The year 2020 will be a great year for PC players, with the launch of the Zen3 processor, ampere and RDNA2 GPU bringing a wave of enthusiasm from gamers.At the same time, the continuous collapse of the price of memory also allows many players to experience 64GB or even 128GB of memory in advance.For example, 32GB true incense sticks 12 pairs only sell 459 yuan, 128GB calculate down only 1800 yuan.Remember that you can only buy 16GB of memory for 1800 yuan in August, 2016.
The players are happy, but the corresponding semiconductor manufacturers are not so happy. Samsung is the first DRAM manufacturer that cannot resist.
Samsung plans to maintain DRAM 2021 capex at 2020 levels, but will convert certain DRAM production lines into image sensor production lines, meaning DRAM 2021 capEX will actually be lower than 2020, according to a report in South Korean media MoneyToday on Thursday.
SK Hynix, another big South Korean company, is also conservative about DRAM investments, but will increase its capital expenditure on foundries and NAND.
Samsung Electronics and SK Hynix's rival Micron rose more than 4 per cent on the news on Thursday, Witten electronics rose more than 10 per cent and Colin R&d, a semiconductor equipment maker, fell more than 3 per cent.
It can be predicted that price increases will be the main theme of the memory market in 2021. Cherish the low price time!