IT House February 23rd. According to Korean media reports, Samsung Electronics will maintain the operating strategy of NAND flash production reduction because the recent increase in NAND prices is not driven by demand, and enterprise orders are insufficient.
According to yesterdays industry report, Samsung Electronics is currently reduced by NAND production by 50%. In addition, SK Hemoris flash memory reduction is roughly comparable.
▲ The eighth-generation V-NAND flash memory of Samsung Electronics.Picture source Samsung Press
With the active reduction of major flash producers, the supply of supply has promoted the steady increase in NAND prices.According to the data provided by Korean media 조선 数据, the USB flash memory uses 128GB (16GX8) MLC NAND as an example. The average transaction price of the product in December last year was $ 4.72 (IT Home Note: Currently about 34 yuan), rising month -on -month increases.8.87%, prices rose for 3 consecutive months.
However, in the recent price increase of NAND, the power from the demand side is insufficient, and the NAND orders of the main customers have increased less.According to the industry segment, there have been signs of the recovery of NAND demand in the mobile market, but the situation of PC and servers is only slightly better than the industrys decline last year.
In the construction of traditional server construction, a large number of NAND products are required to configure storage.However, in todays popular AI, enterprises investment in solid -state hard disks retreats to the second line, and the focus of new infrastructure investment has shifted to AI processors, HBM and high -speed conventional memory.Therefore, some analysts believe that the rebound of the NAND market needs to wait for a while.
As far as Samsung Electronics is concerned, half of its NAND production line is still in non -operating state and controls the supply of downstream manufacturers.Korean media said that this is because if the demand is still unclear, the operating rate may be raised, and it may pour cold water for the plan to improve NANDs profitability.
One of the person in charge of Samsung Electronics emphasized: "As we (Samsung) said at the last conference, in the NAND field, the strategy of continuing production has not changed."
