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Wang Minqiu, chairman of Macronix, said yesterday (18) that the yield rate of the 3D NAND Flash developed by Macronix is rising very fast, and it will be able to be mass-produced in the second half of the year. Since its establishment 30 years ago, Macronix has taken advantage of its strengths to grow the company from scratch. In the next ten years, he will continue to adopt the same strategy to build Macronix into a global memory center.
According to previous disclosures, Macronix expects to invest NT$8.7 billion and will invest in 3D NAND research and development related equipment from the first quarter of this year. According to the original plan, Macronix expects to mass-produce 48-layer 3D NAND Flash in the second half of this year, which is expected to be adopted by major game console customers. According to the news in April, Macronix’s 48-layer 128GB product has been adopted by customers. However, the company said it will mass-produce 96-layer 3D NAND in 2021 and 192-layer 3D NAND in 2022.
In fact, in addition to the NAND Flash that is being invested, Nor Flash is Macronix’s killer. According to the data, Macronix’s NOR Flash has entered the supply chain of the 5G base station market. At present, up to 80% of the manufacturers producing 5G base stations in the market are Macronix customers, which also helps the company’s profits hit a new high.
According to the financial report, Macronix’s first-quarter financial report performed well, with revenue of 9.415 billion yuan, a quarterly decrease of 2% and an annual increase of 56%, rewriting the record high for the same period of the previous year. The net profit was 1.222 billion yuan, a quarterly increase of 62%, an annual increase of 7.6 times, and a net profit per share of 0.67 yuan after tax.
As for how to continue to build Macronix’s role in global memory, Wu Minqiu said: “Please wait and see.”
Macronix was established for 30 years at the end of last year. Wu Minqiu recalled that the first ten years were his own business, and the second ten years were his comeback due to his health, and led Macronix from a loss of more than 10 billion yuan to let Wanghong Macro came back to life; the third decade allowed Macronix to expand.
He emphasized that in the past 30 years, Macronix has almost always adopted a strategy of leveraging its strengths without spending half a dime. He founded Macronix from scratch without any government subsidy. Unlike most companies in the Science Park at that time, most companies in the science park received government support or were divided into companies after successful product development by ITRI. With a keen market development vision and innovative product strategy, Macronix’s revenue exceeded US$1 billion in the first ten years of its establishment.
He mentioned that there was a trade war between the United States and Japan in the 1980s, and the United States forced Japan to buy non-volatile memory from the United States. Seeing this opportunity, he purchased non-volatile memory products from Samsung, South Korea, and made Prosperity founded in the United States. The Hong company brand successfully sold its products to the Japanese customer Nintendo. Although Samsung wanted to sell directly to Nintendo, Nintendo had to buy American products. This strategy not only allowed him to enter the Japanese market, but also established a 20-year relationship with Nintendo. More than 10 years of partnership to date.
He later transferred his own non-volatile memory technology to Nippon Steel for more than $16 million, which also served as capital for early product development.
Then, it also signed a cooperative production contract with TSMC. TSMC invested in purchasing equipment in Macronix fab, and the expanded production capacity was provided to TSMC to meet TSMC’s customer establishment and production capacity needs before the completion of the 8-inch fab. After TSMC completes the 8-inch factory, all the previously purchased equipment will be transferred to Macronix. This cooperation case allows Macronix to achieve performance growth without investing any capital. It is a masterpiece of Wu Minqiu’s innovative strategy.