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在近日与投资者和金融分析师召开的收益电话会议上,美光对其长期未来及对其产品的强劲需求表示了信心,该公司还概述了扩大产能的计划,并迅速转向更先进的工艺技术。
美光表示,“我们相信,受人工智能、自动驾驶汽车、5G和物联网等广泛的长期趋势驱动,记忆和存储的长期需求前景引人注目”美光公司执行官桑杰·梅赫特拉(Sanjay Mehrotra)说。“美光公司已准备好利用这些趋势,创新产品,快速响应的供应链,与全球客户建立良好关系。”
由于供应超过需求,近几个季度DRAM价格大幅下跌。为了降低成本并为内存的新应用的出现做好准备,DRAM制造商正在积极地转向更新的工艺技术。与此同时,虽然承认他们需要平衡DRAM的供需,但他们实际上已经制定了积极的产能扩张计划,因为他们需要更多的洁净室用于即将到来的制造技术。
美光公司在制造工艺方面拥有积极的路线图,现在又增加了4个10纳米级节点(总共6个10纳米级技术),该公司正在研究最终向极紫外光刻(EUVL)的过渡。美光还在扩大其生产能力,以便为下一代应用生产下一代存储器,即为消费级准备32 GB内存模块,为服务器准备64 GB DIMM。
本月早些时候,我们报道了美光的16 Gb DDR4内存芯片,该芯片采用该公司的第二代10纳米级制造工艺(也称为1Y nm)生产。这些DRAM芯片已经在用于威刚和英睿达的32 GB DDR4内存条中,这些产品也将不久后上市。
早在4月份,为了应对DRAM和新工艺技术需求的增加,美光存储台湾(前雷克斯光电半导体)新洁净室破土动工。
美光储存(台湾)早已在使用美光的第一代10纳米级制造技术(也称为1X nm)制造DRAM产品,并将在不久的将来直接进入第3代10纳米级工艺(又名1Z nm) 。与此同时,去年美光在台中附近开辟了一个新的测试和包装设施,创造了世界上唯一的垂直集成DRAM生产设施之一。
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