The U.S. government is contemplating further restricting sales of AI processors to Chinese companies
• The government is deliberating the possibility of imposing constraints on the lease of cloud services from giants including Micron and Amazon.
Q3 Global output is 9.4% lower than that of 3Q22, with a slight drop in quantity from 2Q23 numbers.
NAND Sufficiency: NAND Flash stock level is expected to fall significantly starting from Q3.
Price Trend: NAND Flash price trend almost equal to contract low and seems to be bottoming out.
3D TLC (BiCS3)
We encourage you to migrate to BiCS4 and BiCS5
|3D TLC (BiCS4)||●||▂|
|3D TLC (BiCS5)||●||▂|
● Smooth supply ● Tight supply ▂ Flat ▲ Upward trend ▼ Downward trend
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