NAND Insights Q1/23

NAND Insights Q1/23

The NAND flash market shrank for the second consecutive quarter as price declines accelerated in Q4/22 as inventory levels at NAND flash suppliers ballooned.

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