D RamㆍNAND market in boomㆍ“KRW 14 trillion to be invested in equipment”
Park Jung Il | comja77@ | 2018-04-25 10:07:45
SK Hynix predicted aggressive investment of KRW 14 trillion this year.
The company plans to increase its competitiveness by increasing investments in microprocessor upgrades such as DRAM and NAND flash in the second half of the 10-nanometer range thanks to robust DRAM and NAND flash market. Lee Myung-yong, vice president of SK Hynix`s management support at SK Hynix, said in a conference call on the first quarter, "We have not yet confirmed the time of arrival of new fab (plant) equipment, More than 30% of them will grow. As investment in process-related R & D and investment in package testing is also increasing, 30% is the minimum figure," he also added. "There may be a slight increase." It planned to install a clean room at the Cheongju M15 factory, which is currently under construction, by the end of the year, but it could be transferred to some other facility this year.
As a result, SK Hynix`s total investment this year will reach KRW 14 trillion, marking the record year-to-date record of investment. On the other hand, Samsung Electronics, which invested 27.3 trillion won last year, is expected to reduce investment this year. This aggressive investment by SK Hynix is believed to have a willingness to reduce the difference in technology between microelectronics and Samsung Electronics. In fact, SK Hynix plans to increase the proportion of DRAM production to one-third of total 10-nano products and NAND flash to half the production rate of 72-step 3D products in the conference call. As a result, the company is currently expanding facilities in Cheongju and Wuxi, China.
Samsung Electronics has begun mass production of 10-nanometer DRAMs from the end of last year and has set a goal of increasing the proportion of 10-nano products to 50% by the end of the year. Micron of America is not yet able to mass-produce 10nm DRAM products in earnest.
Market outlook is also positive. In the case of DRAM, SK Hynix said that there is a shortage of supply that cannot meet the order volume of large IDC (Internet data center) holders. In the case of NAND flash, supply will increase due to increased production of 72-stage and 64-stage products for each company. At the same time, demand and supply will be balanced by seasonal demand and an increase in memory semiconductor load per device.
Meanwhile, SK Hynix recorded sales of KRW 8,197.9 billion and operating profit of KRW 4,367.3 billion in the first quarter consolidated financial statements. Sales were second with 38.6% and operating profit up 77.0% from the same period of last year, following the fourth quarter of last year.
By Park Jung Il comja77@
[ copyright ⓒ The Digitaltimes ]
The company plans to increase its competitiveness by increasing investments in microprocessor upgrades such as DRAM and NAND flash in the second half of the 10-nanometer range thanks to robust DRAM and NAND flash market. Lee Myung-yong, vice president of SK Hynix`s management support at SK Hynix, said in a conference call on the first quarter, "We have not yet confirmed the time of arrival of new fab (plant) equipment, More than 30% of them will grow. As investment in process-related R & D and investment in package testing is also increasing, 30% is the minimum figure," he also added. "There may be a slight increase." It planned to install a clean room at the Cheongju M15 factory, which is currently under construction, by the end of the year, but it could be transferred to some other facility this year.
As a result, SK Hynix`s total investment this year will reach KRW 14 trillion, marking the record year-to-date record of investment. On the other hand, Samsung Electronics, which invested 27.3 trillion won last year, is expected to reduce investment this year. This aggressive investment by SK Hynix is believed to have a willingness to reduce the difference in technology between microelectronics and Samsung Electronics. In fact, SK Hynix plans to increase the proportion of DRAM production to one-third of total 10-nano products and NAND flash to half the production rate of 72-step 3D products in the conference call. As a result, the company is currently expanding facilities in Cheongju and Wuxi, China.
Samsung Electronics has begun mass production of 10-nanometer DRAMs from the end of last year and has set a goal of increasing the proportion of 10-nano products to 50% by the end of the year. Micron of America is not yet able to mass-produce 10nm DRAM products in earnest.
Market outlook is also positive. In the case of DRAM, SK Hynix said that there is a shortage of supply that cannot meet the order volume of large IDC (Internet data center) holders. In the case of NAND flash, supply will increase due to increased production of 72-stage and 64-stage products for each company. At the same time, demand and supply will be balanced by seasonal demand and an increase in memory semiconductor load per device.
Meanwhile, SK Hynix recorded sales of KRW 8,197.9 billion and operating profit of KRW 4,367.3 billion in the first quarter consolidated financial statements. Sales were second with 38.6% and operating profit up 77.0% from the same period of last year, following the fourth quarter of last year.
By Park Jung Il comja77@