兆易创新:目前并无3D NAND产品规划
Core Insights - The company has achieved full product coverage in various sectors including consumer electronics, industrial, automotive electronics, and communications with its SLC NAND Flash products [1] - Major overseas manufacturers are shifting their focus towards 3D NAND and moving away from 2D NAND, leading to a supply shortage in the 2D NAND market [1] - The company plans to develop higher storage density products in the 2D NAND sector but has no plans for 3D NAND products [1] - The niche DRAM market is experiencing a significant supply-demand imbalance, with price increases expected to continue over the next two quarters and maintain relatively high price levels in subsequent quarters of next year [1]