Will prices jump? Samsung's memory chip factory failure threatens to violate the HWzone balance
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Will prices jump? Samsung's memory chip factory failure threatens to break the balance

Abrupt shutdown due to power supply problem at factory that produces DRAM chips and chips Sounds like a 2017 replay of Trouble

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Manufacturing silicon chips is an unusually elaborate, complicated and delicate process - when any error or problem that arises during it can result in extremely significant damage to the product. It is never positive and unpleasant, but it is something almost inevitable that nevertheless happens from time to time to even the greatest and best - and now it seems that it is the turn of the To be financially damaged, in a way that may result in a chain reaction in the entire memory chip market.

Now, there seems to be an opportunity to examine the potential impact of such a malfunction on the market situation, Am Verified reports For being a modern and large enterprise of a company In South Korea, he had to quit his manufacturing operation due to an electrical fault. Explosion at a certain power line resulted in only a minute's break in supplying power at critical locations in the factory in Huasong, but the company will take about three full days to return to normal production at the complex.

"City" chipset factories In her country of origin, she makes headlines - not for good reasons

The immediate significance is a significant financial loss to Samsung with a flaw in all the thousands of Vipers with DRAM and V-memories. That were at different stages of production at the plant at the time of the failure - and in those areas where demand draws in most cases the full supply available such a loss could result in a chain reaction that would undermine the delicate balance that consumers have earned in recent months.

Even before reports of the malfunction, we received expert estimates that the market memory prices, and especially the dynamic memory prices (DDR4 / LPDDR4 and LPDDR5), would jump tens of percent in 2020 due to demand swelling much faster than supply - and now with Samsung's loss of chip share That the gloomy projections will begin to be realized sooner and faster.

After a positive year of price declines that brought us to the lowest levels in the era - Experts predict tens of percent increases in average chips prices And various types of DRAMs by the end of 2020

Currently, the price of memories that can be found in stores across the web is still historically low, especially when it comes to offers from the US store of Which continues to provide free shipping to Israel for the time being - and this may be a last call to consider upgrading at Kurtz, shortly before prices begin to climb again for a period of time that is very difficult to estimate in advance.


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7 תגובות

  1. 'Factory failure costs money, but is worth gold; Try and find out…

    It always helps to have a reason to bounce prices. Fortunately, there are other makers.

  2. As usual, there are a few domains to rationalize raising prices and performing "price matching" in front of competitors with a wink. In such large-scale production plants, the power system is backed up by several layers, and there is never a manufacturing fault due to such a reason. There is a UPS and there is a generator like on a server farm. There are several of each kind that are protected at the same time. These are very expensive infrastructure-intensive enterprises. A chip factory costs $ 5 billion. Generator and UPS cost nothing in relation to such an infrastructure that will not confuse our minds.

  3. I do not know if it is a spin, ultimately a state of the market creator sometimes, a reality to pressure the public to buy now before prices are supposedly rising, and that is how demand increases, and prices with them.
    By the time a power outage in such a factory with a total of one minute risks creates many questions, you thought about it in the operating rooms. Will there be a minute power outage, or the military radar? There is no such thing in the world, there are uninterrupted systems only in the first layer after which the generators start working.
    So you have to check and investigate what the story really is

  4. A similar GF plant needs 80 megawatts, it's not some generators that build a power plant specifically for that. It is not a shelf product that can hold a few minutes at such a load.

  5. Quote by ilanelkarif

    I do not know if it is a spin, ultimately a state of the market creator sometimes, a reality to pressure the public to buy now before prices are supposedly rising, and that is how demand increases, and prices with them. By the time a power outage in such a factory with a total of one minute risks creates many questions, you thought about it in the operating rooms. Will there be a power outage, or the military radar? There is no such thing in the world, there are uninterrupted systems only in the first layer after which the generators start to work. So you have to check and investigate what the story really is

    What is more, there are two units that each back up the other, and both work in parallel.

    If one UPS fails, the other fails.

    If one generator fails, the other backs it up.

    There is no chance of a "critical component" power outage in the production line at such a factory.

    Quote of etal

    A similar GF plant needs 80 megawatts, it's not some generators that build a power plant specifically for that. It is not a shelf product that can hold a few minutes at such a load.

    You do not need to connect to UPS כל The plant, for example, not the air conditioners, not the ventilation system, not the management offices or employees, and not components

    Others are not critical if they stop for 10 seconds (until the generator starts).

    What the UPS connects to only the "critical automation" components is that it should not stop for even one second. To preserve its continuity.

    The critical components alone do not consume the bulk of the power.

    ** In the workplace where I work, in a huge management building of about a thousand employees, UPS has all the communications and emergency lighting infrastructure connected to UPS.

    In any case, the generator is prevented within seconds, and the rest of the systems (general lighting, etc.) return to function as well. In seconds.

    And it's all an office building, yes, not a high-tech enterprise.

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