Why is the memorizer the wind vane of the industry

The memorizer usually includes DRAM, NAND, NOR and SRAM. Often divided into two kinds in the semiconductor industry, DRAM and flashing memories. Because of its two major characteristic,can quantity production and last face width, be made at semiconductor of it unique statusing. Industry someone call it wind vane of the semiconductor industry.

Review the intersection of DRAM and history of development, nearly 8 to systemic circulation once every 10 years every, finally will certainly have bull the intersection of memorizer and factory’s backout, represent the end circulating. For instance backout such as TI and IBM for 1980 times; Toshiba for 1990 times, Hitachi and NEC backout, nowadays strange Damien’s backout at first of dreaming of of 2000 times. Up to retreat, send as an envoy to market, lack scene of monthly productivities.

In the whole world in the size of the silicon dice shifts, the memorizer walked in the forefront too, if DRAM hit the historical record up to 40 billion dollars of the annual sales amount under the promoting of windo95 in 1995, and begin to turn from 6 inches to production line of 8 inches, DRAM begins 8 inches of backout, and change direction 12 inches in 2007.

The industry thinks Damien’s backout very and dreams of, it is over not to represent the annexation of this wave of memorizers, there are getting too more still on producer on it is because global at present memorizer,such as Samsung, sea wrestler, lights beautiful, must reach and many Taiwan. Because of the characteristic of the memorizer industry, need high investment and quantity production. Factories newly building are all big super factories (superfab) at present ,Monthly productivity of 12 inches is about 150,000 slices, so there are already ample factories of 2-3 memorizers in the whole world, so does not think this wave has annexed it yet totally completely.

The industry want discuss it can be about whole industrial and undulating why the memorizer have such great might?

The global DRAM market is by 2001 since 1996 crash, the protagonist of global semi-conductive equipment investment is a logic chip trader represented by Intel.

But the chip of the processor began to enter 90 nanometers after 2002, Intel changed the tactics that improved primary frequency in the past, and turn to and reduce the power consumption and improve the function. At this moment, because of the increase in demand of the market, the investment proportion of the global memorizer increases day by day. If global memorizer investment in 2005 increases by 40%; Increased by 15% in 06; Increased in 30% and 08 and dropped by 20% in 07. The capital expenditure of the global memorizer accounts for the proportion of the sales amount, is up to 73% in 2007, even if drop and up to 44% in 2008.

Following two table show memorizer make the investment take semi-conductive percentage of gross investment and memorizer invest constitute proportion of its sales amount separately, it is obvious the weight proportion of the memorizer in the whole world semiconductor industry accounts for the first, so it is reasonable to be called industry’s wind vane.

In addition, SEMI statistics show, estimate the productivity of the global silicon dice will increase by 11% compared with 07 in 2008, among them the productivity of the memorizer increases by 41%, and the memorizer productivity increased by 38% in 07. 5 great investment plans of founding the factory ago the whole world of 2008, are all memorizers without exception, brilliant and auspicious and brilliant for Toshiba / new emperor, Samsung, sea wrestler, strength respectively.

In addition, in terms of Moore law of tracing, forefront the most that NAND flashing memory has walked, has already reached 4x-3xnm, secondly it is DRAM that reaches 5x-6xnm. Therefore, promote a lot of semi-conductive apparatus such as lithography machine, etching machine,etc. to customize for memorizer industry specially.

Rick Hill of Novellus speaks correctly, in 1980 times, 2/3 of the chip factories in the world make MPU, logical circuit, 1/3 of the chip factories make the memorizer; Come over instead nowadays, 2/3 of the chip productivity global make the memorizer.

So, no matter from technical advance, or the investment and expansion of productivity, the whole world relied on the memorizer industry, so the memorizer became status of protagonist of the global semiconductor industry and the left and right semiconductor industry can be already obvious.

After the financial crisis, global economy has already risen from the valley bottom under government’s joint efforts of various countries gradually, the semiconductor industry is the same too, it is estimated over 10% of the growth of 2010. Among them the manifestation of the memorizer confirms this point too, such as the memorizer price rises by 65% during Q1 to Q4 of 09, cause most memorizer factories to begin to make a profit. The industry is expected, the stock of the global memorizer will be still tight slightly in 2010, so the price continues rising is a trend, therefore the sales amount of the global memorizer DRAM may have 10% growth and NAND flashing memory sales amount and have 25% growth.

UPDATE 1-ON Semiconductor suspends ops at Thailand facility

Oct 11 (Reuters) - Chipmaker ON Semiconductor Corp said operations at one of its facilities in Thailand has been suspended owing to floods, and it could affect revenues for the fourth quarter and 2012.The affected SANYO semiconductor division in the Rojana Industrial Park produces about 5-10 percent of ON Semiconductor’s total worldwide output, the company said.The division operates wafer probe and assembly and test operations.Operations at the company’s facility in Bang Pa In have not been impacted by the flooding, it said.Shares of Phoenix, Arizona-based ON Semiconductor closed at $7.31 on Tuesday on Nasdaq.