| Summary: | 碩士 === 中原大學 === 工業工程研究所 === 92 === Retrospection Taiwan’s DRAM industry during the 8 inch fab era, the globalwise DRAM production increased significantly. However during the past four years (2000~2003), the worldwide semiconductor industries suffered an economic recession. The 911 terrorist attack in USA and SARS(Severe Acute Respiratory Syndrome) etc., cause most of the DRAM manufacturers with heavy deficit and under such conditions none of these fabs have the capability to build new fabs productivity for 12 inch fabs. Therefore, there is not much contribution for market share for 12 inch fabs in the DRAM market. During this period, PSC (Powerchip Semiconductor Corporation, PSC) took a reverse strategy to invest the capital to build 12 inch fabs. By the third quarter of 2003, the economy started to rise. Meanwhile, PSC captured the perfect timing to manufacture high density DRAM with lower cost and higher production. As a result, PSC has a bigger market share in the DRAM market. At the same <a href="http://www.ntsearch.com/search.php?q=time&v=56">time</a>, low cost and high quality products forced the old 8 inch fabs out of the DRAM market. 2005 is a critical turning point for the DRAM manufacturers, because only those with 12
inch fabs have the ability to compete and survive.
Currently, most of the DRAM manufacturers such as Micron, Hynix, Infineon etc. take very conservative actions towards the expansion of 12 inch fab. and their competitiveness is descending as compared with PSC, which is ascending significantly. Therefore, 2005 Taiwan’s DRAM industry has a good opportunity to promote its rank and play a growing role in the DRAM market from world’s DRAM supplier point of view.
In this thesis, we study the competitive environment for DRAM manufacturers. A case study on PSC is used as for it’s operation strategy.
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