Reply to post:

Tsinghua Unigroup: We don't need Hynix chip tech, we have our own

eldakka

"The production capacity expansion of major NAND Flash manufacturers, e.g. Toshiba, Samsung, Intel, and Yangtze Memory Technologies Corporation (YMTC), will have increasing impacts on the industry, resulting in a possible oversupply in NAND Flash market in 2019."

For example:...

Without including the current fab capacities and the new fab capacities or giving % increase in global output of the new/upgraded fabs, this information is useless.

Are there currently 1000 fabs, therefore the half-dozen or so new/upgraded fabs listed here would only increase supply by 10%? Or will these new facilities increase supply by 500%?

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