China and South Korea have expanded memory industry, 2019 semiconductor raw materials out of stock?

China and South Korea large-scale expansion of semiconductor manufacturers, the relevant capacity 2018, 2019. Outstanding manufacturers, semiconductor demand growth, supply has not been relatively growth, worries outside the 2019 semiconductor materials may be out of stock crisis.

Korean media BusinessKorea reported on the 28th that industry insiders said the second floor project of Samsung Electronics Pyeongtaek Plant Line 1, the expansion of SK hynix's Cheongju plant in South Korea and Wuxi in China will be completed and production is scheduled to start in 2018 and 2019. It is estimated that after the mass production of Samsung Hwacheon Plant and Pyeongtaek Plant on the second floor, DRAM capacity will increase from the current 370,000 wafers per month to 201,000 wafers per month in 2019.

Not only that, but Chinese semiconductor manufacturers including Tsinghua Unisplendour, Fujian Jinhua Integrated Circuit and Yangtze River Storage (YMTC) will start mass production of storage next year, which will make the supply of raw materials more scarce.

Anonymous semiconductor sources said the semiconductor industry expansion, the semiconductor cleaning solvent isopropanol (Isopropyl alcohol, IPA) has been plunged into supply shortage next year may be more serious.Middle-scale foundry foundry executives also said that the semiconductor raw materials such as helium helium, tungsten and ceria slurry, tungsten hexafluoride (WF6) gas may be in short supply. South Korea's Foosung, SK Materials are throwing money to increase the production of semiconductor raw materials for the subsequent supply boom pre-prepared.