DRAMeXchange pointed out that Toshiba Fab 7 is different from the previous plant concentrated in Yokkaichi, the site changed to Iwate Prefecture North City, the plant in volume production schedule will fall in the second half of 2019, the main production of more than 96 layers of 3D-NAND Flash, the real impact on the overall output of the time point will fall in 2020.
Looking at the trend of NAND flash expansion from 2018 to 2020, DRAMeXchange pointed out that all camps can be said to be sharpening. In addition to Toshiba's newly announced Fab 7 and Fab 6 already under construction, much attention has been paid to Yangtze River Storage located in Wuhan Future City's production base is also expected to begin operation in the second half of 2018 with initial production of 32-layer 3D-NAND Flash products and development of a 64-layer product to close the gap with other suppliers.
In addition to the storage of the Yangtze River, the investment from other big companies is also on the rise. These include the expansion of Dalian Plant Phase II by Intel and the goal of doubling 3D-NAND Flash capacity by the end of 2018 in response to the robust Server SSD demand. In addition, Will expand Phase Two of Xi'an Plant and continue to amplify the energy of 3D-NAND Flash production in China. SK Hynix will build a new plant M15 in Cheongju Plant in South Korea, targeting at producing more than 96-layer 3D-NAND Flash. Years can be formally entered the operation.
DRAMeXchange analysis pointed out that based on the various vendors are in 3D-NAND Flash specific new capacity, after 2019 3D-NAND Flash market is expected to re-enter the oversupply pattern, and 2D-NANDFlash due to suppliers gradually transferred, Only to maintain a lower proportion of continued production and focus on the requirements of the regulatory requirements, so the trend of 2D-NAND Flash market will be decoupled from the 3D-NAND Flash, and gradually transformed into a niche market.