After reports of production cuts by Kioxia and Micron, there are also reports that Samsung and SK Hynix will reduce production of consumer NAND Flash. This is the first time such news has emerged about production cuts from South Korean manufacturers.
This will help restore the supply-demand balance in the storage market.
On the other hand, both Micron and Samsung have mentioned that NAND capital investment is expected to slow down in 2025, with a focus on adjusting production line configurations, significantly reducing MLC production and increasing QLC production.
Market research institutions analyze that after NAND manufacturers establish production cuts, the benefits are expected to materialize after March 2025, and storage module companies will also benefit.
In the first half of 2025, the NAND Flash market demand is still relatively weak, and there will be price pressure.
However, major NAND Flash supply manufacturers are fully focused on controlling capital expenditures, so the supply and demand of NAND Flash is expected to reach balance in 2025, with growth returning in 2026.
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