Flash memory trailed the foundry segment in capex in 2016, but took an extra-large jump in 2017, said IC Insights. Flash capex surged 92% to US$27.6 billion in 2017, and increased another 16% to US$31.9 billion in 2018 as manufacturers expanded and upgraded their production lines for 3D NAND to meet growing demand.More details on a per-company basis can be read at DigiTimes.
With much of the expansion now completed or expected to be wrapped up in 2019, flash capex is forecast to decline 18% this year to US$26.0 billion, which still is a very healthy spending level, IC Insights noted.
NAND flash once more expected to lead semiconductor spending in 2019
Posted on Monday, Jan 14 2019 @ 11:40 CET by Thomas De Maesschalck
IC Insights predicts flash memory will receive the biggest portion of capex spending in 2019, marking the third consecutive year that flash will be the biggest beneficiary in spending. Flash memory capacity received a lot of extra investment in 2016 and 2017, but this year spending is expected to decline 18 percent to $26.0 billion: