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.

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.

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.

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.

TrendForce analysts, who have a wealth of information on flash memory and SSD deals, have revised their previous outlook on prices for these products. They previously predicted that in the first quarter of 2021, the price of wafers with NAND chips will decrease by 10-15% in the quarter. The new forecast says that there will be no decline, and prices for flash platters will generally remain at the level of the fourth quarter of 2020.

NAND flash prices are expected to register single-digit sequential increases in the second quarter of 2021, and then rise further modestly through the second half of the year, according to Silicon Motion Technology president Wallace Kou

NAND flash device controller and module supplier Phison Electronics has raised its quotes for the second time this year to reflect rising foundry and backend costs, as well as costs of IC substrates and other related chip components.

Contract market prices for NAND flash memory are poised to rise faster than those for DRAM chips in the third quarter of 2021, according to industry sources.

DRAM and NAND flash prices are expected to rise about 10% sequentially in the third quarter of 2021.

NAND flash prices are expected to stay stable in 2022, but the supply of such chips is likely to turn tight in the second half of next year, according to Wallace Kou, president of Taiwan-based NAND controller vendor Silicon Motion Technology.

Price projections

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