Is Russia eyeing Qimonda ?! Part two
Since the appearance of rumors that Russia could invest in the (then) German manufacturer of memory breathing its last, almost four months have passed and I was sure that the rumors would remain just rumors. Moreover, Qimonda’s managers acknowledged the failure to find a buyer and began to sell the company in parts. Not here, it turns out, it was!
The public relations department of Infineon (they own 77% of Qimonda) said that negotiations on investing Russian companies in their company are conducted at the highest level (one of the topics of the meeting between Medvedev and Merkel).
The Russian AFK Sistema, which has just received money from the state for the purchase of technology, which itself should have already developed, is referred to as the Russian buyer.
Information about a possible deal is not enough, all refer to the article in Kommersant . It is assumed that the money will be invested in Infineon, but it is Qimonda that is called the main object of the infusion. Journalists for some reason forgot to mention that Qimonda is bankrupt with a bunch of debts (however, they write that with the company's capitalization at $ 47.9 million, its net loss in the second quarter of this year alone was € 401 million).
As I already wrote , the purchase of Qimonda can be justified only in terms of gaining access to technology and only if there are ideas where these technologies can be applied. The production of competitive memory in Germany will be almost impossible to adjust because of the high costs compared to Asia and the general lag in technology from both the USA and Asia.
Investing in Infineon (which, however, slowly drifts into bankruptcy after its daughter) is more interesting, because the Germans have, in addition to memory, other, more profitable lines of business.
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It remains only to hope that, firstly, the negotiations at the level of heads of state will be successful, and, secondly, that this acquisition will not be used to create another budget power-sawmill ... So far, unfortunately, I have not seen a single intelligible project to create a semiconductor product (well, except smartcards, RF-ID chips and Elbrus, which, like a bright future, is always ahead).
The public relations department of Infineon (they own 77% of Qimonda) said that negotiations on investing Russian companies in their company are conducted at the highest level (one of the topics of the meeting between Medvedev and Merkel).
The Russian AFK Sistema, which has just received money from the state for the purchase of technology, which itself should have already developed, is referred to as the Russian buyer.
Information about a possible deal is not enough, all refer to the article in Kommersant . It is assumed that the money will be invested in Infineon, but it is Qimonda that is called the main object of the infusion. Journalists for some reason forgot to mention that Qimonda is bankrupt with a bunch of debts (however, they write that with the company's capitalization at $ 47.9 million, its net loss in the second quarter of this year alone was € 401 million).
As I already wrote , the purchase of Qimonda can be justified only in terms of gaining access to technology and only if there are ideas where these technologies can be applied. The production of competitive memory in Germany will be almost impossible to adjust because of the high costs compared to Asia and the general lag in technology from both the USA and Asia.
Investing in Infineon (which, however, slowly drifts into bankruptcy after its daughter) is more interesting, because the Germans have, in addition to memory, other, more profitable lines of business.
')
It remains only to hope that, firstly, the negotiations at the level of heads of state will be successful, and, secondly, that this acquisition will not be used to create another budget power-sawmill ... So far, unfortunately, I have not seen a single intelligible project to create a semiconductor product (well, except smartcards, RF-ID chips and Elbrus, which, like a bright future, is always ahead).
Source: https://habr.com/ru/post/67268/
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