PUBLISHER: Forward Insights | PRODUCT CODE: 1342748
PUBLISHER: Forward Insights | PRODUCT CODE: 1342748
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 includes Kioxia Memory, Macronix International, Micron Technology, Powerchip, Samsung Electronics, SK Hynix+Solidigm, Western Digital, Winbond, Yangtze Memory Technology Company.