Serenity (X Mirror) on Nostr: Well, looks like SLC NAND is forcasted to rise up 120-170% for H2 2026 per ...
Well, looks like SLC NAND is forcasted to rise up 120-170% for H2 2026 per Trendforce.
There's $MU (21%), Kioxia (20%) as largest share, but clearer beneficiaries appears to be:
1. Winbond (2344): ~15% of the SLC NAND market
2. Macronix (2337): ~11% market share
3. SkyHigh
[Source:
https://x.com/aleabitoreddit/status/2077228758491386121]
Published at
2026-07-15 05:08:23 CESTEvent JSON
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"tags": [],
"content": "Well, looks like SLC NAND is forcasted to rise up 120-170% for H2 2026 per Trendforce. \n\nThere's $MU (21%), Kioxia (20%) as largest share, but clearer beneficiaries appears to be:\n\n1. Winbond (2344): ~15% of the SLC NAND market\n2. Macronix (2337): ~11% market share\n3. SkyHigh\nhttps://pbs.twimg.com/media/HNPLfNva4AAstTR.jpg\nhttps://pbs.twimg.com/media/HNPMGNHaMAAoVzH.jpg\n\n[Source: https://x.com/aleabitoreddit/status/2077228758491386121]",
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}
