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The Impending Chinese NAND Apocalypse

May 22, 2020June 13, 2020 Dylan Patel 0 Comments Intel, Kioxia, Micron, NAND, Samsung, SK Hynix, YMTC

SemiAnalysis projects that within the next 5 years, at least a few of the companies with a NAND fab will consolidate or sell their stakes.

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Bridging the gap between business and the worlds most important industry.

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  • Achronix Goes Public | The Only Independent Leading Edge FPGA Silicon and IP Provider January 10, 2021
  • Intel Icelake Server Die Size & Floorplan Inefficiencies Revealed November 12, 2020
  • Apple A14 Die Annotation and Analysis – Terrifying Implications For The Industry October 30, 2020

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