NAND flash demand continues to rise, but the migration to the next nodes is moving slower than expected, reports market analysts TrendForce.
Strong laptop sales have spurred PC OEMs to place additional orders for client SSDs, says the market analysts, while on the supply side, inventory for NAND Flash memory has already fallen considerably due to the aggressive stock-up activities of some smartphone brands
TrendForce indicates that the migration to the 1XX-L processes has not been proceeding as smoothly and rapidly as expected for notebook SSDs during 1Q21. “The testing and approval of 1XX-L products by PC OEMs has actually fallen behind schedule, so the bulk of demand is staying with the 92/96L processes rather than shifting toward the more advanced stacking processes,” according to the firm.
As reported, 3D NAND suppliers are accelerating their efforts to move to the next technology nodes in a race against growing competition, but all of these vendors are facing an assortment of new business, manufacturing, and cost challenges.
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