Restore memory investment? Samsung South Korea and Xi'an plant order equipment at the same time
On October 28, according to Korean media reports, industry insiders pointed out that Samsung recently ordered DRAM equipment for the Korean P2 fab and ordered NAND equipment for the X2 fab in Xi'an, China.
The report pointed out that the price of memory chips has stabilized and inventory has decreased. Therefore, Samsung decided to resume investment in the storage industry.
According to previous reports from Jiwei.com, Samsung’s R&D expenditure in the first half of the year reached 10.1 trillion won (about 8.4 billion US dollars), a record high. However, due to the weak storage industry, Samsung's semiconductor and panel equipment capital expenditures fell sharply to 10.7 trillion won, the lowest in nearly three years.
Recently, the average spot price of mainstream DDR4 8Gb memory has fallen below the level of 3 dollars, a record low. The market regulator Jibang Technology expects that the contract price in the next two quarters will continue to fall.
In August this year, Samsung revealed that the plant in Xi'an, China, is expected to be completed by the end of this year, and the Pyeongtaek plant in South Korea will be completed by the end of next year. At this time, Samsung decided to resume investment, it should feel the decline in the inventory level, coupled with the rebound in memory demand driven by the Internet of Things and 5G next year.
The report pointed out that the price of memory chips has stabilized and inventory has decreased. Therefore, Samsung decided to resume investment in the storage industry.
According to previous reports from Jiwei.com, Samsung’s R&D expenditure in the first half of the year reached 10.1 trillion won (about 8.4 billion US dollars), a record high. However, due to the weak storage industry, Samsung's semiconductor and panel equipment capital expenditures fell sharply to 10.7 trillion won, the lowest in nearly three years.
Recently, the average spot price of mainstream DDR4 8Gb memory has fallen below the level of 3 dollars, a record low. The market regulator Jibang Technology expects that the contract price in the next two quarters will continue to fall.
In August this year, Samsung revealed that the plant in Xi'an, China, is expected to be completed by the end of this year, and the Pyeongtaek plant in South Korea will be completed by the end of next year. At this time, Samsung decided to resume investment, it should feel the decline in the inventory level, coupled with the rebound in memory demand driven by the Internet of Things and 5G next year.