Samsung will add to DRAM capacity at its main Pyeongtaek fab next year, reports the Seoul Economic Daily.
The intention is to increase Samsung’s DRAM market share, currently at 40.6%, which is its lowest DRAM market share in eight years. It has fallen from 44% in Q2.
In Q4 Hynix’s share increased by 1.8 percentage points to 30% percent, Micron’s increased by 1.2 percentage points to 24.8% and Samsung’s fell 2.8%.
As well as maintaining its current DRAM capex growth plan, Samsung will be ramping its new DRAM node so increasing supply during a glut, putting market pressure on rivals Hynix and Micron.
In October, Hynix said it would cut capex by “at least” half in 2023 while, earlier this month, Micron said it would cut capex from 2022’s $12 billion to $7-7.5 billion in 2023 and by more in 2024.
The Seoul Economic Daily News said Samsung will add “at least” 10 EUV machines next year.
