Omdia: Samsung and SK Hynix’s DRAM memory wafer production volume in the second half of the year is expected to return to pre-production reduction levels

According to news from this website on April 3, according to the "Chosun Ilbo" citing Omdia reports, Samsung Electronics and SK Hynix's DRAM memory wafer production volume in the second half of the year is expected to return to before production cuts. level, ending nearly a year of production cuts and normalizing business in the DRAM field. The report pointed out that the global DRAM market experienced a significant reduction in supply and rising prices in 2020. Due to the impact of factors such as the COVID-19 epidemic and the US-China trade dispute, global DRAM manufacturers have reduced production and supply has dropped significantly. However, in the first half of 2021, the supply chain was stable, and the global DRAM market

report showed that Samsung Electronics began to increase the monthly DRAM memory wafer production volume to 600,000 pieces this quarter, an increase of 13% compared with the previous quarter. %; It is expected that Samsung will start to further increase the production volume in the second half of the year to 660,000 pieces per month, which will remain the same as before the production reduction.

It is currently reported that the wafer production volume of some of Samsung Electronics' DRAM product lines in Hwaseong and Pyeongtaek is increasing, and these product lines are undergoing a technology conversion to EUV lithography.

Informed sources said that considering that it generally takes a three-month cycle from wafer casting to DRAM shipment, increasing production capacity at this time means strong memory demand in the second half of the year. If Samsung normalizes its DRAM business in the second half of the year, , it will have a great impact on performance from the end of the year.

As for SK Hynix, its monthly average DRAM memory wafer production volume in the first quarter was 390,000 pieces, which will increase to 410,000 pieces this quarter. In the second half of the year, it will further adjust to before the production reduction of 450,000 pieces.

According to the information obtained by this site, the DRAM industry as a whole is expected to see price increases for three consecutive quarters, while the current memory inventory level has also declined. Korean brokerage analysis predicts that this round of semiconductor rising cycle will last at least until the end of this year.

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