It is reported that Samsung Electronics’ NAND flash memory production capacity increased by 30% month-on-month this quarter, and the scale limit will be maintained at approximately 50% during the year.

According to the Korean media "Chosun Ilbo", Samsung Electronics' wafer production volume at its Pyeongtaek, South Korea, and Xi'an, China NAND production lines increased by approximately 30% this quarter compared with the previous quarter. However, Samsung is cautious about increasing production so as not to affect the rise in NAND prices.

At full power, Samsung Electronics’ NAND flash memory production line can produce more than 2 million wafers per quarter.

CurrentlySamsung has internally set a red line of 1.2 million wafers for the second to fourth quarters, which means that the overall capacity utilization rate remains at around 50%.

▲ Picture source Samsung official website

The quarterly earnings conference call at the end of this month will reiterate its stance on NAND progress. At its last financial report meeting, Samsung Electronics stated that its major customers still have NAND inventory backlog problems, so it will continue its high-intensity production reduction strategy.

According to the latest data from industry analysis agency Omdia, the Hero-Western Digital Alliance's NAND flash memory chip volume reached 122 million pieces in the first quarter of this year, an increase of approximately 20% compared to 102 million pieces in the same period last year.

However, Kioxia-Western Digital will not further increase NAND supply because industry leader Samsung Electronics is hesitant to resume additional production capacity. This view is different from TrendForce’s opinion reported in this site’s March report.

As for SK Hynix, it has set a NAND wafer production limit of approximately 600,000 pieces per quarter, and the overall operating rate is also around 50% to 60%.

Interviewed industry sources have a more pessimistic view on the overall NAND flash memory business, believing that full normalization will wait until next year.

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