According to the Korean media "Etnews" report, in the current memory market conditions are still poor, coupled with the increasing uncertainty of trade conflict between Japan and South Korea, South Korean technology giant Samsung has decided to suspend the P2 memory production line for Pyeongtaek in the second half of 2019. investment.
The newspaper reported that people familiar with the matter pointed out that many signs now indicate that Samsung is delaying the investment plan of the Pyeongtaek P2 plant. These include orders for the purchase of machines in the second half of 2019, which have now been delayed until the first quarter of 2020, which will delay the desire of Samsung to invest in the P2 memory line from 2018 to become the world's largest storage line. .
The report pointed out that the industry believes that Samsung originally believed that the memory industry will start to recover in the second half of 2019, then the Samsung Pyeongtaek P2 production line will be completed after the completion of the plant construction in the first half of 2019, and will be ordered after the second half of the year. On this wave of memory recovery period. Unexpectedly, the market situation does not seem to be as smooth as Samsung expected, which also makes Samsung have to adjust the pace of investment.
The report further pointed out that industry insiders pointed out that Samsung's biggest reason for adjusting the Pyeongtaek P2 plant is that in addition to the current inventory level in the client memory, there are still three to four months in the first half of the year, plus recent occurrences. Under the circumstances of many uncertainties such as the trade conflict between Japan and South Korea, Samsung has to make adjustments.
Industry insiders stressed that although the recent memory quotation has improved, this is caused by the market's expected psychology based on the trade conflict between Japan and South Korea. However, this is not good news for Samsung, because the follow-up situation may make Samsung unable to supply, resulting in a shortage of memory in the market, which makes Samsung worry.
And semiconductor equipment manufacturers said that although Samsung is expected to delay the investment in the Pyeongtaek P2 production line in the second half of 2019 to the first quarter of 2020, it does not rule out that this investment will continue to be postponed. The reason is that the current Japan-Korea trade dispute, Japan may further expand the control products. This will have an impact on Samsung's production, which will make the original investment plan have to be postponed.