NAND revenues in Q4/23 grew by a double-digit percent driven by price increases across all applications as supplier inventories continued to decline aided by customer stocking.
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 2027. A detailed analysis of NAND flash suppliers’ revenues, profitability, capex, wafer capacity, technology mix and product mix is provided.
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
- Samsung
- Toshiba
- Western Digital
- SK Hynix
- Micron
- Intel
- Powerchip
- Macronix
- Winbond
- YMTC
Table of Contents
1. NAND Flash Forecast
2. Demand
3. Supply-Demand
EXCEL FILE TOC
Companies Mentioned
- Intel
- Kioxia Memory
- Macronix International
- Micron Technology
- Powerchip
- Samsung Electronics
- SK Hynix+Solidigm
- Toshiba
- Western Digital
- Winbond
- Yangtze Memory Technology Company
