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...
The share of capital spending for memory devices has increased substantially in seven years, growing from 27% ($14.7 billion) in 2013 to a record high level of 49% ($52.0 billion) in 2018 to a forecast of 43% ($41.6 billion) of total industry capex in 2019, which equates to a 2013-2019 CAGR of 18.9%.
The IC product segment receiving the most spending in 2017 and 2018 was the Flash/Non-Volatile memory category. However, with Samsung, SK Hynix, and Micron adding capacity for both DRAM and NAND flash and Intel, Toshiba Memory/Western Digital/SanDisk, and XMC/Yangtze River Storage Technology all significantly ramping up 3D NAND flash capacity over the past 18 months, the DRAM and NAND flash memory markets have entered a period of overcapacity and pricing weakness. This is evident by the steep decline in the price per bit of both DRAM and NAND flash and the steep cutback in capex spending forecast for 2019.
In 2019, capital spending in the DRAM and Flash memory segments is expected to drop by 19% and 21%, respectively (Figure 2). Total memory capital spending is expected to be $41.6 billion in 2019, a decline of $10.4 billion from last year. The big cutbacks in spending in the DRAM and flash market segments this year are an attempt by the major memory suppliers to prevent further price erosion in the second half of 2019 and into 2020. How far memory prices continue to fall will be determined in large part by how much memory suppliers trim their capital spending for these devices this year and next and if lower price per bit triggers additional bit volume demand.
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