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Digitimes Research: Samsung, Hynix capex for memory to fall in 2016

Ricky Tu, DIGITIMES Research, Taipei

Samsung Electronics and SK Hynix will both lower their total capex for memory ICs in 2016, according to Digitimes Research. During the year, both companies will focus on migrating to 18nm process technology for the manufacture of DRAM chips and ramping up their 3D NAND flash capacities.

Combined memory capex by Samsung and SK Hynix will reach US$12 billion in 2016, down 18.4% from 2015, said Digitimes Research.

As high as 70% of Samsung's total capex for memory ICs will be used to develop its 18nm process technology for the manufacture of DRAM chips, as well as purchases of new equipment for the new node, Digitimes Research indicated.

SK Hynix will cut its capex for DRAM memory but will increase the amount for NAND flash chips. The company is looking to build new production capacity for 3D NAND flash in the second half of 2016, Digitimes Research said.

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