As 3D NAND memory prices are falling due to weaker-than-expected demand in the IT sector, major flash makers are mulling adjusting their output and reducing investments in non-volatile memory, reports DigiTimes, citing South Korean media. Instead, they could invest more in DRAM production as demand for HBM memory from the AI industry is setting records.
Right now, all major makers of 3D NAND—Kioxia, Micron, Samsung, and SK Hynix—are considering reducing the output of non-volatile memory and reducing investments in building out additional flash capacities. If they do it, this will stabilize the pricing of 3D NAND and may somewhat reduce the pricing of DRAM, at least in the short and mid-terms.
