Samsung Electronics confirmed that it is building a new semiconductor factory in Pyeongtaek, Gyeonggi-do, South Korea, and can produce various memory chips such as memory and NAND Flash according to market demand. Samsung currently has a large factory in Pyeongtaek, and will begin mass production of 64-layer stacked NAND Flash particles in mid-2017, and it can also be used to produce DRAM memory chips. The initial investment of the factory is 15.6 trillion won, and the total investment is expected to reach 30 trillion won by 2021.
The new plant, tentatively named P2 Project, is not far from the old factory. It reported that the investment amounted to 30 trillion won, but it is unclear whether it is a preliminary investment or a total investment. Considering that the new factory had just started construction, it began to lay gas pipelines in January, and there will certainly be additional investment in the follow-up.
The new factory also has memory and NAND Flash production capabilities, but Samsung has not yet decided which one to do first. It is certainly necessary to look at follow-up market requirements. For example, the original factory originally planned to produce NAND Flash.
It is reported that the new plant is scheduled to be completed by the end of the second quarter of 2019. Therefore, Samsung will decide whether to produce a memory or a NAND Flash by the end of this year at the latest. After all, equipment ordering, manufacturing, and migration will take time.
Taking into account that the NAND Flash supply gap is not too big at present, the original factory has already been mass-produced, and the current memory market is still at a high level. The new factory should be dominated by memory, which naturally stimulates further memory price reduction.
Of course, if Samsung had to deliberately control the supply and demand of the market, then no one would be able to, and the interview would be useless.