After nearly two months of negotiations and press reports that a blockbuster deal was in the works, Nvidia this week ann...
As expected, most IC suppliers experienced weaker demand and generally poor sales results in the first half of this year due to the Covid-19 pandemic and strained U...
Flash memory trailed the foundry segment in capex in 2016, but took an extra-large jump in 2017, growing 92% to $27.6 billion and increased another 16% to $31.9 billion in 2018 as manufacturers expanded and upgraded their production lines for 3D NAND to meet growing demand.
With much of the expansion now completed or expected to be wrapped up in 2019, flash capex is forecast to decline 18% this year to $26.0 billion, which still is a very healthy spending level.
In the individual companies, in 2018, SK Hynix completed and opened M15 its new wafer fab facility in Cheongju, South Korea. First devices produced from the factory were 72-layer 3D NAND flash.
Micron allocated significant resources to upgrade its two existing flash fabs in Singapore and broke ground on construction of a third NAND wafer fab there.
Toshiba Memory completed construction of a new 300mm wafer plant (Fab 6) at its Yokkaichi site in 1H18. Operations at Phase 1 of the facility are expected to begin in early 2019. Also, Toshiba announced that its next flash memory fab after Fab 6 would be located in Kitakami, Iwate. The company broke ground on this fab in July 2018.
XMC/Yangtze River Storage Technology (YMTC), which is owned by Tsinghua Unigroup, completed construction of its new fab, installed equipment, and began small-volume production of 32-layer 3D NAND flash.
Samsung and all of the other “legacy” flash suppliers are well aware of the big plans that China has to be a player in the 3D NAND flash market. Samsung will continue to invest heavily to stay far ahead of existing competitors or new startups and maintain its competitive edge against any who think they can wrestle marketshare away. Samsung spent $13.0 billion on flash capex in 2017 and $9.0 billion in 2018, accounting for 28% of the total $31.9 billion in flash memory capital spending last year. IC Insights estimates Samsung will spend another $7.0 billion for flash capex in 2019.
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