1. It is reported that Samsung will start to reduce the price of memory chips next year in order to increase its market share. In the Q1 quarter of 2023, the foundry price of mature process chips fell by more than 10%, which also ushered in the "biggest drop" in this field. Among them, Samsung's 3nm may start supply in 2024, and many customers have been exposed. Samsung said: 3nm process foundry market will reach 24.2 billion US dollars in 2026!
2. Samsung Group (Korean: 삼성) is the largest multinational enterprise group in South Korea. Samsung Group includes many international subsidiaries. Numerous areas.
3. In 2018, the memory chip market is sluggish, and Samsung plans to slow down the pace of expansion. In 2019, Samsung began to increase the price of EMMC and other products, and the price increase of memory was inevitable at that time. In 2020, the price of memory chips began to rise: Samsung plans to cut annual memory investment and reduce production capacity.
4. According to other news about memory chips, Micron’s DRAM and NAND chips have been in stock for as long as 214 days, but they can’ t be sold even after the price reduction. It can be seen that for these big manufacturers, the worst is yet to come. At the beginning of this year, industry chain sources said that Micron and Western Digital had raised the price of NAND flash memory by 10%; the price of Micron NAND chips increased by 25%, which can be described as the aftermath.
5. Very early on, in order to prevent memory prices from falling, Micron decided to cut production capacity by 5%. Last year, Micron Technology's financial report was very eye-catching. Why is the market still not buying it? The key reason is that the price of memory chips may fall! Obviously, Micron's storage particle shortage has continued until 2022.
