Samsung Electronics denied news reports that it has postponed its second-stage investment plan for a 3D NAND flash memory chip plant under construction in Xi'an, China. A company official said on February 17, "The Xi'an plant is being built without any delays and it is expected to be operational by the first half this year as scheduled."
The official added, "If the second-stage investment means ramp-up after production launch, then it depends on how the market changes in the near future." On the same day, several news outlets in Korea and elsewhere reported that the world's largest chip maker decided to shelve its investment plan for Xi'an for reasons of technical glitches found in the V-NAND flash chips.
Immediately after the reports were out, most semiconductor equipment shares fell across the board. At 2:20 pm on the 17th, the shares of Wonik IPS were traded at 8,950 won, down 7.64 percent from the previous day's 8,210 won. Other semiconductor equipment stocks such as Tess and Eugene Tech saw their prices fall 5.51 percent and 1.79 percent, respectively, to 11,150 won and 19,150 won.
A Samsung official said, "The news reports that there were technical problems are far from the truth. Our 24-layer V-NAND chips are already in the mass-production stage while the 32-layer ones are under development."
Article in Korean
삼성전자 "시안 공장 차질없어…투자보류 사실무근"Feb 17, 2014 14:25
17일 이 회사 관계자는 "중국 시안 반도체 공장은 계획대로 투자가 진행되고 있다"며 "올 상반기 가동 목표 역시 변함이 없다"고 밝혔다.
이 관계자는 "2단계 투자라는 게 결국 가동 이후 램프업(생산량 확대) 속도를 말하는데 이는 시장 환경에 따라 유동적으로 대응하는 것"이라고 강조했다.
이날 일부 언론은 삼성전자가 V낸드의 기술적 안정성을 문제로 시안 공장 투자를 잠정 보류하기로 했다고 보도했다.
이같은 보도가 나간 직후 반도체 장비주들이 일제히 급락했다. 코스닥시장에서 오후 2시20분 현재 원익IPS 740원(7.64%) 떨어진 8950원을 나타냈다. 테스는 650원(5.51%) 내린 1만1150원, 유진테크는 350원(1.79%) 하락한 1만9150원을 각각 기록했다.
V낸드는 반도체 웨이퍼 위에 데이터를 저장하는 층을 겹겹이 쌓아 올려 집적도를 높인 제품이다. 20나노미터 기존 낸드와 비교했을 때 용량은 2배 이상 높지만, 윗단에서 아랫단으로 구멍을 뚫어 전극을 연결해야 하기 때문에 불량이 나기 쉽다는 지적이 있다.
삼성전자 관계자는 "기술적으로 문제가 있다는 보도 역시 사실과 전혀 다르다"며 "24단 V낸드는 이미 양산 체제에 들어갔고 32단은 기술 개발 중에 있다"고 말했다.
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