Dram market information

According to media reports, the world's largest memory factory is South Korea's samsung electronics has don't want to sacrifice profits to rob, share, legal circles, points out that because of the memory prices fall too much since last year, samsung is likely to slash capital spending $4 billion this year, about 31% less than last year, the representative of DRAM and NANDFlash market oversupply situation will improve, will gradually stabilize prices.

If a legal person, points out that samsung really said at the end of the month, this year in memory of the capital spending will be decreased significantly, does help DRAM and NANDFlash prices stabilize, among them, the DRAM market reaction will be more obvious, the price has the opportunity to appear larger rebound, for domestic DRAM factory in South Asia, winbond electricity will be more than one in Italy.

Media reported that foreign analysts estimate the global memory capital spending this year will be 4% less than last year, about $50.2 billion, samsung electronics, one of the biggest damping was leading companies into memory business capital spending this year will reduce the $4 billion a year earlier, annual reduction rate is as high as 31%.

Among them, samsung DRAM capacity 70%, after conversion to 20 nm process DRAM capital spending will be $2.6 billion less than last year, the samsung xi 'an NANDFlash factory start mass production, NANDFlash capital spending will also revised down around $1 billion.

As for another memory giant South Korea SK hynix should also follow up.Report estimates that SK hynix DRAM process miniature will be more focused on to 20 nanometers, but is unlikely to investment 3 dnand significantly, because 3 dnand average price is not high, but has a high technical threshold.

The industry will have this estimate, mainly because of DRAM prices fell sharply last year, has been compressed into memory plant profitability.Valued profitability samsung on the future development strategy, therefore, reduce capital spending and expansion is likely, in this case, the global DRAM and the presence of NANDFlash supplies are not out of control, and as a smartphone with DRAM and NANDFlash capacity increase, will effectively make prices stabilize.

Dramexchange's extension industry institute previously forecast, samsung this year may be bucked the cut overall capital spending by about 15%, forecast will come to $11.5 billion.Tinto said in 2016, samsung's smartphone business development is still not optimistic, in addition to accelerate the development of innovative business, will pay more attention to jing yuan business, take positive single strategy.Samsung's $11.5 billion capital spending in 2016, large scale integrated circuit business will remain the same as the $3.5 billion in 2015.