It’s a pity for DIY users that the three giants decide to take interventions to re-raise the prices of memory and solid state granular to prevent memory from low price again. The time left for users to buy at parity is only half a year. If the memory can be reduced to less than 300, just buy it.
Samsung is considering to slow down its pace in expanding production equipment. The original plan of Samsung is adding 40 thousand wafers in Pyeongtaek DRAM production line, however, it is considered to add 20 thousand to 30 thousand wafers in the first six months of 2019.” said by an industrial executive.
Huawei has a 33.9% growth among TOP manufacturers exceeds IBM and Hitachi in earnings, ranking the global fourth in Q3 external storage data of Gartner in 2018. In addition, architected SSA of Huawei still has a large space to grow. There is a rapid growth of other companies besides Huawei, which implicates other Chinese manufacturers are growing rapidly.
Yesterday afternoon, UNIS and PHISON reached a strategic cooperation agreement and hope to create new opportunities for both sides. It’s expected that UNIS will launch its own SSD products by integrating domestic NAND flash with PHISON controller and build a one-step service for designing controller, packaging particles, manufacturing SSD, marketing and servicing.
Micron shares continue to fall and close at $29.02 which marks a new low for the past 52 weeks on December 24. Because its earnings don’t reach expectation according to its first fiscal quarter financial. The demand of memory chips is predicted to improve in the second half of 2019.
Foxccon is negotiating with Zhuhai government to invest $8.7 billion in building fab which is used to provide chips for itself and foundry service will be open in the future to compete with TSMC. The construction of Foxccon fab will not start until 2020.
SEMI announced the shipments of semiconductor equipment manufacturers in North America was $1.94 billion in November. It decreases by 4.2% compared with October and 5.3% compared with the same period of last year.
GF suddenly announced that it would stop research and manufacturing of processes below 7nm at the end of August, which resulted in AMD announcing it would give all 7nm orders to TSMC. IBM, another major client of GF, also had chosen TSMC to provide 7nm foundry for its Power processor.
SK Hynix’s seventh semiconductor chip plant M16, whose construction begins on Wednesday, has a $13.3 billion investment in total. The fab will be equipped with the most advanced EUV lithographic process.
According to the Q1 financial report of 2019 released by Micron yesterday, the quarter’s revenue which is up to $7.91 billion whose pace slows down compared with last quarter. Micron plans to reduce $1.25 billion capital expenditure in order to decline memory capacity.
