nand flash

TrendForce: NAND flash memory revenue fell 45% YoY and 25% QoQ in Q4 2022 and is set to drop 8.1% QoQ in Q1 2023; NAND's per-bit costs may reach all-time lows

Analysis: the blended bill of materials for the iPhone 14 Pro Max 128GB is $464 total, up 3.7% on the 13 Pro Max, with 22% down to Apple's A16 and other chips

- The blended bill of materials (BoM) cost for the iPhone 14 Pro Max with 128GB Nand flash is about $464, a 3.7% increase from that of the iPhone 13 Pro Max.

Kioxia and WD report contamination at two NAND production factories, impacting up to 6.5EB of storage; TrendForce says NAND prices could rise 5%-10% in Q2

Update 2/10/2022, 3am PT: Analyst firm TrendForce has now reported that the incident could cause NAND flash prices to spike 5 to 10% in Q2 …

Report: Samsung to increase investment in its chip factory in China by $8B to boost production of NAND flash memory chips

Samsung's plans to increase semiconductor production capex to $26B, or ~2.5X in 2018, raises competitor fears Samsung may monopolize DRAM and NAND flash markets

Robin Harris / ZDNet : Tweets: @patrickmoorhead Tweets: Patrick Moorhead / @patrickmoorhead : At this investment level, Samsung Semi wants to be a dominant #1, not just #1. Reminds me of Intel's cape...