NAND bit shipment growth for this year has been revised upwards as customers take advantage of low ASPs to buy ahead and build inventory.

This report provides a forecast of the supply-demand and application drivers for NAND flash memory as well as a long-term forecast out to 2027. A detailed analysis of NAND flash suppliers’ revenues, profitability, capex, wafer capacity, technology mix and product mix is provided. The demand forecast includes the outlook for TLC and QLC flash by application.

Companies mentioned in this report includes Kioxia Memory, Macronix International, Micron Technology, Powerchip, Samsung Electronics, SK Hynix+Solidigm, Western Digital, Winbond, Yangtze Memory Technology Company.