Infineon / Mitsubishi / Fuji / Semikron / Eupec / IXYS

NAND chip makers cut production

NAND chip makers cut production

Posted Date: 2023-08-15

August 14, 2023 /SemiMedia/ — In accordance with studies, because the demand for merchandise comparable to smartphones has not recovered, the NAND reminiscence chip market continues to stoop, and varied producers will additional cut back manufacturing. Trade giants comparable to Samsung Electronics, SK Hynix and Micron are anticipated to additional improve manufacturing cuts. Kioxia has determined to postpone the beginning of manufacturing of the brand new manufacturing facility.

The report identified that because of the long-term demand for NAND has not but recovered, Kioxia has postponed the commissioning time of the plant inbuilt Kitakami, Iwate Prefecture, Japan, from the unique 2023 to 2024. As well as, the supply of plant tools has additionally been delayed.

Samsung held a press convention on the finish of July, saying that it's going to proceed to scale back manufacturing within the second half of 2023. The chief monetary officer of SK Hynix additionally acknowledged on the press convention on the finish of July that the stock degree of NAND could be very excessive and can additional cut back manufacturing by 5% to 10%. Micron Know-how additionally acknowledged that it's going to cut back the variety of wafers invested by almost 30%.

Nonetheless, some analysts are nonetheless optimistic that the DRAM market has bottomed out, and NAND demand might catch up. As well as, it's anticipated that the latest AI synthetic intelligence growth will proceed, and the demand for DRAM on this area will improve to eight occasions, whereas that of NAND will improve to three occasions.