Taipei, Tuesday, December 6, 2016 22:37 (GMT+8)
mostly cloudy
Taipei
20°C
Digitimes Research: Korea semiconductor companies to ramp up capital spending in 2H14
Ricky Tu, DIGITIMES Research, Taipei [Tuesday 17 June 2014]

Semiconductor capital spending by Samsung Electronics has topped the world's semiconductor companies for the fourth straight year since 2010. In 2014, Samsung's semiconductor capex is expected to stay flat at US$11.5 billion as compared to the previous year. However, since Samsung plans to begin install production equipment at its Line-17 fab in Hwaseong, Gyeonggi Province, its semiconductor capex in the second half of 2014 will be higher than that in the first half, according to Digitimes Research.

Having already set up seven semiconductor production lines in its plants in Hwaseong and Xian, China, the Hwaseong plant will aim to migrate to more advanced process nodes in 2014, while the Xian plant will focus on ramping up its vertical-NAND (V-NAND) flash capacity. The Line-17 fab, which is slated for completion in the second half of 2014, will focus on offering wafer foundry services using 20nm and below processes, Digitimes Research said.

Meanwhile, SK Hynix's capex for 2014 is expected to reach US$3.3-3.8 billion, up from US$3.3 billion a year earlier. SK Hynix' main capex for 2014 will be used to build its M14 fab. Construction of the M14 line is expected to begin in mid-2014.

Capital spending of other semiconductor companies, including Micron Technology, Toshiba and SanDisk will also top US$1.0 billion each in 2014. Micron is expected to accelerate the migration of its DRAM production to 20nm process, while also ramping up its NAND flash capacity.Toshiba will team up with SanDisk to expand the production capacity of V-NAND flash at its plant in Yokkaichi.

For non-memory chips, the 2014 capex of Intel, Taiwan Semiconductor Manufacturing Company (TSMC), Globalfoundries and United Microelectronics Corporation (UMC) will also exceed US$1 billion each. While Intel will deepen its development of 14nm and below processes, TSMC will focus on 16nm FinFET process. Globalfoundries and UMC will raise the ratios of their 28nm production,while beginning to develop 20nm and below technologies.

Combined 2014 capital spending of these semiconductor firms with a capex budget of over US$1 billion in the year is expected to amount to US$49.3 billion, Digitimes Research estimates.

The top-three DRAM chipmakers will move to upgrade their processes to 25-21nm, while the NAND flash industry will stress on ramping V-NAND flash production as well as to migrate to 19-16nm processes.

Content from this article was part of a complete Digitimes Research Chinese-language report that has not yet been translated into English. If you are interested in an English version of the report or wish to receive more information about the report, click here to contact us and we will get back to you as soon as possible. Digitimes Research also provides quarterly tracking services for market sectors such as Global Tablet, China Smartphone, China Smartphone AP, Taiwan ICT and Taiwan FPD. Click here for more information about Digitimes Research Tracking services.

Realtime news
  • Fitness trackers in the lead as wearable market grows 3.1% in 3Q16, says IDC

    IT + CE | 1h 15min ago

  • Camera module maker Newmax reports increased sales for November

    Mobile + telecom - Newswatch | 1h 20min ago

  • Chip demand for iPads slows

    Bits + chips | 1h 23min ago

  • Global October chip sales increase, says SIA

    Bits + chips | 1h 26min ago

  • Rugged computer device maker Getac reports strong sales for November

    IT + CE - Stockwatch | 1h 29min ago

  • Nanya posts revenue growth in November

    Bits + chips | 1h 31min ago

  • HTC sees revenues continue to drop in November

    Mobile + telecom | 1h 34min ago

  • Digitimes Research: Global tablet shipments in 4Q16 to reach 51.29 million

    IT + CE | 1h 37min ago

  • Sinbon Electronics November revenues roughly flat on month

    IT + CE | 1h 43min ago

  • Lite-On Technology sees November revenues increase

    IT + CE | 1h 45min ago

  • General Interface Solution sees decreased November revenues

    Before Going to Press | 1h 17min ago

  • Vietnam aims at 7.0%, 10.7% of total power generation for renewable energy in 2020, 2030

    Before Going to Press | 2h ago

  • Local governments in China temporarily suspend PV installation applications

    Before Going to Press | 2h 1min ago

  • Darfon Electronics sees decreased November revenues

    Before Going to Press | 2h 3min ago

  • Diode maker Eris November revenues rise

    Before Going to Press | 2h 4min ago

  • China LED material, chip makers hike prices

    Before Going to Press | 2h 4min ago

  • Synnex Technology November revenues up on month, down on year

    Before Going to Press | 2h 5min ago

  • Digitimes Research: Global digital gaming market to reach US$99.6 billion in 2016

    Before Going to Press | 2h 7min ago

  • TSMC to build new plant for 5nm and newer processes

    Before Going to Press | 2h 9min ago

  • TSMC orders equipment for NT$13.5 billion

    Before Going to Press | 2h 10min ago

Pause
 | 
View more
UMC
Intel strategies in the mobile device market
Analysis of China revised domestic semiconductor industry goals
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.