2019 to be third year of greater than $25.0B in spending for flash, topping both DRAM, foundry.
• Micron allocated significant resources to upgrade its two existing flash fabs in Singapore and broke ground on construction of a third NAND wafer fab there.
• Toshiba Memory completed construction of a new 300mm wafer plant (Fab 6) at its Yokkaichi site in 1H18. Operations at Phase 1 of the facility are expected to begin in early 2019. Also, Toshiba announced that its next flash memory fab after Fab 6 would be located in Kitakami, Iwate. The company broke ground on this fab in July 2018.
• XMC/Yangtze River Storage Technology (YMTC), which is owned by Tsinghua Unigroup, completed construction of its new fab, installed equipment, and began small-volume production of 32-layer 3D NAND flash.
• Samsung and all of the other “legacy” flash suppliers are well aware of the big plans that China has to be a player in the 3D NAND flash market. Samsung will continue to invest heavily to stay far ahead of existing competitors or new startups and maintain its competitive edge against any who think they can wrestle marketshare away. Samsung spent $13.0 billion on flash capex in 2017 and $9.0 billion in 2018, accounting for 28% of the total $31.9 billion in flash memory capital spending last year. IC Insights estimates Samsung will spend another $7.0 billion for flash capex in 2019.
Details and forecasts of industry-wide capital spending, including a 2018 ranking of top capital spenders, are included in the 2019 edition of The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry, which will be released in January 2019. A subscription to The McClean Reportincludes free monthly updates from March through November (including a 200+ page Mid-Year Update), and free access to subscriber-only webinars throughout the year. An individual user license to the 2019 edition of The McClean Report is priced at $4,990 and includes an Internet access password. A multi-user worldwide corporate license is available for $7,990.
As part of your 2019 subscription, you are entitled to free attendance at a McClean Report half-day seminar (one seat for each copy purchased; company-wide licensees receive five free seats). The schedule for this year’s McClean Report seminar tour is shown below.
Thursday, January 24, 2019 — Sunnyvale, California
Tuesday, January 29, 2019 — Boston, Massachusetts