Taiwan's DRAM factories struggle to increase production to grab market share, but process progress is still behind
After the last wave of DRAM industry downturn, Taiwanese DRAM factories were badly hurt, and finally they waited until the price rebounded above the cash cost, and began to expand their production to recover the lost market share in the past. Efforts can only be made to catch up with the backward process. It is rumored that Samsung Electronics has started mass production of DDR3 chips using a 40-nanometer process, leading the Taiwan factory for as many as two generations. Taiwanese DRAM factories are catching up with the progress Once again, it seems quite difficult.
Like every boom cycle in the past, when it came out of the bottom, the big international factories always made a profit early, and Taiwan factories followed slowly, and this time was no exception. After the Taiwan factory passed the financial crisis at the beginning of the year, As the price of DRAM started to rise, the Taiwanese factories were finally operating to stop the bleeding, and they began to enter the cash inflow, so they have increased their investment in large quantities.
Nanyake and Huayake are fully converted to the 50-nanometer process, and the speed ranks first in the Taiwan factory, but it is still lagging behind Samsung.
Recently, it has been reported that after leading the generation in the 50-nanometer process, Samsung has begun to invest heavily in DDR3 chips with a 40-nanometer process, leading the Taiwanese manufacturers by as many as two generations. In contrast, although the Taiwanese factory strives to catch up in the amount of films, the progress of the process is still defeated.
Powerchip's 12-inch wafer fab has begun to fully load wafers. In the short term, it will not cost money to switch to the 50-nanometer process. Following the footsteps of Elpida, concentrate on the 65-nanometer process and the Extra 65-nanometer process. In terms of cost competitiveness, although it can't keep up with Samsung's 50-nanometer process, it can at least shorten the competitive distance with Hynix.
Although Nanyako and Huayako vowed to switch to the 50-nanometer process, the time of the real heavyweight was not seen until 2010. Nanyako was currently transferred to the 68-nanometer process to test the water temperature. After the yield was smooth, Hua In 2010, Yaco will switch to a 50-nanometer process in large quantities. At that time, it will be the fastest manufacturer in the Taiwan factory to switch to 50-nanometer process, but there is still a distance from Samsung's footsteps.
Motech started to manufacture DDR3 chips for Elpida in 2010, but Motech originally used Hynix technology and equipment. Now if we want to transfer to Elpida technology and do OEM, we must purchase new equipment and how to find funds in the future. The purchase of machine equipment is the focus of market attention. Furthermore, when to obtain its own technology source is a focus of attention.
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