NAND chips Archives - TechGoing https://www.techgoing.com/tag/nand-chips/ Technology News and Reviews Thu, 17 Nov 2022 02:55:02 +0000 en-US hourly 1 https://wordpress.org/?v=6.4.4 Micron announces further production cuts to address poor NAND market outlook https://www.techgoing.com/micron-announces-further-production-cuts-to-address-poor-nand-market-outlook/ Thu, 17 Nov 2022 02:55:00 +0000 https://www.techgoing.com/?p=46533 Micron Technology, Inc. today announced that in response to market conditions, the company will adjust DRAM and NAND wafer starts to reduce them by approximately 20 percent compared to the fourth quarter of fiscal 2022, and that these reductions will be made at all technology nodes where Micron has meaningful output. Micron is also working […]

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]]> Micron Technology, Inc. today announced that in response to market conditions, the company will adjust DRAM and NAND wafer starts to reduce them by approximately 20 percent compared to the fourth quarter of fiscal 2022, and that these reductions will be made at all technology nodes where Micron has meaningful output.

Micron is also working to achieve additional capital expenditure reductions. In 2023, Micron now expects negative year-over-year growth in its bit supply for DRAM and single-digit year-over-year growth in bit supply for NAND.

With a weakened market outlook for calendar year 2023 and a significantly higher total supply chain inventory, Micron believes that year-over-year growth in DRAM bit supply will need to be scaled back and growth in NAND bit supply will need to be significantly lower than previously estimated over the course of calendar year 2023, Micron said.

“Micron is taking bold and aggressive steps to reduce bit supply growth to limit the size of our inventory. We will continue to monitor industry conditions and make further adjustments as needed,” said Sanjay Mehrotra, Micron’s president and CEO.” Despite near-term cyclical challenges, we remain confident in the secular demand drivers in our markets and, over the long term, expect memory and storage revenue growth to outpace the rest of the semiconductor industry.”

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]]> SSD prices continue to plummet: Micron/Kioxia reduced production https://www.techgoing.com/ssd-prices-continue-to-plummet-micron-kioxia-reduced-production-of-nand-chips/ Sat, 01 Oct 2022 06:57:38 +0000 https://www.techgoing.com/?p=32706 After Micron announced its financial results and a 30% cut in capital expenditure for next year, as well as a halving of investment in chip packaging equipment, Kioxia, another major chip maker, has also taken a stand. According to media reports, Kioxia has decided to reduce its 3D NAND production in Yokkaichi and Kitakyushu due […]

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]]> After Micron announced its financial results and a 30% cut in capital expenditure for next year, as well as a halving of investment in chip packaging equipment, Kioxia, another major chip maker, has also taken a stand. According to media reports, Kioxia has decided to reduce its 3D NAND production in Yokkaichi and Kitakyushu due to high inflation, the macroeconomic downturn and some geopolitical events that have slowed demand for PCs and other electronic devices.

The report said that the said adjustment will be implemented from tomorrow and the 3D NAND wafer capacity of the relevant factories will be cut by up to 30%.

Earlier, Micron also slowed down the pace of mass production of 232-layer NAND chips.

The latest report from statistical agency TrendForce points out that the agreed price of 3D TLC/QLC chips fell by 30-35% in the current quarter and is expected to fall by another 20-25% in the fourth quarter.

It remains to be seen whether the adjustments to flash production by the two major particle originators will curb the momentum of SSDs whose prices continue to dive.

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