2020 in memory prices, although still down overall, at the end of 2 months, the wind has changed, and part of the memory chip prices started to rise, even 1-month memory rose 10%, which gives the 2021 memory market prices issued year signal.
During this period of time, due to various factors such as the Chinese New Year and overseas pandemics, the memory industry has begun to increase its stocking efforts.
However, Samsung’s actions at this time are not consistent. They still plan to reduce memory investment in 2021 and reduce production capacity.
As per the report, Samsung originally planned 2021 annual additional memory capacity of 4 million wafers/month, now decided to reduce investment in production capacity to 3 million wafers/month, cut 1 million wafers/month capacity, which Part of the production capacity will be transferred to CIS sensor chips.
Samsung as the world’s largest memory chip maker, the market share as high as 45% or so, we can say a single large, the price of the memory market to great effect, Samsung had also predicted that 2021 years of memory demand will grow 20 percent, now cut Capacity is tantamount to reducing supply and affecting changes in supply and demand.
Whether the price of memory in 2021 will rise ahead of schedule is still unknown. After all, no matter how big Samsung is, it cannot be decided by a single company. It depends on the supply and demand game next year, but Samsung’s reduction of production capacity is a different signal.
(Via)
