… Meanwhile, severe HDD shortages and extended lead times accelerated a shift in orders toward NAND solutions, which further tightened supply.” And: “Capacity allocation will increasingly prioritize server applications, further tightening supply for consumer products.” And now, at the height of the d… …
… Samsung has slightly reduced its NAND Flash wafer production forecast, expecting a decline from 4.9 million wafers in 2025 to 4.68 million in 2026. …
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