Although Japan launched a second wave of banned Korean orders last weekend, it is expected that as many as 857 important materials will be subject to regulatory restrictions on Korean exports, which may affect the semiconductor production of Korean companies, but Samsung does not seem to stop in the semiconductor field. Expansion.
In the field of flash memory, memory and other memory chips, Samsung's Q2 quarterly earnings report released last week, operating profit plummeted 53%, mainly due to memory price declines, this trend has not changed, Samsung said the second half of this year's memory The inventory of the chip will decline, but there are still many uncertainties in the external environment, and it is difficult to predict how fast the inventory will fall.
In July, the memory contract price fell again by 10%, but the spot price rose by 24%, but Samsung said that whether the spot price increase can affect the long-term contract price is still difficult to say.
As memory and flash memory prices have fallen for several quarters, the revenue of upstream storage chip makers has fallen sharply. Micron and SK Hynix have previously taken measures such as reducing production to affect market supply and demand. However, Samsung is cautious in this regard. The company's executives said that it will not artificially reduce production, but Samsung's chip production will operate flexibly in order to respond to changes in market supply and demand in a timely manner.
On the logic chip, Samsung said that the 7nm EUV production line of Hwaseong Fortress in South Korea will be mass-produced in the first half of 2020. The company also plans to build another 7nm EUV plant to expand its 7nm capacity. In this field, TSMC has already mass-produced 7nm process for more than one year. Time is up.