It is reported that Samsung Electronics V9 QLC NAND flash memory has not yet received mass production-ready license, affecting Pyeongtaek P4 factory planning

According to news from this site on July 31, Korean media ZDNet Korea reported that the QLC version of Samsung Electronics’ V9 NAND flash memory has not yet obtained mass production license, which has affected the production line construction planning of Pyeongtaek P4 factory. Samsung Electronics announced in April this year that the 1Tb capacity TLC version of its V9 NAND flash memory has achieved mass production, and the corresponding QLC version will enter mass production in the second half of this year. However, until now, Samsung Electronics has not issued a PRA (this site's note: should refer to Production Readiness Approval) mass production-ready license for V9 QLC NAND flash memory. QLC flash memory with higher capacity and lower cost is currently the hot spot for AI inference server storage needs. The unclear future of star products has led to different opinions within Samsung Electronics on whether to use the first phase of the Pyeongtaek P4 factory entirely for NAND production.

▲ Samsung Electronics Pyeongtaek Park According to Samsung Electronics’ previous plans, the Pyeongtaek P4 factory will become a comprehensive semiconductor production center. It contains four stages and can manufacture logic, NAND, DRAM and other products.
P4 among them The first phase of the factory is used for NAND production, the second phase is for logic foundry, and the third and fourth phases are for DRAM manufacturing.
However, due to the insufficient number of wafer foundry orders and the booming demand for DRAM memory products represented by HBM, Samsung Electronics has adjusted its Pyeongtaek P4 factory investment plan in the first half of the year, building a DRAM memory production line first and delaying logic foundry. line construction.
Samsung Electronics currently has a NAND production capacity of 10,000 wafers per month in the first phase of its Pyeongtaek P4 plant. It has previously proposed a goal of increasing monthly wafer production to 45,000 wafers by next year.
However, V9 QLC NAND did not receive mass production approval in time, leading some insiders to believe that part of the construction area in the first phase should be used for DRAM production with a clearer future.

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