Under the influence of the double decline in demand and price of memory chips, some chip manufacturers have begun to reduce production and future investment. Kioxia has begun to reduce production this month, and Micron has also decided to reduce production until the end of September next year. Fiscal 2023 capital expenditures.
TrendForce analysts believe that Samsung Electronics, the world's largest memory chip maker, may benefit from it in the long run.
Analysts believe that Samsung Electronics may benefit in the long run, which is reflected in two aspects. First, cutting production will help accelerate the balance of supply and demand in the memory chip market and stabilize prices; second, cutting production and cutting investment is expected to affect competitors based on the next generation. Mass production plan for process products.
In the report that Samsung Electronics plans to accelerate the mass production of advanced storage products from next year. Their fifth-generation 10nm DRAM plans to start mass production next year, and the ninth-generation NAND flash memory is planned for 2024. Produce.
Although several memory chip makers have cut production or investment, Samsung Electronics does not appear to have any plans to do so.
Earlier this week that Han Jin-man, executive vice president of Samsung Electronics and head of global marketing for its memory business, revealed at a conference in San Jose, California that they had not made internal plans to cut memory chip production. Discussions, they believe that production should not be artificially reduced, and they will work to ensure that there is neither a chronic shortage nor an oversupply of chips on the market.
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