三星等存储芯片巨头，拟集体减产提价

Core Viewpoint - Major global NAND flash manufacturers, including Samsung Electronics, SK Hynix, Kioxia, and Micron, are collectively reducing NAND flash supply in the second half of this year to drive price increases [1][2]. Group 1: Supply Adjustments - Samsung Electronics has lowered its NAND wafer production target for this year to 4.72 million pieces, a decrease of approximately 7% from last year's 5.07 million pieces [1]. - Kioxia has also reduced its production from 4.8 million pieces last year to 4.69 million pieces this year [1]. - SK Hynix's NAND flash production has decreased from 2.01 million pieces last year to 1.8 million pieces this year, a decline of about 10% [2]. - Micron is maintaining a conservative supply strategy by keeping its Singapore NAND flash production base at just over 300,000 pieces [2]. Group 2: Price Trends - The average selling price of NAND flash products has significantly increased, with a reported 15% rise in the last quarter and potential future increases of 40% to 50% [2][3]. - The spot price of the widely used 512Gb Triple-Level Cell (TLC) NAND chip has risen by 14.2% in the past week, reaching $5.51 [2]. Group 3: Shift to QLC Technology - Major NAND flash suppliers are shifting focus from TLC to the more profitable Quad-Level Cell (QLC) technology, which offers a 30% increase in storage capacity for the same area [3]. - The transition to QLC is driven by the demand for large-capacity solid-state drives (SSDs) needed for AI data centers [3]. - Production lines based on TLC are being paused during the transition to QLC, leading to a natural reduction in output across the major manufacturers [3]. Group 4: Market Reactions - Due to concerns over rising NAND flash prices, major North American tech companies are reportedly accelerating their inventory purchases, potentially leading to a sold-out supply for next year [3].