半導体のGM、エルピーダ

GMがこんな事態になると10年まえに予測した人がいるだろうか。半導体でおなじ立場になったのが、日本のエルピーダ・メモリーである。
原因は韓国メーカーの大増産だ。直接のダンピングでないという人もいるかもしれないが、需要を無視した乱造は、価格ダンピングと同じことだ。DRAMが将来必要なくなるならともかく、ライバルを消したあとに価格が倍増どころか数十倍増しかねない。GMに関してはオバマ政権が苦渋に満ちた政策を試行錯誤しているが、日本政府は断固とした反ダンピング政策を実行し、エルピーダのDRAM生産をなりふり構わず支援すべきだ。



          

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このページは、Makoto Hiroseが2009年5月13日 19:23に書いたブログ記事です。

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