➀ Sandisk plans to increase prices for all products aimed at channel and consumer customers starting April 1, with a hike of over 10%.

➁ The increase is due to the transition to a supply shortage in the NAND Flash chip industry and recent tariff changes, which will affect the availability of supplies and increase Sandisk's business costs.

➂ Sandisk will continue to conduct frequent price reviews and expects additional increases in the next quarter.

➀ TrendForce reports a 6.2% decline in Q4 NAND revenues, with ASPs falling 4% QoQ;

➁ Samsung's revenue fell 9.7% QoQ due to weak consumer electronics demand;

➂ Kioxia's Q4 revenue declined by only 0.2% QoQ due to enterprise SSD shipments;

➃ Micron's Q4 NAND Flash revenue dropped 9.3% QoQ despite strong enterprise SSD shipments.

Kioxia has unveiled its 10th generation 332-layer 3D NAND flash memory technology, offering up to 33% better performance and enhanced bit density, interface speeds, and power efficiency compared to its 8th generation ICs.

The new technology features a CMOS directly Bonded to Array (CBA) and Toggle DDR6.0 interface, enabling a 4.8 GB/s NAND interface speed.

While the 322-layer design is not yet at the company's goal of a 1,000-layer 3D NAND by 2027, it still represents a significant advancement in bit density by 59% and power efficiency improvements.

➀ The chip industry is striving to increase the stack height of 3D NAND flash memory from 200 layers to 800 layers or more in the coming years to meet the endless demand for various types of memory.

➁ The additional layers will bring new reliability issues and a series of incremental reliability challenges, but the NAND flash memory industry has been steadily increasing the stack height over the past decade.

➂ The development direction of 3D NAND is from 500 to 1,000 layers. However, achieving so many layers is not just a matter of doing more of what we have been doing.

➀ The rise of artificial intelligence and machine learning applications requires expanded memory capacity and data bandwidth;

➁ The CXL interface, based on PCIe, aims to provide low-latency, high-bandwidth connections for efficient memory sharing between devices such as CPUs, GPUs, and accelerators;

➂ The CXL interface allows Flash to overcome the semantic wall between DRAM and Flash, providing high capacity and low-cost memory.

➀ NAND Flash demand is weak, with contract prices expected to decline by 3-8% in Q4;

➁ TrendForce predicts that the decline in contract prices will be over 10% in Q4, with the exception of enterprise-level SSDs, which will only see a small increase of 5%;

➂ The demand for servers remains stable, but consumer markets are weak, and the supply exceeds demand due to overproduction and conservative procurement strategies.