NAND Insights Q4/18
In response to the oversupply and declining prices, NAND flash manufacturers have pushed out capex plans and slowed technology migration in response.
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 2022. 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 3-bits per cell, 4-bits per cell and 3D NAND flash by application.
Companies mentioned in this report includes Intel, Macronix International, Micron Technology, Powerchip, Samsung Electronics, SK Hynix, Toshiba Memory Company, Western Digital, Winbond, Yangtze Memory Technology Company
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