Compared with Western Digital, Seagete is still focus on HDD. According to its Q1 report of 2019, HDD occupies $2.8 billion earnings of $2.991 billion, which increases 14% than same month of last year. The capacity of hard disk shipment reaches 98.8EB, with a 41% increase than a year ago. And the net profit is $4.5 hundred million, with a 149% surge than a year earlier.
Samsung released Q3 earnings of 2018 on October 31, with company’s profit and income surge breaking records. Samsung announced that it will reduce this year’s capital outlay by over a quarter, in order to deal with the over supply of memory chips and prices decline.
The Tsinghua Unigroup corporation mainly focuses on 3D NAND flash memory. The first phase of the production base of Yangtze Memory Technologies in Wuhan has been finished, and it can achieve mass production at the end of this year or the beginning of next year. Tsinghua Unigroup the celebration of building the new manufacturing base on October 12 in Chengdu. It will invest $24 billion to build a n...
Xi’an UnilC belongs to GUOXIN MICRO, having R&D capacity of memories including DDR2, DDR3 and DDR4 rather than production ability in momory. Besides, it’s constant investment in R&D capacity of DRAM can’t make money with no volume production, which increasing the operating pressure. So GUOXIN MICRO decides to sell it to UNIS storage in Beijing for 220 billion yuan.
In fact, the price of NAND flash memory has been going down this year. However, the price of DRAM memory has been rising. But the price increase of memories is about to end. After entering the fourth quarter, the price will drop, ending the super-cycle of price rises for nine consecutive quarters. Although the second half is the traditional peak season of the industry, the continued oversupply of...
Samsung's profit growth was mainly driven by memory and flash memory chips. It is predicted the price of memory will decline in the Q4 quarter. Samsung will consider a 20% reduction in investment, which will beneficial to slow down the decline in memory price and maintain high price.
Counterpoint Research pointed out that in 2017-2021 NAND flash capacity will usher in a 28% compound annual growth, so Western Digital introduced 96-layer 3D NAND technology.The evolution of data drives industry change.And there is an optimization for data-intensive high-end mobile devices.
Samsung announced the Note9 series and had a great growth in profit. And the majority of analysts also predicted that DRAM price would accelerate its decline.
TSMC set up a new 5nm wafer plant in Taiwan in January 2018. And said A72 chips made with 5nm process would increase its speed approximately from 14.7% to 7.1%. The design of 5nm will cost approximately 1.5 times more than 7nm.
Globalfoundries announced that it has withdrawn from R&D and investment of 7nm and below at the end of August. And technology is not the only way and the 22nm FD-SOI technology and 14/12nm FinFET are still have a large market.
