Samsung · SK Hynix, which started additional cuts, and reduces NAND losses 'All -out War' -SOUTH KOREA News
Samsung Electronics and NAND's flagship line will continue for a while for two years in the utilization rate./Samsung Electronics, Samsung Electronics, SK Hynix, and Kioxia, such as SK Hykoxia, sold the NAND flash production, which is looking at the deficit, and the loss is reduced.Earlier, Samsung Electronics declared additional production of NAND in the second quarter's earnings conference call, and Kioxia, Micron, and SK Hynix are also reducing production.It is adjusting the utilization rate in the cyan plant.In contrast to the reduction of production only in non -cycle lines except Pyeongtaek and Xi'an, the company is also adjusting the input of wafer (semiconductor disc) at the maximum production base.It seems that the management's judgment that the output in the main line should also be reduced in order for inventory processing, which is still higher than the DRAM. According to the industry, Samsung Electronics has introduced NAND wafer of the Hwaseong 16 line from the third quarter of this year.It is suspended, and the largest NAND producers, Pyeongtaek and Xi'an plants, are also expected to lower their monthly average input from 22 to 230,000 to 200,000.This is the lowest level in two years.As a result, the annual outlook for NAND is also expected to decrease by 10% next year, and NANN is considered the main culprit of deterioration of the current memory semiconductor companies.According to market research firm DRAM Exchange, the fixed transaction price of memory cards and USB NAND flash universal products (128GB 16GX8 MLC) fell twice in March (5.12%) and April (2.93%) this year.In the NAND market, Samsung Electronics (34.0%) and SK Hynix (15.35%including Solida) are overwhelming, so the price drops are great.SK Hynix's second quarter NAND inventory loss is about W500bn. In the semiconductor industry, the manufacturing companies have a disadvantage in the NAND market."The sales price is almost close to the production cost because the overproduction has been continued to be able to operate one year, and the demand is rarely survived."It is said that I can expect NAND sales to recover.Indeed, Samsung Electronics and SK Hynix have also suggested additional production at the second quarter earnings conference call.SK Hynix has been cutting since the fourth quarter of last year (October -December), and in the second half of the year, NAND production 5 ~ 10The company decided to cut more than an %, and Samsung Electronics also said it will expand the growth of NAND.Earlier, Micron also said that the NAND flash wafer input was reduced from 25%to 30%.Japan's Kioxia is also known to have expanded the 30% cuts that started in the fourth quarter of last year to 50% from this year, and it is difficult to expect market demand to recover immediately.In particular, mobile companies such as smartphones, major customers, are still passive in stockpiling.Server companies continue to adjust their inventory except for AI -related investments, and the overall recovery of demand for purchase is not confirmed.Park Chan -dong, vice president of SK Hynix, said in a 2Q earnings announcement conference call that "NANND is relatively limited to DRAM," he said.It is expected to fall 3-8% from the previous quarter.The fall is expected to be reduced compared to the previous quarter (10-15%).In general, however, the second half is the peak season in the IT industry, but there are still many inventory, and the NAND demand companies are cautious about purchasing.
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