In the DRAM memory market, Samsung holds 46% of the market, while it occupies nearly 40% market share in the SSD flash memory market. Under such circumstances, it still increases its capital expenditure drastically. The goal of course is not only to follow the SK Hynix, Toshiba, Micron and other enterprises.
TOSHIBA memory just decided to sell to the consortium headed by Bain Capital, which takes time to integrate; Micron has been at a disadvantage in the competition, it hopes to cooperate with Intel to develop 3D XPoint technology, but Intel seems to be interested in development alone Memory chip business and integrate memory into their own CPUs to improve overall performance as Intel continues to struggle with Micron's ability to improve performance with increased process and clock speeds as Moore's Law reaches the limit; Lux can challenge Samsung at the same time in storage and SSD flash chips, but it's a bit unwieldy.
Under such circumstances Samsung is rapidly rising next year's capital expenditure is worried about the impact of what I think it is China's memory chip business, that is, is currently trying to build factories in the Yangtze River Storage, Hefei Changxin, Fujian Jinhua.
The development of the Yangtze River storage is based on SSD flash memory. At present, 32-layer 3D NAND technology has been developed. It is estimated that 64-layer 3D NAND flash memory technology will be developed by next year or 2019. With huge fund support from China Taiwan, Japan and even South Korea, A large number of personnel, which is the main reason for the rapid development of its 3D NAND technology; Hefei Changxin is building a DRAM memory project, which has obtained some talent from the failed Elpida, also dug part of the DRAM technology from Taiwan R & D personnel; Jinhua, Fujian is through cooperation with China Taiwan's second largest foundry UMC DRAM memory technology.
Changjiang Storage, Hefei Changxin, Fujian Jinhua are expected to start production of their memory chips by 2019, even though the initial technical inferior to Samsung, but because of the huge domestic market demand, high school low-end industry complete on the low-end memory chips There is a huge demand that will allow the three Chinese-made memory chips to win the space for survival and development. Like other industries in mainland China, they are likely to become another important force outside of the three major memory chip producers in Korea, Japan and the United States .
Samsung plans to expand mass production of memory chips at this moment, coupled with the operation of China's three major storage chip companies, starting in 2019 Perhaps the global memory chip industry due to overcapacity and into the doldrums, the current global surge in the price of storage chips should be There will be a plunge in the situation, and Samsung can by virtue of their huge scale share low cost, in the low tide also still profit.
For mainland China, the author believes that even when the memory chip industry is at a low ebb, it will continue to support the development of these three major storage chip companies because it is related to the country's information security and information security is clearly more important than technological advancement. It is also the opportunity for domestic memory chips to survive and develop.