,“集团的投资战略必须支持增长,同时增强自身的韧性”。“到2025年,西门子数字产业分支的核心业务在中国的营业额应当翻一番”。

与此同时,西门子还将在新加坡投资2亿,希望服务于之前主要由中国工厂覆盖的亚洲国家,如印度、越南或者新加坡。这一战略将“减轻地缘政治风险和与供应链相关风险。回声报指出,5年前,成都的西门子工厂仍占全球市场生产份额的40%,占当地市场生产份额的60%。

2022年,西门子在华销售占全球销售的13%。鉴于德国政府希望调整对华政策,该公司也必须做出相应的前瞻性调整。回声报引述西门子数字工业负责人塞德里克·内克的评价称,“这将既不是工业回流,也不是全球化,而是一种全球的本地化生产,即每个市场都会拥有自己的工厂。”

 
西门子要庆幸自己不是中国企业。跟本国政府唱反调?去看看马云好了。
 
西门子与美国德国政府保持一致啊。
西门子要庆幸自己不是中国企业。跟本国政府唱反调?去看看马云好了。
 
西门子要庆幸自己不是中国企业。跟本国政府唱反调?去看看马云好了。


西门子没有对着干。
德国政府要去风险。
西门子继续绑定中国。绑在一起就没有风险了。
 

美光科技将投资6亿美元在华扩张,此前被中国列入黑名单​

美光科技公司表示,将投资约6亿美元扩大在中国西安的生产。大约一个月前,这家内存芯片公司刚刚被中国政府列入黑名单。​


呵呵呵!这制裁和投资有一个是假的,也或许是拿制裁逼投资,不然不和逻辑。
 
有些外资反方向流动。
 
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