Samsung increased the prices of its 3D NAND flash memory devices by 10% in early December after the US Department of Commerce blacklisted the China-based YMTC. Samsung has raised its estimates as demand for his 3D NAND from other manufacturers increased as some of his PC makers suspended deals with Yangtze Memory. Digi Times Report.
US politicians have publicly declared the YMTC a threat to national security in recent months after it was added to the DoC’s Unverified List (UVL). As a result, Apple has decided to forego purchasing 3D NAND from Yangtze Memory, even for the iPhones it plans to distribute in China.
Apparently, other PC OEMs have followed suit and suspended work with Chinese flash memory makers. This was either because they didn’t want to get involved in a political scandal, or because they weren’t sure the YMTC would be able to supply enough memory on time. Tools cannot be obtained from US-based companies without an appropriate export license issued by the Department of Commerce’s Bureau of Industry and Security.
As a result, the demand for 3D NAND memory made by other manufacturers such as Micron, Samsung and SK Hynix has increased, and market leader Samsung even decided to raise the price of 3D NAND to take advantage of this situation. the report suggests.
It’s unclear how Samsung’s hike in contract 3D NAND prices in the first half of December will affect 3D NAND prices in general and solid state drive prices in particular. The 3D TLC memory market has been stagnant for months, so a slight uptick would bode well for flash memory makers. Samsung, on the other hand, is unlikely to sell much 3D NAND to his competing SSD makers. Especially since these companies make the best of his SSDs, Samsung’s actions won’t have much of an impact on his SSD prices.
It remains to be seen when the decline in 3D NAND production by Micron, Samsung and SK Hynix will have a real impact on the market. TrendForce says that the impact of production cuts is not seen in Q4 2022, nor is he forecast for Q1 2023, as the actual device maker has a large amount of his 3D NAND on hand. I think.
