The NAND flash bit growth in Q2/23 was surprisingly strong on a sequential basis as module houses, gaming console makers and mobile OEMs built inventory, however, losses continued at the NAND flash suppliers with operating margins hitting a record low.
This report provides a forecast of the supply-demand and application drivers for NAND flash memory as well as a long-term forecast out to 2026. A detailed analysis of NAND flash suppliers’ revenues, profitability, capex, wafer capacity, technology mix, and product mix is provided. The demand forecast includes the outlook for TLC and QLC flash by application.
Companies mentioned in this report include:
- Kioxia Memory
- Macronix International
- Micron Technology
- Powerchip
- Samsung Electronics
- SK Hynix+Solidigm
- Western Digital
- Winbond
- Yangtze Memory Technology Company.
Table of Contents
1. NAND Flash Forecast
2. Demand
3. Supply-Demand
EXCEL FILE TOC
Companies Mentioned
- ASP
- Intel
- Kioxia Memory
- Macronix International
- Micron
- Powerchip
- SK Hynix+Solidigm
- Samsung Electronics
- Toshiba
- Western Digital
- Winbond
- YMTC
- Yangtze Memory Technology Company
