C Insights report explains, the increased revenue allows memory manufacturers to increase capital costs in order to produce more memory, as well as master more advanced technologies.
If we consider all the expenses of the semiconductor industry this year, the leader in terms of capital expenditures remains the segment of contract manufacturing of microprocessors and microcircuits, which forms 28% of the total budget. Memory manufacturers are on the second place, spending 24% of the total capital costs of the industry for the needs of the release of NAND memory, and 16% of the costs for the needs of the release of RAM. Experts are convinced that almost all the money allocated
for capital expenditures by solid-state memory manufacturers this year will be spent on the development of 3D NAND chips, as well as the construction of new enterprises. In connection with the growth in demand, the latter will inevitably be needed, and it is better to expand production capacities now, as long as there is money. True, it is not known what such expansion will turn into in the future - the memory market has the ability to swing from a deficit to overproduction, and therefore sooner or
later the successful period will end. Related Products :
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