01/27/2025, 02:14 PM UTC
四大NAND厂商被迫削减生产Big Four NAND players forced to cut production
<p>➀ 来自中国的激烈竞争、需求疲软和供应过剩迫使三星、海力士、铠侠和美光等传统NAND制造商削减生产，这可能在长期内推动行业整合。</p><p>➁ 根据TrendForce的数据，这些公司通过降低利用率和推迟工艺升级来实施生产削减。</p><p>➂ 自2024年第三季度以来，价格一直在下降，而2025年上半年的需求似乎疲弱，中国生产商正积极扩大生产。</p><p>➀ Intensifying competition from China, weak demand, and oversupply are forcing traditional NAND manufacturers like Samsung, Hynix, Kioxia, and Micron to cut production volumes, which may lead to industry consolidation in the long term.</p><p>➁ According to TrendForce, these companies are implementing production cuts by lowering utilization rates and delaying process upgrades.</p><p>➂ Since Q3 2024, prices have been declining, and H1 2025 demand appears weak, with Chinese producers aggressively expanding production.</p>
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