Memory semiconductor giant Micron continues to promote aggressive investment. Samsung Electronics and SK Hynix, two major semiconductor companies in South Korea, are closely monitoring market changes and adjusting investment speed.

According to the Korean media "Korean Daily" report, the market research company IC Insights recently predicted that this year's DRAM equipment investment will reach 17 billion US dollars, 28% less than last year (23.7 billion US dollars).

Following the completion of the Singapore Nand flash memory factory this month, Micron once again reported the expansion of the plant. Although Micron confirmed that it will build the A3 plant in Taichung, Taiwan, it denied the news of planning the A5 plant and said it will expand the plant globally, but will not increase production capacity.

In contrast, Korean semiconductor companies have slowed their investment this year. In the first half of the year, Samsung Electronics invested 10 billion trillion won in semiconductor equipment, 19% less than last year (13 trillion won), and concentrated on the construction of memory semiconductors with clean rooms and EUV equipment.

When Samsung Electronics announced its fourth quarter earnings report in 2018, it said that there was no plan to build a semiconductor factory in 2019, and the plant will be expanded in the medium and long term. However, in the second half of the year, Samsung Electronics will invest flexibly with the market conditions. It is widely expected that the investment amount in the second half of the year will be more than that in the first half of the year.

On the other hand, SK Hynix plans to gradually reduce the production capacity of the DRAM factory to the image sensor production line and delay the mass production of DRAM factories such as M15 and M16.

Relevant people in the Korean semiconductor industry have analyzed that Micron’s DRAM factory in Taiwan is not large, and that South Korea’s current market share is more focused on developing technology. Therefore, whether these investment plans will affect market supply and demand next year remains to be seen. Observed.