3D NAND

When a major South Korean memory firm invests over $11 billion in a fab, that raises a couple of eyebrows. But when it comes within a major $100+ billion capital expenditure (CapEx) package, it certainly warrants some attention. Semiconductor business in general and memory business in particular are very cyclical in their nature. Just a year ago almost all chips were in short supply and prices of commodities like memory or display drivers were high, but now that sales of PCs are declining, memory prices are declining too. But several years down the road demand for PCs and other client devices will rise once again, and so will demand for memory. Which is why SK Hynix is already preparing for this with its Fab M15X...