Samsung's Capital Expenditure Does Not Decline This Year

Foreign sources pointed out that Samsung Electronics chief executive Choi Gee-sung said on the 25th that Samsung’s capital expenditures will not decrease in the second half of the year and will be higher than originally expected because the company’s traditional tradition will not The investment plan was drawn up based on only one year of operational outlook; this symbolized the fact that when DRAM industry prices were fluctuating and the demand for smart phones and tablet computers was not as good as expected in the NANDFlash industry, Samsung’s capacity expansion was still not a sign of stepping on the car. .

Samsung's largest investment in 2011 was to build Line16's new 2-inch wafer fab. It is expected that volume production will begin at the end of the third quarter of 2011. Initially, NAND Flash will be the main product. External NAND Flash is expected to be the main force, because Samsung and Toshiba The market share between Toshiba) continues to narrow to 0.3%, so the capacity of the new plant is important to both parties.

Samsung's total capacity of NAND Flash in the Hwafong Line12, Rising Lien14 and US Austin Plants is about 350,000. With the addition of Line16's new capacity, it is expected to increase market share with rival Toshiba, but Toshiba and Flash memory The new 12-inch fab Fab5, which is a joint venture between Santec and SanDisk, will also be mass-produced. With both parties desperately expanding production, it will be worth observing whether the global NAND Flash faucet will change hands.

In terms of DRAM, although Samsung Line16 has not been reported on the market to add DRAM capacity, the market conditions of the current DRAM industry is that even if Samsung does not expand production, the industry is hard working and the new plant is in volume production. Afterwards, it is easy to join the ranks of DRAM production in the future, and the market should be further observed.

In addition to Samsung’s insistence that the capital expenditures in 2011 not decrease, and even increase, the front office DRAM plants South Asia Branch and China Asia Branch also maintain their existing capital expenditures, South Asia Branch is NT$12 billion, and China Asia Branch is NT$170. Billion yuan, if we accelerate the 30-nanometer production process in the future, we must not rule out overweight capital expenditures.