Global memory industry is already an oligopoly of the state, a Samsung accounted for more than 50% of the share, or the second largest South Korean companies, SK Hynix accounted for a quarter of the shares, although the ratio is much stronger third Micron But SK Hynix and reconciled years the second, the company plans to invest 46 trillion won over the next decade (US $ 38.2 billion) expansion of Korea’s fab in the coming years the memory market appears to be bloody ʱ??
Before SK Hynix, Samsung also announced in May this year, a large-scale semiconductor investment, will invest 15.6 trillion won ($ 14.3 billion) in Pyeongchang Ze City to build a new fab, once completed will be the largest of Samsung’s fab. Although Samsung did not announce what products the plant specific, but Samsung mentioned mobile and server markets, speculation is associated with DRAM memory.
SK Hynix is now the scale of investment is greater than the Samsung, 46 trillion won about $ 38.2 billion, the scale of investment is more than twice as Samsung, one of the 15 trillion won will be invested in Lichuan City recently completed M14 fab, with for amplifying memory chip production. The remaining 31 trillion will be used to build two fabs, one located in Icheon, a city located in Cheongju, but these two new plants specifically what products has not been released.
After a few good days, the memory industry is now also due to intense competition and continue to lower prices, today’s memory prices going back down to the level of the previous two years 4GB single $ 199, and even the latest DDR4 memory prices also close to the people ʱ?? The mobile market the memory market is fairly decent, but now also increasingly saturated mobile market, the growth speed is not so fast before.
In such an environment, Samsung, SK Hynix also generous expansion memory factory, fears continue to expand DRAM capacity will lead to a greater risk of excess DRAM, DRAM prices will fall further.