Samsung to Increase NAND Production Capacity in 2019, Upping Investment to $9 billion

[Raevenlord]

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.



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[PowerPC]

PC is coming back, baby. SSD prices down means more people can afford better PCs. And storage is so massively important to users, they'll just keep buying more and they'll keep getting cheaper. I know that I'm definitely ready for consumer 10 TB SSDs..

 

[BadFrog]

PC is coming back, baby. SSD prices down means more people can afford better PCs. And storage is so massively important to users, they'll just keep buying more and they'll keep getting cheaper. I know that I'm definitely ready for consumer 10 TB SSDs..

Maybe in a 2-3 years we’ll see a 10tb ssd for consumer that isn’t $1500+. Companies just started producing QLC tech which increases density and they said the drives will come in 1.5-7tb, and those drives are for DC/enterprise customers so maybe in a few years? ¯\_(ツ)_/¯

 

[microsista]

better fix (or maybe i should say - unfix) ddr4 and gddr5/6 prices first, we can live without massive ssds, but we cant live without enough ram or vram

 

[BadFrog]

better fix (or maybe i should say - unfix) ddr4 and gddr5/6 prices first, we can live without massive ssds, but we cant live without enough ram or vram

With the yield problems for 10nm at samsung, intel, TSMC, etc. I don't see pricing come down until maybe EoY or next year?

 

[Totally]

With the yield problems for 10nm at samsung, intel, TSMC, etc. I don't see pricing come down until maybe EoY or next year?

Current prices are artificially inflated, yields have nothing to with how high they are. I bought a kit 2 years ago for $144 retail, I saw that same on 'sale' with a 25% discount for $184($230 otherwise). Safe to say they weren't shipping 10nm in volume 2 years ago and then their yields degraded.

 

[ShurikN]

With the yield problems for 10nm at samsung, intel, TSMC, etc. I don't see pricing come down until maybe EoY or next year?

I didn't know TSMC had a 10nm node and made memory chips for the masses. Did I miss something

 

[BadFrog]

I didn't know TSMC had a 10nm node and made memory chips for the masses. Did I miss something

https://wccftech.com/10nm-finfet-yields-unsatisfactory/

 

[ShurikN]

https://wccftech.com/10nm-finfet-yields-unsatisfactory/

Ok, I've just read the article, and first of all, those problems are all mobile chip related. Also that article is almost a year and a half old.
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.

 

[Vayra86]

Ok, I've just read the article, and first of all, those problems are all mobile chip related. Also that article is almost a year and a half old.
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.

Fourth: margins are better when using production lines for mobile than it is for consumer desktop, which is why the price of RAM has also surged to get on equal footing. Otherwise why make it. NAND suffers a lot less from that. That is the core of the issue. The total production capacity is still below the demand, so whichever way it flows, it will have inflated pricing.

 

[bonehead123]

Supply....
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

 

[Vayra86]

Supply....
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

Not sure if you're thát blind or just oblivious, but...

https://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.

 

[bonehead123]

Not sure if you're thát blind or just oblivious, but...

https://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.

blind....nope
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

 

[FreedomEclipse]

 

[Prima.Vera]

 

[Vayra86]

blind....nope
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

One does not exclude the other though