Group 1 - The importance of NAND products in the AI memory market is rapidly increasing, with demand for data center NAND flash expected to surpass mobile applications for the first time next year [2] - Major NAND suppliers, including Samsung and SK Hynix, have reported that customer demand will exceed production capacity, leading to a significant supply shortage [2] - The price of NAND flash products has risen sharply, with the fixed trading price of 128Gb MLC NAND flash increasing by 10.6% in September and 14.9% in October, marking the largest increase in a decade [2] Group 2 - The next-generation memory "HBF" is being developed to combine the advantages of high bandwidth memory (HBM) with NAND characteristics, aiming for mass production in 2027 [3]
闪迪：NAND将进入超级周期
半导体芯闻·2025-11-12 10:19