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According to reports,SamsungAccording to related sources, Samsung has invested in hydrogen fluoride from manufacturers outside Japan for quality performance testing on the line used to test new materials. Although the relationship did not disclose the name of the hydrogen fluoride manufacturer tested by Samsung, it is suspected that it should be a manufacturer from China.
According to data from the Korea International Trade Association (KITA), trade volume is calculated in US dollars. From January to May this year, 43.9% of the hydrogen fluoride imported from South Korea for semiconductor production came from Japan, and 46.3% came from mainland China. Hydrogen fluoride imported from Japan for semiconductor production once accounted for more than 90% of imports, and has fallen below 50% since 2015.
According to relevant sources in the Korean semiconductor industry, Samsung is currently purchasing high-purity hydrogen fluoride from Japan's Stella Chemifa, Morita Chemical Industry and Showa Denko. To produce the most advanced semiconductors, it is necessary to use hydrogen fluoride with a purity of 99.999%, and the high-purity hydrogen fluoride technology Japanese factory has taken an absolute leading position. Therefore, it is still unknown whether Samsung can actually adopt the non-Japanese products after this test.
As the Japanese government restricts the export of semiconductor materials to South Korea, the international spot price of memory chips is rapidly rebounding. According to market research firm DRAMeXchange, DRAM spot prices have risen both last week and this week, while NAND flash prices have started to rise at the end of last month. The price of PC DRAM (DDR4 8Gb) rose by 11.8% from July 11 to 15, while the DDR3 4Gb rate rose by 13.7%. In the same period, the price of NAND flash memory (64Gb MLC) increased by 3.6%.
“Japan’s export restrictions on South Korea have led to a rapid recovery in demand for NAND flash memory,” Kiwoom Securities explained. “The price of 3D NAND is nearing its lower limit and due toToshibaPower outages and export restrictions may further motivate them to cause a rapid decline in inventory, in which case customers want to buy more memory products. ”