Since the beginning of this year, the supply of Flash flash memory has been sufficient, and the price of SSD has been 'returned to its original shape' from last year's high level. Consumers can finally pick it up slowly.
According to Chosun Ilbo, sources in the Korean industry chain revealed that Samsung’s capital expenditure on NAND Flash flash memory is expected to be $6.4 billion this year, and will increase to $9 billion in 2019.
These investments were first used to increase the capacity of 3D flash memory, including factories in Pyeongtaek and Xi'an, China, followed by advanced technology. This week, Samsung announced mass production of the fifth-generation 3D V-NAND flash memory, using 96-layer stacking. Single Die 32GB capacity, two years ahead of the competition.
According to IC Insights analysis, Samsung's release signal is only the beginning. In the next few years, SK hynix, Micron, Intel, Toshiba, Western Digital/Sandy, Changjiang Storage/Wuhan Xinxin will all expand their flash memory capacity in the future. As a result, there may be an overshoot risk of the supply being unable to stop the car.
