Memory, Flash Memory Will Face the Rising Price Tide

According to Korean media reports, Korean semiconductor manufacturers have not been able to import high-purity hydrogen fluoride and photoresist materials from Japan for one month since Japan announced the Korean ban on semiconductor materials on July 4. As Japan's export review has been in effect for one month, the Korean industry speculates that SK Hynix has only 1.5 months left in high-purity hydrogen fluoride and photoresist stocks.

Samsung Electronics has a similar situation. Although Vice President Li Zairong visited Japan in mid-July, he did not successfully solve the problem of raw material acquisition.

According to Korean media reports, Lee urgently convened the president of Samsung Electronics and its subsidiaries on August 5 to take action against Japan's expansion of export restrictions. Samsung Electronics Semiconductor Head Jin Jinnan, Memory Minister Chen Jiaoying, OEM Minister Zheng Encheng and others, as well as its subsidiary Samsung Display CEO Li Dongxun, Samsung SDI President Quan Yonghyun participated in the meeting.

At the meeting, Li discussed the impact on the current crisis, coping plans and future strengthening plans. Li Yarong also confidently shouted at the meeting: although it is inevitable to be nervous, do not be afraid to overcome the immediate crisis, create new opportunities, and meet the future of a higher level!

Korean media "DDaily" pointed out that this is the first meeting held by Samsung Electronics after Japan removed Korea from the white list. Li will personally visit Samsung's factories nationwide from June 6. He plans to visit LSI, OEM production lines and display Tangjing Park successively from the storage plant in Hirazawa, Kyiji, to check the Japanese export restrictions.

For Samsung, the trade disputes between Korea and Japan may push up the price of memory Flash Memory, but Samsung is cautious about this. Samsung said that as customers in the data center market adjust their inventories, demand for memory chips remains weak and price declines still exist, and business is expected to remain uncertain for the rest of this year. Sex.

Unlike SK Hynix and Magnesium Light, Samsung hasn't had similar operations yet, but the scarcity of raw materials is likely to force them to do so.