Samsung Electronics and SK Hynix consider continuing production cuts as NAND flash memory demand recovery sluggish

According to news from this website on August 21, customer demand for NAND flash memory has been sluggish recently. This site has previously reported that Samsung Electronics plans to stop some NAND flash memory production equipment at the P1 factory in Pyeongtaek, South Korea, and suspend quotations for the sixth-generation V-NAND mature process of memory chips. As long as it is less than 1.6 US dollars (about 12 yuan), all shipments will be stopped

According to foreign media BusinessKorea reports, Samsung Electronics and SK Hynix are facing the situation that market demand has not improved significantly. There is considerable pressure, and inventories are still at a high level. We are considering continuing to reduce production in the second half of the year.

Foreign media said that

Compared with DRAM, the demand for NAND flash memory has recovered slowly. Although the profit situation of DRAM has improved with the increase in AI demand, the demand is not high and is still at the " Oversupply” status .

Foreign media said that the two major manufacturers, Samsung Electronics and SK Hynix, are planning to reduce the production of NAND flash memory to manage inventory in the second half of the year to avoid the unsatisfactory market conditions of NAND flash memory from affecting the recovering DRAM market. Have a negative impact,.

According to reports, the inventory of Samsung Electronics’ storage business equipment solutions division increased to 33.69 trillion won (approximately 183.61 billion yuan) at the end of the first half, an increase from 29.06 trillion won at the end of last year. increase. SK Hynix’s inventory at the end of the first half was 16.42 trillion won (approximately 89.489 billion yuan), an increase of 5% from the end of last year

In the second quarter earnings analyst conference call, Samsung Electronics stated that they plan to continue to reduce the production of storage semiconductors centered on NAND flash memory in the second half of the year. At the same time, SK Hynix also announced that they plan to reduce NAND flash memory production by 5% to 10% in the second half of the year. Advertising statement: This article contains external jump links (including but not limited to hyperlinks, QR codes, password, etc.), designed to provide more information and save screening time, for reference only. Please note that all articles on this site are accompanied by this statement

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