LONDON A senior executive with Infineon Technologies AG said the chip maker is eager to maintain its logic IC portfolio but has made no decision on whether to jettison all or part of its memory business.
Responding to a question at a conference here on Wednesday (May 26), senior vice president Dominik Asam said: "We believe there are benefits in keeping the logic parts together. We are not a big believer in the fab-lite model." He added that fabless companies are under price and supply pressure during the current business upturn.
Asam did not directly address the fate of Infineon's memory division or it DRAM business. The DRAM unit has been rumored to be on the block.
Asam added, "Even between logic and DRAM there is the advantage of flexibility."
"We have always looked into it [a DRAM spin-off] but so far we have not come to the conclusion we should act. I can only tell you there has been no decision as yet."
Although Infineon has a reputation for outsourcing its DRAM manufacturing to Asian partners, ASAM said the business was providing Infineon with less than 10 percent of its requirements. Asam said the Inotera joint venture with Nanya was not underway while China's Semiconductor Manufacturing International Corp. (SMIC) and Taiwan's Winbond are producing small percentages of Infineon DRAMs. "It could go up above 10 percent by the end of the year. It depends on pricing environments.
Asam said that Shanghai-based SMIC was positioned to grab a larger proportion of the outsourced DRAM manufacturing with its plan to bring a 300-mm wafer fab online.