Samsung will double NAND production in China, Toshiba invests $1 billion in 3D NAND Fab

by Hilbert Hagedoorn on: 03/30/2018 08:06 AM | source: | 9 comment(s)

As we reported a few weeks ago, pressured by the Chinese government in an aim for market stability, Samsung now plans to double NAND production. Samsung will invest $7 billion in the next three years by adding a second production line in the Chinese city of Xi’an.

With this 'upgrade' Samsung could produce 220,000 wafers per month. At this time NAND flash memory prices are going down. It was expected prices would go up again after a power-loss event in a Samsung Fab where 60,000 wafers were lost, reports myce.

Toshiba on their end also announced it will invest in the production of 3D NAND flash. The company will invest $1.31 billion in fab 6, located in Yokkaichi, Japan. The fab should boost the output of Toshiba’s 96-layer 3D NAND flash.

"Toshiba has approved Toshiba Memory's proposed investment in production equipment for Fab 6 at its Yokkaichi operations in Mie (Japan), where Toshiba Memory will be making 3D flash memory chips.

Toshiba Memory will invest about JPY140 billion (US$1.31 billion) as a third investment in Fab 6 for the installation of additional manufacturing equipment including deposition and etching equipment, Toshiba said. Fab 6 is being constructed to boost the output of Toshiba Memory's 96-layer 3D flash products.

Toshiba Memory has seen robust 3D flash demand for enterprise SSDs for data centers and servers, Toshiba indicated. The Fab 6 is looking to satisfy the growing demand in 2018 and beyond."

Good times, as long term NAND definitely will get cheaper.

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Silva
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#5533452 Posted on: 03/30/2018 01:03 PM

I'll be waiting for 2016 prices before updating for sure.

Noisiv
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Joined: 2010-11-16

#5533473 Posted on: 03/30/2018 01:54 PM

Thank god for CPC.

It doesn't matter whether a cat is black or white, as long as it catches mice.
-- Deng Xiaoping

sammarbella
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#5533539 Posted on: 03/30/2018 06:26 PM

Zooke
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#5533542 Posted on: 03/30/2018 06:53 PM

I might not agree with all of the things China does, but not many countries could have got such a swift change in Samsung policy.
Nvidia and Intel next please.

fOrTy_7
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Posts: 342
Joined: 2005-06-18

#5533563 Posted on: 03/30/2018 08:06 PM

NOTHING is more effective than a dictatorship announcing an investigation on price fixing:

https://www.techpowerup.com/240042/china-regulator-to-look-into-possible-dram-nand-price-fixing-by-manufacturers

Low production/high demand excuses vanish...FAST.

This news are three months old and nothing has been done after announcing the possible price fixing investigation.

Moreover Samsung now invest 7 billion in NAND production which they have plenty of supply, cos even a 60.000 wafers lost didn't affect supply lines and didn't shake a price anyhow. Yet they don't increase RAM production since they revenue would be lower if they did.

sammarbella
Senior Member

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Joined: 2014-12-09

#5533573 Posted on: 03/30/2018 08:40 PM

This news are three months old and nothing has been done after announcing the possible price fixing investigation.

Really?

Then why:

Moreover Samsung now invest 7 billion in NAND production which they have plenty of supply

Samsung like to spend money for no reason?

A simple announce of investigation by China Gov is quite more efficient (and FAST) than any Western democracies leading with big corps lawyers armies in anti trust suits.

LOL

LEEc337
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Posts: 55
Joined: 2015-08-13

#5533621 Posted on: 03/30/2018 11:17 PM

The world needs more ram, yeah 96 layer speedy storage is nice but for sure ram prices are holding me back from upgrading

NaturalViolence
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#5533777 Posted on: 03/31/2018 05:35 PM

You guys really have to stop making assumptions.

yeeeman
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Joined: 2015-02-25

#5534170 Posted on: 04/02/2018 02:32 PM

Can't wait for a cheap 1TB SSD. My 256GB 840 PRO is already full.

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