Samsung and SK Hynix plan to increase semiconductor investment next year: Samsung will increase investment by 25%, and SK Hynix will increase investment by 100%.

According to Korean media ETNews, Samsung and SK Hynix plan to increase investment in semiconductor equipment in 2024

Samsung plans to invest 27 trillion won (Note from this site: currently about 148.23 billion yuan), an increase of 25% over the 2023 investment budget; and SK Hynix plans to invest 5.3 trillion won (currently approximately 29.097 billion yuan), an increase of 100% over this year's investment amount.

The report mentioned that Samsung and SK Hynix not only increased investment in semiconductor equipment, but also increased their production capacity targets for 2024

According to reports, Samsung plans to increase DRAM and NAND flash memory production by 24%, while SK Hynix aims to increase DRAM production capacity to the same level by the end of 2022

According to revenue data for the third quarter of 2023 released by TrendForce, Samsung’s market share in the DRAM field is approximately 38.9%, while SK Hynix’s is 34.3%

In the NAND field, Samsung occupies approximately 31.4% of the market share, while SK Hynix occupies 20.2%

Major manufacturers in the DRAM and NAND markets have taken measures to reduce production due to chronic supply overhang, which has only improved recently

Amid a rebound in memory prices, South Korea's Two major companies plan to make major investments, raising concerns that the memory industry may face new challenges

In the future, the industry generally believes that some related Artificial intelligence-related applications will require greater memory support. For example, global smartphone shipments are expected to grow by 3% next year, which will further promote the expansion of high-value memory market demand

According to TrendForce, relevant memory manufacturers have recently expanded investment and improved The news about production capacity is mainly driven by the growth of HBM market demand, rather than the expansion of production capacity for all products

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