公众号记得加星标⭐️，第一时间看推送不会错过。 三星电子和SK海力士在今年上半年大幅提高NAND闪存的价格。这很可能将NAND闪存的利润率推 高至40-50%。业界预计，在2017年存储器超级周期近十年后，NAND产品将实现创纪录的盈利能 力。 据业内人士4日透露，三星电子和SK海力士今年上半年的NAND闪存利润率预计将接近40-50%。 截至去年第四季度，两家公司的NAND闪存利润率估计已升至20%左右。具体而言，SK海力士凭借 其更高比例的四层单元（QLC）闪存，实现了比三星电子更高的盈利能力。QLC是一种每个单元存储 4位数据的技术，是目前最小的存储单元。它便于实现高容量存储，并正被广泛应用于服务器固态硬 盘（SSD）中。 随着全球大型科技公司大力投资人工智能基础设施，服务器固态硬盘的需求正在迅速增长。特别是， 英伟达不仅积极订购QLC固态硬盘，还订购三层单元（TLC；每个单元存储3位数据）固态硬盘产 品。 三星电子和SK海力士计划在今年上半年大幅提高NAND闪存的价格，重点面向高附加值产品。市场 研究公司TrendForce预测，NAND闪存的平均售价（ASP）在去年第四季度将上涨33%至38%，而今 ...

Core Viewpoint - SK Hynix is not considering selling its stake in Solidigm, despite rumors of poor IPO performance, as Solidigm's current performance and future outlook are optimistic [2]. Group 1: Company Overview - Solidigm, established by SK Hynix in 2021, focuses on the planning, design, and sales of SSDs based on NAND flash technology, following the acquisition of Intel's NAND flash business for approximately $9 billion [2]. - The acquisition was completed in two phases, with the first phase finalizing in December 2021 and the second phase in mid-2023, which included the payment of around $1.9 billion for remaining assets [2]. Group 2: Product Development - Solidigm announced its SSD roadmap, planning to launch high-capacity QLC SSDs of 61.44TB and 122TB in July 2023 and November 2024, respectively, utilizing 192-layer QLC 3D NAND flash [3]. - The company aims to develop next-generation products that exceed 200 layers, addressing the competitive landscape where other NAND suppliers have surpassed 200 layers [5][8]. Group 3: Market Position and Strategy - Solidigm emphasizes the importance of storage in AI infrastructure, stating that maximizing GPU utilization is critical, and storage solutions are becoming increasingly vital [4]. - The company has established strong partnerships across various industries, securing numerous design projects, including collaborations with leading cloud and storage OEMs [4]. Group 4: Technology and Innovation - Solidigm's product lineup includes both floating-gate and charge-trap technologies, which are seen as key advantages in meeting diverse workload requirements [8]. - The company has successfully shipped over 120EB of QLC products since 2018, showcasing its expertise in this challenging technology [5]. Group 5: Future Outlook - Solidigm plans to deliver a 245TB SSD by the end of 2026, which will utilize NAND flash produced in Dalian and will incorporate its proprietary technology [9]. - The company is also exploring the potential of PLC flash technology, indicating a willingness to adapt to market demands and customer needs [9].