现在这个时候，保住饭碗才是最重要的投资策略。

oliverkoh

淡馬錫控股去年風光投資在美國的city bank gruop........在新加坡的報紙可是封面新聞...新加坡的情況也很不樂觀.我朋友南洋大學出來年初二到現在還沒面試的機會...我在銷售業工作,也可也感覺整個市場冷風陣陣

xbiturbo

flextronic 非常伤

小股民

是的，他们已经肯定了shutdown, 但每service一年才赔10天， too bad

Genghiss

（香港11日訊）香港亞洲電視再傳出裁員消息，本周內再削減員工200至300人，但消息未獲證實。

亞視高級副總裁鄺凱迎指，暫時未聽聞再裁員計劃，但他不評論台資旺旺董事長蔡衍明入股亞視后，會否進行精簡人手措施。

亞視去年11月曾裁減60多人，受影響部門包括新聞及製作部門等，管理層當時表示，若經濟環境轉壞，不排除再有裁員行動。

宇晴

Spansion weighs options amid crisis
Mark LaPedus
EE Times
(02/11/2009 6:56 PM EST)

SAN JOSE, Calif. -- What's next for Spansion Inc.? The troubled company appears to be weighing its options amid reports that it can't pay its tool vendors and that its proposed backend venture in China is falling apart.

On Jan. 15, NOR-flash leader Spansion announced it was exploring strategic alternatives for a sale or merger. Micron, Toshiba and others are possible suitors.

Spansion's CEO stepped down last week. It also announced plans to restructure its balance sheet. Then, this week, the Japanese unit of Spansion said it filed for bankruptcy protection.

In other words, Spansion is in the midst of a crisis. Asked if Spansion would file for Chapter 11 bankruptcy in the United States, as some have speculated, a spokeswoman for the company said: ''Legally, this filing (in Japan) does not automatically require a filing in the U.S. Management is committed to working diligently with outside advisors to help guide the company through the restructuring process. We can't comment on speculation beyond (the Japan) announcement.''

There are also reports that its backend deal in China has fallen through. Spansion and Taiwan's Advanced Semiconductor Engineering Inc. (ASE) recently signed a memorandum of understanding to establish a venture to jointly own Spansion's IC-assembly operations in Suzhou, China.

''Our discussions with ASE continue, but we are unable to provide a date on when the deal may close,'' the Spansion spokeswoman said.

There are other issues. One ATE vendor, Verigy Inc., hinted that its sales were impacted by a non-payment from a customer, reportedly Spansion.

''We have a corporate policy of not speculating or commenting on market rumors,'' the spokeswoman added.

Taiwanese IC-packaging and test house ChipMOS Technologies Ltd. recently delivered a notice of breach and notice of intent to terminate a service agreement with Spansion.

NOR-flash giant Spansion (Sunnyvale, Calif.) currently has an outstanding account receivable with ChipMOS of approximately $57 million of which approximately $18 million is in default, according to the IC-packaging house. ChipMOS provides IC-packaging and test services for Spansion.

http://www.eetimes.com/news/semi ... articleID=213900148


UPDATE 2-Verigy cuts Q1 rev outlook, shares tumble
Mon Feb 9, 2009 6:27pm EST
By Purwa Naveen Raman

BANGALORE, Feb 9 (Reuters) - Semiconductor testing company Verigy Ltd (VRGY.O) cut its first-quarter revenue outlook, hurt by non-payment for several systems previously shipped to a large memory customer, sending its shares down 15 percent.

"That memory customer, based on our checks, is Spansion Inc (SPSN.O)," Oppenheimer & Co analyst Gary Hsueh told Reuters.

Chipmaker Spansion, weighed down by an enormous debt, is exploring a possible sale of itself as it struggles for survival amid worsening market conditions.

Hsueh said checks suggest that Verigy's total exposure to Spansion is of 20 to 30 systems, each one worth about $1 million to $2 million.

Semiconductor makers around the world are grappling with a near two-year sector downturn, caused by chronic oversupply and weak demand exacerbated by the financial turmoil.

For the first quarter, the company now expects revenue of $66 million to $68 million, down from its prior estimate of $95 million to $110 million.

"The magnitude of the preannouncement was a surprise. However, the fact that they negatively preannounced was not," Hsueh said.

Verigy also said it will report losses that are greater than the estimates included in its previously provided outlook of a net loss of 36 cents to 46 cents a share.

The company said it expects its business to be hurt through at least the first half of calendar year 2009.

Verigy is seeing a much steeper degradation in its fundamental business compared to its closest peer Teradyne Inc (TER.N), the analyst said.

In addition to cost-cutting and restructuring measures announced in the fourth quarter, Verigy is implementing actions including shortened work time, further job cuts and temporary salary reductions.

These actions are expected to yield annual cost savings of about $90 million to $100 million, it said.

The company expects its workforce reduction plans to be substantially completed by the end of calendar 2009.

Verigy is also in the process of evaluating the carrying value of its goodwill, intangible and other assets, which may lead to an impairment charge in the first quarter, it said in a statement. Shares of the company, which competes with Japan's Advantest Corp (6857.T), were down at $8.10 in trading after the bell. They closed at $9.56 Monday on Nasdaq. (Editing by Amitha Rajan)



工商時報 2009.02.11　
飛索日本子公司 申請破產


    　全球最大NOR快閃記憶體廠飛索半導體（Spansion）財務危機看似無解，飛索日本子公司昨日向日本東京地方法院提出「會社更生法」適用申請，正式進入申請破產保護法定程度，預估負債總額高達741億日圓。雖然飛索昨日表示，非日本地區的營運仍正常，但包括南茂及京元電等封測廠均停止與飛索合作，日月光的合資案也先暫停，而旺宏及華邦則受惠NOR晶片轉單替代效應。

    　飛索半導體日前驚爆財務危機，原執行長Bertrand Cambou閃電宣佈辭職，雖然飛索後來已指派前科磊（KLA-Tencor）營運長John Kispert出任執行長，但因資金缺口問題仍無法解決，飛索日本子公司昨日正式向東京地方法院提出破產保護申請。

    　飛索在日本會津若松擁有1座8吋廠及1座12吋廠，是其重要NOR晶片生產重鎮，由於日本子公司有資金缺口，只好申請破產保護，但日本以外的營運據點，包括位於美國德州奧斯汀的8吋廠，及位於泰國、馬來西亞、中國蘇州等地封測廠，仍將繼續營運。飛索也表示，希望日本據點也能維持營運。

    　飛索昨日也宣佈，準備發行債券籌措6.25億美元資金應急，但若最後仍無法取得足夠資金而倒閉，預料會衝擊其合作夥伴。據了解，飛索日前無法支付封測廠南茂5,700萬美元代工費用，南茂已發出違反協議與主張權利通知，並終止與飛索間的服務合約，還向法院聲請扣押飛索置放於南茂的庫存及設備材料；京元電則已停止與飛索合作。

    　另外，日月光原與飛索簽訂合作備忘錄（MOU），將併購其蘇州封測廠，但此合作案已先暫停。日月光表示，尚未支付併購金，也還沒簽訂最後合約，所以不會有任何影響。

    　至於國內NOR供應商旺宏及華邦，近期受惠NOR晶片轉單替代效應，訂單已開始回升，如旺宏1月營收達12.51億元，較12月增加11.3％，華邦電1月營收雖僅9.83億元，較上月減少9％，但NOR晶片需求已見到明顯增溫。旺宏及華邦電均表示，會密切注意飛索財務危機後的NOR晶片轉單替代效應，並會積極爭取客戶轉單訂單。

无花

今天甲州政府在南洋森甲版大大的报导NATIONAL SEMICON, INFENION, KOA DENKO等在自由贸易区的大厂不会关闭.

hoollly

原帖由 无花 于 14-2-2009 03:11 PM 发表
今天甲州政府在南洋森甲版大大的报导NATIONAL SEMICON, INFENION, KOA DENKO等在自由贸易区的大厂不会关闭.

如果真的是倒闭的话,政府会不会赔偿被裁员工?

政府就是这样.

可以一次又一次的犯错误,反正又不用赔钱坐牢,如果给我当政府高官,我还能担保马来西亚绝对不会发生裁员事情,如果有,我就请被裁员的上月球旅行.绝对不用担心.

无花

所以我才说是政府报导的,不是我说的
如果真的要倒是政府仙家,不是我仙家

Genghiss

打工族跳槽難
轉態保飯碗
花紅領完、新年過完，往年此時此刻，也是許多打工族轉換新環境的時候。
今年遇上金融風暴，經濟低迷，狂吹裁員風，但人力資源家說，打工族換工意願仍高，但就業機會僧多粥少。
据悉，國內目前共有120萬人已登記求職。

老板更謹慎用人，跳槽機會減少，使職場上的打工族不得不轉態、更積極賣力工作。

從熱鬧的喜慶氣氛中重返工作崗位，打工族調適心情投入工作之余，也有許多人開始思索新一年的事業方向。

在JobStreet機構登記的求職者至今約達120萬人，短短1年新增登記用戶增加20%，當中除了包括社會新鮮人找工，也顯示打工族轉工意願不減，但就業機會大減。

JobStreet機構區域通訊主管施天才告訴《中國報》，雖然經濟前景較黯淡，但無阻打工族求變的意願。

每年年底，尤其在農曆新年領取花紅后，很多人開始考慮是否尋求新工作。

過往公司的求職網站，在農曆新年后的登記人數會比平日上漲20%。

但從去年第4度開始，有意換工的打工族早已提早部署，JobStreet求職網站的登記率上升，顯示打工族意識職場艱難，提前做準備。

不過，行情不好，企業更謹慎用人，打工族今年跳槽機會將減低。

努力找工 賣力工作

施天才說，現今打工族普遍缺乏安全感，雖然仍會找機會，但卻採取不同策略。”

“過往打工族會抱著不在乎態度，很多人甚至是先辭職再找工，但現今是在找機會之際仍會勤奮工作、賣力表現，確保能留住飯碗。。”

他指出，景氣不佳，許多職場中人明顯改變態度，職員會更加珍惜現有工作、準時上班，對公司的期待也降低，包括加薪幅度預期。

在JobStreet機構登記的求職者，去年初為為100萬人，但在1年后新增登記用戶成長卻20%至120萬人。

施天才指出，預料漲幅將再趨高。

“當就業市場機會減少時，大眾開始感覺焦慮，並通過更多管道確保本身取得工作，使登記用戶急遽增加。”

有目标的大头

原帖由 Genghiss 于 14-2-2009 09:29 PM 发表 打工族跳槽難轉態保飯碗花紅領完、新年過完，往年此時此刻，也是許多打工族轉換新環境的時候。今年遇上金融風暴，經濟低迷，狂吹裁員風，但人力資源家說，打工族換工意願仍高，但就業機會僧多粥少。据悉，國 ...

凡是还是准备后路，万一的话，至少不会那么慌张。。。

hoollly

ju

原帖由 hoollly 于 15-2-2009 09:21 AM 发表 http://goldismoney.info/forums/attachment.php?attachmentid=63183&stc=1&thumb=1&d=1234461050

holly兄，这图表要表达些什么? 

ng33

圖表告訴你指數還跌得不夠力.............................

Genghiss

英料負成長3.3%
近300萬人失業
（倫敦17日訊）英國工業總會指出，受經濟衰退衝擊，英國政府今年的財政將陷入第二次世界大戰后最糟的情況，預估經濟將負成長3.3%，到年底約有290萬人失業。
工業總會預估，今年英國政府淨公共舉債將佔全國收入的10.6%，高于去年11月財政部公布預算前報告時，所預估的8%。

二次大戰后，英國政府舉債比例最高是1993年的7.8%。

工業總會推算，經濟衰退將造成英國政府今年舉債金額達1480億英鎊（7682億令吉），高于財政部長達林預估的1180億英鎊，金額十分驚人。

不過，明年政府負債將會減到1050億英鎊（5449億令吉）。

工業總會首席經濟顧問麥卡費特指出，全球經濟快速萎縮，加上持續的信用緊縮，今年一整年英國經濟將深陷衰退，衰退將長達6個季度，失業人數也將大幅增加。

去年11月，工業總會預估今年經濟將負成長1.7%，如今再下修到負3.3%。

另一方面，英國統計辦公室公佈，1月份通脹率降至9個月來最低，按年上漲3%，比較12月通脹率為3.1%。

Genghiss

蘇巴馬念否認
有百萬人被裁
（吉隆坡17日訊）人力資源部長拿督蘇巴馬念否認，我國因為遭受全球金融危機影響，出現裁員百萬人的情況。
無論如何，他坦承，根據該部統計，去年10月至今，國內共有1萬277名本地工廠員工被裁。

“至今，共有4550名員工接受自願遣散計劃。”

他說，全球金融危機已影響國內的製造業，如電子及紡織品業。

他今日在國會下議院回答峇東埔區國會議員拿督斯里安華提問時，這么指出。

安華說，據他所知，被裁員的員工人數已達到100萬人，單在新加坡，已有30萬名大馬員工，政府卻否認有關數據。

蘇巴馬念說，為了提供遭裁員及失業人士，政府已撥出1億令吉，作為有關人士接受再培訓計劃的補貼。

他也說，政府也在全國成立80個監督裁員情況行動室，讓員工被裁員后獲得協助，及收集職業空缺資料。

宇晴

今天收到email:

Subject: FW: Latest Updates on major Johor Industries
1.       V.S. Industry Berhad – 1st quarter net profit falls almost 60%. 2 of the factories are facing critical downturn.
2.       Flextronics – Has shut down 4 weeks (2 consecutive weeks for last Christmas/09 New Year and this CNY) and expected to resume work only next Monday.
3.       Venture – Kempas plant is down to 4-day work per week while Tebrau has retrenched major contract workers and FULLY freeze OT. Either Venture or Flextronics is speculated to cease operation soon following a Taiwanese company named Foxcon would most probably take over HP business project from them.
4.       Celestica – down to 4-day work per week.
5.       Beyonics – down to 4-day work per week.
6.       Seagate – 3 US based VP/Directors had been fired. Top management and executive level staff cut pay 10-15%.
7.       Qimonda – Germany HQ is reported to apply bankruptcy following Germany government failed to provide financial support. If such happened, means Senai plant will be closed as well. Feb – Apr will be the critical period.

Melaka
8.     Panasonic to close 27 plants world wide and retrench 15,000 employees – Melaka plant to be shut down in March. http://thestar.com.my/news/story ... ess/3205889&sec=business


Penang
9.     Spansion - CEO quits, chip maker seeks buyer http://www.networkworld.com/news ... its-chip-maker.html
10.   NEC (Prai) – work 4-day week
11.   Intel to close 2 plants in Penang Island this year and shift workers to Kulim plant
12.   Molex - http://sg.news.yahoo.com/rtrs/20090128/tbs-molex-7318940.html
13.   Agilent - pay cut 10%
14.   Fairchild – work 4-days week
15.   Avago – job cut about 100 ppl in December 2008
16.   Molex – Chinese New Year shut down for 2 weeks

terryhua

Qimonda 这间公司很熟。。。。
谢谢宇晴姐姐的分享。

cari288

...............................

宇晴

原帖由 terryhua 于 18-2-2009 04:05 PM 发表
Qimonda 这间公司很熟。。。。
谢谢宇晴姐姐的分享。

Qimonda在马六甲有一间。

我上星期有问起我的manager关于Qimonda.
看来是凶多吉少了。。。

我们是support JIT (Just In Time)的。
那些在hub里面的货，都没得拿回来。。。还在等。
而且欠债太多，即使他有订单，也没有supplier要supply他material了。

Genghiss

僅一小時通知
寶馬狠裁850人
（牛津18日訊）寶馬旗下的Mini車款需求下滑，位于英國牛津的全球唯一Mini生產線裁減850人，員工只得1小時通知。
全球汽車業頹靡不振，歐美汽車業受重創。消息傳出后，英國民眾批評寶馬為“機會主義者”。

同時，寶馬並決定周六、日不開工，由每周工作7天減至5天。

工會強烈不滿，要求政府立即介入。有被裁員工向工會代表擲雞蛋和水果洩憤。

Mini上月銷量比去年下跌34.5%，在全球僅售出1萬余輛。英倫銀行正面臨壓力要幫助英國汽車業，政府會與車廠商討，能否動用英倫銀行500億英鎊（約2600億令吉）流動資金計劃。

另外，生產豪華轎車聞名的賓利前日宣布將裁減220人，是去年以來第2次裁員，公司還決定將在職員工4月至12月的工資削減10%。