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SSD disks and NAND memory price watch
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  • Kioxia Holdings (former Toshiba Memory) will be listed on Japanese market, Toshiba want to sold most stock to tthird party buyers.

    Reason can be lack of funds for required investments to go into 3D QLC and PLC chips.

    2021 year must be year of phasing out TLC from the consumer market and replacing it with 128-256 layers QLC memory that must hike profits of leading manufacturers by 1.5-2 times. They are expecting to allow only 10-15% price slide, while write performance will degrade 2-5 times.

  • Cartels


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  • Some good news

    Yangtze Memory's 128-layer QLC flash memory debuts with highest I/O speed

    Yangtze Memory Technologies, China's top memory chipmaker under the umbrella of Tsinghua Unigroup, publicly demonstrated its 128-layer QLC 3D NAND flash memory chip at the China Electronic Information Expo held today.

    Yangtze Memory showcased a 64-layer, a 128-layer stack of flash memory this time, of which the former is the first 64-layer flash memory developed and mass-produced by a Chinese company. It is based on the Xtacking stacking architecture, and the storage density per unit area is the largest in its class.

    At present, the main product of Yangtze Memory's mass production is 64-layer TLC flash memory, which has been adopted by a large number of manufacturers' SSD hard drives.

    The 128-layer QLC flash memory shown by Yangtze Memory is the next generation product after 64-layer flash memory, based on the Xtacking 2.0 architecture.

    Yangtze Memory revealed that the two products have 1.6Gbps I/O read and write performance, and the single 3D QLC capacity is as high as 1.33Tb, which is 5.33 times that of the previous generation of 64 layers.

  • Lot of lies in numbers as profits are much much higher, but look at dynamics is useful



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  • NAND chips price is expected to fall in coming months due to huge surplus that formed after Huawei fiasco. As company not just no longer need NAND memory for their smartphones but manufacturer can't longer supply chips to company or any related entity.

  • Samsung’s guidance for its Q3 earnings is in, and the company expects an operating profit of $10.6 billion. That’s up 58 percent from the year before.

    Most of this is due to NAND and DRAM cartels that managed to hold prices despite production costs dropped 30-40%.

  • Despite a continued rally in memory spot market prices, channel distributors in China continue to see disappointing SSD and DRAM module sales, according to sources at memory module makers

    Who could have thought.