Bit shipments won't go down (matters more than wafers) The whole industry is transitioning to 2xx/3xx layer and multi stack NAND The majority of NAND capacity was for 1xx layer & single stack NAND last year Capacity utilization going down is natural as etching takes a longer time and cycle time per wafer increases
Share
Source:Show original
Disclaimer: The information on this page may have been obtained from third parties and does not necessarily reflect the views or opinions of KuCoin. This content is provided for general informational purposes only, without any representation or warranty of any kind, nor shall it be construed as financial or investment advice. KuCoin shall not be liable for any errors or omissions, or for any outcomes resulting from the use of this information.
Investments in digital assets can be risky. Please carefully evaluate the risks of a product and your risk tolerance based on your own financial circumstances. For more information, please refer to our Terms of Use and Risk Disclosure.