NAND Flash Revenue Peaks in Q3 Amid Production Cuts & Outages
CRANK

Despite cuts in wafer starts by almost all NAND producers, and even disruptions in Kioxia (former Toshiba Memory) and Western Digital's fab operations, analysts estimate that bit shipments of NAND increased in the third quarter. Luckily for manufacturers, so did demand, which helped to keep the actual average selling price of NAND between between flat and -10%, depending on the manufacturer.Avid readers know that as flash manufacturers transition to higher-density 3D NAND flash architectures with more layers and/or more bits per cell, they inevitably increase the total number of bits shipped. This in turn creates memory oversupply (in terms of bits) and intense price declines. To avoid those price declines, manufacturers have been cutting down wafer starts at their fabs, as well as slowing down capacity expansions and further ramping up existing fabs. These decisions did not particularly help NAND manufacturers keep per-bit prices at their desired levels back in the third quarter, but…

anandtech.com
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