NAND Insights Q3/13: Inflection Point
Report No. FI-NFL-NQI-Q313, September 2013
Samsung's recent announcement of the commercialization of 3D NAND technology represents a major inflection point in the industry. We believe the cost of the 1st Gen 24-layer V-NAND is…
The fire at the SK Hynix Wuxi fab has affected about half of its DRAM production at the facility impacting 5% of worldwide DRAM wafer capacity. The extent and length of the damage is certain to impact both the supply and demand for NAND flash memory.
This report provides a forecast of the supply-demand and application drivers for NAND flash memory out to 2017.
Below is a TOC of the pdf file.
Q3/13 vs. Q2/13update
U.S. CCI & GDP Growth
NAND Flash Forecast
DRAM Impact on NAND
3bpc by Applications
3D NAND by Applications
64Gb MLC Price vs.Cost
Table of Contents