刚刚！存储巨头联手减产NAND！

Core Viewpoint - The article discusses the reduction in NAND flash production by major South Korean manufacturers Samsung Electronics and SK Hynix, which together account for over 60% of global NAND capacity, potentially exacerbating supply shortages in the market [2][4]. Group 1: Production Capacity and Trends - Samsung Electronics plans to invest a total of 4.68 million NAND wafers this year, while SK Hynix aims for 1.7 million wafers, resulting in a combined year-on-year capacity decrease of approximately 6.2% [4]. - The shift in production focus from NAND to DRAM is driven by higher profitability in DRAM, leading to reduced investment in NAND capacity [4]. - The demand for large-capacity SSDs in AI data centers is prompting manufacturers to transition production lines from TLC to QLC architectures, which naturally reduces output during the conversion process [4]. Group 2: Competitive Landscape - The rise of domestic manufacturers, particularly Yangtze Memory Technologies, which is expected to increase NAND flash production significantly starting in 2025, is influencing the production strategies of South Korean firms [4]. - The reduction in supply of general-purpose NAND flash for mobile devices and PCs is a strategic move to counteract low-price competition from Chinese manufacturers [4]. - TrendForce predicts a significant increase in NAND flash contract prices, with a forecasted rise of 33% to 38% in Q1 2026, attributing this to the conservative production stance of Samsung and SK Hynix [4].