South Korean media etnews reported on the 4th (see this), Samsung Pyeongtaek Semiconductor plant on the 1st floor, a total of two floors. Allegedly the second floor of the clean room into the final stage of construction, Samsung ordered the first batch of 3D NAND flash device, estimated initial capacity For 10,000 groups a month.
On the first floor of the semiconductor plant on the 1st with restaurants and offices, the remaining space less, only produce 100,000 sets of chips per month. Second floor space more, can produce 200,000 sets of chips per month. The second floor is divided into two wings , The east is scheduled to produce 70,000 sets of 3D NAND flash and 30,000 sets of DRAM, the West Wing is scheduled to produce 100,000 sets of DRAM, Samsung will soon purchase orders DRAM devices.
According to reports, if Samsung accelerates its investment and decides to use more DRAM on the second floor, DRAM may oversupply and the price may rise or fall. Industry sources said the memory price depends on Samsung's investment speed; not only that, but Samsung's Xi'an plant may also Will invest in production (should be NAND flash), expected in 2018 or 2019 start.
The news may be unfavorable to Micron.Molybdenum analysts said earlier that despite the NAND flash lower prices, DRAM is still bright spot, will support Micron shares.Abron (Barron's) reported on the 1st, Morgan Stanley analyst Joseph Moore reported that NAND Micron's share of operation accounted for less than 1/3, Morgan Stanley adhere to NAND prices will fall, but due to DRAM prices steady, Micron still have considerable room for earnings growth, the recent pull back is the opportunity to enter.