According to media reports, Micron plans to submit an application for the construction of the A5 factory in 2021, which will be used for DRAM production.
The construction plan of Micron A5 factory shows that Micron is optimistic about the future market trend of DRAM. However, Micron has not disclosed the details of the plan for the A5 factory.
According to statistics, in the second quarter of 2020, global DRAM sales totaled US$17.06 billion, an increase of 15% month-on-month and 16% year-on-year. Samsung, SK Hynix and Micron together accounted for more than 95% of the market. Among them, Micron's market share accounted for 21.2%, ranking third. Therefore, there is no doubt that Micron's DRAM expansion will have a profound impact on the market.
However, because the A5 factory plans to start construction in 2021, and the estimated time to put into operation is 2022, the impact on the DRAM market in the short term is limited.