2026-01-20 14:22:12

Recently, I came across an interesting piece of data—the two major players in the global NAND flash memory market are once again reducing production.

Samsung and SK Hynix together hold over 60% of the market share, and their recent moves are quite significant. Samsung's NAND wafer production this year has dropped from 4.9 million wafers last year to 4.68 million wafers, even deeper than the reduction they voluntarily implemented last year. SK Hynix is no exception, cutting from 1.9 million wafers to 1.7 million wafers.

What does this mean? The supply side of the global NAND flash memory market is contracting. With chip capacity decreasing, storage costs are inevitably affected, which impacts the entire industry chain—from mining machine manufacturing to data center deployment costs, all will feel some effect. The market is adjusting, and both companies are re-evaluating their capacity allocations.

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AirdropHunterXiao

· 40m ago

The current production cuts are essentially waiting for the market to recover. Samsung and SK Hynix, the two giants holding the pricing power, are now holding back their big moves.

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BuyTheTop

· 5h ago

Oh no, it looks like this round of production cuts is a big move. Will the storage chip prices go up?

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ZkProofPudding

· 01-20 14:51

You're cutting the leeks again, reducing production is just to raise the price.

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ApeEscapeArtist

· 01-20 14:49

Oh no, are we hitting a bottleneck again? When these two big players cut production, everyone else has to raise prices, and miners have to spend more money.

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ser_we_are_ngmi