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

• 市場概況： AI基礎建設擴大了儲存需求，企業級SSD因傳統硬碟供應不及而嚴重供不應求。NAND Flash原廠對擴產仍持審慎態度，多透過產能優化滿足需求。
• 供應商策略： 三星加速淘汰舊有2D NAND Flash產線，將空間轉作DRAM生產；同時擴大V7 QLC產出，並專注V8以上製程。
• QLC趨勢： 市場對大容量QLC需求快速興起，各原廠供應商皆更專注於高層數QLC的供應與產出。
• 產能與技術： SK集團受廠房空間及美國禁令限制，產能擴張有限；鎧俠/威騰電子、美光則積極提升高層數QLC產出。YMTC則因技術精進及新廠區加入，產能與位元成長幅度顯著。
• 位元成長預測： 儘管挑戰重重，原廠擴大QLC產出，預計明年NAND Flash全年產出位元年增率將超過二成。

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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