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TAP TIMES -39- APRIL 2022
Flash Memory CAPEX may DRAM and foundry); Samsung’s Phase 2
reach $29.9 billion record investment in Xi’an, China; Kioxia’s Fab 6
(Flash Ventures) and Fab K1 in Iwate, Ja-
SCOTTSDALE, Arizona — IC Insights pan; and Micron’s third flash memory plant
forecasts NAND flash memory capi- in Singapore.
tal spending will rise 8% this year to
$29.9 billion, surpassing the previ- hynix outfitted for NAND flash
ous all-time high mark of $27.8 billion SK hynix outfitted the remaining space in
spent in 2018 (figure). its M15 plant for NAND flash.
Flash memory capital spending soared in Through the forecast period, new fabs and
2017 when the industry transitioned to 3D new equipment will be needed as NAND
NAND and has topped $20.0 billion every flash suppliers gear up to enter the race for
year since. 200-plus layer devices starting at the end
of 2022 and into 2023.
Increased flash memory spending
In 2022, capital spending for flash memory Samsung and Micron might be the first to
is forecast to increase to $29.9 billion as start volume production of 200-layer devic-
big suppliers and small maintain moderate- es later this year. Both companies, and SK
ly aggressive spending levels another year. Hynix, are currently in volume production
of 176-layer NAND.
The $29.9 billion in spending represents
16% of the $190.4 billion in capital spend- Samsung’s Xi’an, China fab
ing forecast for the total IC industry in 2022 Samsung’s wafer fab in Xi’an, China, is (and
and trails only the foundry segment, which will be) a key manufacturing location for
is forecast to account for 41% of industry leading edge NAND with two fabs—each ca-
CAPEX this year. pable of 120,000 wafer starts/month when
they are fully operational.
New and recently upgraded NAND flash
memory fabs include Samsung’s Pyeong With an increased focus on enterprise stor-
taek Lines 1 and 2 (which are also used for age applications, SK Hynix expects to mi
grate to 196
layers in 2023.
The flash mem-
ory forecast is
included in IC
Insights’ recent-
ly released 1Q
Update to the
2022 McClean
Report.
icinsights.com
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