提供有關NAND Flash產業每家公司晶圓的投入，產量，技術節點等完整的分析。

重點摘要

• AI與企業伺服器需求推升NAND Flash市場，高容量高速產品成主流，各大原廠紛紛推升2XX與3XX層製程產出。
• Samsung主力升級至236/286層產能，韓國廠小幅擴張。
• SK hynix專注321層，受空間限制產能微調。
• Solidigm聚焦192層，產能略降，但維持主力供應。
• Kioxia/SanDisk升級BiCS 9（264層），Kioxia產能穩定、SanDisk受限資金。
• Micron稳定產能，受企業SSD需求拉動，計劃持續升級。
• YMTC擴張迅速，主攻160/260層，三廠加入帶動高成長。
• 2025-2026年整體產出位元穩健增長，2XX及3XX層占比快速提升，1XX層快速下滑，QLC產品需求漸增。

目錄

• Index
• Worldwide Annual NAND Flash Capacity Forecasts
• Global NAND Flash Production Breakdown by Makers
• NAND Flash Makers' Production Breakdown by Node Technology
• Samsung's Production Breakdown by Node Technology
• Kioxia/SanDisk's Production Breakdown by Node Technology
• SK hynix's Production Breakdown by Node Technology
• Solidigm's Production Breakdown by Node Technology
• Micron's Production Breakdown by Node Technology
• YMTC's Production Breakdown by Node Technology
• PSMC's Production Breakdown by Node Technology
• Winbond's Production Breakdown by Node Technology
• MXIC's Production Breakdown by Node Technology
• SMIC's Production Breakdown by Node Technology
• NAND Flash Makers' Production Breakdown by Architecture Type
• Samsung's Production Breakdown by Architecture Type
• Kioxia/SanDisk's Production Breakdown by Architecture Type
• SK hynix's Production Breakdown by Architecture Type
• Solidigm's Production Breakdown by Architecture Type
• Micron's Production Breakdown by Architecture Type
• YMTC's Production Breakdown by Architecture Type
• PSMC's Production Breakdown by Architecture Type
• Winbond's Production Breakdown by Architecture Type
• MXIC's Production Breakdown by Architecture Type
• SMIC's Production Breakdown by Architecture Type
• Major NAND Flash Makers's Capacity Breakdown by Fab
• Forecast of NAND Flash Makers' Output Breakdown by Type & Density
• Forecast of Samsung's Capacity/ Output Breakdown by Fab
• Forecast of Kioxia/SanDisk's Capacity/ Output Breakdown by Fab
• Forecast of SK hynix's Capacity/ Output Breakdown by Fab
• Forecast of Solidigm's Capacity/ Output Breakdown by Fab
• Forecast of Micron's Capacity/ Output Breakdown by Fab
• Forecast of YMTC's Capacity/ Output Breakdown by Fab
• Forecast of NAND Flash Makers' Output Breakdown by Type & Density
• Forecast of Samsung's NAND Flash Output Breakdown by Type & Density
• Forecast of Kioxia/SanDisk's Output Breakdown by Type & Density
• Forecast of SK hynix's Output Breakdown by Type & Density
• Forecast of Solidigm's Output Breakdown by Type & Density
• Forecast of Micron's Output Breakdown by Type & Density
• Forecast of YMTC's Output Breakdown by Type & Density

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