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 Post subject: Comments on Samsung’s investment of 1.05 trillion won to upgrade memory lines
PostPosted: Tue Jul 15, 2008 10:58 am 

Joined: Fri Jan 11, 2008 10:59 pm
Posts: 315
Samsung said yesterday that it would invest 1.05 trillion won in the expanding and upgrading of its memory production lines in 2008. Market worried that this plan would worsen current market condition and made the oversupply more serious. However, some Taiwan memory industry makers believe that the implementation of Samsung’s adding investment is hard to achieve. It remains to be seen whether the plan will put into effect.

Industry makers commented that as the global market situation for memory is gloomy in 2008 and most companies were running at a loss. Largest wafer foundry in China mainland SMIC has quit DRAM foundry market; cooperation relationships for leading memory makers have been recomposed. Under this discouraging market condition, Samsung however still announced to expand its production line. The difficulty is high!

As Elpida camp has the ambition to replace Samsung to become the world’s largest memory chip maker, posing a pressure on Samsung. PSC pointed out that Samsung’s plan to make large investment in memory sector is mainly to make preparation for the next era advanced process. DRAM industry is entering 50nm era, the company need to spend more capital to renewal the equipments. But it still remains to be seen when the company will start purchasing the production machines.

Nanya poses comments that as large investment generally takes 12-18 months to be implemented, meanwhile, most of DRAM makers hold a conservative attitude towards the expanding of capacity, Samsung’s adding of investment will not post large influence on the industry in short-term.


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 Post subject: Re: Comments on Samsung’s investment of 1.05 trillion won to upgrade memory lines
PostPosted: Tue Jul 10, 2018 12:27 pm 

Joined: Tue Jul 10, 2018 12:26 pm
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