China's development of memory industry have new progress! China wuhan new core will be a new memory factory, new factory in ceremony falls on the 28th of this month, according to the parent of the made news science and technology, wuhan new core will be built for NAND Flash factory, rather than market rumors of DRAM factory, it is understood that the national integrated circuit industry development fund (fund) and hubei province government has in place, wuhan new core is girding Flash market.

China plans to build a semiconductor supply chain, under the national security, military considerations, memory has been China eager to self-sufficient development areas, and opted for a selected provinces and cities as the key development area, in the previous six under the local governments to compete, in the end by the wuhan new core outlet, a big fund, industrial development as a whole the whole memory.

According to six big funds and local government of hubei province has been in the end of February in place, will be held on the 28th of this month in wuhan new core ceremony, and has set up a invitation letter, from the invitation content, according to a new factory will be located in wuhan east of new technology development zone, the total amount of investment of up to 24 billion dollars, gaiden wuhan new core will build 12 inch DRAM factory first, then according to the new message of science and technology, wuhan new core will first build Flash factory, same type production NOR Flash, and gradually transfer to NAND Flash products, even 3 d NAND Flash, the ultimate goal production capacity of 300000.

From 3 d NAND Flash corner overtaking ambitions

From wuhan new core recent layout or can see clue, in May 2015, wuhan new core with NOR memory manufacturer Spansion (Spansion) signed a cooperation agreement with cross licensing development 3 d NAND Flash technology. From wuhan new core financial officer Chen Shaomin, chief operating officer hong Feng recently the Shanghai SEMICON China and xiamen 2015 integrated circuit industry promote the conversation, the layout of the main shaft around the same Flash industry.

Wuhan new core financial officer Chen Shaomin in 15 days before the opening of Shanghai SEMICON China memory industry development on the BBS is pointed out that "captures the DRAM development opportunities in Japan, South Korea seized the DRAM and NAND development opportunities, both countries have become the industry leader in memory. Now 3 d NAD technology rise, much starker choices-and graver consequences-in planning and semiconductor as a key development, we are" just came to the development of a 'tuyere is bound to grasp the opportunity." Hong Feng earlier also, according to the 3 d NAND Flash memory chip industry will become China corner overtaking comes in. Wuhan new core, China from the Flash memory layout or will unfold.

Big bets, price war has predictable?

However, not only in wuhan new core, each big memory giant also rushed to invest 3 d NAND Flash, Intel dalian factory production 3 dnand Flash, in the second half of the capacity, SK hynix in early march, came into 15.5 million won (about nt $450 billion) expansion of NAND Flash capacity, and in 2019 put into production, 17, Toshiba announced expansion has three years to invest 360 billion yen, also bet on 3 d NAND Flash.

Foreign at RBC Capital Markets analyst Amit Daryanani recent report that is concerned, in the industry have turned into a 3 d NAND Flash, the average selling price (ASP) will be lower, or even possible prices tumbling, made parts manufacturers in trouble. 3 d NAND Flash will bring about a future price blood rain also concern.