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반도체-삼성전자-하이닉스-마이크론

2022년 하반기 낸드 공급 부족할 듯

2021.09.23

Highlights of the day: NAND chip supply may turn tight in 2H22 (digitimes.com)

2022년 하반기에 낸드 공급이 부족할 수있다.

 

NAND flash pices may stablize in 2022, but supply is likely to turn tight in the second half of next year, according to Silicon Motion's president.

낸드 컨트롤러 생산업체인 실리콘모우션에 따르면, 2022년에 낸드 가격이 안정적이겠지만, 하반기에는

공급이 부족할 수도 있다고 한다.

 

Meanwhile, Chinese memory maker YMTC is ready to volume produce 128-layer QLC NAND flash, initially targeting consumer SSDs.

한편 중국 낸드제조업체 양츠메모리는 128단 QLC낸드를 양산할 준비가 되어있고 소비자용 SSD 시장을 목표로

하고 있다.

 

And in a recent interview by DIGITIMES, Harish Krishnaswamy, CTO and co-founder of MixComm, and Marzieh Veyseh, CTO/CPO and co-founder of SiTune, talked about their views on the development of mmWave market, latest chip crunch, and the Satcom market opportunities.

 

NAND supply likely to turn tight in 2H22, says Silicon Motion: NAND flash prices are expected to stay stable in 2022, but the supply of such chips is likely to turn tight in the second half of next year, according to Wallace Kou, president of Taiwan-based NAND controller vendor Silicon Motion Technology.

 

YMTC ready to volume produce 128-layer QLC NAND flash: China-based Yangtz Memory Technologies (YMTC) has shipped over 300 million 64-layer 3D NAND flash memory chips and is ready to volume produce 128-layer QLC (quad-level cell) NAND, according to the company's chief operating officer Cheng Weihua.

중국의 양츠메모리는 3억개의 64단 낸드 칩을 생산했고 128단 낸드를 양산 준비 중이라고 밝혔다.

 

mmWave finds potential markets in 5G and Satcom: Q&A with MixComm and SiTune CTOs: MixComm, a provider of millimeter-wave (mmWave) and front-end solutions for 5G and Satcom applications, has recently announced a collaboration with SiTune, an innovator of multiple generations of RF and mixed-signal system on a chip, to develop 5G mmWave reference designs. Both companies have been recognized for their high-performance energy-efficient 5G solutions.