Samsung Slows 1d DRAM Push As Prices Surge

DIGITIMES, citing The Bell, reports that Samsung Electronics is slowing investment for its seventh-generation 10nm-class DRAM node. The supplied article says the current memory price surge is making it more profitable to maximize output from existing lines instead of accelerating a costly next-generation process ramp. For RamTrend, this is a strong pricing-cycle signal. When a leading DRAM supplier is rewarded for near-term output from mature lines, the market may get incremental supply without the faster efficiency gains that would come from a more aggressive node migration. That can preserve high profitability for suppliers while keeping structural relief slower than buyers want. The payload also references NAND in the URL, but the available excerpt centers on DRAM, so the analysis should not overextend beyond the stated 1d DRAM decision.