The NAND market is being hit by slowing demand due to the war in Ukraine, China COVID lockdowns and increasingly negative consumer sentiment.

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 2025. 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.