NAND Insights Q3/20

NAND Insights Q3/20

  • August 2020 •
  • 30 pages •
  • Report ID: 5955432 •
  • Format: PDF
Despite supply chain disruptions due to COVID-19, blended NAND flash ASPs continued to increase in Q2/20, however inventory levels at NAND flash suppliers look to increase in the second half of 2020.

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 2023. 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