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三大原厂DRAM产能约1800万片晶圆!
国芯网· 2026-01-14 04:46
Group 1 - The core viewpoint of the article emphasizes the growth of global DRAM production capacity, with a projected increase of approximately 5% from 2025 to 2026, reaching around 18 million wafers [2][3]. Group 2 - Samsung Electronics is expected to increase its production capacity from 759 million wafers in 2025 to 793 million in 2026, reflecting a growth of about 4.5% [3]. - SK Hynix is projected to see a more significant increase, with its capacity rising from 597 million wafers in 2025 to 648 million in 2026, marking an increase of approximately 8.5% [3]. - Micron's production capacity is expected to remain stable at 360 million wafers for both years, showing no growth [3]. Group 3 - The increase in DRAM capacity for 2026 is primarily attributed to more efficient utilization of existing production lines and the full operation of SK Hynix's Cheongju M15X facility [4]. - The transition to 1c/1γ process technology is also expected to impact production volumes, with new capacity from the major manufacturers set to materialize between 2027 and 2028 [4].