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

• 市場趨勢與供需： 記憶體價格上漲導致個人電腦及智慧型手機需求放緩，但伺服器需求持續強勁，驅動產業位元產出成長。高層數製程與先進架構的比重大幅增加。
• 主要供應商策略與規劃：
  • 三星 (Samsung)：受限於廠區空間，加上策略性優先生產動態隨機存取記憶體（DRAM），三星主要依賴高層數製程轉進與產線升級來支援位元成長。
  • SK 海力士集團 (SK hynix Group)：SK 海力士的主力廠區面臨空間限制，導致晶圓投片量小幅下修；其子公司 Solidigm 則積極擴充企業級儲存方案，並推動新廠產能上線。
  • 鎧俠 / 晟碟集團 (Kioxia / SanDisk Group)：該集團在各大主要廠區擴大先進製程生產，同時推進下一代樣品開發，並未進行激進的實體廠房擴展。
  • 美光 (Micron)：由於後段封裝與記憶體產線重新配置導致空間受限，美光依賴製程轉進與提高四層單元（QLC）採用率來提升位元產出。
  • 長江存儲 (YMTC)：受惠於本土設備的技術進展，長江存儲正加速晶圓廠建設與產能擴充，位元產出成長幅度領先全行業。

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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