三星电子：D1z工艺DRAM的量产：EUV光刻
三星电子：
最后，已经开始批量生产用于“ D1z”工艺的DRAM。
在最近几个月中引入了期待已久的EUV光刻技术。
EUV光刻技术：
三星已于2020年初开始运营
基于ArF浸入的D1z DRAM和
都使用了EUVL的D1z DRAM，
他宣布将开发该产品。
D1z工艺的新产品：
D1z 8Gbit DDR4 DRAM和
D1z 12G位LPDDR5 DRAM，
开发了D1z 16Gbit LPDDR5 DRAM。
两者都取得了高性能。
“ Galaxy S21 5G”系列：
12Gbit和16Gbit LPDDR5是2021年1月的最新智能手机
“ Galaxy S21 5G”系列：
“ S21 5G”
“ S21 + 5G”
它安装在“ S21 Ultra 5G”中。
D1z LPDDR5开发方法：
最初基于ArF-i和EUV。
D1z LPDDR5是通过应用SNLP（存储节点登陆垫）/ BLP（位线垫）光刻技术开发的。
目前，假定“ EUV SNLP / BLP光刻技术已应用于所有D1z LPDDR5产品”。
D1z芯片制造厂：
在2019年下半年，交付了100万个“具有D1x EUV光刻的样品模块”。
看来D1z芯片将在韩国京畿道平泽（Pyeongtaek）的第二条生产线生产。
下一代DRAM的开发：
三星计划在2021年开发下一代DRAM
该公司计划在2022年继续增加用于D1α和D1β等下一代DRAM的EUVL工艺。
日本电子时报TechInsights
https://eetimes.jp/ee/articles/2102/26/news142.html
Samsung D1z LPDDR5 DRAM with EUV Lithography (EUVL) – Memory TechStream Blog | TechInsights
https://www.techinsights.com/ja/node/33575
Samsung Electronics: All Eyes on Memory Semiconductors
In 2021, the company
is expected to secure operating profit ofKRW28.7tr (+52.7% YoY) from semiconductors,
KRW12.3tr (+7.3% YoY) from IM,
KRW4.1tr (+83.0% YoY) from displays,
KRW3.3tr (-8.0% YoY) from CE.
Time to focus on the flagship memory business
We believe the key driver behind the share price rally
is shifting from improvement in valuations to expectations for earnings growth.
During the steep rally at the end of last year and early this year, valuation multiples rose sharply on high expectations for non-memory semiconductors.
However, Samsung Electronics is unlikely to see significant earnings contribution from the non-memory business in the near term.
Nearly 60% of its profits come from memory semiconductors.
The key investment point
is that the focus is now turning from non-memory to memory.
Memory market conditions
should improve rapidly with the spike in DRAM prices and a market turnaround for NAND.
SK Hynix,
Micron Technology,
Western Digitalhave rallied recently on such expectations.
We see no reason for Samsung Electronics, the world’s largest memory chipmaker, to be left out.
Now is the time to focus on a turnaround in memory semiconductors.
Businesskore
http://www.businesskorea.co.kr/news/articleView.html?idxno=61307