Samung increasing 2019 NAND capex from $6.4bn to $9bn
- 作者：Ella Cai
- 发布时间：：2018-07-16
Samsung is to increase its 2019 NAND capex from $6.4 billion to $9 billion, says the Korean daily newspaper Chosun Ilbo.
The money will mostly go to increasing output at Samsung’s NAND fab in Pyeongtaek.
Chosun Ilbo says that the company’s recently announced 5th Gen NAND chips give it a two year industry lead.
Earlier this week, IC Insights warned thst the industry is over-spending on NAND capex which is already pushing prices down.
There has always been speculation that the established NAND players – Samsung, Hynix, Toshiba and Micron – would increase NAND output to bomb prices just as the Chinese started to put NAND on the market in a bid to deny the Chinese any profit.
All of them are increasing NAND capex.
Yangtze River, China’s NAND pioneer, is expected to enter the market in Q4/Q1.
The money will mostly go to increasing output at Samsung’s NAND fab in Pyeongtaek.
Chosun Ilbo says that the company’s recently announced 5th Gen NAND chips give it a two year industry lead.
Earlier this week, IC Insights warned thst the industry is over-spending on NAND capex which is already pushing prices down.
There has always been speculation that the established NAND players – Samsung, Hynix, Toshiba and Micron – would increase NAND output to bomb prices just as the Chinese started to put NAND on the market in a bid to deny the Chinese any profit.
All of them are increasing NAND capex.
Yangtze River, China’s NAND pioneer, is expected to enter the market in Q4/Q1.
