· Micron’s DRAM revenue fell by 41.2%, recording the largest revenue decline among suppliers
· Micron’s DRAM capacity utilization rate has fallen to 84% and is expected to stay at this level through 2023
· Micron has begun mass production with its latest 1beta nm process. Its operation in Taiwan will also deploy this process with wafer input scheduled for the middle of 2023, mass production taking place during 2H23.
Global output falls to a new low compared to 2022, while PC DRAM production is recovered slightly.
NAND Sufficiency: NAND Flash stock level decreases significantly in Q2 comparing to the last 2Qs in 2022.
Price Trend: NAND Flash price trend is expected to be flat in Q2, approaching contract low in Q3.
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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