Friday, July 20th 2018
Samsung to Increase NAND Production Capacity in 2019, Upping Investment to $9 billion
Samsung is reportedly looking to increase its investment in the NAND space with a $2.6 billion increase to its annual NAND budget. The increase, which will bring the company's investment up to $9 billion, aims to increase production volume in what is building up to be the actual technology of choice for key players in the storage market.
Remember that for all the investment in increasing density and declining price per GB of competing mechanical solutions, we've just had notice of an HDD fabrication plant that's shutting down. Most of the funding will reportedly go into increasing production volume of 3D NAND memory. Should demand stay relatively stable, the (eventual) additional influx of memory chips to the market should help drive costs even lower - provided there's no funny business in price setting, of course.
Sources:
Korea Daily via Expreview, PCGamesN
Remember that for all the investment in increasing density and declining price per GB of competing mechanical solutions, we've just had notice of an HDD fabrication plant that's shutting down. Most of the funding will reportedly go into increasing production volume of 3D NAND memory. Should demand stay relatively stable, the (eventual) additional influx of memory chips to the market should help drive costs even lower - provided there's no funny business in price setting, of course.
15 Comments on Samsung to Increase NAND Production Capacity in 2019, Upping Investment to $9 billion
Second, there wasn't any mention of memory, NAND or anything similar.
Third, Tsmc doesn't make consumer memory. I know they were interested in Toshiba's nand business, but that's about it. To my knowledge there are 3 major players in the Dram/nand world. Samsung, Hynix and Micron.
Demand....
The ages old cry of the capitalist marketeers, who purposely create this situation to milk every last penny out of consumers until the next big thing comes along :twitch: :fear:
clevertap.com/blog/mobile-growth-statistics/#Global
In the past ten-fifteen years, a whole new world has sprung out of mobile. Its a device we use ALONGSIDE other devices, it doesn't replace anything - yet. And then there are tablets... laptops... your work laptop, the desktop for your son/daughter, etc etc etc.
Every household now has many more devices than a single PC and one or two TV's. Each of those devices uses a complete set of storage, RAM, chipset, processor. And let's not forget about the innovations as well like mobile speakers and all the other IoT stuff.
Its very logical that demand has surged and that supply is struggling to keep up.
oblivious....no f'in way
logical.....nOt
Knowledgable of the (real) business world: YES
You sir or madame seem to forget (or are oblivious to) the fact that these same companies that make all the devices you mentioned have to either make or contract out for their memory/storage/chipsets/processors. This is a process that starts way before the product(s) are launched and is something that does not happen overnight...
Therefore, if the parts producers know, well in advance, that they will be making the parts for a certain device(s), how is it that EVERY SINGLE TIME, they can't (or won't) seem to plan for and/or allocate production capability (or build new factories) for those parts in time to prevent, rather than ensure, a bonafide shortage of said parts?
Answer is they could, but then there would be NO artificial price jacking allowed, and everyone would just have to get by on the real-world prices and corresponding revenue to build their profit nesteggs...... something they dare not contemplate in today's "milk it, bilk it, or leave it" business environment....
In other words, Samsung knew about the decline in HDD's and the increasing interest in and demand for more/bigger/better/faster SSD's/NAND/Flash storage over 7 years ago, yet it will be 2019 before they ramp up their production capabilities, thereby ensuring at least another 1-3 years of sustained price jacking.....
'nuff said, rant over, y'all can now return to your regularly scheduled programming :D