Memory: A new line of semiconductor capacity expansion


IC Insights latest global wafer capacity report shows that in 2018 and 2019 wafer capacity is expected to grow 8%, higher than the 2018 to 2019 wafer industry average annual growth of about 5%.

EETimes SAN FRANCISCO (SAN) - According to data from IC Insights, a market research firm, the introduction of new semiconductor lines (especially DRAM memory) is expected to bring above average wafer capacity in 2018 and 2019.

IC Insights latest global wafer capacity report shows that in 2018 and 2019 wafer capacity is expected to grow 8%, higher than the 2018 to 2019 wafer industry average annual growth of about 5%.

Last year, DRAM and NAND flash memory inventories led to price increases, which makes the semiconductor industry's first sales exceeded 400 billion US dollars. According to the statistics of the world semiconductor trade statistics organization, last year memory device income increased by 61.5%, DRAM sales increased by 76.8%, NAND sales increased by 47.5%.


IC Insights said South Korea's Samsung Electronics and SK Hynix each plan to boost DRAM capacity in 2018 and 2019. Among these memory makers, except for Micron, Intel, Toshiba and China Yangtze Storage Technology, plans to significantly increase 3D NAND flash capacity in the coming years.

According to IC Insights, from 2017 to 2022, wafer capacity will grow 6% annually.

IC Insights said that if the planned new production capacity in 2019 goes live on schedule, then the increase in semiconductor manufacturing capacity for that year will be in line with the record 18 million wafer in 2007. IC Insights believes this estimate is based on the assumption that China's NAND capacity will be slower than expected. (Editor's note: Previously, IC Insight estimated that China would face large-scale patent litigation before it started researching 3D NAND production, which would delay the production volume.) Read: I do not believe, China Memory Factory can not infringe Samsung Patented to make the product)

Compile: Luffy Liu
  

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